More get caught in IHT trap – Tax take up 25% in twelve months!
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6 Billings Harbour House, Heather Lane, Northampton, NN3 8EY 01604 415630 info@stjameswills.co.uk

Make A Will

We will send you a draft copy by email first to confirm we have correctly interpreted your wishes and when you are happy we will send the document/s the Will/s with full instructions for the signing as a PDF file or if you prefer through the Post. If you do not own a property or its value is under £125,000 then leave field as we will confirm details with you. There is no extra costs for changing information at a later date.

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Client Name
  • Is this a Will just for you or you and a Partner?
  •   Are You Married to Each Other?    
  • Do You Have Children ? 
  • Estimate Value of Property?
  • Approx Value of all Other Investments?
    Please refer to IHT planning
  • All Christian Names on Birth Cert. ?
  • Surname?
  • Address Details?
  • Telephone Number?
  • Email address?
  • Are You Known by another Name?
  •    Please type in details   
  • All Christian Names on Birth Cert. and Surname of spouse/partner?
  • All your Children’s Christian Names on Birth Cert. and Surname?
  • Do you want your spouse to be the Sole Executor?   
  • Enter Name of Executor and Address details and relationship to you?
  • Enter Name of Alternative Executor’s and addresses and Relationship to you? (Max of 4)
  • Any Children aged under 18?
  • Enter Name and Address of Guardians and Relationship to you?   
  • Enter Name and Address of Alternative Guardians if Required and Relationship to you?   
  • Do you want your spouse to inherit your entire estate?
  • Enter Names of those you wish to leave your estate too, the proportion or item(s) they are to receive, their address and Relationship to you? (if any address details already entered just type ‘as before’) - If under 18 then add age in brackets after their name
  • Enter Names of those you wish to leave your estate too, the proportion or item(s) they are to receive, their address and Relationship to you? (if any address details already entered just type ‘as before’) - If under 18 then add age in brackets after their name
  • Do you want your children to inherit in equal shares?
  • Enter Names of those you wish to leave your estate too, the proportion or item(s) they are to receive, their address and Relationship to you? (if any address details already entered just type ‘as before’) - If under 18 then add age in brackets after their name
  • At what age should those under 18 inherit
  • If any of the people in your Will die before you leaving children of their own, would you want them to inherit the share that would have gone to the parent who has died?
  • Have you pre-paid your funeral?
  • Enter provider and funeral plan number
  • Do you wish to be Buried or Cremated
  • Any special wishes regarding the funeral
  • Do you carry a Donor card or have indicated on your Driving license that your organs may be used for transplantation?
  • Enter any other wishes?

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