Will Instruction Form

Partner Name *

Will Single or Mirror *

Single Will
Mirror Will

Testator 1 Name *

Testator 2 Name *

Date Submitted *

Estate Valuation

Main residence/additional properties

Layout

Joint

Testator 1

Testator 2

Foreign assets—real estate (please complete Section 13)

Layout (copy)

Joint

Testator 1

Testator 2

Life policies—not written into trust

Layout (copy) (copy)

Joint

Testator 1

Testator 2

ISAs (cash)

Layout (copy) (copy) (copy)

Joint

Testator 1

Testator 2

ISAs (stocks and shares)

Layout (copy) (copy) (copy) (copy)

Joint

Testator 1

Testator 2

Pension and Death in Service benefits

Layout (copy) (copy) (copy) (copy) (copy)

Joint

Testator 1

Testator 2

Layout (copy) (copy) (copy) (copy) (copy) (copy)

Joint

Testator 1

Testator 2

Unit trusts/investment bonds

Layout (copy) (copy) (copy) (copy) (copy) (copy) (copy)

Joint

Testator 1

Testator 2

Business assets: sole trader/husband and wife partnership

Layout (copy) (copy) (copy) (copy) (copy) (copy) (copy) (copy)

Joint

Testator 1

Testator 2

Business assets: partnerships/shareholdings

Layout (copy) (copy) (copy) (copy) (copy) (copy) (copy) (copy) (copy)

Joint

Testator 1

Testator 2

Bank/Building Society savings

Layout (copy) (copy) (copy) (copy) (copy) (copy) (copy) (copy) (copy) (copy)

Joint

Testator 1

Testator 2

Chattels (items of personal use)

Layout (copy) (copy) (copy) (copy) (copy) (copy) (copy) (copy) (copy) (copy) (copy)

Joint

Testator 1

Testator 2

Cars

Layout (copy) (copy) (copy) (copy) (copy) (copy) (copy) (copy) (copy) (copy) (copy) (copy)

Joint

Testator 1

Testator 2

Other

Layout (copy) (copy) (copy) (copy) (copy) (copy) (copy) (copy) (copy) (copy) (copy) (copy) (copy)

Joint

Testator 1

Testator 2

GROSS TOTAL ESTATE VALUE

Layout (copy) (copy) (copy) (copy) (copy) (copy) (copy) (copy) (copy) (copy) (copy) (copy) (copy) (copy)

Joint

Testator 1

Testator 2

Will Writing

Lasting Power of Attorney

Inheritance Tax Planning

Probate

Mortgages/ wealth Management

Asset Protection / Discretionary Trust

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Will Instruction Form

Estate Valuation

Main residence/additional properties

Foreign assets—real estate (please complete Section 13)

Life policies—not written into trust

ISAs (cash)

ISAs (stocks and shares)

Pension and Death in Service benefits

Shares

Unit trusts/investment bonds

Business assets: sole trader/husband and wife partnership

Business assets: partnerships/shareholdings

Bank/Building Society savings

Chattels (items of personal use)

Cars

Other

GROSS TOTAL ESTATE VALUE

Will Writing

Lasting Power of Attorney

Inheritance Tax Planning

Probate

Mortgages/ wealth Management

Asset Protection / Discretionary Trust