Instruction Form Single will

Around 90 percent of peoples last Wills and testacies are quite straight forward. We do not need details of your financial affairs at all. All the information needed is the names and addresses of people you chose to trust with guardianship and executor duties. Your beneficiaries and any recital. For example: I wish to leave everything I own to my spouse/partner, if he/she pre-deceases me, then I leave everything to my children in equal shares. Or, I wish to leave everything I own to one or more named people, (this could be your children, grandchildren, siblings or friends. You just state in what proportion to each. i.e. equal shares, or 10% to one, 20% to the other, ETC.

    What We need to know      

   Key Benefits

Pricing (Inc VAT)

If you need help with this form look in the frequently asked questions or contents page. You will probably find the answer you need.

Tick the box or not   to select your choice

Select the items that apply,  and let us know how to contact you.

e-mail only Postal only    Telephone        No Preference

Your Name

Address     

City/Town County

Country        Post Code

Telephone  We will only contact you as you requested above. 

Please State If You Are?

 Single Widowed Married Divorced

Who would you like to leave the residue of your estate to?

PLEASE SELECT ONLY ONE OF THE following 4 OPTIONS.

Option 1:  I would like to leave my estate to one adult?   

Option 2: To an adult but if he/she dies to children?  

Do you want to appoint the above adult as sole beneficiary and sole executor? i.e. they are to inherit your whole estate. Except any other gifts or legacies you state. This is common for married couples, or people in close relationships.  

Yes    No               

if option 2 in equal shares to children. Yes No

If you have specified an adult in option 1 please state if He, Or She Is ?

Your Wife  Your Husband    Partner Female   Partner Male
Other Male      (including children over 18)
Other Female (including children over 18     

 What is their full name               

Option 3: To more than one adult?  

Is your estate to be divided in equal shares to the above?  

Yes   No If no use the additional information % box  below (What percentages to each I.E. 10% to one 20% to the other etc)

If you have chosen option 3 above how many adults?  Enter their names below (if more than 4 adults use the last text box)

Their Name%    

Their Name%

Their Name%

Their Name%

Option 4: To your children? 

*How many children do you have including legally adopted children?

Children cannot inherit until the age of 18. Would you like to stipulate an older age (21 for example)

*Do you have any step children? Yes / Noif yes how many?

*Put your stepchildren's names below only if they are to be added or excluded from your will       *If more than 5 use the box at the bottom of the form. 

Added ExcludedAdded ExcludedAdded ExcludedAdded ExcludedAdded Excluded

It is compulsory to name at least one other executor here. If you wish to name more executors (you can have up to 4)use the additional information text box at the end of the form. Remember, if you have chosen your partner or main inheritor to be sole beneficiary and executor this executor would only step in if they are unavailable. 

Your executors  Other than your spouse/partner 

Executors Name     

Executors Address 

2nd executor name Optional

Executors address 

Naming a guardian for your children

If you wish to name more Guardians for your children use the last text box. This is a very important role and any ambiguity should be avoided when naming more than one.  Remember, this guardian would only step in if both parents should die. 

Guardian name    (Not applicable if no children)

Guardian Address 

*Exclusions from your will. This means anyone who you think may have a claim to your estate that you would wish to exclude from benefiting in any way. (Such as ex spouses). Enter their name and relationship to you below.  (If in doubt add them)

*Name & Relationship

*Name & Relationship

*Name & Relationship

If there are any more exclusions we will have to contact you.

Do you have any specific gifts to name in your will?

If you want to leave any specific "small" gifts in your will it is acceptable for you to add a written  list yourself, called, "A Memorandum of wishes", which you should keep with your will. This has the advantage that you can alter or update your list of small gifts without having to amend your will.

If you have valued gifts we only accept descriptions by post.

Please enclose a memorandum of wishes sheet with my will

Please send me a gifts description form

Do you wish to be: Buried? Cremated? or have no preference?

Do you wish to add a recital to your will. This could be simply a request for your ashes to be scattered at sea. Or a burial and service at your preferred church. It could be a thank you message, or any comments you wish to leave.  If you need to say more than you can fit it into the text box below e-mail us by clicking here  

Additional information box

Do you have any comments, questions or have we asked you to give us more information? If so please do so here. If you need to say more than you can fit it into the text box below e-mail us by clicking here  mailto:legacylawyer@lineone.net

Keeping Your Will up to Date

This service guarantees that the Will Bureau shall make a new will whenever I want to amend or change any details in it no matter how often so long as I continue with the premiums. The Will Bureau will replace MY will if damaged, lost or destroyed. The premiums are guaranteed to stay fixed at £5.00 per annum, per will for no less than ten years from the date of the first premium.

Think, how long did it take you to get around to making this will? Take out our retainer and you will use it, often, we guarantee. Imagine only the simple changes that happen like the next time you move house or your executors, guardians or children do, need we go on!

I would like to take the annual retainer service of £5.00 per annum per will paid in advance. Yes No

You cannot later change your mind. This service is only available if taken at the same time as your original will.

Purchase a single will With a free copy on disk and e-mailed?

I have sent a cheque payable to TWB For £ (please insert tick for yes) TO 67 Wheeldon Crescent, Brimington, Chesterfield, Derbyshire, S43 1AH.

We cannot act on your instructions until your cheque has been credited to us.

I confirm that I am over the age of 18 years and am of sound mind. The information on this form is complete and accurate and is to be used as the basis for preparing my last will and testament. In addition to appointments, and distribution of residue I agree to my executors having normal powers to aid the administration of My Estate. I  know of no circumstances which would prevent my Estate being distributed as I have requested.

I understand that a will becomes valid only after it has been signed and witnessed and witnesses must not be beneficiaries or their spouses. I understand that any corrections must be notified within 14 days of receipt of the document. By post, e-mail of fax. Any corrections that have been caused by error on the part of this professional will writing company. The Will Bureau, will be amended without time limit but Whose liability for such errors will be restricted to providing replacement documents. There will be a fee for any corrections/amendments you require after the 14 day period unless you have taken advantage of our retainer service. 

I Agree to the above  

I disagree to the above

Your E-Mail Address       essential

Your Telephone NumberHelpful (for queries only).

Thank you for completing this form.

Your information is protected and will not be passed on to any other party.

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