| Christian
Names |
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| Surname
* |
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| Address
* |
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| Postcode
* |
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| Telephone
Number * |
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| Mobile
Number * |
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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. |
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| Full
Name |
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| Address |
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| Postcode |
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| Relationship
to you |
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| Second
Executor (If Applicable) |
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| Full
Name |
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| Address |
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| Postcode |
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| Relationship
to you |
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| I
wish to be buried |
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| I
wish to be cremated |
Yes
No
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| Other
(Please Specify) |
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| 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 |
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| Address |
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| Postcode |
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| Relationship
to you |
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| 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 |
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| Full
Name of Beneficiary |
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| Address
of Beneficiary |
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| Relationship
to you |
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| Alternatively
you may wish to leave a cash gift and if so please provide
details below. |
| Amount
(£) |
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| Full
Name of Beneficiary |
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| Relationship
to you |
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| Residue
of your Estate/Remainder of your Estate |
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| Full
Name |
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| Address |
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| Relationship
to you |
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| 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 |
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| Date
of Birth |
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| Full
Name of Child |
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| Date
of Birth |
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| Full
Name of Child |
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| Date
of Birth |
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| Full
Name of Child |
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| Date
of Birth |
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| What
are your wishes as to when your children are able to access
the money you leave them ? |
| 18
Years |
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| 21
Years |
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| 25
Years |
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| How
will your estate be divided? |
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| Should
your Wife/Husband/Civil Partner and Children predecease you,
who would you like to leave the remainder of your estate to? |
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| Full
Details: Name, Address, etc |
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| 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. |
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