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?