Last Will and Testament Step 1 of 7 - About You 14% Type of Will*Standard Mirror WillStandard Single WillYour DetailsBefore you begin please enter your email address:* Enter Email Confirm Email Do you currently have a will?NoYes (held with your Firm)Yes (held elsewhere)Please select your preferred office*Great BarrKings HeathLichfieldQuintonStourbridgeTamworthWellingboroughNo preferenceTitleMrMrsMsMissDrFirst name(s) Middle Name(s) Surname Street 1 Street 2 Town/City County Postcode Date of Birth DD slash MM slash YYYY Telephone Number Occupation Your spouse/partner's detailsDo you have a spouse/partner?*NoYesTitleMrMrsMsMissDrFirst name(s) Middle name(s) Surname Same address as main applicant Same address as main applicant Street 1 Street 2 Town/City County Postcode Date of Birth DD slash MM slash YYYY Telephone Number Email Address Occupation Marital StatusMarried/Civil PartnershipCohabitingSingleDivorcedWidowed ChildrenHow many children do you have?*0123456Child 1First name(s) Middle name(s) Surname Same address as main applicant Same address as main applicant Street 1 Street 2 Town/City County Postcode Date of Birth DD slash MM slash YYYY At what age should they inherit? Child 2First name(s) Middle name(s) Surname Same address as main applicant Same address as main applicant Street 1 Street 2 Town/City County Postcode Date of Birth DD slash MM slash YYYY At what age should they inherit? Child 3First name(s) Middle name(s) Surname Same address as main applicant Same address as main applicant Street 1 Street 2 Town/City County Postcode Date of Birth DD slash MM slash YYYY At what age should they inherit? Child 4First name(s) Middle name(s) Surname Same address as main applicant Same address as main applicant Street 1 Street 2 Town/City County Postcode Date of Birth DD slash MM slash YYYY At what age should they inherit? Child 5First name(s) Middle name(s) Surname Same address as main applicant Same address as main applicant Street 1 Street 2 Town/City County Postcode Date of Birth DD slash MM slash YYYY At what age should they inherit? Child 6First name(s) Middle name(s) Surname Same address as main applicant Same address as main applicant Street 1 Street 2 Town/City County Postcode Date of Birth DD slash MM slash YYYY At what age should they inherit? If a child dies before inheriting, should his/her share pass to his/her children? If a child dies before inheriting, should his/her share pass to his/her children? At what age should the grandchild inherit? What is an Executor? An Executor is a person named in a will who sorts out the estate of the person who's died. Your estate is everything you own, including money, property and possessions. What is a Trustee? A Trustee will take responsibility for money that’s been set aside in a trust for someone else. They will manage the money for them and only use it in their best interest and obey the rules of the trust. What is a Guardian? The Guardian of a child has the right and responsibility to make decisions for that child. Professional Executors Examples of Professional Executors can be solicitors or accountants. Professional executors tend to charge, but it can be helpful to have someone involved with specialist knowledge. Executor DetailsHow do you wish to appoint the surviving spouse / partner? I wish to appoint my surviving spouse / partner as my sole Executor (please appoint a replacement executor in the box below) I wish to appoint my surviving spouse / partner and other Executors (give details of other Executors below) How many Executors?*01234Executor 1First name(s) Middle name(s) Surname Street 1 Street 2 Town/City County Postcode Relationship to you? Executor 2First name(s) Middle name(s) Surname Street 1 Street 2 Town/City County Postcode Relationship to you? Executor 3First name(s) Middle name(s) Surname Street 1 Street 2 Town/City County Postcode Relationship to you? Executor 4First name(s) Middle Name(s) Surname Street 1 Street 2 Town/City County Postcode Relationship to you? GuardiansHow many Guardians?*012Guardian 1First name(s) Middle name(s) Surname Street 1 Street 2 Town/City County Postcode Relationship to you? Guardian 2First name(s) Middle name(s) Surname Street 1 Street 2 Town/City County Postcode Relationship to you? Charities, Gifts & LegaciesGifts A specific gift is a particular item or sum of money that you wish to give someone/charity in your Will. Legacy A legacy is a gift that you leave to someone or leave to a charity in your Will. Charities Giving money to charity (eg. Cancer Research UK) in your Will is a great way to leave a positive legacy for the future. It can also reduce the amount of tax paid by the rest of your estate so your family can get the most out of their inheritance. Your donation will either: be taken off the value of your estate before Inheritance Tax is calculated reduce your Inheritance Tax rate, if 10% or more of your estate is left to charity You can donate: a fixed amount an item what’s left after other gifts have been given out Would you like to add a Charity?*NoYesWould you like to add a Company?*NoYesWould you like to add a Partnership?*NoYesCharitiesName Amount Address Tax Free Tax Free CompanyAny gift of company? Any gift of company? Name Co. No. Address PartnershipAny gift of company? Any gift of company? Name Co. No. Address Alternatively, please set out below details of any items or cash gifts you wish to make to Legacies.How many Legacies do you require?*0123456Legacy 1First name(s) Middle name(s) Surname Street1 Street2 Town/City County Postcode Relationship to you? Date of Birth DD slash MM slash YYYY Amount of money Details of gift When should the gift be made?On my deathOnly once both me and my spouse/partner have diedLegacy 2First name(s) Middle name(s) Surname Street 1 Street 2 Town/City County Postcode Relationship to you? Date of Birth DD slash MM slash YYYY Amount of money Details of gift When should the gift be made?On my deathOnly once both me and my spouse/partner have diedLegacy 3First name(s) Middle name(s) Surname Street 1 Street 2 Town/City County Postcode Relationship to you? Date of Birth DD slash MM slash YYYY Amount of money Details of gift When should the gift be made?On my deathOnly once both me and my spouse/partner have diedLegacy 4First name(s) Middle name(s) Surname Street 1 Street 2 Town/City County Postcode Relationship to you? Date of Birth DD slash MM slash YYYY Amount of money Details of gift When should the gift be made?On my deathOnly once both me and my spouse/partner have diedLegacy 5First name(s) Middle name(s) Surname Street 1 Street 2 Town/City County Postcode Relationship to you? Date of Birth DD slash MM slash YYYY Amount of money Details of gift When should the gift be made?On my deathOnly once both me and my spouse/partner have diedLegacy 6First name(s) Middle name(s) Surname Street 1 Street 2 Town/City County Postcode Relationship to you? Date of Birth DD slash MM slash YYYY Amount of money Details of gift When should the gift be made?On my deathOnly once both me and my spouse/partner have died Beneficiary A beneficiary is a person who has been named to inherit in a Will. This person may be left property, land, or money in the deceased's Will. Residuary Estate A Residuary estate is a probate term that refers to the assets in a deceased person's estate after all gifts are bequeathed and debts, taxes, administrative costs, probate fees and court costs are paid.If I die first, I wish my surviving spouse/partner to receive all of my estateYesNoN/AIf I outlive my partner and children, then my estate should be divided as follows:YesNoN/ADefault ProvisionHow many Beneficiaries do you require?*0123Beneficiary 1First name(s) Middle name(s) Surname Street 1 Street 2 Town/City County Postcode Relationship to you? Who should benefit if they have already died? What will they receive from your residuary estate? (e.g. "25%" "£10,000") Beneficiary 2First name(s) Middle name(s) Surname Street 1 Street 2 Town/City County Postcode Relationship to you? Who should benefit if they have already died? What will they receive from your residuary estate? (e.g. "25%" "£10,000") Beneficiary 3First name(s) Middle name(s) Surname Street 1 Street 2 Town/City County Postcode Relationship to you? Who should benefit if they have already died? What will they receive from your residuary estate? (e.g. "25%" "£10,000") Other wishesIf you have any particular wishes regarding your funeral, please set them out in the box below: Anything else you would like to tell us, please us the box below: You are nearly there but as you have ticked one of the above boxes, we consider you should seek professional legal advice so that you have the best will to suit your needs. We will contact you with next steps.Do you consider anywhere other than England and Wales your permanent home? Do you consider anywhere other than England and Wales your permanent home? Do you own any property/assets abroad? Do you own any property/assets abroad? Do you own a share in a business? Do you own a share in a business? Do you own anything jointly with anyone (other than your spouse)? Do you own anything jointly with anyone (other than your spouse)? Are you excluding a child/spouse from your will? Are you excluding a child/spouse from your will? Do you want any of your assets to be held in trust? Do you want any of your assets to be held in trust? Do you and your partner want mirror wills? Do you and your partner want mirror wills? Have you (or your spouse) been married before? Have you (or your spouse) been married before? If you add up the value of everything you own (i.e. your house, other property, cash assets, shares, investments etc.) does it come to more than:If you add up the value of everything you own (i.e. your house, other property, cash assets, shares, investments etc.) does it come to more than: £325,000 (if you are single, divorced, or widowed) or £650,000 (If you are married / in a civil partnership and you intend to leave your estates to each other) Have you made any cash gifts exceeding £3,000 in the past 7 years? Have you made any cash gifts exceeding £3,000 in the past 7 years? Details of cash gifts exceeding £3,000 Please confirm you consent to us holding personal data in line with current General Data Protection Regulations, set out below: We will keep personal data and personal sensitive data about you in accordance with our privacy statement which can be found on our website at: https://gloverpriest.com/privacy-policy Our privacy statement sets out the type of personal data we keep, our data retention policy, detailing how long we keep your personal data for including any personal data we keep when your file is closed.Client: I hereby give consent for my personal data to be held on file Client: I hereby give consent for my personal data to be held on file Date Consent Given (Client) DD slash MM slash YYYY Spouse/Partner: I hereby give consent for my personal data to be held on file Spouse/Partner: I hereby give consent for my personal data to be held on file Date consent given (Spouse/Partner) DD slash MM slash YYYY Child: I hereby give consent for my child's personal data to be held on file Date consent given (Child) DD slash MM slash YYYY
