Forms | National Estate Planners

Well done, you’ve done the hard part – deciding to organise your Will! You are in the 39% of the UK adult population who have done the same. We are still working on the rest!

A Will is an essential document as it allows you to determine what happens to your money, belongings and loved ones once you have gone. From a few pounds in your bank account through to multiple properties or businesses, you have worked hard for what you have and you should be able to determine what happens to it, not the Government.

Executors

These are the people who will administer your Estate in accordance with your Will. They may work closely with a professional, or arrange it all themselves. Either way these people need to be people you trust. You should also consider having a reserve Executor, in the event that your first predeceases you or is unable to act when the time comes.

Guardians

These are the people who you wish to look after your children, assuming they are under 18 when you pass away. Whilst the natural choice may be grandparents, it’s important to consider their ages and those of your children. Perhaps brothers or sisters may be more suitable? It’s a personal decision but it’s essential you think about the implications of your choice both now and in years to come.

Your Estate

Essentially your Estate is everything you own. From your house through to your car, and even cash in the bank and savings or shares, you need to think about who you want to receive what. These people are known as your Beneficiaries.

Beneficiaries and Distribution of Your Estate

A standard Will allows for basic distribution of your Estate, such as all to your spouse/partner or split equally between your children. If you would like a more complicated distribution additional charges may apply.

Have a think about what you own and who you want to receive it.

Other Things to Consider

Here is a list of features included in a basic Will and any additional charges that may apply if more are required. (Please note that the prices below exclude VAT)

PLEASE READ CAREFULLY BEFORE COMPLETING

Please identify all people by their full names (title, forename, middle name(s) and surname) providing their current address and noting how they are related to you

Please do not use abbreviations of names or locations

Please tick the appropriate tick box for any multiple choice questions

This form must be fully completed with accurate information to ensure that your Will is drafted with the correct clauses to meet your wishes

All information disclosed to us shall be treated in the strictest confidence and shall be secured and protected in accordance with the General Data Protection Regulations

Should you choose to withhold or provide inaccurate information then we may be unable to draft your Will and we shall not be held liable for any losses caused to your Estate or your Beneficiaries

Don't worry if you can't complete it all in one go, you can save the form and return later to finish. If you have any difficulties filling in the form please contact us

Please choose the consultant you are dealing with (This will be on the email they sent you) *

Select value

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Your Details

Please complete the following information with full legal names including any middle names.

Your Name *

Select value

First Name

Middle Name

Last Name

If you are known by any other name on legal documents such as passport, bank statements etc. please enter here:

Your Address *

Street Address Line 2

Town/City

Your Date of Birth

Your Mobile Phone Number *

Your Email Address

Your Relationship Status *

Select value

Are you able to read and sign your Will unaided? *

Yes

Select option.

Do you have an existing Will? *

Yes

Select option.

Please detail what are the reasons/changes you are making to your existing Will? *

For Example: Adding/removing a Beneficiary, Excluding someone, Marriage/Divorce, Change of Address etc.

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Executors

Executors are personally and financially liable for the work of administering your Estate and carrying out other instructions in your Will. This can often be stressful and very time consuming, a typical estate takes 6-9 months to complete the probate process.

We highly recommend appointing a professional executor as they have no conflict of interest and the expertise to get the process completed as efficiently as possible. It doesn't cost anything to have a professional executor appointed in your Will as they will only commence work after your death. If you do select a professional executor below then National Will Writers will be appointed to act for you.

If not, please appoint people you trust to carry out your wishes. These can be beneficiaries, however this can cause problems and arguments through a conflict of interest.

Do you wish to appoint a professional executor? *

Yes

Yes wih others

Select option.

Executor 2 Full Name *

Select value

First Name

Middle Name

Last Name

Your Address *

Street Address Line 2

Town/City

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Children

Do you have any children/descendants? *

Yes

Select option.

Child 1 Full Name *

Select value

First Name

Middle Name

Last Name

Child 1 Date of Birth *

Select date.

Child 1 Relation to you *

Select value

Add Another? *

Yes

Select option.

Child 2 Full Name *

Select value

First Name

Middle Name

Last Name

Child 2 Date of Birth *

Select date.

Child 2 Relation to you *

Select value

Add Another? *

Yes

Select option.

Child 3 Full Name *

Select value

First Name

Middle Name

Last Name

Child 3 Date of Birth *

Select date.

Child 3 Relation to you *

Select value

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Details of your Estate

To ensure that your Will is written correctly, your wishes are carried out and that your beneficiaries do not pay any unnecessary taxes it is essential that we know what is in your estate, how much it is worth and how it is owned. We do not need exact figures to the penny, just try to be as accurate as possible.

Please ensure anything that is owned with anyone else is listed under joint assets, for example joint bank accounts or property owned jointly.

Incorrect information provided here could have serious implications and we cannot be held liable for any losses due to inaccurate information provided on this form.

Value of Assets in £*

Solely Owned

Main Residence (Solely Owned)

Solely Owned

Other Property (Solely Owned)

Solely Owned

Foreign Assets (Solely Owned)

Solely Owned

Savings (Solely Owned)

Solely Owned

Other Investments (Solely Owned)

Solely Owned

Business Assets (Solely Owned)

Solely Owned

Other Assets (Solely Owned)

Solely Owned

Jointly Owned

Main Residence (Jointly Owned)

Solely Owned

Other Property (Jointly Owned)

Solely Owned

Foreign Assets (Jointly Owned)

Solely Owned

Savings (Jointly Owned)

Solely Owned

Other Investments (Jointly Owned)

Solely Owned

Business Assets (Jointly Owned)

Solely Owned

Other Assets (Jointly Owned)

Solely Owned

Value of Liabilities in £ *

Solely Owned

Main Mortgage (Solely Owned)

Solely Owned

Other Mortgages (Solely Owned)

Solely Owned

Loans/Credit Cards (Solely Owned)

Solely Owned

Other Debt (Solely Owned)

Solely Owned

Jointly Owned

Main Mortgage (Jointly Owned)

Solely Owned

Other Mortgages (Jointly Owned)

Solely Owned

Loans/Credit Cards (Jointly Owned)

Solely Owned

Other Debt (Jointly Owned)

Solely Owned

If you have any pensions or death in service benefits, it is very important to nominate beneficiaries for these to avoid your beneficiaries having to wait 6-9 months for them to pay out and to avoid paying any unnecessary taxes.

Do you have any life policies?

Yes

Select option.

We will need to document these alongside your Will to ensure they are not taxable and get tied up for 6-9 months in probate. Please upload the Policy Summary/Schedule pages of any life policies you have showing the amount of cover, type of cover, when it started and when it finishes etc. This is normally covered on 2-3 pages for each policy.

Browse Files

Drag and drop files here

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What is most important to you to achieve from your Will?

Please answer the following questions according to what is important to you

Would you like your Will to be written in the most tax efficient way? *

Absolutely Essential

Very Important

Reasonably Important

Not Important

Not Applicable

Select option.

If you have a spouse/partner and they meet someone after your death, would you want to stop your Estate passing to any new partners? *

Absolutely Essential

Very Important

Reasonably Important

Not Important

Not Applicable

Select option.

If any of your children divorced, would you want the inheritance you gave them to stay in the bloodline and go to your grandchildren instead of the ex-spouse?*

Absolutely Essential

Very Important

Reasonably Important

Not Important

Not Applicable

Select option.

When you require care in old age, would you prefer the state to pay for it rather than you or your beneficiaries? *

Absolutely Essential

Very Important

Reasonably Important

Not Important

Not Applicable

Select option.

Would you prefer a family member or close friend to look after your affairs instead of someone you don’t know? *

Absolutely Essential

Very Important

Reasonably Important

Not Important

Not Applicable

Select option.

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Beneficiaries

Please provide the full names of all individuals you wish to benefit from your Will, be it in the form of a gift, or a share of your residuary estate. Please also provide how they are related to you. During your consultation, your consultant will discuss gifts and the distribution of your residuary Estate in more depth with you and record your wishes accordingly.

Beneficiary 1 Full Name *

Select value

First Name

Type something.

Middle Name

Type something.

Last Name

Type something.

Beneficiary 1 Relation to you *

Select value

Add Another? *

Yes

Select option.

Beneficiary 2 Full Name *

Select value

First Name

Type something.

Middle Name

Type something.

Last Name

Type something.

Beneficiary 2 Relation to you *

Select value

Add Another? *

Yes

Select option.

Beneficiary 3 Full Name *

Select value

First Name

Type something.

Middle Name

Type something.

Last Name

Type something.

Beneficiary 3 Relation to you *

Select value

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Funeral Wishes

It is important to remember that the Will may not be read before the funeral takes place, so if you have specific wishes it is best to have these details with your executors, or in a funeral plan.

Do you wish to be buried or cremated *

Buried

Cremated

Not decided / Leave decision to executors

Select option.

If you have an exisiting funeral plan please enter the funeral plan provider to ensure this is written into your Will

Type something.

It is worth considering having a prepaid funeral plan as the cost of funerals are rising by 8-10% each year so your savings are extremely unlikely to keep up with the increasing prices.

It also makes things easier for loved ones as there is less to do at such an emotional time.

Prepaid funeral plans can be paid in one go or in easy monthly payments, the best part being that you pay todays prices rather than the price of one when you die.

We offer the most competitive plans in the marketplace.

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Your Will is a very important document. Once we have produced your Will it should be legally checked after being signed and witnessed to ensure it is valid and then stored securely to ensure it is kept safe. Having your Will registered correctly on the National Will Database means that your Executors (and all solicitors) can always locate it at the time they need to act.
- Amendments to your Will so there are no charges for us to make necessary amendments when changes are required like addresses/executors/guardians/gifts/beneficiaries etc. (minimum £95 plus VAT depending on work involved).
- Initial fully bound hard copy of the Will instead of pdf to print at home. (£10 plus VAT separately).
- Access to a probate helpline for guidance when the time comes.
- Storage, validation and registration of your Will and any accompanying documents in a secure storage facility (normally £30 plus VAT per year). Includes a validation check to ensure your Will has been signed and witnessed correctly. A certificate will also be sent to you showing the registration on the National Will Database so that your executors can easily find your Will.
Our amendments package with optional storage, validation and registration includes all the following:

Please read the following declaration and tick the box below.

I confirm that I am over 18 years of age and of sound mind. The information given is complete and correct and is to be used as the basis for preparing my Last Will and Testament(s). In addition to appointments, legacies and distribution of residue, I agree to my Executors and Trustees having normal powers to aid the administration of my Estate. I know of no other Trusts or constraints which would prevent my Estate being distributed as I wish.

I understand that there will be additional charges if further changes or amendments are desired after I have had my consultation and given my instructions.

I understand that the document(s) prepared will not be legally valid until they are signed, dated and witnessed correctly. If we do not choose an option for a legal validity check to be completed on our document(s) after they have been signed and witnessed then I take full responsibility for any losses caused by this.

I have read and agree to the terms of business on the website of the company I redeemed my voucher with.

By ticking this box I am confirming that I have read and agree with the declaration above *

Yes I confirm I have read and agree with the declaration above

Select option.

Submit

Thank you!

We will contact you soon.

Your Details

Executors

Children

Details of your Estate

Value of Assets in £*

Solely Owned

Jointly Owned

Value of Liabilities in £ *

Solely Owned

Jointly Owned

What is most important to you to achieve from your Will?

Beneficiaries

Funeral Wishes

Declaration

Thank you!

info@nationalestateplanners.co.uk

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