| Instruction
Form for a Mirror (Two) Last Wills |
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Tip: After you click the submit button
at the end of this instruction form, a short form (printer
friendly) will be displayed indicating all the answers you
have given.
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Select
only the items that
apply to you by ticking the boxes in
the form
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| You will have ample opportunity to make any changes to
information you give here during the drafting of your will. It often takes
two or more drafts before your will is as you wish. |
Section 1: Your Details. The person
completing the form will be
Will A:
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| Salutation Mr
Mrs
Miss
Rev
Dr
Other
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| Your
Full Name
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| Spouse/Partners
name
Will B: |
| Your Address
Post Code
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| Country
of Residence
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| Telephone
Number
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| Please State If You Are: Single
Married
Civil
Partnership Divorced
Separated
Living Together Widowed
Other relationship |
| Are
you both over 18 and of sound mind? Yes
No |
| Section
2: Who would you like to leave 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, just debts. Specific gifts, legacies and the expenses
of administering your last will.
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Please select only 1 of the 2
options. |
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Option 1: We would like to leave
our estate to each other?
Do either of you have any Children or
step-children YES
NO
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Option 2: To each other, but if
he or she dies to child/children?
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please state if He, Or She Is ? Your
Wife
Your Husband
Partner
Female
Partner Male
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Section
3: Your Choices
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| Do you want to
appoint each other as your 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 |
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Yes
No
If yes, insert full names of
each others choice below.
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| Full name
Will A's choice Full name Will B's choice |
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If you have chosen option 1:
Go to section 7, Alternate Beneficiaries.
If you have chosen
Option 2: complete the sections below regarding children. |
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If you have chosen
Option 2: To each other,
but if he or she dies to child/children?
would you like your estate divided equally
between 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
children in equal shares. |
| Section 4: Children (including
adopted children) |
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Your Natural Children including legally adopted
children?
Do not enter stepchildren here |
| Will
A: How many children do you have including
legally
adopted children?
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|
Will
B: How many children do you
have
including legally
adopted children? |
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Children cannot take until the age of 18.
Would you like to stipulate an older age
21 for example) If
children are under age 18 the will provides a trust clause
appointing your executors as trustees. |
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What are your childrens
names (Do not
include stepchildren) |
| Will A
Age over 18 Yes
No
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| Will A
Age over 18 Yes
No
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| Will A
Age over 18 Yes
No
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| If same
parentage just add (as above) (Do not
include stepchildren) |
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Will B
Age over 18 Yes
No
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Will B
Age over 18 Yes
No
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Will B
Age over 18 Yes
No
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If you
have more children use the additional information box at
the end of the form |
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Section 5: Your Stepchildren? |
| Do
You or your partner have any stepchildren?
Yes
No |
| Will
A: Do you have any stepchildren? Yes
No If
yes how many? |
| Will
A: Do you wish your stepchildren to inherit
Yes
No
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| Will
A: Do you wish to leave a gift to stepchildren Yes
No
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| Put
your stepchildren's names below if you wish to add them as
beneficiaries.
#If you are un-sure leave
blank and we will advise during the drafting. |
| 1, |
| 2, |
| 3, |
| If you
have more step-children use the additional information box at
the end of the form |
| Will
B: Your stepchildren |
| Will
B: Do you have any stepchildren?
Yes No
if
yes how many? |
| Will
B: Do you wish your stepchildren to inherit
Yes
No
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| Will
B: Do you wish to leave a gift to stepchildren Yes
No
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| Put
your stepchildren's names below if you wish to add them as
beneficiaries.
#If you are un-sure leave
blank and we will advise during the drafting. |
| 1, |
| 2, |
| 3, |
| Section 6
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Appointing 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.
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Would you like to appoint a guardian in this will YES
No
*Guardian name
Guardians Address
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Alternate Beneficiaries.
Section 7
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Alternate Beneficiaries.
In the event that your beneficiary
pre-decease you you should add an alternate beneficiary or beneficiaries.
For example, if
you have chosen your spouse or partner to inherit your estate and they
pre-decease you, or in the unlikely event that you perish together, you may chose to alternately
leave your estate to siblings and or parents, or
even to a charity or best
friend.
If you are un-sure you will have
ample opportunity during the drafting of your Last Will to get
advice and make
amendments to any information given at any point.
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| Will
A: Do
you wish to name an alternate beneficiary? Yes No (if
no go to section 8) |
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Will B: Do you wish to name an alternate
beneficiary? Yes No (if
no go to section 8)
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| Will A: how many alternate
beneficiaries
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Will B: how many alternate
beneficiaries
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Will A:
Is your estate to be divided in equal shares to the
alternate beneficiary?
Yes
No
If
no complete % box below.
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| Will
A: Enter alternate beneficiary name below if
you wish to add them as beneficiaries.
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| Will
A: alternate beneficiary Name%
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| Will
A: alternate beneficiary Name%
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| Will
A: alternate beneficiary Name
% |
| Will
A: alternate beneficiary Name
%
(if
more than 4 use the text box at the end of the form) |
Will B: Alternate Beneficiaries
Is your estate to be divided in equal shares to the
alternate beneficiary?
Yes
No
If no complete % box below.
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Will B: Enter alternate
beneficiary name below if you wish to add them as
beneficiaries.
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Will B: alternate beneficiary Name%
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Will B: alternate beneficiary Name%
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Will
B: alternate beneficiary Name
% |
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Will B: alternate beneficiary Name
%
(if
more than 4 use the text box at the end of the form) |
| Section 8 |
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Appointing Your
ALTERNATE Executors.
Your alternate executor
other than your spouse or partner.
If you have added alternate beneficiaries above they can act
as executors, jointly or in succession.
If you have chosen option 2 you can appoint your children if
over age 18. Otherwise an appropriate adult. It
must be someone you trust and they will only act if your
principle beneficiary/Executor has pre-deceased you. You could
also appoint this person to act alongside your spouse or partner
to support them if you so wished. Name at
least one executor below.
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| You
may have up
to four executors if you wish. |
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Will A: Your
alternate executor
other than your spouse or partner |
| Alternate
Executors Name
Alternate Executors Address
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| Second
Executor Name *Optional
Their address |
|
Will
B |
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Will
B: Your alternate executors (if different from
above) |
| We have chosen the same executors Yes
If yes, go to section 9 below
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| Alternate
Executors Name
Alternate Executors Address |
| Second
Executor Name *Optional
Their address |
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Exclusions from your will
Section 9 |
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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
or sibling). Add below any person that that you would wish to
exclude from benefiting in any way from your estate.
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.
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 |
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Name & Relationship
Name & Relationship
Name & Relationship |
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WILL
B: Do you wish to name any exclusions? Yes
No |
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Name & Relationship
Name & Relationship
Name & Relationship |
| Gifts.
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 provide a written list yourself
entitled, "A Memorandum of Wishes", which you should keep
alongside your will. This has the advantage that
you can alter or update your list of small gifts without having to amend your
Last Will. (£200 limit is our
suggestion in monetary value) If you
are un-sure you will have
ample opportunity during the drafting of your Last Will to get
advice and information.
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Please enclose a memorandum of
wishes page with our Last Wills Yes
No
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Will A: Do you have any specific gifts to name in
your will?
Yes
No |
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Will B:
Do have any specific gifts to name in their will?
Yes
No |
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Section 11 |
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Funeral Arrangements and Recital. Organ Donation,
Charities. |
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Will A: Do you have any funeral preference? Buried?
Cremated? or have no
preference? |
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Will B:
Do you have any funeral preference? 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 your favorite hymn. It could be a thank
you message, or any comments you wish to leave to your loved
ones. |
| Will
A: Your
Recital
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Will
B: Your Recital
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| Organ
Donation WILL A: Would you
like to Donate Organs Yes
No
Would you like to leave your mortal remains to medical
research Yes
No |
| Organ
Donation WILL B: Would you like
to Donate Organs Yes
No
Would you like to leave your mortal remains to medical
research Yes
No
(In some situations after
medical research you may qualify for a funeral service payment) |
| Section 12 |
| Section
12: Additional information
Do you have any comments, questions or have additional information
for us? Would either party wish to leave a gift to a
favorite charity for example
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Additional information box
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Section 13 |
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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.
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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We would both like to take the annual retainer
service of £5.00 per annum per will,
fixed fee for 5 years from today.
Yes we do want the annual retainer service Yes
No we do not want the annual retainer
No
We will send you a standing
order to collect future payments.
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Declaration 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, spouse,
civil partners or partners or relatives of the aforementioned. |
| We
agree that We
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.
We agree to the above
We disagree to the above |
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Your
E-Mail Address Essential
Your Telephone Number Helpful
(for queries only).
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| Please
help us by answering a few questions: How did you hear about
WiseWills. if you have time to elaborate,
please do, Such as which search engine? Thank You.
Search Engine
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