Will Preparation Form
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1 Will Preparation Form Thank you for contacting Solomons Solicitors regarding your Will(s) Please complete the form below. Please note that if you are a couple, you will need to fill out separate forms, as your wishes and assets may differ Questions marked with the following symbol must be completed* If you are unable to answer any of the questions or have any queries, please let us know by using the other information space at the end of this form Salutation: Mr, Mrs, Ms, Miss, Dr, Other (please state) Full Name: * Permanent Address: * Home Telephone Number: Mobile Number: Address: Date of Birth: * Marital Status: * (please tick as appropriate) First Marriage Living with partner Widow or Widower Second or later marriage Single Person Civil Partnership Divorced Person If widowed, please confirm the date of the death of your spouse: If divorced, please confirm the date of the decree absolute: Do you have a Lasting Power of Attorney? YES NO Specific Legacies If applicable, please give details of specific legacies to individuals or groups. These are items as
2 opposed to money. (i.e. my wedding ring to my niece Jane Bloggs of 15 Park Road Newtown etc.) Alternatively, please advise whether you wish to refer to a list of specific legacies in a Will that you are updating. Pecuniary Legacies If applicable, please give details of pecuniary legacies to individuals or groups These are monetary sums rather than items. (i.e. The sum of 1000 to my nephew Peter Bloggs of 15 Park Road Newtown)
3 Residuary Beneficiaries * This is how you would wish your estate to be divided after payment of any debts and payment of any specific or pecuniary legacies. This may be very simple such as all my estate to my wife and if she does not survive me to my children and grandchildren. Alternatively, you may wish to split your estate into specific percentage shares to individuals and charities for instance. Please set out your wishes below with full names and relationships where applicable of your chosen beneficiaries. Executor(s)* Please indicate who you wish to act as your executor(s). Your executor is the person or persons responsible for administering your estate and distributing the same in accordance with your Will. You may appoint your spouse initially if they survive you and if not appoint others instead (ie. your children, if applicable). Solomons Solicitors can also act as your professional executors, if required, and we will agree to work on a fixed fee basis. Please set out your wishes below with full names and relationships where applicable of your chosen executors.
4 Guardian(s) If you are the parent of children under the age of 18, please advise of your preferred guardians. Funeral Wishes Please advise of whether you wish to be buried or cremated with any other wishes. Assets* In order to ascertain whether or not you require additional advice regarding Inheritance Tax, please complete the following questions with approximate values for each section, if applicable. Please rest assured that any information given will be used in the strictest confidence. Asset Approximate Value Primary Residence Other Property Bank and Building Society Accounts National Savings Investments (i.e. Shares, unit trusts) Foreign Property Antiques/Valuables Life Insurance Digital assets (please ask for guidence if this applies) Gifts in excess of 3,000 made in the last 7 years Liabilities (i.e. outstanding mortgages)
5 Other Information Please advise us of any further questions that you may have regarding your Will(s) or of any special circumstances in your case of which we should be aware. Please remember at Solomons Solicitors, our Wills service includes: A free initial consultation Preparation and advice by a specialist Solicitor. Inheritance Tax advice, where applicable. Free Registration with Certainty, the secure Will Registrar ( A free paper or scanned copy of your Will to keep. Free retention of your original Will in safe storage at our offices. T: E: office@solomonslaw.co.uk Hamilton Court House I -3 Alum Chine Road Westbourne Bournemouth BH4 8DT
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