• You And Your Family

  • 1. YOUR DETAILS
  • 2. YOUR HUSBAND | WIFE | PARTNER
  • 3. MARRIAGE | PARTNERSHIP DETAILS
  • 4. YOUR CHILDREN

    PLEASE INCLUDE ALL CHILDREN FROM PREVIOUS MARRIAGES OR RELATIONSHIPS.

    CHILD 1

  • CHILD 2

  • YOUR HUSBAND'S | WIFE'S | PARTNER'S CHILDREN

    PLEASE INCLUDE ALL CHILDREN FROM PREVIOUS MARRIAGES OR RELATIONSHIPS.

    CHILD 1

  • CHILD 2

  • Please Note:

    ILLEGITIMATE AND ADOPTED CHILDREN (BUT NOT STEPCHILDREN) GENERALLY HAVE THE SAME RIGHTS OF INHERITANCE AS OTHER CHILDREN. CHILDREN EXCLUDED FROM BENEFIT UNDER YOUR WILL MAY HAVE A RIGHT TO CLAIM A SHARE OF YOUR PROPERTY IN CERTAIN CIRCUMSTANCES.

    PART B
    Your Home and Other Assets

    6. YOUR HOME

  • OTHER (E.G. PROVIDED BY A RELATIVE)

  • 7. BUSINESSES
  • 8. YOUR MAIN ASSETS
  • ASSETS DETAILS
  • 9. JOINT ASSETS

    PLEASE NOTE THAT JOINTLY OWNED ASSETS GENERALLY PASS TO THE JOINT OWNER AUTOMATICALLY AND CANNOT BE GIVEN AWAY BY WILL.

  • ASSETS DETAILS

  • 10. INTERNATIONAL ASSETS

  • ASSETS DETAILS

  • PART C
    Funeral, Executors, Guardians

    11. FUNERAL

    FUNERAL PREFERENCES

  • PLEASE NOTE:

    YOU SHOULD MAKE THESE WISHES KNOWN TO YOUR IMMEDIATE FAMILY AS WELL AND RELY ON WHAT IS IN YOUR WILL. IF YOU WISH TO LEAVE ANY PART OF YOUR BODY FOR MEDICAL PURPOSES TELL YOUR FAMILY AND YOUR DOCTOR AND CARRY A DONOR CARD.

    12. EXECUTORS

    YOU MUST APPOINT EXECUTORS TO CARRY OUT THE INSTRUCTION IN YOUR WILL. IT IS WISE TO HAVE AT LEAST TWO AND YOU MAY APPOINT YOUR HUSBAND / WIFE / PARTNER AS ONE. YOU SHOULD NAME OTHER EXECUTORS TO ACT IF HE/SHE IS UNABLE TO DO SO. PARTNERS OF OUR FIRM WILL BE PLEASED TO ACT AS YOUR EXECUTORS, EITHER ALONE OR WITH A MEMBER OF YOUR FAMILY OR FRIEND.

  • PLEASE ENTER AT LEAST FOUR EXECUTORS, IN NO PARTICULAR ORDER.

  • 13. GUARDIANS

    GUARDIAN PREFERENCES

    YOU MAY WANT TO APPOINT ONE OR TWO PEOPLE TO ACT AS GUARDIAN(S) FOR CHILDREN UNDER 18 YEARS. THE APPOINTMENT WILL USUALLY ONLY APPLY IF YOU AND THE CHILD'S OTHER PARENTS ARE BOTH DEAD. THE POSITION MAY BE DIFFERENT IF YOU ARE A SINGLE PARENT. THIS ISSUE CAN BE DISCUSSED FURTHER WITH THE SOLICITOR AT YOUR APPOINTMENT.

    GUARDIANSHIP INVOLVES A LOT OF RESPONSIBILITY AND YOU SHOULD ASK PEOPLE TO AGREE TO ACT BEFORE APPOINTING THEM.

  • PART D
    Beneficiaries

    THE MAIN PART OF YOUR ESTATE IS CALLED "THE RESIDUE". BEFORE GIVING AWAY THE RESIDUE YOU MAY WISH TO MAKE CERTAIN GIFTS OF CASH OR BELONGINGS TO INDIVIDUAL CHILDREN, GRANDCHILDREN, FRIENDS OR CHARITIES. THESE ARE KNOWN AS "BENEFICIARIES".

    14. CASH GIFTS

    PLEASE GIVE THE NAME AND ADDRESS OF THE BENEFICIARY AND THE AMOUNT TO BE GIVEN, WITH THE AGE OF ANYONE WHO IS UNDER 18 YEARS.

  • 15. GIFTS OR ARTICLES

    PLEASE GIVE THE NAMES AND ADDRESSES OF PEOPLE TO WHOM YOU WISH TO LEAVE SPECIFIC ITEMS, AND A FULL DESCRIPTION OF THE ARTICLE, TO ENABLE IT TO BE IDENTIFIED.

    PLEASE NOTE THAT IF YOU SELL OR REPLACE ONE OF THESE ITEMS, THE BENEFICIARY WILL GET NOTHING - HE OR SHE WILL NOT BE GIVEN THE SUBSTITUTED ITEM OR THE CASH EQUIVALENT.

  • 16. RESIDUE

    THIS IS ALL THAT YOU OWN EXCEPT JOINTLY OWNED PROPERTY AND THE GIFTS MADE IN QUESTION 15 AND 16. PLEASE STATE BELOW WHO IS TO RECEIVE THE RESIDUE ON YOUR DEATH AND WHO IS TO RECEIVE IT IF THEY DIE BEFORE YOU.

    IF THERE ARE GIFTS TO YOUR CHILDREN, WE MAY SUGGEST A PROVISION THAT IF ANY OF THEM DIES BEFORE YOU, LEAVING CHILDREN OF HIS/HER OWN, THOSE CHILDREN (YOUR GRANDCHILDREN) WILL INHERIT THEIR PARENTS SHARE.

    THE FOLLOWING ARE THE MORE COMMON PROVISIONS MADE. IF YOU WISH TO USE ONE OF THESE, TICK THE APPROPRIATE BOX, IF NOT PLEASE GO TO QUESTION 18.

    QUESTION A

  • QUESTION B

  • QUESTION C

  • QUESTION D

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