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

Wealth Management

Mortgages

Asset Protection / Discretionary Trust

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