Eatons Solicitors - Lawyers Bradford, Leeds, Harrogate and Otley

First Names

Surname

Do you want us to prepare a similar Will for your partner at the same time?

Yes

Address (Line 1)

Address (Line 2)

Town / City

County

Postcode

1. Who do you want as your executor, to handle your estate after your death? Although you can have only one executor we usually recommend at least two in case one of them dies before you. They should be responsible individuals willing to look after and deal with your estate. Please remember to ask them first, because it is quite a responsibility. Most clients prefer to appoint us as their solicitors for this purpose (there is no additional charge made for us being appointed or acting as your executors).

(i) Spouse / Partner and / or

Yes

(ii) Eatons and / or

Yes

(iii) Someone else (please give their names)

Yes

Name

Surname

Address (Line 1)

Address (Line 2)

Town / City

County

Postcode

Name

Surname

Address (Line 1)

Address (Line 2)

Town / City

County

Postcode

These are the people you care about and to whom you want to leave your estate. Please note there is no limit to the number of gifts that you can leave and that you can leave people three different types of gift: (i) A fixed sum of money (ii) A specific item of value (e.g. a piece of jewellery) or (iii) your whole estate or a certain percentage of it.

2. Do you wish to leave everything to your spouse/partner?

Yes (Question 3)

No (Question 4)

3. If you answered Yes to Question 2, but your spouse dies before you, who do you instead wish to benefit from your estate? Please give details of their name(s), address(es), relationship to you (e.g. son/daughter), age and what share or amount they are to have?

4. If you answered No to Question 2, please give details of whom you wish to benefit, including their name(s), address(es), relationship to you (e.g. son/daughter), age and what share or amount they are to have.

5. Please provide the name(s) and address(es) of whom you wish to benefit from your estate in the event of your principal beneficiary(ies) (as listed above) dying before you. Include their relationship to you (e.g. son/daughter), age and what share or amount they are to have?

6. At what age do you want your children or any other minor child to receive their entitlement?

Other (Give details)

7. Do you wish to appoint guardians of any infant children?

Yes

If Yes, give the full names and addresses of the guardians and the children. It is usual for any such guardianship to only take place in the event of the natural parent(s) dying first.

(i) Guardian details

8. Do you have any other dependants or anyone for whom you pay maintenance who have not been listed above?

Yes

If Yes, please give details 9. Do you have any specific funeral wishes (e.g. cremation or burial)?

Yes

If Yes, please give details

10. Is there anything else that you would like to include? (e.g. you might wish to give a gift of a sum of money; give a specific personal possession; or make a charitable donation).

Yes

If Yes, please give details

1. If your total assets (including your house and Life Insurance Policies) are worth more than the current Inheritance Tax limit you will need advice on minimising or avoiding Inheritance Tax.

Yes

2. A Will is usually completely cancelled if you marry or if you are divorced after making it. If you are to marry, a Will could be made in contemplation, which would not be revoked by that marriage.

Yes

3. If you are not leaving anything to your spouse/partner/dependants/children (including illegitimate and adopted children or former dependants) it is possible for them to make a claim against your estate under the Inheritance (Provision for Family & Dependants) Act.

Yes

4. If you have a business or assets which are abroad or are jointly owned.

Yes

Here at Eatons Solicitors we take your privacy seriously and will only use your personal information to administer your file and to provide the services you have requested from us.

However, from time to time we would like to contact you with details of other services we provide and/or information which we believe may be of interest to you (for example, changes in the law).

Wills & Inheritance

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