This form is designed to help you to begin thinking about the information you will need when giving us instruction to prepare your Will. You don't have to complete it beforehand, but hopefully it will enable you to give some of the difficult matters some thought prior to any meeting or call.

Personal details

Funeral wishes

The first item normally included in a Will is a statement of your funeral wishes. It is better to leave any further detail in a note to be left with your Will. This note can then be amended, by you, informally, at any time without having to change the Will itself. We suggest that a copy of the note goes with the Will for safekeeping.

Guardians

If you have children under 18, you should consider appointing Guardians to look after the children should one or more of them still be under 18 on the death of the surviving parent. The Guardians may be different to the Executors and should obviously be people who are willing to take on the responsibility, and who you trust to bring up the child/children as you wish.

Executors

You will need to consider who are to be your Executors. These are the people who carry out your wishes as specified in the Will. They should be people you trust and, preferably, about the same age as, or younger than, you (although they must be 18 and mentally capable). This is so that they are likely to be alive when you die. We always recommend that you make provision for the possibility that one or more of your preferred choices being unable to act for any reason, by nominating one or two substitutes. If there is no one in particular that you wish to specify, we at Anthony Collins Solicitors will willingly act.

Initially:

Substitutes:

NB. If you are leaving everything to your spouse outright, you may need only one Executor at that time.

Distribution of my estate

You should then consider to whom you wish to leave your estate. You may want to leave everything to one person – which often happens as between husband and wife or civil partners, in which case it may well be sensible for that person to be the only Executor. In this type of situation we would normally recommend that the recipient (or “beneficiary” as they are legally called) only inherit your estate if they survive you by 30 days. This not only prevents your assets being distributed under the beneficiary’s will and therefore, possibly going to people you would not have wished, but may also save your family inheritance tax.

Please tick one

Provisos

(As referred to above)

Proviso One - if any of the beneficiaries die before me or before attaining 2 I leaving a child or children living at my death then such child or children shall take the share that his/her or their parent would have taken if they had survived me and attained 21.

Proviso Two - if any of the beneficiaries die before me leaving a child or children living at my death then such child or children shall take the share that his/her or their parent would have taken if they had survived me.