Last Will And Testament For UK Nationals Living at Home or Abroad
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          Instruction Form Single will

Make That Last Will?

If you have no relatives do you really want to leave your assets to the Inland Revenue?

Around 90 percent of  Last Wills and Testacies are quite straight forward and that is what WiseWills is all about.  Individual Gifts to relatives or individuals or charities can be bequeathed in the will along with funeral preferences.

You may legally appointing a guardian for your children in your will.

NOTE if you intend to exclude natural or adopted children under the age of 18 then we will not be able to assist you in making your will and you should consult a specialist family solicitor.

 

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Please Complete ONLY the relevant sections for you in the below Instruction form you will have ample opportunity during the drafting of your Last Will to make amendments and to alter or add to any information supplied her

What happens when we have received your Instruction form?

We shall prepare, based on your submitted instructions, a first draft of your Last Will & Testament and then email it to you for alteration, correction, your comments and any other  information you feel could be relevant, or we may  ask you for any other information we feel may be necessary and advise you of any other options you may have.

    

 START  Instruction Form Single will

 

 
Tick the box or not   to select your choice
        Section 1:     Personal details
Section 1                                      Your Details
Salutation Mr  Mrs   Miss   Rev    Dr    Other 
Your Name   
Address        
City/Town    County  
Country           Post Code   
Telephone     We will only contact you as you requested above. 
Your E-Mail Address       Essential
Please State If You Are?
Please State If You Are:  Single  Married    Civil Partnership   Divorced    Separated   Common law Partners     Widowed    Other relationship  
 Are you over 18 and of sound mind?   Yes No 
        Section 2:     Who would you like to leave the residue of your estate to?
            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 or legacies and the expenses of administering your last will.  

PLEASE  SELECT ONLY ONE OF THE following 4 OPTIONS 

Option 1:  I would like to leave my estate to one adult?         

Option 2: To one adult but if he/she dies then to child/children?   

Option 3: To more than one adult?  

Option 4: Directly to your natural and (if applicable) adopted children

(stepchildren are considered later)

If you have chosen option 1
If you have specified one adult in option 1 please state if He Or She Is?

     Your Wife                 Your Husband   

     Partner Female           Partner Male


   Other Male        (including children over 18)
   Other Female   (including children over 18   
     

What is their full name     

Do you want to appoint the above adult as your sole beneficiary and sole executor? This is common for married couples, or people in close relationships.  

i.e. they are to inherit your whole estate, except any other gifts or legacies you state.

    Yes    No   

 

If you have chosen option 2
 

Option 2: To one adult but if he/she dies then to children?     IF yes

Is your estate to go in equal shares to children?   Yes No (If more than one)

 

  If you have chosen option 3

Option 3:

Is your estate to go in equal shares to more than one adult?

Yes   No

If no use % box  below (What percentages to each I.E. 10% to one 20% to the other etc)

If you have chosen Yes to option 3 how many adults? 

Enter their names below. (if more than 4  use the text box at the end of the form)

Their Name what %    percentage equal or unequal shares
Their Name what %
Their Name what %
Their Name what %
 
If you have chosen option 4
 

Option 4: Directly to your natural and (if applicable) adopted children   

How many children do you have including legally adopted children?

(This does not include stepchildren who we will deal with later)

Is your estate to be divided in equal shares to your natural and (if applicable) adopted children (if more than one)

Yes   No

(If no use % box  below (What percentages to each I.E. 10% to one 20% to the other etc)

If you have chosen Yes to option 4 how many children  

 

Enter their names below. (if more than 4  use the text box at the end of the form)

Their Name what %    percentage equal or unequal shares
Their Name what %
Their Name what %
Their Name what %
Children cannot inherit directly until the age of 18.

Would you like to stipulate an older age     (21 for example) No 

                                                      
 

Do you have any step children? Yes / No if yes how many?

 

*Put your stepchildren's names below only if they are to be added or excluded from your will
Stepchild's name Added   Excluded   Age
Stepchild's name Added   Excluded   Age
Stepchild's name Added   Excluded   Age
Stepchild's name Added   Excluded   Age
     Section 3:        Alternate Beneficiaries                          
Section 3                                  Alternate Beneficiaries 

In the unlikely event that any or all of your above chosen beneficiaries pre-decease you, you should  name an alternate beneficiary.

For example if you have selected, I  would like to leave my estate to one adult, and at the time of your death they have pre-decease you, you may wish to alternatel leave your estate to your parents, siblings, nephews or nieces, 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       

 

How many alternate beneficiaries?  Enter their names below (if more than 4  use the text box at the end of the form)
Is your estate to be divided in equal shares to the alternate beneficiary Yes   No   

(If no use % box  below (What percentages to each I.E. 10% to one 20% to the other etc)

Alternate beneficiaries Name %   age      
Alternate beneficiaries Name %   age
Alternate beneficiaries Name %   age
Alternate beneficiaries Name %   age
      Section 4         Your executors/Trustees       
Section 4         Your executors/Trustees  

If you have chosen someone above 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 spouse as sole beneficiary and executor and he/she has pre deceased you, 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.

If you have selected more than one adult as your beneficiaries you may wish that they all act as executors together.

 

Executors Name 
Address             
2nd executor name    Optional
Address             
If more Executors then use the additional information box at the end of the form.
      

Section 5   Naming a guardian for your children

 

Section 5                Naming a guardian for your children

This is a very important role and any ambiguity should be avoided when naming more than one.  Remember, this guardian would only step in if both parents should die. 

(Not applicable if you have no children or your children are are over 18)

                     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 

If you wish to name more than one Guardian for your child/children use the additional information text box  at the end of this form
Section 6                          Exclusions from your will. 
Section 6                          Exclusions from your will.    

 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

 

Section 7   Do you have any specific gifts to name in your will

 

Section 7              Do you have any specific gifts to name in your will

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)

 

 

Do you have any specific gifts to name in your will   Yes No   (If yes we will email you separately)

 

If you have valued gifts we only accept descriptions by post.
Please enclose a memorandum of wishes sheet with my will (No extra cost)
Please send me a gifts description (estate inventory) form   (No extra cost)
     

Section 8   Funeral arrangements

 

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. 

You may add a recital later, during the drafting, if you wish.

Your Recital   

     

Section 9:   Any Additional Information

Do you have any comments or questions or have we asked you to give us more information here?

Additional Information

     

Section 10:        Keeping Your Will up to Date

The annual retainer service of £5.00 per annum per will.

  Section 10                       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.

  1. If you marry or divorce
  2. If you join together into a civil partnership or dissolution or annulment of a civil partnership.
  3. The birth or adoption of children
  4. To add or change guardians for children
  5. A significant change in financial status
  6. A significant change in tax laws
  7. A desire to add beneficiaries
  8. A desire to change beneficiaries
  9. The death or incapacity of a named executor or trustee
  10. To change personal details like address changes for you or someone mentioned in the will
  11. You may also seek our advice in the future; free of charge, with questions or concerns you have regarding your will.
  12. 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!

I would like to take the annual retainer service of £5.00 per annum.

Yes                No I 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 11:   Your Payment

 

I wish to purchase a single will ?       £39.99

 

Make Secure Payments online

Pay securely using PayPal or credit or debit card

 

I confirm that I am over the age of 18 years and am of sound mind. The information on this form is complete and accurate and is to be used as the basis for preparing my Last Will and Testament. In addition to appointments, and distribution of residue, I agree to my executors having normal powers to aid the administration of my estate. I know of no circumstances which would prevent my estate being distributed as I have requested.

I agree to provide replies to emails and drafts pertaining to my will in a timely manner.

I 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 by us, 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 agree to the above        

I disagree to the above      

Your E-Mail Address         Essential

Your Telephone Number Helpful (for queries only).

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Last modified: November 19, 2013

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