Last Will and Testament Intake Form

Completing the questionnaire requires you to answer some basic questions about you, your family, and your assets. If you need to provide me with information not included in this form, please include this information in the 'Additional Information' section at the end of the form. When you are finished click 'submit'. I will reach out if further information is needed. I will then prepare a Draft Will for your review at a flat fee of $350.

Section 4: Guardianship
Section 4: Guardianship

Guardians are persons who you can appoint to look after your children. Please be aware that the appointment of guardians will not necessarily be agreed with by the courts if contested. It is however, highly likely to be respected when making the final decision.
Questions to consider: How do you feel about their values and parenting skills? Are they able to offer a stable family environment? What is the quality of their present relationship with your child/children? Are they willing and able to handle the responsibility of caring for your child/children on a long-term basis?
How do you want your guardians to act?
What is the name of your guardian?

First NameLast Name
Do they live at your address?

YesNo
Where do they live?

Street Address

Street Address Line 2

CityCounty

PostcodeCountry
How are they related to you?
What is the name of the second guardian?

First NameLast Name
Do they live at your address?

YesNo
Where do they live?

Street Address

Street Address Line 2

CityCounty

PostcodeCountry
How are they related to you?

Section 5: Your Assets
Section 5: Your Major Assets

I need to understand the size of your Estate and the types of assets that you have. Please list your major assets of notable worth, such as your property, savings, shares, ISAs, bonds, cars, and please state an estimate of the total value in the boxes below: Start with the most relevant first. Click 'Save and Add Row' to add more assets.
Inheritance Tax The more precise the values of your assets you can provide us, the easier it will be to determine any inheritance tax liability on your estate. Everyone's estate can have potential Inheritance Tax liability.
Additional Details

Section 7: Funeral Arrangements
Section 7: Funeral Arrangements

This section allows you to express your wishes regarding what you would like to happen to your body after you have died. Please be aware that the Will will not be read until you pass away. I recommend that you discuss your funeral arrangements with your family during your lifetime.
Do you have a funeral plan?*

YesNo
Please provide the details here:
Please provide your wishes for funeral arrangements on your death.*

BurialCrematedOrgan Donation (visit www.uktransplant.org.uk)
Please state any additional requirements here

Section 8: Gifts and Legacies
Section 8: Gifts and Legacies

Please remember that beneficiaries cannot technically inherit property and other assets in their name until they turn 18 years old.
Letter of Wishes Do you want to leave a letter of wishes alongside your Will stating your individual wishes? A letter of wishes is a personal letter that you may leave with your executors with specific guidance on how the estate should be distributed. Please note there is no obligation on your executors to follow this document. The letter of wishes is stored with the Will, but never attached to it.
Do you want to draw up a letter of wishes?*

YesNo
Pecuniary legacies/gifts of money

A specific gift of money can be included in a Will. Money cannot however, be included in a Letter of Wishes.
Type a question
Items/objects/chattels
Animals/pets
Property
Charitable Donations

Section 9: The Residual Estate
Section 9: The Residual Estate

The residue of your estate is the remainder after everything is paid out, ie: gifts of money. For most of our clients, this is the bulk of their estate.
How is your estate going to be distributed?*
At first instance, share to go to issue? (an issue is a lineal descendant)

YesNo
At which age do the beneficiaries obtain benefit?*

182125Other
After all of your gifts, funeral expenses and other monies have been paid out, the remainder of your estate must be distributed to your beneficiaries. This usually covers your property, savings and everything remaining. If your estate is passing to other persons as above, please list your desired beneficiaries below. Click 'Save and Add Row' to add another person.

Section 10: Alternative Beneficiaries
Section 10: Alternative Beneficiaries

In the unlikely event that none of your above chosen persons cannot or will not take their share of your estate, please state alternative people to receive your estate instead. These could be for example, grandchildren, nieces and nephews, close family friends, or charitable organizations. I recommend that you provide the details of at least two alternative beneficiaries below:
Have any of these beneficiaries been previously mentioned?

YesNo
State beneficaries & percentage shares here:
Name

First NameLast Name
Address

Street Address

Street Address Line 2

CityCounty

PostcodeCountry
What is their relationship to you?
Name

First NameLast Name
Address

Street Address

Street Address Line 2

CityCounty

PostcodeCountry
What is their relationship to you?
Name

First NameLast Name
Address

Street Address

Street Address Line 2

CityCounty

PostcodeCountry
What is their relationship to you?
Name

First NameLast Name
Address

Street Address

Street Address Line 2

CityCounty

PostcodeCountry
What is their relationship to you?
Additional beneficiaries. Please provide their full names and addresses here. If they are under the age of 18, please let us know.

Section 13: Signature
Section 13- Signature
Please prepare a Will for me based on the on the instructions contained in this form. I understand that there is a fee of $350.
Should be Empty:

Section 12- Additional Information