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Office: 01670 788200
07850 127 649
enquiries@northlandwills.co.uk

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Last Will & Testament Application

Start the process of your will

If you want to start the process of your will, please go through the Last Will & Testament application form step by step and fill out your details. If you need any help with any of the sections, or have any questions, please don't hesitate to get in touch.

Full Name *

Date of Birth *

Day

Month

Year

Email Address *

Phone Number *

Address *

Post Code *

Marriage

Getting married revokes your Will unless you ask for that not to happen. Are you intending to marry someone? Please include their details here

Marriage *YesNoAlready Married

Full Name *

Address *

Post Code *

Foreign Property

Do you own any assets outside of England/Wales? If yes specify

Foreign Assets *YesNo

Foreign asset details *

Funeral Arrangements

Funeral wishes

Funeral Wishes *CrematedBuriedMedical ScienceOtherI don't want to say

Details if known

Executors

Executor: The person(s) responsible for obtaining a Grant of Probate then distributing your estate to the Beneficiaries

Is this a Professional Executor? *YesNo

Name *

Relationship to you *

Address *

Postcode *

Add ExecutorYesNo

Is this a Professional Executor? *YesNo

Name *

Relationship to you *

Address *

Postcode *

Add ExecutorYesNo

Is this a Professional Executor? *YesNo

Name *

Relationship to you *

Address *

Postcode *

Guardians

Guardian: Someone over 18 nominated to look after any blood-child of yours who is under 18 at the time of your death. This is needed for couples also as both could die.

Do you have Children under 18? *YesNo

Are there to be any Guardians? *YesNo

Name *

Relationship to you *

Address *

Postcode *

Add Reserve GuardianYesNo

Name *

Relationship to you *

Address *

Postcode *

Monetary Gifts

Do you wish to leave specified amounts of money to anyone other than as part of your residuary estate? *YesNoImportant note: We suggest using a percentage instead of specific monetary value as your monetary estate may fluctuate The total percentage of your monetary estate does NOT need to add up to 100%, but cannot be greater than 100%. Usually small percentages are used.

Name *

Relationship to you *

Address *

Postcode *

% of monetary estate *

Add PersonYesNo

Name *

Relationship to you *

Address *

Postcode *

% of monetary estate *

Non-monetary gifts

Do you wish to leave physical items other than money(e.g. jewellery / cars etc) to anyone other than as part of your residuary estate?

Important note: The gift needs specifying (typically My jewellery to my 2 daughters etc) *YesNo

Name *

Relationship to you *

Address *

Postcode *

Type of non-monetary gift

Add PersonYesNo

Name *

Relationship to you *

Address *

Postcode *

Type of non-monetary gift

Add PersonYesNo

Name *

Relationship to you *

Address *

Postcode *

Type of non-monetary gift

Pets

Do you wish anyone to take possession of your pets? *YesNo

Name *

Relationship to you *

Address *

Postcode *

Add Reserve PersonYesNo

Name *

Relationship to you *

Address *

Postcode *

Business

Do you own a business? *YesNo

Business Name *

Type of Business *

Business Value *

Add BusinessYesNo

Business Name *

Type of Business *

Business Value *

Do you own shares in a Limited Company? *YesNo

Are these shares to pass to your Residuary Estate? *YesNoImportant note: Your RESIDUARY ESTATE is everything that you haven’t already dealt with in your Will. Typically this is Everything you own unless you make specific gifts.

Name *

Relationship to you *

Address *

Postcode *

% of shares *

* If this person dies before meI give this share to their children (or grandchildren if their children have predeceased me)that share shall fail and be dealt with in of my RESIDUARY ESTATEI give this share to

Name *

Relationship to you *

Address *

Postcode *

Add PersonYesNo

Name *

Relationship to you *

Address *

Postcode *

Property

Do you own a property within England/Wales? If yes specify *YesNo

Please enter your property details

Residuary Estate

Important note: Your RESIDUARY ESTATE is everything that you haven’t already dealt with in your Will. Typically this is EVERYTHING you own unless you have made specific gifts. We will now deal with your RESIDUARY ESTATE. You can list up to six people in each RESIDUARY ESTATE level, but the percentages must add up to 100%

Name *Residuary Gift 1st level

Relationship to you *

Address *

Postcode *

% of estate *

* If this person dies before meI give this share to their children (or grandchildren if their children have predeceased me)that share shall fail and be dealt with in of my RESIDUARY ESTATEI give this share to

Name *Residuary Gift 1st level - fallback

Relationship to you *

Address *

Postcode *

Add PersonYesNo

Name *Residuary Gift 2nd level

Relationship to you *

Address *

Postcode *

% of estate *

Receipt by U18’s

If a gift could be to anyone under 18 years old, should a lump sum payment be made to a guardian to save Executors having to set up short-term Trusts? *YesNo

Loans Made in Lifetime

Do you wish to take into account any gifts/loans to children during your lifetime? *YesNo

Name *Residuary Gift 2nd level

DOB

Day

Month

Year

Address *

Postcode *

Relationship to you *

Exclusions

You can only exclude a spouse in your Will a spouse - ex-spouse - cohabitee of last 2 years - child - stepchild - person supported financially

Do you wish to exclude anyone?YesNo

Name *Residuary Gift 2nd level

DOB

Day

Month

Year

Address *

Postcode *

Relationship to you *

Exclude Another?YesNo

Name *Residuary Gift 2nd level

DOB

Day

Month

Year

Relationship to you *

Address *

Postcode *

Debt Relief

Do you wish to relieve anyone of debts?YesNo

Name *Residuary Gift 2nd level

DOB

Day

Month

Year

Address *

Postcode *

Further Testator Questions

Please describe your physical health *

Please describe your daily activity *

Do you suffer from (or take medication for) memory loss? *YesNo

Describe *

Are any beneficiaries listed in the Will disabled or vulnerable in any way? *YesNo

Please include their name(s) *

Is there anything that prevents you reading or signing your Will? *YesNo

Please describe *

Is there anything else you would like to mention? *YesNo

Please describe *

Save as Draft

Find Us

Northland Wills Trusts & Probate
Wilding House
Longhorsley
Morpeth
Northumberland
NE65 8LB

07850 127649
01670 788200
enquiries@northlandwills.co.uk

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