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Customer Will Instruction Form

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Customer Will Instruction Form

Step 1 of 8 - YOUR DETAILS

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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.
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Ease of Use

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.
Date of instruction*
Have you made a previous will?*
Date of previous will - month and year (approximately)
Who is the will for?
Client 1
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.
Client 1 Title*
Client 1 Surname*
Client 1 Forenames*
Client 1 Address*
Client 1 Country*
Client 1 Mobile Telephone
Client 1 Landline Telephone
Client 1 Email*
Client 1 Date of Birth*
Client 1 Known As
Client 1 Formerly
Client 1: Are you fully sighted?*
Client 1: Do you have full mental capacity?*
Client 1: Do you have any overseas property?*
Client 1: What is the location?
Client 1: What is the approximate value?
Client 1: Do you have a business?*
Client 1: What is the name of your business?
Client 1: Type of business
Client 2
Client 2 Title
Client 2 Surname
Client 2 Maiden Name
Client 2 Forenames
Client 2 Address
Please state if the same as client 1.
Client 2 Country
Client 2 Mobile Telephone
Client 2 Landline Telephone
Client 2 Email
Client 2 Date of Birth
Client 2 Known As
Client 2 Formerly
Client 2: Are you fully sighted?
Client 2: Do you have full mental capacity?
Client 2: Do you have any overseas property?
Client 2: What is the location?
Client 2: What is the approximate value?
Client 2: Do you have a business?
Client 2: What is the name of your business?
Client 2: Type of business

Save and Continue Later

Save & Continue
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.
Ease of Use
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.
Do you own your own house?
Is it where you live?
How is it owned? Please see options below.
Approximate home value
Approximate mortgage amount?
Do you own any other property?
Additional Property 1 Address
Additional Property 1 Value
Additional Property 1 Mortgage Amount
Additional Property 1 Ownership
Please State - Additional Property 1 Ownership
Do you wish to add a second additional property?
Additional Property 2 Address
Additional Property 2 Value
Additional Property 2 Mortgage Amount
Additional Property 2 Ownership
Please State - Additional Property 2 Ownership
Do you wish to add a third additional property?
Additional Property 3 Address
Additional Property 3 Value
Additional Property 3 Mortgage Amount
Additional Property 3 Ownership
Please State - Additional Property 3 Ownership
Do you wish to add a fourth additional property?
Additional Property 4 Address
Additional Property 4 Value
Additional Property 4 Mortgage Amount
Additional Property 4 Ownership
Please State - Additional Property 4 Ownership
Do you wish to add a fifth additional property?
Additional Property 5 Address
Additional Property 5 Value
Additional Property 5 Mortgage Amount
Additional Property 5 Ownership
Please State - Additional Property 5 Ownership
Are the mortgages covered by life insurance?
Do you have any investments?
If you have money in a bank account please include it in the investment section.
Investment 1 Details
Investment 1 Ownership
Please State - Investment 1 Ownership
Investment 2 Details
Investment 2 Ownership
Please State - Investment 2 Ownership
Investment 3 Details
Investment 3 Ownership
Please State - Investment 3 Ownership
Investment 4 Details
Investment 4 Ownership
Please State - Investment 4 Ownership
Investment 5 Details
Investment 5 Ownership
Please State - Investment 5 Ownership
Client 1 Personal Effects Value

Personal Effects are items you own, but not property. For example, car, motorhome, jewellery, furniture etc.
Client 2 Personal Effects Value

Personal Effects are items you own, but not property. For example, car, motorhome, jewellery, furniture etc.

Save and Continue Later

Save & Continue
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.
Ease of Use
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.
Children Explained
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.
Child 1
Child 1 Full Name
Child 1 Date of Birth
Who does child 1 belong to?
Please state other (Child 1)
Do you wish to appoint a guardian for child 1?
Child 2
Child 2 Full Name
Child 2 Date of Birth
Who does child 2 belong to?
Please state other (Child 2)
Do you wish to appoint a guardian for child 2?
Child 3
Child 3 Full Name
Child 3 Date of Birth
Who does child 3 belong to?
Please state other (Child 3)
Do you wish to appoint a guardian for child 3?
Child 4
Child 4 Full Name
Child 4 Date of Birth
Who does child 4 belong to?
Please state other (Child 4)
Do you wish to appoint a guardian for child 4?
Child 5
Child 5 Full Name
Child 5 Date of Birth
Who does child 5 belong to?
Please state other (Child 5)
Do you wish to appoint a guardian for child 5?
Child 6
Child 6 Full Name
Child 6 Date of Birth
Who does child 6 belong to?
Please state other (Child 6)
Do you wish to appoint a guardian for child 6?

Save and Continue Later

Save & Continue
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.
Ease of Use
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.
Guardian
Guardian Title
Guardian Full Name
Guardian Address
Guardian Phone
Guardian Email
Guardian Relationship to Client 1
Guardian Relationship to Client 2
Alternative Guardian
Alternative Guardian Title
Alternative Guardian Full Name
Alternative Guardian Address
Alternative Guardian Phone
Alternative Guardian Email
Alternative Guardian Relationship to Client 1
Alternative Guardian Relationship to Client 2
Legacy to Guardians
Do you wish to provide a fund (under the control of your executors) for the guardians to assist them in carrying out their guardianship responsibilities?
State the percentage of estate OR sum of money.

Save and Continue Later

Save & Continue
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.
Ease of Use
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.
Are your personal effects to go to each other?
Are there other gifts you wish to make?
List with approximate value.
What is the total estate value?
Charity
Are there any charitable gifts?
Name of Charity
Charity Number
Charity Address
Charity Phone
Charity Email
How much do you wish to give to charity?
Animals
Are there any animals to be dealt with in the will?
Type of Animal
Name of Animal
Amount for Animal

Save and Continue Later

Save & Continue
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.
Ease of Use
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.
Please advise who you wish to leave your estate to?
Do you wish to leave the bulk of the estate to each other on first death?
Who should inherit on second death?
Do you have grandchildren?*
Do you want them to inherit if a son or daughter can't?
Who should inherit?
Their Full Name
Their Address
Their Telephone
Their Email

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Funeral Wishes
When considering your funeral wishes, if you are not sure, you may wish to just say 'Family to decide'.
Client 1
Client 1: Do you want to be cremated, buried or woodland burial?*
Client 1: Do you want to donate your organs for transplant?
Client 1: Where would you like your funeral service?
Client 1: Would you like a collection for charity?
Client 1: Charity Name
Client 1: Charity Address
Client 1: Charity Phone
Client 1: Charity Email
Client 1: Do you have any specific wishes such as a specific piece of music?
Client 1: Are there any other specific instructions you wish to give here?
Client 1: Additional notes relating to any aspect of this form
Client 1: These instructions are your own choices and you have not been pressurised or persuaded to take a certain course of action and you understand fully all the questions.*
- Confirm Client 1
Client 2
Client 2: Do you want to be cremated, buried or woodland burial?
Client 2: Do you want to donate your organs for transplant?
Client 2: Where would you like your funeral service?
Client 2: Would you like a collection for charity?
Client 2: Charity Name
Client 2: Charity Address
Client 2: Charity Phone
Client 2: Charity Email
Client 2: Do you have any specific wishes such as a specific piece of music?
Client 2: Are there any other specific instructions you wish to give here?
Client 2: Additional notes relating to any aspect of this form
Client 2: These instructions are your own choices and you have not been pressurised or persuaded to take a certain course of action and you understand fully all the questions.
- Confirm Client 2
Thank You
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.

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Customer Will Instruction Form

Customer Will Instruction Form

Step 1 of 8 - YOUR DETAILS

Save & Continue

Ease of Use

Client 1

Client 2

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Ease of Use

What Are Executors?

Executor 1

Executor 2

Executor 3

Executor 4

Exectuor 5

Professional Executors

Executors as Trustees

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Ease of Use

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Ease of Use

Children Explained

Child 1

Child 2

Child 3

Child 4

Child 5

Child 6

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Ease of Use

Guardian

Alternative Guardian

Legacy to Guardians

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Ease of Use

Charity

Animals

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Ease of Use

Funeral Wishes

Client 1

Client 2

Thank You