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Executors: You are advised to have at least two Executors, their job being to deal with your affairs upon your death in accordance with the instructions you leave in your will. Please ensure you check that they are willing to do this before listing them in you will.
It is common to appoint a Beneficiary as an Executor but it is advisable to appoint somebody of a similar age or younger than yourself. You can also appoint somebody of a personal capacity as Executor such as an Accountant, Solicitors, etc.
   
Full Name
Address
Postcode
Relationship to you
   
Second Executor (If Applicable)  
Full Name
Address
Postcode
Relationship to you
   
I wish to be buried
I wish to be cremated Yes No
Other (Please Specify)
   
Guardian: A Guardian should be appointed if you have children who are under the age of eighteen years. The Guardian will be the person responsible for day to day care of your children in the event of your death. You should, of course, check with the person you nominate to ensure they are willing to perform this role should the case arise.
Full Name
Address
Postcode
Relationship to you
   
Sometimes there are specific items such as jewellery, antiques, or furniture that you may wish to leave to specific persons and if this is the case please provide details below:
Description of Item
Full Name of Beneficiary
Address of Beneficiary
Relationship to you
   
Alternatively you may wish to leave a cash gift and if so please provide details below.
Amount (£)
Full Name of Beneficiary
Relationship to you
   
Residue of your Estate/Remainder of your Estate  
Full Name
Address
Relationship to you
   
If you leave the above to your Husband/Wife/Civil Partner do you wish to leave the remainder of your estate to your children if He/She should predecease you ?
Full Name of Child
Date of Birth
Full Name of Child
Date of Birth
Full Name of Child
Date of Birth
Full Name of Child
Date of Birth
   
What are your wishes as to when your children are able to access the money you leave them ?
18 Years
21 Years
25 Years
   
How will your estate be divided?
   
Should your Wife/Husband/Civil Partner and Children predecease you, who would you like to leave the remainder of your estate to?
   
Full Details: Name, Address, etc
   
You should also bear in mind if you have children from a previous marriage or relationship, savings outside of the UK and any other financial or family matter you may feel relevant. Please feel free to telephone our offices to make an appointment to discuss things in more detail, if you wish to do so.
   
 
     
     

 

The information you obtain at this site is not, nor is it intended to be, legal advice. You should consult a solicitor for individual advice regarding your own situation. Pattmans solicitors © 2008