Will Information Request Form

Will Information Request Form

    Your Name and Address

    First Name

    Last Name

    Your Email

    Contact Telephone

    Preferred time to call you

    Address

    Town

    County

    Postcode

    Executors’ Names and Addresses

    Please name at least one if possible and indicate in extra notes if you would like additional executors.

    Executor 1

    First Name

    Last Name

    Address

    Town

    County

    Postcode

    Executor 2

    First Name

    Last Name

    Address

    Town

    County

    Postcode

    Specific Gifts and Legacies

    Specific gifts of items or money and who the gifts are to be made to. Please state each Donee’s full name and address.

    Residuary Gift

    Who will receive the residue of your estate?

    If the person or people named above to receive the residue die before you who will then receive the residue?

    Funeral Wishes

    Any specific wishes, burial, cremation?

    If applicable: Spouse/Partner

    First Name

    Last Name

    Address

    Town

    County

    Postcode

    Would they like a mirror Will?

    Any other information?