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Will Instruction Form ( UK only )

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Complete one form per person i.e. for partners please complete one each.
Please complete only where applicable otherwise leave blank.
Complete all names in full with titles, any relationship to you, addresses and postcode ( no abbreviations )

1. Your Full Name including title i.e. Mr/Mrs/Miss

2. Your Address

3. Spouse/Partner`s Full Name & title:

4. Spouse/Partner's Address (If different from yours)


5. Executors
The persons who will carry out your wishes, these can be your spouse , partner or children but must be 18 years old - you can have minimum l person or maximum 4 persons – if your beneficiaries include children under l8 years of age you must have at least 2 executors to act as Trustees. They can also benefit in your Will and if appropriate be appointed Guardian of your children.

If you wish to appoint your spouse/partner as Executor and leave all your estate to your spouse/partner who is given above please indicate Yes No
Your Will can then provide for the situation where your partner has predeceased you, in which case please now complete the following

Executors` Names & Addresses:-

Name 1 Address:
  Relationship to you
Name 2 Address:
Relationship to you

Name 3 Address:
Relationship to you

Name 4 Address:
Relationship to you

6. Legacies
These are specific items or gifts. State the amount of gift £ and/or gift description in full:
Legatees Name, address and relationship to you :-

Name: Address:

Gift £ / gift description

Name: Address:

Gift £ / gift description

Name: Address:

Gift £ / gift description

Name: Address:

Gift £ / gift description

10. Real Property Address: Is the property a complete gift? Yes No

11. Do you want your Legatee to have a life interest in it? Yes No
What, if any, conditions do you want to impose, e.g. a time limit, until the legatee remarries, cohabits or dies? Please state:

12. Main Beneficiaries

Your main residuary beneficiaries - those who you want to inherit the majority and remainder of your estate after the payment of any just debts and funeral expenses. How many beneficiaries ?

What proportion do you wish to give each of them? i.e. equally/ percent etc.

Name: Address Percentage/Amount

Beneficiary Name: Amount/Percentage

Address: Is this person under 18? Yes No

Beneficiary Name: Amount/Percentage

Address: Is this person under 18? Yes No

Beneficiary Name: Amount/Percentage

Address: Is this person under 18? Yes No

Beneficiary Name: Amount/Percentage

Address: Is this person under 18 ? Yes No

a) If there are any beneficiaries who are under the age of 18 year then please indicate next to the name. If there are then please note you must have two executors in section 5. above.

b) There are two clauses you can incorporate when minor children Involved:

1. Putting the minor beneficiaries money into a Trust Fund until He/she/they reach 18 years. Please indicate if you want this included: Yes No

2. A clause that will allow your executors to release part of the monies for the purpose of education, support or general well being – this is at the discretion of The executors.
Please indicate if you want this to be included: Yes No

13. Guardians
Do you wish to appoint Guardians for your minor children? Yes No
If Yes please the Name, address and relationship to you, if any :-

Guardian Name: Relationship to you

Address:

Guardian Name: Relationship to you

Address:

14. Funeral Arrangement: e.g. buried / buried with my spouse / partner etc. Cremated / ashes placed etc.

  • After filling this form take your time to check it.
  • Then print this page on your own printer ( probably by keying Ctrl-P )
  • Consider saving the page to a suitable filename on your computer.
  • Write a £40 cheque for a single Will ( made out to 'E. Richardson' ) or a £80 cheque for a double mirror Will
  • Then post it to :-
    Wills by Post,
    30, Woodfield Avenue,
    Accrington
    Lancs. BB5 2PJ
  • Please include a contact telephone number and convenient time in case we have to consult with you over your Will details.

Only hit this button when you have either saved and printed your entries and want to do your partner's form or you are sure you want to start this form all over again.

Please note where your circumstances are completely different from the set form it may well be to your advantage to telephone ABCWills on 01254 395 765 and talk over your position.

If you have any unanswered questions about Wills then please ask us for free
on our no obligation request form