Thank you for taking the time to use my online will writing service.  This service should only be used to write a simple will for example if you are leaving your estate outright to your beneficiaries in equal or specified shares.  If you wish to make specific gifts of items to a beneficiary or there are any complex matters I would recommend you make an initial consultation to speak with us to discuss your requirements.

Completing this form will allow you to create a professionally drafted basic will.  You have the choice of receiving your completed will via email for you to print off yourself the fee for this will be £59.00 or your will can be printed off, professionally bound and sent in the post to you for a fee of £89.00.

This form will not allow you to make specific gifts to individuals such as "all of my jewellery to A" or "My coin collection to B" because it is only designed to deal with the whole of your estate.

If you want to make individual gifts then I would recommend you book an appointment with me to discuss your requirements further.  If the gifts are straightforward I can give you access to another form which you can complete yourself but it will be on a partially advised basis so the fee paid will be on the form you complete.

If you want to make multiple gifts, set up any trusts within your will, exclude anyone from your will for any reason or receive advice about the possibility of Inheritance Tax being charged and any possible ways you may mitigate the amount chargeable then this will be on a fully advised basis and the full fee will apply.

Please book an appointment if you have any questions or need a will that is more complex than this form will allow at:

https://calendly.com/kats-wills-and-estate-planning/estate-planning-appointment

Please Include full names, addresses and Date of Births for your partner/spouse, children, executors, trustees and beneficiaries.

Please have all information to hand before you start the questionnaire to allow you to complete it in one sitting because it cannot be saved and continued later.

Ensure you submit the questionnaire once it is completed.  Once submitted you will not be able to amend the form and will need to contact us if you need to change anything.

If I have any concerns I may ask a few clarifying questions to confirm the best way to draft the will.  If there appears to be significant differences between your wishes and your answers on the forms it may be necessary to advise you to make an appointment for an advised will which would incur an increased fee.

A marriage would normally cancel out any will a party to the marriage had created prior to the marriage unless a clause is included in the will stating you do not want the marriage to have an effect on the will.  As a result it is important to ensure you include any intention to get married when the will is being drafted to take this into considerration.

I this section I will ask you about your Executors, Trustees and Guardians.  It is important that you trust the people you choose to carry out their roles and that you have discussed your intent with them.  If you name people without discussing your intent then they may refuse to carry put their role and this can make things more difficult for your loved ones when you are no longer here.

What is an Executor?

An executor is a person named in a will to ensure the estate is distributed as directed by the person who created the will.   An Executor must be over 18 to carry out the role.

What is a Trustee?

A Trustee is a person who is chosen to oversee any trust that is set up within the will.  This may be necessary if you write a specific trust into your will or if any beneficiaries are minors at the time of your death.

What is a Guardian?

A guardian is a person you choose to take care of any minor children you may leave behind when you die.  This will only be applicable if there is no other person with parental responsibility for your minor children alive at the time of your death.

In this section I will ask you to confirm what you want to happen with your estate.  As this is a non-advised basic will the usual outcome would be that your estate is collected and after your outstanding debts, inheritance tax if applicable and funeral costs have been paid then the remainder of the estate will be paid out to the people you name here and in the shares you stipulate.

It is important you think about what happens if the people you choose do not outlive you.  For example are you happy for a person's share to pass to their own children if they were not around to receive their share.  I will ask questions in this section to ensure we cover as many possibilities to try to avoid part of the estate going into intestate.

In this section you will be asked to confirm that you want the forms you have submitted to be used by me to draft your will.  Also you will need to consider whether you want us to draft your will at the earliest possible opportunity or if you want to wait until your 14 day cooling off period has lapsed.  The reason for this is because I will not draft your documents for you until after the cooling off period unless you choose to waive the cooling off period.

Also it is important that you pay the invoice supplied for your documents to be drafted.  The invoice will need to be paid in full before any documents will be released to you.