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START Instruction Form Single will |
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If you need help with this form look in the frequently
asked questions, You will probably find the answer you
need.
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Tick the box or not
to select your choice |
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let us know how to contact you. |
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E-mail only
Postal only
Telephone
No Preference
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Section 1:
Personal details |
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Section 1 Your
Details |
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Salutation Mr
Mrs
Miss
Rev
Dr
Other
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Your Name
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Address
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City/Town
County |
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Country
Post
Code
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Telephone
We
will only contact you as you requested above. |
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Your E-Mail Address
Essential |
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Please State If You Are? |
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Please State If You Are: Single
Married
Civil
Partnership
Divorced
Separated
Common law Partners
Widowed
Other relationship |
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Are you over 18 and of sound mind?
Yes
No |
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Section 2: Who would
you like to leave the residue of your estate to?
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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.
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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 children?
Option 3:
To more than one adult?
Option 4: Directly to
your natural and (if
applicable) adopted
children
(stepchildren who we
will deal with later) |
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Option 1: |
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Option 1:
I would like to leave my estate to one adult?
What is their full
name
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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
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
Now go to section 3
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Option 2: |
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Option 2: To one adult
but if he/she dies then to children?
IF yes
What is their full
name
Is
your estate to go in equal shares to children? Yes
No
(If more than one)
We will complete the names of
children during drafting
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Option 3: |
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Option 3:
To more than one adult?
If yes
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) |
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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) |
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Their Name
what % percentage
equal or unequal shares |
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Their Name
what % |
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Their Name
what
% |
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Their Name
what % |
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Option 4:Directly to your
children including legally adopted
children? |
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Option 4: Directly to
your natural and (if
applicable) adopted
children
if yes
How many children do you have including legally
adopted children?
(This does not include
stepchildren who we will deal with later) |
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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) |
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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) |
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Their Name
what % percentage
equal or unequal shares |
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Their Name
what % |
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Their Name
what
% |
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Their Name
what % |
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Children cannot inherit directly until the age of 18.
Would you like to stipulate an older age
(21 for example) No
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Do you have any step
children? Yes
/ No
if yes how many?
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*Put your stepchildren's names
below only if they are to be
added or excluded from your will |
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Stepchild's name
Added
Excluded
Age |
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Stepchild's name
Added
Excluded
Age |
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Stepchild's name
Added
Excluded
Age |
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Stepchild's name
Added
Excluded
Age |
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Section 3:
Alternate Beneficiaries
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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.
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Do you wish to name an alternate
beneficiary?
Yes
No
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How many alternate beneficiaries?
Enter their names below
(if more than 4 use the text box at the end
of the form) |
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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) |
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Alternate beneficiaries Name
% age
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Alternate beneficiaries Name
%
age |
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Alternate beneficiaries Name
%
age |
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Alternate beneficiaries Name
%
age |
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Section 4 Your
executors/Trustees |
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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.
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Executors Name |
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Address
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2nd executor name
Optional |
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Address
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If more Executors then use the additional information box at
the end of the form. |
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Section 5 Naming a guardian
for your children
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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) |
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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
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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 |
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Section 6
Exclusions from your will. |
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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)
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WILL A, Do you wish to name any exclusions?
Yes
No |
| *Name &
Relationship
*Name & Relationship
*Name & Relationship |
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Section 7 Do you have any
specific gifts to name in your will
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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)
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Do you have any specific gifts
to name in your will Yes
No
(If yes we will email you separately)
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If you have valued gifts we only accept
descriptions by post. |
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Please enclose a memorandum of wishes
sheet with my will
(No extra cost) |
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Please send me a gifts description (estate inventory)
form
(No
extra cost) |
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Section 8 Funeral arrangements
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Do you wish to be:
Buried?
Cremated?
or have no preference? |
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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
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Section 9: Any Additional
Information
Do you have any comments or questions or have we asked
you to give us more information here? |
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Additional Information
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Section 10:
Keeping Your Will up to Date
The annual retainer service of £5.00 per annum per
will. |
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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.
- If you marry or divorce
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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.
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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! |
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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. |
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Section 11:
Your Payment
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I wish to purchase a single will ?
£39.99 |
| 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, spouse,
civil partners or partners or relatives of the
aforementioned. |
| You are
responsible for providing personal details such as correct
full names and addresses 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. |
| I agree to
the above
I disagree to the above
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| Your E-Mail
Address
Essential
Your Telephone Number
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What happens when we have received
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We shall prepare,
based on your submitted instructions, a first draft of your Last
Will & Testament and then email it to you for your perusal and
any alteration, correction, question or comments you may have. We
may advise you of any other information we feel
may be necessary or relevant and advise you of any other options you may have.
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