TWB Instruction Form

TWB Instruction Form
Consultant
Initial Appt. Date

DayMonthYear
Time

:HourMinutes
CRM Ref.
Will Type
Personal Details
Client One
Client

PrefixFirst NameMiddle NameLast Name
AKA/Preferred Name

First NameLast Name
D.oB

DayMonthYear
Date
Address

Address Line 1

Address Line 2

Town/CityCounty

Post CodeCountry
Correspondence Address

Address Line 1

Address Line 2

Town/CityCounty

Post CodeCountry
Phone Number

Country CodeArea CodePhone Number
Email
example@example.com
ID Type
Serial Number
Valid To

DayMonthYear
Existing Will or Codicil
Freely Making Will?
Cond. Affecting Memory?
Condition Details
Client Two
Client

PrefixFirst NameMiddle NameLast Name
AKA/Preferred Name

First NameLast Name
D.oB

MonthDayYear
Date
Address

Address Line 1

Address Line 2

Town/CityCounty

Post CodeCountry
Correspondence Address

Address Line 1

Address Line 2

Town/CityCounty

Post CodeCountry
Phone Number

Country CodeArea CodePhone Number
Email
example@example.com
ID Type
Serial No.
Valid To

DayMonthYear
Existing Will or Codicil
Freely Making Will?
Condition Affecting Memory?
Condition Details
Civil & Domicile Status
Client One
Civil Status
Client One
Decree Absolute/Dissolution

DayMonthYear
Clean Break?
Future Intention
In Anticipation Of Change?
Place of Birth
Permanent Home
* If not E&W
UK Domiciled?
Foreign Property
Foreign Will
Client Two
Civil Status
Client Two
Decree Ab./Dissol.

DayMonthYear
Clean Break?
Future Intention
Anticipating Change?
Place of Birth
Permanent Home
* If not E&W
UK Domiciled?
Foreign Property
Foreign Will
Children
Current Relationship
Guardians & Substitutes
Client One: Prev. Relationship
Client Two: Prev. Relationship
Appointments

Executors & Trustees

Executors As Trustees?
Execs' Working Rela.
Execs' Working Rela.
Executors
Executors
Trustees
Trustees
Financials

Rows	Client One	Client Two
Yes
No

IHT Planning

Rows	Client One	Client Two	Joint	Total
E&W PPR
Other E&W Property
Relevant Foreign Property
Chattels
Liquid Assets
Life Assurance (not in trust)
Pension Nomin to Partner
DIS Nomin to Partner
Business Assets
Interest Under IIP

GROSS ESTATE
Less Liabilities (Debts inc Mort)
Less Total Exemptions
NET ESTATE

APPROX. IHT DUE

IHT Holder
IHT Holder 2
Financials: Notes
Gifts - Specific Items & Money
Client One: Specific Articles
Client Two: Specific Articles
Client One: Cash Gifts to Individuals
Client Two: Cash Gifts to Individuals
Client One: Cash Gifts to Charities
Client Two: Cash Gifts to Charities
Client One: Pets
Client Two: Pets
Residuary Estate
On First Death
On Second Death
Include Life Interest?

Life Interest Notes
Client One
Beneficiaries & Allocation
Names and percentage of residuary estate
Reserved Beneficiaries & Allocation
Names and percentage of residuary estate
Reserve Per Stirpes?
Client Two
Beneficiaries & Allocation
Names and percentage of residuary estate
Reserved Beneficiaries & Allocation
Names and percentage of residuary estate
Reserve Per Stirpes?
General Administration
Will Elements
Promises and Issues
Client One: Promises
Client Two: Promises
Client One: Dis-inheritance
Client Two: Dis-inheritance
Client One: Family Issues
Client Two: Family Issues
Client Two: Memorandum of Wishes
Client Two: Memorandum of Wishes
Funeral Plans
Client One: Funeral Plan Details
Disposal of Body
Client Two: Funeral Plan Details
Disposal of Body
Names & Contact Details

Rows	Full Name	Relationship	Full Address	Contact Number
01.
02.
03.
04.
05.
06.
07.
08.
09.
10.
11.
12.
13.
14.
15.

Documents

Upload

Cancelof
Form Completion

DayMonthYear
Set once all info received
Should be Empty:

Rows	Client One	Client Two
For Life
Specific Period (specify in notes)
Terminate on Remarriage/CP
Terminate on Cohabitation

TWB Instruction Form

Personal Details

Civil & Domicile Status

Children

Appointments

Financials

Gifts - Specific Items & Money

Residuary Estate

General Administration

Names & Contact Details