Pumfrey and Lythaby - Wills form

Will form

Please complete as much of this questionnaire as you can before you see us. We will then discuss it with you then produce your Will ready for you to sign.

If you would prefer a printed form to be sent you by mail click here.

PART A - YOU AND YOUR FAMILY

1. Your personal details

Title
Forename
Surname
Street address
Town/city
County
Post Code
Tel No.
Email address
Date of birth
Occupation

If you or any other members of your family are known by other names and/or own any assets under different names please give full details below:

2. Your Partner's details

Title
Forename
Surname
Date of birth
Occupation

3. Your Marriage/Partnership details

(a) Are you married to your partner?	Yes	No
- If so year of marriage -
(b) Are you intending to marry re/marry soon?	Yes	No
(c) Have either of you been married before?	Yes	No

4. Your Children (including those from previous marriages or relationships)

Note (This does not include stepchildren). Children excluded from benefit under your Will may still have a right to claim. Please ask for advice on this if necessary.

Full names, dates of birth, and addresses if different from yours.
		(a) Child 1
Full name
Date of birth
Address
		(b) Child 2
Full name
Date of birth
Address
		(c) Child 3
Full name
Date of birth
Address
		(d) Child 4
Full name
Date of birth
Address
		(e) Child 5
Full name
Date of birth
Address

5. Children of your partner's previous marriages or relationships

Full names, dates of birth, and address if different from your own.
		(a) Child 1
Full name
Date of birth
Address
		(b) Child 2
Full name
Date of birth
Address
		(c) Child 3
Full name
Date of birth
Address
		(d) Child 4
Full name
Date of birth
Address
		(e) Child 5
Full name
Date of birth
Address

PART B - YOUR HOME AND OTHER ASSETS

6. Is your home:

(a) Owned:
-in your name alone?	Yes	No
- in joint names with your husband/wife/partner?	Yes	No
- in the name of husband/wife/partner alone?	Yes	No
(b) Rented?	Yes	No
(c) Other - provided/owned by a relative?	Yes	No
If your answer was (c) please give more details:


7. Do you have a business?	Yes	No

If the answer was yes state type of business:

Is it a:
Company Partnership In your name alone

8. Your main assets

Please list your other main assets below with approximate values:-

9. Joint assets

Please list any jointly owned assets and give a general description, their approximate values, and the name(s) of the other owner(s).


10. Do you own any assets abroad?	Yes	No

If yes please give details

PART C - FUNERAL, EXECUTORS, GUARDIANS

11. Funeral

You may specify in your Will if you wish to be :-
Buried Cremated No preference

12. Executors

Executors must be appointed to carry out the instructions in your Will, you should have at least two and your husband/wife/partner can be one of them. Other executors should be named to act if he/she is unable to do so. Partners of Pumfrey and Lyhtaby will be pleased to act as your executors, this can be alone or with a member of your family or a friend.
(a) Full name
Address
(b) Full name
Address
(c) Full name
Address
(d) Full name
Address
Would you like partners from Pumfrey and Lythaby to act as your executor(s)?
Yes	No

13. Guardians

You may wish to appoint one or two people to act as guardian(s) for children under 18. This normally only applies if you and the child's other parent are both dead. This may differ if you are a single parent. Discuss this with us at Pumfrey and Lythaby at your appointment. The appointed guardian will have a lot of responsibility and this should be made clear to whoever you ask before they agree to act.
(a) Full name
Address
(b) Full name
Address

PART D - BENEFICIARIES

The residue is the main part of your estate. (This is dealt with at question 16.) Before deciding how to disseminate the residue you may wish to make certain gifts of cash or personal belongings to individual children, grandchildren, friends or to charities. These are known as "beneficiaries".

14. Cash gifts

Please insert the name and address of the beneficiary and the amount to be given, with the age of anyone who is under 18.
(a) Full name
Address
Amount £
Age if under 18
(b) Full name
Address
Amount £
Age if under 18
(c) Full name
Address
Amount £
Age if under 18
(d) Full name
Address
Amount £
Age if under 18

15. Gifts and articles

Use this section to give names and addresses of people to whom you wish to leave specific items. Include an accurate description of the article, to enable it to be identified correctly. If you subsequently sell or replace one of these items he or she will not be given a substituted item or cash equivalent and the beneficiary will get nothing.
(a) Full name
Address
Article
(b) Full name
Address
Article
(c) Full name
Address
Article
(d) Full name
Address
Article

16. The residue

This is everything you own apart from jointly owned property and the gifts made in questions 14 and 15. Please confirm below who is to receive the residue upon your death and also who is to receive it if they die before you. We suggest as a provision that if any of your children die before you do, any gifts will be inherited by their children (your grandchildren).
If you wish to use one of the more common provisions listed below then check the appropriate box; if not, please go to question 17.

(a) Everything must go to my husband/wife/partner named at question 2 above, outright, but if she/he has died then to my children, named at question 4 above, equally;
(b) Everything must go to my children, named at question 4 above, equally and any other children of mine;
If you would like to choose the age at which your children will receive their entitlement select choice from 18, 21 or 25 years in this box:
(c) Everything must go to my husband/wife/partner named at question 2 above, but if he/she has died before me to the person(s)/organisation(s) named in the box below. If not equal shares, then show the share each is to take.

17. If none of the above is appropriate

Please detail below who is to receive the residue and, if more than one person or organisation is involved, in what shares?
(a) Full name
Address
Share
(b) Full name
Address
Share
Who will benefit if the recipient dies before you?
(a) Full name
Address
Share
(b) Full name
Address
Share

CHECK AND SUBMIT FORM

Please press the send button once you are satisfied that your details are correct. An appointment with a solicitor will be arranged.