Make A Will | Derek Smith & Co | Professional Lawyers Working

You And Your Family

1. YOUR DETAILS

Name *

Forename Surname

Address *


Street Address Line 2
City	State / Province
Postal / Zip Code	Country

Contact Number *

Occupation *

Date Of Birth *

Are you ( or any member of your family) known by any other names and do you own any assets in a different name? If so, Please enter the details below.

2. YOUR HUSBAND | WIFE | PARTNER

Name *

Forename Surname

Occupation *

Date of Birth *

Year of Marriage

3. MARRIAGE | PARTNERSHIP DETAILS

Year of Marriage

Are You Married to Your Partner?

No Yes

Do you Intend to Marry / Re-marry in the Near Future?

No Yes

Have Either of You Been Married Before?

No Yes

4. YOUR CHILDREN

PLEASE INCLUDE ALL CHILDREN FROM PREVIOUS MARRIAGES OR RELATIONSHIPS.

CHILD 1

Name

Forename Surname

Date of Birth

Address, If Different From Yours


Street Address Line 2
City	State / Province
Postal / Zip Code	Country

Is This Child From Your Current Marriage?

No Yes

CHILD 2

Name

Forename Surname

Date of Birth

Address, If Different From Yours


Street Address Line 2
City	State / Province
Postal / Zip Code	Country

Is This Child From Your Current Marriage?

No Yes

Please Add Any More Children Below

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

PLEASE INCLUDE ALL CHILDREN FROM PREVIOUS MARRIAGES OR RELATIONSHIPS.

CHILD 1

Name

Forename Surname

Date of Birth

Address, If Different From Yours


Street Address Line 2
City	State / Province
Postal / Zip Code	Country

CHILD 2

Name

Forename Surname

Date of Birth

Address, If Different From Yours


Street Address Line 2
City	State / Province
Postal / Zip Code	Country

Please Add Any More Children Below

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

OWNED

Is It Owned In Your Name Alone? Is It Owned In Joint Names With Your Husband / Wife / Partner? Is It Owned In The Name Of Your Husband / Wife / Partner?

RENTED

Is Your Home Rented?

OTHER (E.G. PROVIDED BY A RELATIVE)

Is Your Home Neither Owned Or Rented?

Yes

If So, Please Give Details

7. BUSINESSES

Do You Have A Business

Yes No

If Yes, Please State Type Of Business

Is The Business A...

Limited Company? Partnership? In Your Sole Name?

8. YOUR MAIN ASSETS

Do You Own Any Assets In Your Own Name

Yes No

ASSETS DETAILS

Description

Value

Please List Any More Assets Below

9. JOINT ASSETS

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

Do You Have Any Jointly Owned Assets

Yes No

ASSETS DETAILS

Description

Value

Please List Any More Assets Below

10. INTERNATIONAL ASSETS

Do You Own Any Assets Abroad?

Yes No

ASSETS DETAILS

Description

Value

Please List Any More Assets Below

PART C
Funeral, Executors, Guardians

11. FUNERAL

FUNERAL PREFERENCES

Do You Wish To Specify In Your Will To Be:

Buried? Cremated? No Preference?

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.

Would You Like Partners From Our Firm To Act As Your Executors?

Yes No

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

Name

Address

Name

Address

Name

Address

Name

Address

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.

Would You Like To Appoint Guardians For Your Children ?

Yes No

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.

Name

Address

Add More Beneficiaries

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.

Name

Address

Article Description

Add More Gifts Or Articles

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

Everything to my Husband / Wife / Partner named at Question 2, outright, but if he/she has died then to my children named at Question 4, equally.

Yes

QUESTION B

Everything to my children, named at Question 4, equally and any other children of mine.

Yes

You may choose the age at which your children will receive their entitlement.

18 21 25

QUESTION C

To my Husband / Wife / Partner named in Question 2, but if he/she has died before me, to the person(s) or organisation(s) named in the box below.

Yes

If not in equal shares, then show the share each is to take.

QUESTION D

Other. If none of A, B or C are appropriate, please set out below who is to receive the residue and, if more than one person or organisation is involved

Yes

In what shares.

*

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Will Questionnaire

PART A

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