| Instruction
Form for a Mirror (Two) Last Wills |
|
Tip: After you click the submit button at the end of this
instruction form a short
form (printer friendly) will be shown with all the details of
the form indicating all the answers you
have given. Right
click on the form and select print alternately use the print
icon in your browser.
|
|
Select
only the items that
apply to you by ticking the boxes in
the form
Complete only the sections that apply to you
|
| How
may we contact you |
| Contact
us by e-mail only
Postal only
Telephone
No Preference |
| If you have any difficulty with
the below Instruction form, please don't worry, you will have ample opportunity
during the drafting of your Last Will to make amendments to any
information supplied here. |
|
Section
1:
Your Personal Details.
|
| Salutation Mr
Mrs
Miss
Rev
Dr
Other
|
| Your
Full Name
|
| Salutation Mr
Mrs
Miss
Rev
Dr
Other
|
| Spouse/Partners
name |
| Your
Full Postal
Address
Post Code
|
| Country
of Residence
|
| Telephone
Number
|
| Please State If You Are: Single
Married
Civil
Partnership Divorced
Separated
Common law Partners
Widowed
Other relationship |
| Are
you both over 18 and of sound mind? Yes
No |
|
Section
2 Who would you like to leave the residue of your
estate to |
|
Section
2: Who would you like to leave the
residue of your estate to?
The residue is the remainder of an estate
after the deduction of taxes, debts. Specific gifts, legacies and the expenses
of administering your last will.
|
| PLEASE SELECT ONLY ONE OF THE
FOLLOWING 2 OPTIONS. |
|
Option 1: We would like to leave
the residue of our estate to each other?
|
|
Option 2: To each other, then after our deaths to our children?
|
|
Section 3 |
| Section
3
Your Choices
You will have ample opportunity to make any changes to
information given here during the drafting of your will. You
will see your finished will before it is posted. It often takes
two drafts before your will is as you wish.
|
| please state
below if He, Or She Is ? |
| Your Wife
Your Husband
Partner
Female
Partner Male
Child |
| If
any other relationship Other Please Complete a single will form
single will
instruction form |
| Do
you want to appoint each other as the SOLE BENEFICIARY and EXECUTOR? i.e. they are to inherit your entire estate and
be your chosen executor.
This is common for married couples, or
people in close relationships.
Select
YES or NO below |
|
Yes
No
If yes, insert full names of
each others choice below.
|
| Full name
Will A's choice Please
complete
Full name Will B's choice Please
complete
|
| if you have chosen
Option 2: To each other, then after our
deaths to our children.
would you like the residue to go in equal shares to
your children.
Yes
No
(I.E.) I leave everything to my spouse/partner, if they
should pre-decease me then I leave my estate to my
child/children in equal shares. |
|
Section 4 |
| I do
not have any Children or Stepchildren Will
A
PLEASE TICK IF NO
I do not have any Children or Stepchildren Will
B
PLEASE TICK IF NO
(If you do not have any children or stepchildren
go to section 6)
|
|
Section 4:
Your natural Children including legally adopted
children? (*If
Applicable)
Do not enter stepchildren here |
| Will
A: How many children do you have including
legally
adopted children? |
| Will
B: How many children does your Spouse/partner have
including legally
adopted children? |
| Are
your children over 18 Yes
No
|
Are
your partners children over 18
Yes
No
|
| Children cannot inherit until the age of 18.
Would you like to stipulate an older age
21 for example) |
| What
are their
names
(Do not put stepchildren) |
| Will Aage
if under 18 |
| Will Aage
if under 18
|
| Will Aage
if under 18
|
| If same
parentage just add (as above) or copy and
paste.
(Do not put stepchildren) |
| Will Bage
if under 18
|
| Will Bage
if under 18
|
| Will Bage
if under 18
|
|
If you
have more children use the additional information box at
the end of the form |
|
Section 5: Your Stepchildren? (If no
stepchildren go to section 6) |
| Do
You or your partner have any stepchildren?
Yes
No
(If
No go to section 6) |
| *Will
A: Do you have any stepchildren?
No/
Yes /if
yes how many? |
| Will
A: Your Stepchildren |
| *Put
YOUR stepchildren's names below
and state if
they are to be added or excluded from your Last
Will |
| 1,Are
they to be Added
or Excluded |
| 2,Are
they to be Added
or Excluded |
| 3,Are
they to be Added
or Excluded |
| If you
have more step-children use the additional information box at
the end of the form |
| Will
B: Your
spouse or partners stepchildren |
| Does your Spouse/partner have any step children?
No/
Yes
/if
yes how many? |
| *Put your stepchildren's names below
and state if
they are to be added or excluded from your Last
Will |
| 1,Are
they to be Added
or Excluded |
| 2,Are
they to be Added
or Excluded |
| 3,Are
they to be Added
or Excluded |
| Section 6
|
|
Naming a guardian for your children?
If you are a parent with children under the
age of 18 this is probably the most important reason why
you should make a Last Will.
Did you know that if you die without naming
a guardian for your children in your Will the state would have to name one for
you?... AFTER THEY make this decision , COSTS would could
be incurred for doing it, probably payable from your estate.
If at the time of executing (making)
your Last Will you have any infants, (children under 18 years) then you
should appoint someone in your Last Will to act
as a guardian for the child or children in the event that both parents should perish together
prematurely.
This would be making your wishes know in a
legal and binding manner.
Testators with minor children should
consider who would have the care of any minor children who
survive them.
The guardianship of minors act 1971 has
been repealed in its entirety by the Childrens Act 1989,
Schedule 15.
A parent with parental responsibility may
appoint a guardian. Broadly speaking, a mother has parental
responsibility irrespective of her marital status. A father has
automatic parental responsibility if he has been married to the
mother at any time later than the date of conception. An
unmarried father may aquire parental responsibility by court
order or agreement with the Childs mother. An appointment may be
made by Last Will or in writing (section 5 (5)).
An appointment by one spouse where the
other spouse survives will now not normally take effect until
after the death of the surviving spouse. If the surviving spouse
also appoints a guardian, the two guardians will act together
after the death of the surviving spouse.
Consideration must be given to appoint
someone appropriate, who can possibly exercise the same love and care for the
infant child as you would have done yourself. Or at the very least give someone OF YOUR CHOICE
a parental voice in the decisions of your infants child's future.
If a guardian is not appointed
by you in your Last Will
the state steps in and decides who will have parental responsibility for your
child. The infant can be made a "ward of court".
You could perhaps ask a close relative or
Godparent to fill this, substitute parental role.
This is a very important role and any ambiguity should be avoided if naming more than
one. Remember this guardian would only usually step in if both natural parents
should die. Any surviving parent may have parental responsibility.
|
|
Would you like to appoint a guardian in this will YES
No
*Guardian name
Guardian Address
|
|
Section 7
|
| Section
7: Alternate Beneficiaries.
In the very unlikely event that your beneficiaries
pre-decease you, you may like to add alternate beneficiaries.
For example, if
you have chosen your spouse or partner to inherit your estate and they
pre-decease you, or you perish together, you may chose to alternately
leave your estate to your children, alternately then to siblings and or parents, or
even to a charity or best
friend.
Please don't worry as you will have
ample opportunity during the drafting of your Last Will to make
amendments to any information given at any point.
|
| Do
you wish to name an alternate beneficiary?
Yes
No (if
no go to section 7) |
| Does
your spouse or partner wish to name an alternate
beneficiary
Yes
No (if
no go to section 7) |
Alternate Beneficiaries
Will A
|
| how many alternate
beneficiaries, Will A?
Enter their names below (if
more than 4 use the text box at the end of the form) Add
their age if
under 18.
|
| Is your estate to be divided in equal shares to the
alternate beneficiary? (Will A if more than one)
Yes
No If
no use the %
box below (What
percentages to each I.E. 10% to one 20% to the other etc)
|
| Will
A 1,Their NameWhat% Their
age |
| Will
A 2,Their NameWhat% Their
age |
| Will
A 3,Their NameWhat% Their
age |
| Will
A 4,Their Name(Will B if more than one)
Yes
No If
no use the %
box below (What
percentages to each I.E. 10% to one 20% to the other etc)
|
| Will
B 1,Their NameWhat% Their
age |
| Will
B 2,Their NameWhat% Their
age |
| Will
B 3,Their NameWhat% Their
age |
| Will
B 4,Their NameWhat% Their
age |
| |
| Will
B 3,Their NameWhat% Their
age |
| Will
B 4,Their NameWhat% Their
age |
| |
| Section 8 |
|
Your Executors.
If you have chosen your partner
to be your sole beneficiary and executor, and you have also chosen an
alternate beneficiary you could name that person as an
(alternate) executor here. They will only act if your
principle beneficiary/Executor has pre-deceased you, or is unable to perform
the duty.
Alternately if for example you have have chosen your wife as
sole beneficiary and executor and she has pre deceased you, or
you have perished together, then you may wish to appoint your
children as alternate executors (if over 18) We strongly advise you to name at
least one executor below.
|
| You
may both have up
to four executors if you wish. |
| Your
alternate executor
other than your spouse or partner? Will A |
| Alternate
Executors Name
Alternate Executors Address |
| Second
Executor Name *Optional
Their address |
| Will
B |
| Your Partner/Spouses
alternate executors (if different from
above) |
| We have chosen the same executors Yes
If yes, go to section 9 below
|
| Alternate
Executors Name
Alternate Executors Address |
| Second
Executor Name *Optional
Their address |
|
Section 9 |
|
Exclusions from your will
This means anyone
who you think may have a claim to your estate.
Add below any person that that you
would wish to exclude
from benefiting in any way from your estate.
(Such as estranged spouse or partner).
Enter their name and
relationship to you. (If in doubt add
them)
|
| WILL
A, Do you wish to name
any exclusions? Yes
No |
|
*Name & Relationship
*Name & Relationship
*Name & Relationship |
| WILL
B, Your Spouse/Partner Do you wish to name any exclusions? Yes
No |
|
*Name & Relationship
*Name & Relationship
*Name & Relationship |
|
Section 10 |
| Section
10:
Gifts.
Do you have any specific gifts to name in
your will?
If you want to leave any
"small inexpensive" gifts in your will it is acceptable for
you to add a written list yourself called, "A Memorandum of
Wishes",
which you should keep with your will. This has the advantage that
you can alter or update your list of small gifts without having to amend your will.
(£150 limit is our
suggestion in monetary value)
|
|
Please enclose a memorandum of
wishes page with our Last Wills
|
| Do you have any specific gifts to name in
your will? other than above
Yes
No |
| Does your
partner/spouse have any specific gifts to name in their will?
Yes
No |
| If you have valued gifts we only
accept descriptions by post. If you
have selected yes we will sent you a form. |
|
Section 11 |
|
Funeral Arrangements and Recital |
| Will
A. Do you wish to be:
Buried?
Cremated? or have no
preference? |
|
Will B. Do you wish to be:
Buried?
Cremated? or have no
preference? |
| Do you
or your partner wish to add a recital in your Last Will.
This
could be perhaps a request for your ashes to be scattered at sea. A
burial and service at your preferred church. It could be a thank
you message, or any comments you wish to leave to your loved
ones. |
| Will
A, Your
Recital
|
| Will
B, Your Recital
|
|
Section 12 |
| Section
12:
Additional information
Do you have any comments, questions or have we
asked you to give us more information? If so please do so here.
|
|
Additional information box
|
|
Section 13 |
|
Keeping Your Will up to Date
without worrying about costs or time.
Annual Retainer Service £5.00 Per Will
(Optional Service)
Don’t forget
if you take this option you may also seek our advice in the
future; free of charge, with questions or concerns you have
regarding your will.
Here are
just some of the events that would ordinarily require a change
to your last Will. Certainly there are other reasons.
- If you marry or divorce
-
If you join together into a civil partnership or dissolution
or annulment of a civil partnership.
- The birth or adoption of children
- To add or change guardians for
children
- A significant change in financial
status
- A significant change in tax laws
- A desire to add beneficiaries
- A desire to change beneficiaries
- The death or incapacity of a named
executor or trustee
- To change personal details like
address changes for you or someone mentioned in the will
- You may also seek our advice in the
future; free of charge, with questions or concerns you have
regarding your will.
- We shall
also keep a copy of your Will
and shall replace it if for YOU if
it is
damaged, lost or destroyed.
|
|
This service guarantees you that WiseWills shall make you a new Last Will whenever you want to amend or change any details in
it, no matter how often, so long as you continue with the annual £5 per
will premiums.
Think to yourself? How long did it take you to get around
to making this Last Will? Take out our retainer service and you will use it often,
we guarantee it. Imagine only the simple changes that happen like the next
time you move house, or your executors, guardians or children do, need we
go on!
|
|
We would both like to take the annual retainer
service of £5.00 per annum per will.
Yes Both
No we do not want the annual retainer
You cannot later change your
mind. This service is only available if chosen at the same time as your
original will.
We will send you a standing order to collect future
payments.
Your First
premium must be included with your will payment.
|
| Section
14 |
|
Your
Payment |
| Make Secure Payments online |
| Make Secure Payments online You
will be redirected to NOCHEX secure website. NOTE |
| Nochex will appear
on your credit or debit card. |
| You must have a debit or
credit card registered in the UK |
| This is for payment of
A SINGLE WILL £39.99 |
click here to pay now
A new window will open and once payment
has been completed click the submit button below.
You may submit your instructions before
payment is made if you prefer.
Once contact has been established with
us, when we have received your instructions form and replied to
you by email with details, you may proceed to payment at that
point.
Mirror wills have been
reduced to only £69.98 |
|
We confirm that we are
over the age of 18 years, and are of sound mind. The
information on this form is complete and accurate and is to be used
as the basis for preparing our Last Will and Testament. In
addition to appointments, and distribution of residue, we agree to
our executors having normal powers to aid the administration of Our
Estates. We know of no circumstances which would
prevent our Estates being distributed as We have
requested. We agree to provide replies to emails and
drafts pertaining to our wills in a timely manner. |
| We understand that a Last Will
only becomes
legally valid after it has been
signed and witnessed, and witnesses must not be beneficiaries or
their spouse |
| Any corrections
that have been caused by error on the part of this professional will
writing company. "WiseWills", will be amended without
question, but whose liability for such errors
will be restricted to providing replacement documents. There will be
a fee for any corrections/amendments you require after a 28 day period unless you have
taken advantage of our retainer service. |
|
I/We agree to the above
I/We disagree to the above |
Your
E-Mail Address Essential
Your Telephone Number Helpful
(for queries only).
|
| Please
help us by answering a few questions: How did you hear about
WiseWills. We have provided a box if you have time to elaborate,
please do, Such as which search engine? Where did you see the
advert? Thank You.
Search Engine
Email
Advertisement
Recommended by a friend
Just Browsing
Other
|
|
Tip: After you click the submit button a short
form (printer friendly) will be shown with all the details of
the form indicating all the answers you
have given. Right
click on the form and select print alternately use the print
icon in your browser.
Copyright © 1999-2008 WiseWills all rights reserved
|
|
Your information is legally protected and will not
be passed on to any other party.
To
Main Page
|