McGlennons – Solicitors
Park House 158/160 Arthur Road London SW19 8AQ
Principal Solicitor: William Essex
Consultant Solicitor: Anthony Brown
Associate Solicitor: Victoria Tyson
Telephone 020 8946 6015
Fax 020 8946 3120
Will Instructions
Personal Details
Your Full Name: ……………………………………………………………..
Address: ………………………………………………………………………..
………………………………………………………………………..
………………………………………………………………………..
Email ………………………….
Tel: (Home) …………………………………..
Occupation: …………………………………..
Have you made any previous Wills? Yes/No
Have you ever been married/
entered a civil partnership? Yes/No
If so are you divorced/partnership dissolved? Yes/No/Not applicable
Do you have any children? Yes/No
Main Assets – Please give approximate values to the following:-
House/Flat (if owned): £
Money in Bank or Building Society: £
Shares: £
Life Insurance/Endowment Policies: £
Are any of the above held jointly with someone else? Yes/No
If yes, who?
Do you have any company or personal pension entitlement? Yes/No
If yes have you made a nomination for someone to take any benefit on your death before pensionable age Yes/No
If yes, who?
Liabilities
Outstanding Mortgage: £
Other large debts e.g. H.P/Car Loans etc: £
Executors
Who do you want as your Executor(s)?
Full Name(s): …………………………………………………………….
Address: ………………………………………………………………………..
………………………………………………………………………..
………………………………………………………………………..
Who will be your Executor if the abovenamed has died before you?
Full Name(s): …………………………………………………………….
Address: ………………………………………………………………………..
………………………………………………………………………..
………………………………………………………………………..
Guardians for Children
If you have a child or children under 18 you can appoint a guardian for them to exercise whatever rights you have exercised as a parent. Please give details below:-
Full Name(s): …………………………………………………………….
Address: ………………………………………………………………………..
………………………………………………………………………..
………………………………………………………………………..
Legacies/Gifts
Do you have any gifts of specific items or sums of money you want to go to any persons or organisations? If yes, complete section below. If a beneficiary is under 18 please state their age.
Gift (1) – State item and name and address of who is to receive it.
Gift (2) – State item and name and address of who is to receive it.
(Continue gifts on separate sheet if necessary)
Residue
After payment of your debts and funeral expenses who is to get the residue of your Estate? Please give full name(s) of the person(s) or organisation(s). If a beneficiary is under 18 please state their age.
Full Name(s): …………………………………………………………….
Address: ………………………………………………………………………..
………………………………………………………………………..
………………………………………………………………………..
If the person(s) receiving the residue of your estate has/have died before you who is then to get the residue?
Full Name(s): …………………………………………………………….
Address: ………………………………………………………………………..
………………………………………………………………………..
………………………………………………………………………..
Funeral Instructions
Do you wish to be buried or cremated? Burial/Cremation
Any other funeral instructions? Please give details.
Claims against your Estate
To try to ensure that your estate is not open to any claims after your death, please answer the following questions:-
1. Do you have a spouse/civil partner who will not be named as a beneficiary? Yes/No
2. Are you married/in a civil partnership but separated (this would include a marriage/partnership of convenience). Yes/No
3. Are you responsible for the upkeep or maintenance of any person who will not be named as a beneficiary? Maintaining someone can include providing someone with rent-free accommodation Yes/No
4. Do you or your spouse/civil partner have a child or children who will not be named as beneficiaries but who, in whole or in part, are maintained by you? This includes foster or illegitimate children. Yes/No
5. Do you have any child, of whatever age, who is physically or mentally disabled? Yes/No
6. Do you intend to marry or enter into a civil partnership in the near future (i.e. within next six months) as marriage/civil partnership usually revokes a will automatically. Yes/No
If you have answered ‘Yes’ to any of the above questions please give details below:
Special Circumstances
None/ As follows:-
Finally……………….
Please add any relevant information you think useful or which has not been covered above:-
Your Signature……………………………………………. Date……………………….