1. Please complete the instructions and Print and Post in the Application with the Full Fee.
2. Please complete the Males details on the left hand side and the female on the right.
3. Leave the partners sections blank if the answer's are the same. I.E. If you live together then we do not need the address twice.
4. Please do not use abbreviations and identify all people by their FULL NAMES (surname last).
5. Please let us know of any information you feel might be important, or you are concerned about at the end in the additional information box.
6. If you wish to change any yes's to no's after you have printed the form ~ just cross it out and write NO.
7. If the you are single then just ignore the "couple" questions.

If you need any help using this form call 0800 0562015

Personal Details: all details are given in the strictest confidence

Your Title You will be referred to as client 1 Partners Title You will be referred to as client 2
Full Name Partners Full Name
Status Status

Address

Postcode

Partner's Address

Postcode
Date of Birth Partner's Date of Birth
Home Telephone Home Telephone
Work Telephone Work Telephone
Mobile Telephone Mobile Telephone
E-mai Address E-mai Address

Executors: are responsible for administering the estate and carrying out the instructions in the Will after you pass away. It is normal to appoint each other first and then two substitute Executors who act on second death. The Executors would become the “Trustees” who would look after any money or property left to any minor children.

Do you wish to appoint EACH OTHER as the first and SOLE executor
OR, would you prefer to appoint each other TOGETHER with the substitute executors

Please appoint two SUBSTITUTE EXECUTORS who can act on 2nd death. Two is recommended but you may appoint a maximum of four.

Name & Address
Their relationship to client 1
Their relationship to client 2

Name & Address
Their relationship to client 1
Their relationship to client 2

Guardians: should be appointed if you have minor children, please appoint GUARDIANS who can act should the children become orphaned.

Full Name
Their relationship to client 1
Their relationship to client 2

Full Name
Their relationship to client 1
Their relationship to client 2

Gifts: If you wish to leave everything to each other and then to your children other beneficiaries then ignore this section and move to the section ~ DISTRIBUTION OF ESTATE. If you have any specific gifts, whether personal items or money, then please list them here. All gifts will be given on the clients death unless the "AFTER BOTH DEATHS ONLY" box is changed to YES.

For Gifts of property or money over the value of £50,000 please call WDS 0n 0800 0562015

1st Clients Gifts 2nd Clients Gifts
Full name of Beneficiary

Their relationship to 1st client

Details of Gift

AFTER BOTH DEATHS ONLY 		Full name of Beneficiary

Their relationship to 2nd client

Details of Gift

AFTER BOTH DEATHS ONLY
Full name of Beneficiary

Their relationship to 1st client

Details of Gift

AFTER BOTH DEATHS ONLY 		Full name of Beneficiary

Their relationship to 1st client

Details of Gift

AFTER BOTH DEATHS ONLY
Full name of Beneficiary

Their relationship to 1st client

Details of Gift

AFTER BOTH DEATHS ONLY 		Full name of Beneficiary

Their relationship to 1st client

Details of Gift

AFTER BOTH DEATHS ONLY
Full name of Beneficiary

Their relationship to 1st client

Details of Gift

AFTER BOTH DEATHS ONLY 		Full name of Beneficiary

Their relationship to 1st client

Details of Gift

AFTER BOTH DEATHS ONLY

Inheritance Tax:Gifts of money or valuable items are usually paid free of Inheritance Tax. Any Tax is paid from the remainder of the Estate. If the estate is less than £300,000 then there is probably no Inheritance Tax to pay anyway. If at all unsure seek professional advice from WDS Associates

I confirm all gifts are free of Tax:

Distribution of Estate: The residue of your estate is everything after funeral expenses and gifts.

Client 1 Client 2
Do you wish to leave the whole/remainder of the Estate to client 2 Do you wish to leave the whole/remainder of the Estate to client 2
And then to your beneficiaries listed below: And then to your beneficiaries listed below:

PLEASE LIST ALL OF THE CHILDREN OR BENEFICIARIES HERE:

If the beneficiaries are not related or you are not married then please supply their full address's at the end of this form or on a seperate sheet.

Please indicate whether they are to have an equal share or a different share (10, 20 or other %) ~ make sure the shares add up to 100%

Full Name Age Relationship to Client 1 Relationship to Client 2 Share

Equal Share?
or %

Equal Share?
or %
Equal Share?
or %
Equal Share?
or %
Equal Share?
or %
Equal Share?
or %
Equal Share?
or %

If any of these beneficiaries pre-decease you then their share will pass to their children or lapse, so the survivors living at the date of their deaths inherit everything
If you have young children (under 10 years) then we will word the Wills to allow for any more children being born after the Wills are signed.

Please confirm there are no other children other than those listed here
Inheritance Age: There will be clauses in your Will that allows your Trustees to advance money for your minor beneficiaries education or welfare if you were to die before they reach the age you stipulate here. Please indicated an age when you would like your beneficiaries to inherit the remainder of your estate.

Funeral Requirements:

Client 1 Client 2

OTHER INFORMATION

If there is any other information you feel we should know about then please let us know here.

1st Testator 2nd Testator

Congratulations, you are almost there. Please Print this form and post to the address below with the relevant fee to:

W.D.S Associates
255 Two Mile Hill
Bristol
BS15 1AY

Medical Problems:

If you are having medical treatment for any condition which may effect your normal mental capacity, you should ask your doctor for a letter confirming your ability to write a Will. This may assist in defending any claims that the Will is void because of a medical condition.

Declaration to be signed by both Clients

I confirm I have been given no advice from W.D.S Associates or any associated Company with regard to Inheritance Tax, Community Care or Severance of Tenancy (other than the information on this instruction form) but understand I can obtain specialist advice in these area’s through, W.D.S Associates or from my own advisers by separate appointment.

I confirm I am over eighteen and of sound mind. The information given on this form is complete and correct and is to be used as the basis for preparing my Last Will and Testament. My Executors may have powers to deal with my estate.

1st Signature: _______________________ 2nd Signature: ________________________

Date: _____________________________

Payment: please send a cheque for the appropriate amount and within 5 working days of receiving your completed instructions you will receive your Professional Wills for approval and signature. If we have a query we will telephone you. So make sure you have included day-time telephone numbers.

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For Wills by Post and Online Wills please deduct 15% from all will fees.

Complicated Wills:

WE can cater for any type of Will including Wills that reduce exposure to Inheritance Tax, Community Care Charges and the disinheritance of children through re-marriage after first death. As you can imagine the work and advice involved costs more than a family Will. We always give you full details before starting any work These requests incur additional work for which we charge extra because ~

1. We have to gather extra information to ensure we are giving the correct advice, so an additional, more in depth application is required.

2. It is usually the gift of something valuable outside the rules of intestacy which "special instructions" cater. In order to cover potential contestation, an insurance policy is required, some of the cost of which is met by the client.

3. Due to the extra importance placed on the Will it must take priority over standard "Family Wills" and be processed and delivered within a strict time scale.

4. A special clause will have to be added to the Will.

The charge for your "Special Instructions" will depend upon the size of the asset and the complexity of the work involved but we will not complete any work without your prior approval.

Special Instructions: