INFORMATION NEEDED TO HELP US TO DRAFT A WILL

1. Information About You 

(a) Your full name

(b) Any former name(s) or alias(es) 

(c) Address

(d) Age (for purposes of tax and investment advice)

(e) Married/co-habiting/civil partner?

(f) Children/Step children?

2. Value Of Your Property

(a) Property owned in your sole name 

(i) House
(ii) Bank Accounts
(iii) Building Society Accounts 
(iv) Saving Certificates 
(v) Shares 
(vi) Car
(vii) Other Property

(b) House owned with another in joint names?

(c) Bank/Building Society Accounts/Other property owned with another in joint names?

(d) Superannuation benefits -nominated?

(e) Insurance policies -have you instructed the Insurance Company to benefit a particular person on your death?

(f) Trust property

(g) Foreign property

(h) Property likely to be inherited

(i) Have you made any substantial gifts within the last seven years? (this information is needed for Inheritance Tax purposes)

(j) Is your property mortgaged? Do you have any other substantial debts? 

(k) Business/ Agricultural property

3. Intended Beneficiaries

(a) Spouse -full name

(b ) Children -names and ages 

(c) Others -names/addresses

4. What Gifts Do You Want To Make?

(a) Personal belongings - do you want to give any special items to named beneficiaries? 

(b) Legacies - do you want to make gifts of cash to friends or charities? 

(c) Who is to receive the rest of your property?

5. Executors/Trustees

Full names and addresses of proposed Executors and Trustees

NOTE: If you have no suitable family or friends to act as your Executors, or if you think that it might be useful to appoint someone from outside the family (to avoid the possibility of arguments) then you might wish to appoint a Solicitor either to deal with the whole of the administration of your estate, or else to act jointly with members of your family.

6. Guardians

Names and addresses

7. Directions As To Body, Funeral etc.

Do you have any special wishes concerning your funeral arrangements?

 

For further information, please contact:-

 

Heather Redman (Oxford)      01865 268642  email - mailto:heather.redman@marshallgalpin.com

Lynne Reekes (Oxford)          01865 268641  email - mailto:lynne.reekes@marshallgalpin.com

Emily Dennick (Oxford)           01865 268628  email - mailto:emily.dennick@marshallgalpin.com

 

www.marshallgalpin.com

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