Wills | MBH Solicitors

Does your Partner / Spouse also wish to make a Will?

Yes

Please set out in as much detail as possible the assets in your estate. Include properties and their value, any expensive personal possessions, amount held in bank accounts, values of stocks / shares / other investments. Please also specify if any property or asset is held in your sole name or joint names.

Is there any Court Order of formal or informal agreement in existence regulating your relations with any person? If so, we will need a copy providing in due course.

Yes

Please provide full names, DOBs and relationship to you for the people you wish to appoint to care for your child/ren in the event of death.

Please provide the full names, DOBS and relationship to you for the people you wish to appoint as your Executors of your Will (i.e. the people responsible for making sure the terms of your Will are carried out) and how you wish for them to act i.e. joint executors, sole executor or as an alternate executor.

Do you wish to appoint MBH Solicitors as your executor in the event you do not wish to name anyone above or as an alternative if the above people named refuse to act or pass away before you.

Yes

Gifts of Money - Please specify any person or company you wish to leave money to and the amount. We will need their full name, DOB & relationship to you (for example John Smith, DOB 18.02.1983, brother - £100)

Gifts of Assets - Please specify any person or company you wish to leave an asset to (i.e. jewellery, watches, property etc). We will need their full name, DOB & relationship to you (for example John Smith, DOB 18.02.1983, brother - Rolex watch)

Gifts to Charity - Please specify any charity you wish to leave money to and the amount.

Residuary Estate - If there is anything left over after you have made the above gifts, who you wish to leave it to:

All to Spouse / Partner

If spouse /partner passes before you then to children?

Grandchildren if children pass before you?

Any other beneficiary

Someone else in the event all of the above pass before you?

Do you wish to discuss setting up a Trust in your Will (for example a life interest trust in respect of a particular asset, or giving someone a right of occupation in your property).

Yes

Please provide any specific funeral arrangements you wish to include in your Will including whether you wish to include a request for organ donation.

Do you wish to make any provisions for your pets in your Will?