Ferry Solicitors - Will Instructions

Will Instruction Form

ferry_online_will_instructions This form collects the information needed by us to prepare your will.

The information required includes your family details, what you own and what your wishes are.

Please complete as many questions as possible.

Your Details

Your Name *

Address *

Date of Birth *

Occupation *

Employer *

Home Phone No.

Mobile Number

Office Number

Family Details

Marital Status *

Spouse's Name *

Spouse's Date of Death *

Do you have any children ? Yes No *

Name Gender M F Age Status Address

Click add child, and complete for each of your children, when finished click next.

Assets

House

Do you own your own house ? No Yes

Is there a mortgage on your house ? No Yes

Name of Borrower *

Is house in single or joint names ? *

Where are the deeds ? *

Do you own any other property ? No Yes

Details of each property *

Financial Institutions - Name and account type only (not values)

Bank Branch Account Type

Building Society Branch

Credit union Branch

Do you have a Post Office deposit account ? Yes No

Do you have Post Office saving certs. ? Yes No

Do you have any Prize bonds ? Yes No

Insurance Policies

Insurance Company Type of Policy

Company No. of Shares Approx. value

Details of any Personal effects and approx. value Any other assets you wish to record here

Instructions

1. Do you wish to leave your entire estate to your spouse if they survive you by 30 days and appoint them sole executor ? Yes No *

2. If spouse predeceases you or survives by less than 30 days -

(A) Executors

Executor 1

Name

Address

Executor 2

Name

Address

(B) In the case of infant children (under 16) are their guardians to be appointed executors ? No Yes *

Guardian 1

Name

Address

Guardian 2

Name

Address

3. If you are leaving legacies or bequests are they to be gross or net of tax? Gross Net of Tax

Charitable Legacies: (e.g. St Vincent de Paul) (if applicable)

Beneficiary Address Gift

Pecuniary Legacies:(specific gift of money to a particular person) (if applicable)

Beneficiary Address Gift

Specific Legacies:(i.e. jewellery, china etc) (if applicable)

Beneficiary Address Gift

Family Home

To whom do you wish to leave the house and contents ?

Do you wish to leave a right of residence to your children living at home for life or until they marry provided that no person lives with them ? No Yes

Set out the reasons why you are giving a right of residence, so that the family will understand later.

Residue (anything left in estate other than house and contents)

To whom do you wish to leave the estate residue ?

If the bequest favours one person over another, set out the reasons for the decision so that it can be explained to the family in the future.

If the residuary legatees are infants, at what age do you wish them to benefit 18 21

If the residuary legatees predecease you, to whom do you want their shares to go ?

If any solicitor is required in the administration of your estate do you wish to have Ferry’s Solicitors act in the administration of the Estate ? Yes No

Where do you want to keep your Will

Bank & Branch

Thank you.

Your will instructions have been received.

We will review the information and call you as soon as possible.

Ferrys Solicitors.

Ferrys Solicitors

Nav view search

Navigation

Search

Main Menu

Will Instruction Form

Your Details

Family Details

Assets

House

Financial Institutions - Name and account type only (not values)

Insurance Policies

Shares

Instructions

Charitable Legacies: (e.g. St Vincent de Paul) (if applicable)

Pecuniary Legacies:(specific gift of money to a particular person) (if applicable)

Specific Legacies:(i.e. jewellery, china etc) (if applicable)

Family Home

Residue (anything left in estate other than house and contents)