This form will take approximately 15-20 minutes to complete. You have the option to save your progress at any time and return to the form later. Just scroll to the bottom of any page and click the link 'Save and Continue Later'. This will give you a unique link which you can use to resume the form, and the option to email the link to yourself. Please note, you may need to check your Junk folder if you don't see the link email in your inbox.

We are conscious that at first glance this form may seem quite complex. Please just enter what you can and leave anything you are unsure of, as this can be discussed with the advisor once the initial form is submitted. Questions marked with * mean they have to be answered in order to proceed.

Due to the structure of the form questions, when making a will for a couple, please enter the male as client 1 and the female as client 2. Or in the case of a same sex will, please select according to your own judgement.

You have the option to save your progress at any time. Just scroll to the bottom of this page and click the link 'Save and Continue Later'. This will give you a unique link which you can use to resume the form, and the option to email the link to yourself. Please note, you may need to check your Junk folder if you don't see the link email in your inbox.

We are conscious that at first glance this form may seem quite complex. Please just enter what you can and leave anything you are unsure of, as this can be discussed with the advisor once the initial form is submitted.

The executors are the people who will sort out your estate after your death. If you are married or have a partner, typically you may want to include them. It is also helpful to have some younger people you can trust.

Please give details of all your executors. Minimum of two, maximum of five.

You have the option to save your progress at any time. Just scroll to the bottom of this page and click the link 'Save and Continue Later'. This will give you a unique link which you can use to resume the form, and the option to email the link to yourself. Please note, you may need to check your Junk folder if you don't see the link email in your inbox.

We are conscious that at first glance this form may seem quite complex. Please just enter what you can and leave anything you are unsure of, as this can be discussed with the advisor once the initial form is submitted.

You have the option to save your progress at any time. Just scroll to the bottom of this page and click the link 'Save and Continue Later'. This will give you a unique link which you can use to resume the form, and the option to email the link to yourself. Please note, you may need to check your Junk folder if you don't see the link email in your inbox.

We are conscious that at first glance this form may seem quite complex. Please just enter what you can and leave anything you are unsure of, as this can be discussed with the advisor once the initial form is submitted.

When referring to children, we mean a child or children of whatever age. Please mention all children on the form even if you do not wish them to inherit.

You have the option to save your progress at any time. Just scroll to the bottom of this page and click the link 'Save and Continue Later'. This will give you a unique link which you can use to resume the form, and the option to email the link to yourself. Please note, you may need to check your Junk folder if you don't see the link email in your inbox.

We are conscious that at first glance this form may seem quite complex. Please just enter what you can and leave anything you are unsure of, as this can be discussed with the advisor once the initial form is submitted.

You have the option to save your progress at any time. Just scroll to the bottom of this page and click the link 'Save and Continue Later'. This will give you a unique link which you can use to resume the form, and the option to email the link to yourself. Please note, you may need to check your Junk folder if you don't see the link email in your inbox.

We are conscious that at first glance this form may seem quite complex. Please just enter what you can and leave anything you are unsure of, as this can be discussed with the advisor once the initial form is submitted.

You have the option to save your progress at any time. Just scroll to the bottom of this page and click the link 'Save and Continue Later'. This will give you a unique link which you can use to resume the form, and the option to email the link to yourself. Please note, you may need to check your Junk folder if you don't see the link email in your inbox.

We are conscious that at first glance this form may seem quite complex. Please just enter what you can and leave anything you are unsure of, as this can be discussed with the advisor once the initial form is submitted.

When considering your funeral wishes, if you are not sure, you may wish to just say 'Family to decide'.

This simple form is used to gather the basic information required, however we may need further clarification on certain points, which we will contact you about in due course.