Before You Begin……
Having made the decision to make a Will, now take the time and think carefully about how you would like your estate to be distributed after your death. Please consider these points carefully when completing this form. Time spent now, in preparation, will greatly assist us to concentrate upon understanding your objectives.
Pease have: Pension Plans and Life Insurance policies, Mortgage details and value of your property/boat, savings and investments and other assets, e.g. jewellery and items of a high value together with any outstanding debts, i.e. Mortgage, Loans and credit cards etc.
If you are concerned that your home may be sold to pay hostile creditors or may be used to fund something in the future that you have not budgeted for resulting in your children being dis-inherited then this simple will instruction DOES NOT DEAL WITH THIS TYPE OF ISSUE PLEASE CONTACT US.
If you think that the total value of your personal estate has a value of over £325K or as a married couple is over £650K then this simple will instruction DOES NOT DEAL WITH THIS TYPE OF ISSUE PLEASE CONTACT US .
Tel: 01283 566133 email: firstname.lastname@example.org
This questionnaire will take aproximately 30-45 minutes to complete, or longer if you do not have information ready to hand. It may be helpful to read through the sections first before starting, so that you are aware of what information you will need to hand
IMPORTANT – By submitting this form you are agreeing to our Terms and Conditions