Will Service - djslaw

Your Will is one of the most important legal documents you will ever sign as it directs what should happen to your property, assets and even young children after your death. A person who dies without making a Will is said to have died intestate. It is a fact that 54% of UK adults do not have a Will.

By making a Will you can:

Appoint people you trust to carry out the terms of your Will (Executors);
Name the people or charities that you want to benefit from your estate (Beneficiaries);
Leave gifts of specific items or fixed sums of money (Legacies);
Appoint people to look after your children if they are under 18 years of age (Guardians); and
State your funeral wishes

We can guide you through the process to help you make a Will that reflects your wishes.

Please fill out our online form below. If you need assistance or have any questions, please contact us.

Section 1 – Personal Details

Title *

*Full Name (including middle names) *

First

Middle

Last

Address

Address Line 1

Address Line 2

City

State / Province / Region

Postal Code

Contact Telephone Number

Alternative Telephone Number

Email *

Date of Birth *//

Occupation

Are you an existing client of DJS Law *

If not, where did you hear about our services? *

Marital Status *

Spouse Partner Details

Name *

First

Last

Email *

Date of Birth

Occupation

Section 2 – Details of Children

Number of Children

Please state the full names and addresses including postcodes, and dates of birth of all your children, if any.

Does your husband/wife/partner have any other children? If so, please state their full names and addresses and dates of birth.

Section 3 – Executors

You may wish to appoint a lay or professional Executor. DJS Law Solicitors recommends to all clients that they consider appointing an independent professional Executor to ensure that their affairs are dealt with properly and according to their wishes following their death. If you would like DJS Law Solicitors to act as professional Executors then please tick the appropriate box. Please state the full names and addresses including postcodes of the persons who are to be your Executors, i.e. who will be responsible for administering your estate (if you only wish one person please name a substitute in case he/she dies before you). This can be your husband / wife / partner and/or children (if over age 18), or own personal friends or other relatives. Please state the relationship (if any) to you of the person/s concerned. Most clients like to have one professional Executor, such as DJS Law Solicitors, acting alongside family members(s).

Main Executor

Please give details below (full names and addresses, and relationship)

Substitute Executor

Please give details below (full names and addresses, and relationship)

Section 4 – Guardians

If you and your husband/wife or partner die before your youngest child is aged 18, then please state the full names and addresses including postcodes of the person(s) to act as guardian(s).

Have they agreed to act?

Section 5 – Cash Gifts

If you wish to make cash gifts in your will, please state the amount and full names and addresses including postcodes of the person(s) (and their relationship to you) or charity(ies) to receive these. *If you wish to include a large number of gifts (more than 5), a small additional fee may be payable, but we will provide you with a quote before drafting your will. If this applies please contact us for a quote.

Section 6 – Specific Items

If you wish to leave any specific items of personal belongings then please give a full description of the item/items, so that they can be identified. Please give the full names and addresses including postcodes of the person(s) (and their relationship to you) to receive them. *If you wish to include a large number of gifts (more than 5), a small additional fee may be payable, but we will provide you with a quote before drafting your will. If this applies please contact us for a quote.

Section 7 – Residuary Estate

7.1) Property

Value of any houses or land that you own

Is it freehold

Is it leasehold

Is it jointly owned?

Is it held as joint tenants?

Is it held as tenants in common?

7.2) Who is to receive the rest of your estate if you do not have a spouse/partner or if they have died before you? (please give full names and addresses and postcodes, if not already given.

Please use this space to give details. If you ticked “other” please give name(s), address(es) and relationship(s) to you, and if more than one the percentage they are each to receive.

7.3) If any of the person(s) at 7.2 above die before you, would you like their share to pass equally to their own children?

7.4) If none of the persons named or referred to above survive you, who would you like to inherit? Please state full names, addresses, postcodes, and relationship (optional).

7.5) Are there any particular circumstances E.g. Handicap or learning difficulties affecting any of your beneficiaries which should be considered in preparing your will?

If yes, please give details:

Section 8 – Financial Claims

Is there anyone who is financially dependent and/or may have a claim on your estate that you do not want to benefit from your will (E.g. Your former spouse/partner of your children, or the children of a former spouse/partner)?

If yes, please give details

Section 9 – Miscellaneous

If you consider yourself to have any circumstances which may be complicated, then please provide details below.

Section 10 – Tax Planning

If your estate is worth more than the tax threshold (£325,000 for single person, £650,000 for married couples), would you like tax planning advice?

Funeral Arrangements

Any other requirements or requests (i.e. organ donation, type of funeral, place of burial, etc…)

Section 11 – Free Storage

We offer free storage of your will and deeds. If you would like us to store your wills then please forward them to us or provide us with details of who they are held with, and we will write to them.

Do you wish us to send you details of lasting powers of attorney?

What Happens Next?

What Happens Next? Following submission of your will questionnaire, a member of the DJS Law Solicitors team will contact you and shall provide you with our Letter of Engagement that will contain a quotation, together with our Terms of Business. A signed Letter of Engagement is required to be returned before we commence any work on your will.

Name