Please find below a list of some of the questions you will be asked when making your Will. If you are making Mirror Wills, then the questions will also apply to your spouse/partner:
- Personal details such as name, address, date of birth, place of birth, contact telephone numbers and an e-mail address.
- Details of any previous marriages or dependants (including your children)
- Whom you would like to appoint as the executors of your Will. You may also wish to provide details of back up executors in the event that your chosen executors are unable or unwilling to act. At least 2 back up executors are recommended if money is to be held on behalf of children under the age of eighteen.
- Whom you would like to appoint as the Guardians of your children if they are under the age of eighteen.
- Whether you would like to leave any gifts of money or property (such as jewellery or other personal items).
- Who you would like to receive your residuary estate.
- Whom you would like to receive your residuary estate in the event that your chosen beneficiaries have predeceased you. For example, it is common for spouse to leave their estates to each other in the first instance, with a provision on to children in the event that both spouses have passed away. Some people also like to include back up beneficiaries in the event that the whole family dies simultaneously (often referred to as a disaster scenario).
- At what age you would like children to inherit. The legal minimum age is 18 however, this can be increased to say 21 or 25.
- Whether you would like to include any funeral instructions such as burial or cremation.
- Whether you would like us to store your Will.
Please note that full names and addresses are required for all executors, guardians or beneficiaries mentioned in your Will.