• SECTION 1 - ABOUT YOU

    Relationship Status

  • About You

    Partner's Consent

  • Important:

    You and your partner should consider making your wills together if any of these statements apply to you:

    you want to leave the majority of your money, property and possessions (your ‘estates’) to each other if one of you dies
    you agree on who you want to inherit your estates if both of you die
    you have children, either together or from different relationships
    By making your wills at the same time, we can look at how your wishes and assets interact with each other.

    There are several options available for couples who want to make their wills together. Our experts can talk to you both in your appointment and help you decide on the best wills for you.

    Avoiding conflict of interest
    If you choose to go ahead with a single will, rather than making a will together with your partner, they will not be able to make a will with us while we are acting for you.

  • About You

    Your details - We’ll only use your information to contact you about your will
  •  - -

  • Just so you know:
    Certain medical conditions affecting decision-making may require additional legal checks to confirm the validity of your will. Our team may contact you for clarification if needed.

  • Children

    Including any step children or foster children.

  • Add a child

    Including any step children or foster children
  •  - -

  • Add a second child

    Including any step children or foster children
  •  - -

  • Add a third child

    Including any step children or foster children
  •  - -

  • Pets

    Your will can make sure the animals in your life are properly cared for.

  • SECTION 2 - YOUR ASSETS

    Owning any of the following can affect the type of will you get. We'll set aside extra time to discuss these details on your call

  • Property

  • We’ll talk to you about what we can and cannot do for property outside England and Wales. UK wills have specific rules for foreign property

  • Pension & Investments

  • Business & Intellectual Property

    Business or IP ownership can complicate inheritance planning

  • Valuable Items

  • Approximate Total Value of Assets

    Estate value affects inheritance tax planning and type of will

  • SECTION 3 - INHERITANCE

    What you’d like to happen when you die

  • The things you own when you die are known as your ‘estate’.

    You can still make specific gifts, like sentimental items or one-off cash amounts, to people, charities, or pets later.

    Optional enhancement: Include digital assets like cryptocurrencies, online accounts, and NFTs.

  • An estate includes:

    • Bank accounts and investments
    • Property
    • Other things you own, like your car, jewellery, clothes

  • An estate does not include:

    • Most pension plans
    • Most life insurance policies
    • Joint bank accounts
    • Some types of jointly-owned property

  • What you’d like to happen when you die

    You can still make specific gifts, like sentimental items or one-off cash amounts, to people or charities later.

  • Add someone to inherit your estate

    Primary Beneficiary

  • Contingency Beneficiary

    Decide what should happen if listed primary beneficiary dies before you

  • Gifts

    You can leave specific gifts to individual people or charities — such as, sentimental items or one-off cash amounts.

  • Add a specific gift

  • Be as specific as possible. For example:

    • Red VW Golf, reg plate X345FFG
    • Gold casio watch with my name engraved
    • Book collection

  • Add a cash gift

  • Add a charity to inherit your estate

  • Gifts

    You can leave specific gifts to individual people or charities — such as, sentimental items or one-off cash amounts.

  • Add a specific gift

  • Be as specific as possible. For example:

    • Red VW Golf, reg plate X345FFG
    • Gold casio watch with my name engraved
    • Book collection

  • Add a cash gift

  • Who should inherit equal shares of your estate

  • What you want to happen to your estate

    Write a short description of what you want to happen to your estate. We will discuss this in more detail during your appointment.

  • SECTION 4 - PEOPLE EXPECTING INHERITANCE

  • What is their relationship to you?

    We'll discuss this more during our appointment to make sure we have all the details.

  • What is their relationship to you?

    We'll discuss this more during our appointment to make sure we have all the details.

  • SECTION 5 - WHO WILL MANAGE YOUR WILL

    The people you trust to manage your will when you die are called 'executors'

  • What executors do

  • Executors are responsible for sorting out what you own when you die. They find details of everything you own, pay off any debts and distribute what's left. It can be complicated — there's usually legal and financial matters to sort out — and it can take months to finish everything that's needed.

  • Who you can choose

  • You can choose between one and four executors to act at any one time. If you choose more than one, they’ll decide between them how to split the responsibility. Many people choose at least two executors, in case the first is unable to do it.

    You can choose:

    • family or friends, even if you've already named them in your will
    • a legal professional or firm, such as Co-op Legal Services

  • How Jubileewills can help

  • We can be one of your executors and take away the burden from those close to you. There’s a fee, but it’s taken from your estate after you die. We’ll explain more about this when we call so you can decide if it's right for you.

  • Add your executor

  • SECTION 6 - ADDITIONAL INFORMATION

    We want to prepare as much as we can for our call with you
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