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Will Preparation Form

It is necessary for the testator to appoint executors whose job it is to ensure that the necessary funeral arrangements are made and that the estate is ingathered and distributed in accordance with the terms of the testator’s Will. It is customary to appoint at least one executor with alternatives in the event of death of an executor.

Normally a spouse or brothers or sisters are most appropriate appointments. Many parties like to appoint an independent executor along with them such as a solicitor, accountant, bank manager, etc. It is prudent to appoint executors of the same or a younger generation rather than an older generation.

Note that items marked with an * are mandatory to submission of the form.

1. Your Details First name *   Surname *   Telephone *   Email *   2. Executors 1. Title   Name   Enter Address   Address line 2   Postcode   2. Title   Name   Enter Address   Address line 2   Postcode   3. Title   Name   Enter Address   Address line 2   Postcode   4. Title   Name   Enter Address   Address line 2   Postcode   3. Pecuniary requests If you wish to leave any specific sums of money to perhaps a charity or an individual friend, neighbour or relative, then please provide the necessary information. 1. Title   Name   Enter Address   Address line 2   Postcode   Amount (£)   2. Title   Name   Enter Address   Address line 2   Postcode   Amount (£)   3. Title   Name   Enter Address   Address line 2   Postcode   Amount (£)   4. Title   Name   Enter Address   Address line 2   Postcode   Amount (£)   4. Specific Requests It may be that you have particular items of property, for example, jewellery, watches, paintings, furniture, books, etc., which you would wish to go to specific individuals. If so, please make an appropriate list. 1. Title   Name   Enter Address   Address line 2   Postcode   Item   2. Title   Name   Enter Address   Address line 2   Postcode   Item   3. Title   Name   Enter Address   Address line 2   Postcode   Item   4. Title   Name   Enter Address   Address line 2   Postcode   Item   5. Residuary Beneficiaries 1. Title   Name   Enter Address   Address line 2   Postcode   Percentage   2. Title   Name   Enter Address   Address line 2   Postcode   Percentage   3. Title   Name   Enter Address   Address line 2   Postcode   Percentage   4. Title   Name   Enter Address   Address line 2   Postcode   Percentage   6. Cremation/Burial It is worthwhile to ensure that the executors are aware of your wishes by indicating whether you wish to be buried or cremated or any other specific arrangements you wish to be made. Cremation Burial More Information 7. Submit Form

Conveyancing and Estate Agency

Conveyancing, or buying or selling a house, is one of the most important events in your life. We want this to go smoothly for you and that is why we provide a conveyancing service with the emphasis on 'service'.