Preparing a Will

Wills for individuals

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Pre-meeting preparation form

At Blackadders, we will listen to you, prioritise your concerns and assist you in preparing a will which enables your chosen beneficiaries to benefit from your estate in the manner most suited to them.

Please fill out the form below as best as you can. Once received, we’ll be in touch to confirm the next steps.

The information you provide in this form will be treated in the strictest confidence. Our Privacy Policy explains how we take care of and use your information and your privacy rights. By including any sensitive information in this form, such as information about physical or mental health, you give us consent to using that information to provide legal services to you. If you wish to withdraw that consent simply contact us at any time.

In Scotland, Wills are not revoked by marriage.

I understand

Are you a current Blackadders client?

Your marital status

Date of birth

Title

Full name

Email address

Home phone

Mobile phone

Your address

Town or City

Postcode

Scots Law makes certain provisions for a spouse and children to make claims for Legal Rights. These are rights that exist even where there is a Will. Legal Rights are claimed from relatively few estates, but they can cause difficulties. When we advise you on your Will, we can identify exactly what claims might be made, and how they are best dealt with.

I understand the above Legal Rights statement

Do you have any children?

If you would like to tell us about your assets and debts we will then be able to tell you whether a tax planning Will might be more suitable to help save inheritance tax on your death. If you don't complete this section we will assume you do not wish to receive advice in relation to this. Please enter the approximate value and description of all relevant assets, including main residence, mortgage, private bank accounts, shares, ISAs and trusts, agricultural land and properties, other investments, furniture and personal effects, pensions, life assurance or endowment policies, assets held jointly with third parties, vehicles or anything else of note.

Approx value of any significant debts

Do you have any foreign assets?

Do you have a foreign will?

These are not strictly necessary, but your Will is a convenient place to state your wishes. You can simply say you wish to be buried or cremated or you can give more detailed instructions. Do you have any specific funeral wishes?

You should appoint executor/s who will collect in your estate, pay your debts and legacies and distribute the remainder in accordance with your wishes. It is best to appoint at least two executors and your spouse/partner can be nominated. You can also appoint substitute executors to act only if one of the named executors has died.

I understand

Title

Full name

Email address

Home phone

Mobile phone

Executors address

Town or City

Postcode

The bequest of residue of your estate is what is left after your debts and legacies have been paid. A bequest of residue often takes the form of spouses/partners leaving all their assets to each other on the death of the first to die and then to their children on the death of the second to die. You may also wish to include a default beneficiary in case both of you die leaving no children or grandchildren. Please insert details of the beneficiaries you wish to benefit.

Title

Full name

Email address

Home phone

Mobile phone

Beneficiary address

Town or City

Postcode

Relationship to you

Percentage share to be taken

Age at which they take if currently under the age of 16

A Continuing and Welfare Power of Attorney is a document under which you give someone else power to deal with your affairs and sign documents on your behalf. This can be extremely useful, for example, if you become either physically or mentally incapable, whether as a result of an accident, illness or infirmity and become unable to manage your own affairs. Please let us know if you would like more information on this.

A Living Will is a document which contains a person's direction as to the medical treatment they would wish to receive if they become terminally ill or unable to direct how they wish to be treated. Please let us know if you would like more information on this.

This form covers most of the information we need in order to prepare your Will. However, if you have very special personal circumstances you think may be important or any other information that you would like to mention, please state them below.

If you already have a contact in the private client department and wish this information to be passed directly to them, please enter their name in the box below