What do you need for your will instruction meeting?

Wills

What do you need for your will instruction meeting?

To help you prepare for your will instruction meeting, here’s a list of information and documents to have ready. This ensures we can create a will tailored to your needs without delays.

Personal Information:

  1. Full name (including any middle names)
  2. Any previous names
  3. Date of birth
  4. Current address
  5. Marital status
  6. Partner’s details (name, previous names, date of birth, address)

Offspring and Dependents:

  1. Full names and dates of birth of children (if applicable)
  2. Details of any guardians for minor children you wish to appoint (names, addresses, and relationships)
  3. Have you considered insurance?

Executors and Trustees:

  1. Names, addresses, and dates of birth of Executors
  2. Names of substitute Executors (if any)
  3. Details of Trustees (if different from Executors)

Assets and Property:

  1. Details of property owned (address, whether in the UK or abroad)
  2. List of significant assets (e.g., savings, investments, vehicles, jewellery, digital assets)
  3. Do you want anyone to continue to have the right of use of the property after your death?

Gifts and Beneficiaries:

  1. List of beneficiaries (names, relationships, and details of what each person will inherit)
  2. Details of specific gifts (e.g., monetary amounts, property, personal possessions)
  3. Fallback beneficiaries (if primary beneficiaries predecease the client or are unable/unwilling to inherit)

Funeral Wishes and Organ Donation:

  1. Preferences for funeral arrangements (burial, cremation, or specific instructions)
  2. Organ donation preferences (specific organs, purposes)

Other Provisions:

  1. Details of any business interests (and whether trustees should manage these)
  2. Provision for pets (if any)
  3. Debts to forgive (if applicable)

Legal and Tax Considerations:

  1. Inheritance Tax instructions (if applicable, and handling of exempt/non-exempt gifts)
  2. Details of any charitable donations (and percentage of estate)

Additional Considerations:

  1. Any excluded individuals (names and reasons for exclusion)
  2. Health and capacity details (general health, capacity to make a will)

Optional Items:

  1. Memorandum of Wishes for low-value gifts (if applicable)
  2. Power of Executors for digital assets/online accounts

Documentation to Bring:

  • Identification (e.g., passport or driving licence)
  • Details of property ownership (e.g., deeds, mortgage documents, copy of legal title)
  • List of all assets and liabilities
  • Any previous wills (if updating)
  • Contact details of intended Executors, Trustees, and Beneficiaries

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