Will Planner - Kitson & Trotman

Full Name

Address

Postcode

Landline Number

Mobile Number

Work number

National Insurance Number

Occupation

Full Name

Address

Postcode

Landline Number

Mobile Number

Work Number

National Insurance Number

Occupation

Have you previously been married/in a Civil Partnership?
YesNo

If yes, when did that marriage/Civil Partnership end:

Is there any continuing financial obligation (please give details):

If your spouse or civil partner has died, please answer the following:

When did they die?

What was the value of their estate?

Was their estate distributed other than to you?
YesNoN/A

If yes, please give details of the distribution of their estate:

Please state if child is yours, a stepchild or state other circumstances

Full Name 1

Address 1

Date of Birth 1

Status 1

Full Name 2

Address 2

Date of Birth 2

Status 2

Full Name 3

Address 3

Date of Birth 3

Status 3

Full Name 4

Address 4

Date of Birth 4

Status 4

Full Name 5

Address 5

Date of Birth 5

Status 5

Full Name Of Guardian 1

Relationship to you? 1

Address 1

Full Name Of Guardian 2

Relationship to you? 2

Address 2

Are you aware of anyone who is financially dependent upon you?
YesNo

Name

Age

Reason for dependency

If due to Special Needs, might you wish to consider setting up a Trust?
YesNo

Do you have a pension?
YesNo

If yes, please give brief details

Approximate value

Life assurance policies NOT mortgage linked?
YesNo

Approximate value

Are these written in trust?
YesNo

If yes to either or both, please give details

If you own property outside England and Wales (including investments and interests in land), please give brief details

Approximate value

Have you taken advice from a overseas lawyer on how to deal with this on your death
YesNo

Do you have a business or do you farm any land?
YesNo

If yes, is this owned with anyone else?
YesNo

Please provide brief details

Is this something which could continue after your death?
YesNo

What value would you place on the business? Total value

Your share

Do you own property in the UK?
YesNo

If yes, do you own it with anyone else?
YesNo

Is the property owned as?

Approximate value of residential property?

Your share

If more than one property:

Total value

Your share

Residential/Commercial

Total value

Your share

Residential/Commercial

If mortgaged, approximately how much outstanding?

Property 1

Property 2

If you have any policies of life assurance linked to a mortgage, please give brief details

Total

Beneficial interest under an existing Trust or Power of Appointment in a Trust

Have you made gifts totalling over £3,000 in any of the last 7 years?

Total

Cars/vehicles

Savings

Home contents

Investments

Jewellery/Art

Electronic Accounts

Other

Brief details

Assets owned jointly with others?

Approximate value

Any assets held in a different name?

Approximate value

Any other information relating to assets that may be relevant?

Loans/Overdrafts:

Credit cards:

Credit/Hire Purchase:

Other:

Brief details, if relevant

Total Liabilities:

Digital assets/accounts include, but are not limited to: digital files, photographs, videos, email accounts, software licenses, social network accounts, file sharing accounts, financial accounts, domain registrations and website hosting accounts, etc. Please list details of these below so we can better help you form a plan of administration in your Will:

Digital devices include, but are not limited to: desktop computers, laptops, tablets, peripherals, storage devices, any type of mobile phone, any similar digital device which currently exists or may exist as technology develops. Please list your current devices below:

Choice Of Executors: These will be the persons to whom you give responsibility for ensuring that the wishes and declarations in your Will are carried out.

Full Name 1

Relationship 1

Address 1

Full Name 2

Relationship 2

Address 2

Full Name 3

Relationship 3

Address 3

Full Name 4

Relationship 4

Address 4

Default Executors, should first choices be unable or unwilling to act:

Full Name 1

Relationship 1

Address 1

Full Name 2

Relationship 2

Address 2

Full Name 3

Relationship 3

Address 3

If you do not want your gift to be given until after the death of your spouse/partner, please indicate by writing ADS or ADP (After Death of Spouse or Partner) with the Description. (Note: For this questionnaire, it is assumed that you wish to leave your entire estate to your spouse/partner. Any asset held jointly cannot, generally, be left in your Will to a third party)

Full Name 1

Address 1

Gift Description or Amount 1

Full Name 2

Address 2

Gift Description or Amount 2

Full Name 3

Address 3

Gift Description or Amount 3

Full Name 4

Address 4

Gift Description or Amount 4

Full Name 5

Address 5

Gift Description or Amount 5

(Note: When completing this section, please bear in mind anything you may have already chosen to give away under ‘Bequests’)

If You Have No Partner/Spouse, How Would You Like The Residue Of Your Estate To Be Left?

If You Have A Partner/Spouse, What Would You Like To Happen To Your Estate Should You Die First?

What Would You Like To Happen To Your Estate Should You Survive Your Partner/Spouse?

Any Other Possible Unusual Circumstances, Such As Not Including In Your Will Someone Who Might Oridinarily Expect To Inherit.

Any Other Wishes

Do you wish your body to be buried or cremated?

Do you wish to be buried or have your ashes scattered in a particular place?

Please give details of any pre-paid funeral plan

Do You Have An Existing Will?
YesNo

Does Your Partner/spouse?
YesNo

If yes, would you like us to retrieve Wills on your behalf?
YesNo

If yes, with whom is it/are they held?

Name

Address

Wills

YOUR DETAILS

DETAILS OF SPOUSE/PARTNER (WHERE RELEVANT)

Personal Details

Children

NOMINATED GUARDIANS FOR ANY CHILD UNDER 18

FINANCIAL DEPENDANTS

YOUR ASSETS

Other Assets

LIABILITIES

DIGITAL ASSETS/ACCOUNTS

DEVICES

WHAT DO YOU WANT IN YOUR WILL ?

BEQUESTS

GIFT OF THE REST (RESIDUE) OF YOUR ESTATE

ANY OTHER WISHES OR INSTRUCTIONS NOT MENTIONED ABOVE

FUNERAL WISHES

Existing Details

A:	The Champions, Beaminster, Dorset, DT8 3AN
E:	info@ktlaw.co.uk
T:	01308 862 313
F:	01308 862 033