Will Details Form

Surname *

Christian Name(s)*

Address 1 *

Address 2

Address 3

Address 4

Postcode *

Email *

Phone Number *

Are you married? *

Yes

No

Please give your Spouse's/Partner's full names if applicable

Type of will *

Individual Will

Will for a couple

Do you have children? *

Yes

No

If so please give their full names and ages:

If they are no longer living at home please give their addresses:

Do you own the property in which you live? *

Yes

No

Please give any other relevant family information (e.g. are you separated/divorced? Are there step-children to be considered? :

Your Executors

Is your spouse/partner to be your Executor? *

Yes

No

Are your adult children to be your Executors jointly with your spouse? *

Yes

No

Do you wish to appoint two of the partners in Clarke and Son to be your Executors? *

Yes

No

If none of the above applies, please give the full name(s) of the people whom you wish to be your Executors. Ideally there should be at least two:

Please give their addresses including Postcodes:

Your Children

Are your children under the age of 18?

Yes

No

If so, please name at least one person to be Guardian should you and your spouse die before they reach 18. Ideally your Guardian should not also be an Executor

Please give an address and postcode For your Guardian:

Gifts of Property

Do you wish to make a gift or gifts of any items of property to anybody (e.g. jewellery to daughter)?*

Yes

No

If so please give details:

Gifts of Money

Do you wish to make a gift or gifts of money to anybody (e.g. £500 to Aunt Dorothy or to a Charity or £100 to each grandchild)?*

Yes

No

If so please give details:

Family Wills

Is it your wish that the remainder of your estate should pass to your surviving spouse and if he or she should predecease you, to your children?:

Residue

If the remainder of your estate does not pass to a surviving spouse or children, who is to receive it once funeral and other expenses have been paid? Please give name(s) and address(es) including postcode(s) and shares (e.g. 25%)

Catastrophe Clause

If none of the people named as receiving a share in the remainder of your estate survives you, do you wish to name "long stop" substitute beneficiaries, either people or charities? If so, please give details

Burial or Cremation

Do you wish to specify a preference for burial or cremation of your body?*

No, I do not

Burial

Cremation

Do you have any particular funeral wishes?

Other Relevant Details

(e.g do you own overseas property? Are you a beneficiary under a Trust?)