Thursday, 9th September, 2010
Planning Ahead: Legal and Financial
Wills


Have you made a Will?

Yes  

 

No  

 

If ‘No’, for reasons why you should make a Will, please click here (PDF file help).

For a checklist of information required to prepare a Will, please click here (PDF file help).

 


Where is the Will?

If something should happen to you, it is important that your Next of Kin know where your Will is stored. It might
be kept somewhere safe at home or with your Solicitor or Bank.

Where at home:

 

If with Solicitor or Bank:

Name:

 

Address:

 

Telephone Number:

 

Reference (if any):

 

Email Address:

 


When did you make the Will?

It is important to avoid any confusion as to which Will is the most recent.

Please record the date here:

For reasons why you should update or at least review your Will on a regular basis, please click here (PDF file help).

 


Who are the Executors?

Please record the details of the Executors named in the Will.

Details of the first Executor.

First Name:

 

Surname:

   

Address:

 

Main Phone Number:

 

Email Address:

 

Details of the second Executor.

First Name:

 

Surname:

   

Address:

 

Main Phone Number:

 

Email Address:

To add an additional Executor, please click here.

To find out more about the role of Executors, please click here (PDF file help).

 


Have you appointed a Guardian for your children in your Will?

Yes  

 

No  

 

If ‘Yes’, please record the Guardian’s details.

First Name:

 

Surname:

   

Address:

 

Main Phone Number:

 

Email Address:

To add an additional Guardian, please click here.

To find out more about Guardians, please click here (PDF file help).

 


Have you considered making a Charitable Donation in your Will?

Yes  

 

No  

 


If ‘Yes’, please record the name of the Charity or Charities. You will need to include any Charitable Donations in your Will or add them by way of a Codicil to ensure your wishes are complied with.

   

First Charity:

 

Second Charity:

 

Third Charity:

To add an additional Charity, please click here.

For a list of Charities, please click here.

 


Have you made a Discretionary Will Trust?

Yes  

 

No  

 

If 'Yes', please record where the Discretionary Will Trust is stored. It might be kept somewhere safe at home or
with your Solicitor or Bank.

Where at home:

If with Solicitor or Bank:

Name:

 

Address:

 

Telephone Number:

 

Reference (if any):

 

Email address:

To find out more about Discretionary Will Trusts, please click here (PDF file help).

 


Have you made a Living Will?

Yes  

 

No  

 

If 'Yes', please record where the Living Will is stored. Your Next of Kin need to know now, in case something happens to you. For this reason, we suggest you print details on the Living Wills section now.

Where at home:

If with Solicitor, Bank or Doctor:

Name:

 

Address:

 

Telephone Number:

 

Reference (if any):

 

Email address:

 

To find out more about Living Wills, please click here (PDF file help).

 


Have you made an Enduring or Lasting Power of Attorney?

Yes  

 

No  

 

If 'Yes', please record where the Enduring or Lasting Power of Attorney is stored. Your Next of Kin need to know now, in case something happens to you. For this reason, we suggest you print details on the Enduring or Lasting Power of Attorney section now.

Where at home:

If with Solicitor or Bank:

Name:

 

Address:

 

Telephone Number:

 

Reference (if any):

 

Email address:

To find out more about Enduring or Lasting Powers of Attorney, please click here (PDF file help).

 


Do you want to become an Organ Donor?

Yes  

 

No  

 

If ‘Yes’, please record where your Organ Donor Card is stored. Your Next of Kin need to know now, in case something happens to you. For this reason, we suggest you print details on the Organ Donation section now.

Location of your Organ Donor Card:

   

NHS Organ Donor Register:

 

To find out more about Organ Donations, please click here (PDF file help).

 


Professional Advice

Although a Solicitor is not required to make a Will, we suggest you should consult one if you have doubts regarding any aspect of this section on Wills or simply for peace of mind.

If you live in England or Wales, to find a Solicitor in your area please click here.

If you live in Scotland, to find a Solicitor in your area please click here.

If you live in Northern Ireland, to find a Solicitor in your area please click here.



Please note that information which we provide through Lasting Post is in outline for information or educational purposes only.  The information is not a substitute for the professional judgment of a Solicitor, Accountant or other professional adviser.  We cannot guarantee that information provided by Lasting Post will meet your individual needs, as this will very much depend on your individual circumstances. You should therefore use the information only as a starting point for your enquiries.