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Do ANY of the below apply?*
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Do you own your own business?*
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Do you own your own property abroad?*
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—Please choose an option— Single Married
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Is this Will just for you?*
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Does your Spouse/Partner live at the same address?*
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Executors
An executor administers the estate of the deceased according to the instructions laid out in the will. They can be family members, friends, attorneys, or even financial institutions. One is normally your spouse/partner if you have one. A minimum of two is recommended and no more than 4
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Executors
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Will your first executor be your spouse/partner?*
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Trustees
In a will, trustees manage and distribute assets to beneficiaries according to the testator's wishes. They have fiduciary duties to act in beneficiaries' best interests, handle legal and tax compliance, and maintain accurate records. Trustees play a crucial role in ensuring the proper execution of the will's instructions. They can be the same as the executors
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Would you like to use the same people that you used as executors as trustees?*
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Do you and/or your partner/spouse have children under the age of 18?*
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Children's Details
11 Questions
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Guardians
Guardians in a will are individuals appointed by the testator to take care of minor children or dependents in the event of the testator's death. They have the legal responsibility to provide care, support, and guidance to the minors or dependents until they reach adulthood or become self-sufficient. Guardians in a will typically apply in situations where both parents die or become unable to care for their minor children
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Are the Guardians comprised of the same people who are going to be executors and/or Trustees that you have already given details for?*
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Substitute Guardians
Guardians in a will are individuals appointed by the testator to take care of minor children or dependents in the event of the testator's death. They have the legal responsibility to provide care, support, and guidance to the minors or dependents until they reach adulthood or become self-sufficient. Guardians in a will typically apply in situations where both parents die or become unable to care for their minor children
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Do you wish to add substitute Guardians?*
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Another Substitute Guardian?*
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General Info
1 Question
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Do you own your own home?*
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Beneficiaries
We will discuss what you want to leave to whom but use this section to name any people you may wish to leave anything that have NOT ALREADY been detailed in ANY other section
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Do you have any additional people who may be beneficiaries who you have not yet mentioned in ANY section?*
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—Please choose an option— Brother Brother-in-law Civil Partner Cousin Daughter Daughter-in-law Father Father-in-law Friend Goddaughter Godson Granddaughter Grandson Husband Mother Mother-in-law Nephew Niece Partner Sister Sister-in-law Son Son-in-law Stepdaughter Stepmother Stepfather Stepson Wife
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Another beneficiary?
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—Please choose an option— Brother Brother-in-law Civil Partner Cousin Daughter Daughter-in-law Father Father-in-law Friend Goddaughter Godson Granddaughter Grandson Husband Mother Mother-in-law Nephew Niece Partner Sister Sister-in-law Son Son-in-law Stepdaughter Stepmother Stepfather Stepson Wife
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Another beneficiary?
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—Please choose an option— Brother Brother-in-law Civil Partner Cousin Daughter Daughter-in-law Father Father-in-law Friend Goddaughter Godson Granddaughter Grandson Husband Mother Mother-in-law Nephew Niece Partner Sister Sister-in-law Son Son-in-law Stepdaughter Stepmother Stepfather Stepson Wife
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Another beneficiary?
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—Please choose an option— Brother Brother-in-law Civil Partner Cousin Daughter Daughter-in-law Father Father-in-law Friend Goddaughter Godson Granddaughter Grandson Husband Mother Mother-in-law Nephew Niece Partner Sister Sister-in-law Son Son-in-law Stepdaughter Stepmother Stepfather Stepson Wife
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Assets and Liabilities Form
Last section
11 Questions
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Assets - Everything you own*
Type of debt —Please choose an option— Main residence Additional properties Life insurance NOT in trust ISAs (Cash) ISAs (Stocks and Shares) Shares Pension and Death in Service Benefits Unit Trusts/Investment Bonds Bank/Building Society Savings Chattels (personal items) Digital Assets Cars Other No assets
Amount —Please choose an option— £0 £1000 £2000 £3000 £4000 £5000 £6000 £7000 £8000 £9000 £10000 £15000 £20000 £25000 £50000 £75000 £100000 £150000 £200000 £250000 £300000 more than £300000
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Dropdown —Please choose an option— one two three
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Assets - Everything your spouse/partner owns*
Type of debt
—Please choose an option— Main residence Additional properties Life insurance NOT in trust ISAs (Cash) ISAs (Stocks and Shares) Shares Pension and Death in Service Benefits Unit Trusts/Investment Bonds Bank/Building Society Savings Chattels (personal items) Digital Assets Cars Other No assets
Amount
—Please choose an option— £0 £1000 £2000 £3000 £4000 £5000 £6000 £7000 £8000 £9000 £10000 £15000 £20000 £25000 £50000 £75000 £100000 £150000 £200000 £250000 £300000 more than £300000
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Assets - Everything you own together*
Type of debt
—Please choose an option— Main residence Additional properties Life insurance NOT in trust ISAs (Cash) ISAs (Stocks and Shares) Shares Pension and Death in Service Benefits Unit Trusts/Investment Bonds Bank/Building Society Savings Chattels (personal items) Digital Assets Cars Other No assets
Amount
—Please choose an option— £0 £1000 £2000 £3000 £4000 £5000 £6000 £7000 £8000 £9000 £10000 £15000 £20000 £25000 £50000 £75000 £100000 £150000 £200000 £250000 £300000 more than £300000
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Liabilities - All your debts*
Does not have to be exact, please pick the figures that is closest
Type of debt
—Please choose an option— Credit Cards Loans Car Finance Other mortgages apart from main residence Other No Debt
Amount
—Please choose an option— £0 £1000 £2000 £3000 £4000 £5000 £6000 £7000 £8000 £9000 £10000 £15000 £20000 £25000 £50000 £75000 £100000 £150000 £200000 £250000 £300000 more than £300000
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Liabilities - All your spouse/partner's debts*
Does not have to be exact, please pick the figures that is closest
Type of debt
—Please choose an option— Credit Cards Loans Car Finance Other mortgages apart from main residence Other No Debt
Amount
—Please choose an option— £0 £1000 £2000 £3000 £4000 £5000 £6000 £7000 £8000 £9000 £10000 £15000 £20000 £25000 £50000 £75000 £100000 £150000 £200000 £250000 £300000 more than £300000
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Liabilities - All your joint debts*
Does not have to be exact, please pick the figures that is closest
Type of debt
—Please choose an option— Credit Cards Loans Car Finance Other mortgages apart from main residence Other No Debt
Amount
—Please choose an option— £0 £1000 £2000 £3000 £4000 £5000 £6000 £7000 £8000 £9000 £10000 £15000 £20000 £25000 £50000 £75000 £100000 £150000 £200000 £250000 £300000 more than £300000
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What are your funeral requests?*
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Would you like to donate your Organs?*
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Any organs you do NOT wish to donate?*
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For what purposes would you like to donate organs?*
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Bequests
A bequest is something (money, property etc.) you leave in your will to someone or something (family, charity etc.) It's a way to ensure your wishes are met and support those you care about.Your will can gift anything you own - houses, money, or even creations. Just remember, debts and shared property take priority, and keep things legal!
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How much and to whom?*
If you have not mentioned this beneficiary previously you will need to write full name, address and DoB
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What and to whom?*
If you have not mentioned this beneficiary previously you will need to write full name, address and DoB
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Would you like all personal belonging (Chattels) to pass to your spouse/civil partner/partner first?*
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Who would you like to leave your personal belonging to first?*
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Fallbacks - and why you have them
Fallback beneficiaries are an essential part of Wills, in case your original beneficiary predeceases you then to avoid the failure of the gift or residue you can name the next person/people you would like to inherit the gift/residue
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Would you like to specify a fallback for your gifts?*
So the gift doesn't fail if your first choice predeceases you (dies before you) it is a good idea to name a fallback.
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Gift Fallback options detailed*
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Who would you like to name as fallback?*
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Your Estate - Residue
What Residue Includes: Remaining Assets: This includes all assets that have not been specifically gifted to beneficiaries or used to settle debts or expenses. Cash Balances: Any cash left in bank accounts or investments. Property: Real estate or other properties not explicitly assigned to particular beneficiaries. Personal Items: Any personal belongings not specified in specific gifts. What Residue Does Not Include: Specific Gifts: Assets or properties that have been explicitly assigned to specific beneficiaries in the will. Debts and Expenses: Any outstanding debts or expenses that need to be settled from the estate. Taxes: Any estate or inheritance taxes that need to be paid. Trusts: Assets held in trusts with specific beneficiaries are not part of the residue unless specifically stated otherwise.
7 Questions
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Pass all residue to Spouse/Civil Partner/Partner first?*
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Who would you like to leave the residue to first?*
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Would you like to specify a Residue fallback?*
So the gift doesn't fail if your first choice predeceases you (dies before you) it is a good idea to name a fallback.
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Residue Fallback options detailed*
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Who would you like to name as Residue fallback?*
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If any gift or the residue fails due to the first choice predeceasing you do you wish the other beneficiaries to split the share equally?*
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How would you like the share apportioned?*
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Large estate - Speak to one our Estate Planner's first*
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Own your own business - Speak to one of our Will Writer's*
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Own a property abroad - Speak to one of our Will Writer's*
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All done
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Would you like to pay for storage?*
What do you get for £4/month?
Storage in A Fireproof/Floodproof
Storage Facility
Storage In The Cloud
Registered With The National Will
Register
Two Executor Retrieval Cards
Lifetime Reviews Of Will Free Of Charge*
*Every 5 Years Or On A Major Change In Your Circumstances Ie Moving House,
Marriage, Divorce Etc
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Would you like to pay for the Will to be bound and posted?*
If this option is chosen the Will come as parchment paper bound in either a white or black thermal folder
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Would you like a black or white folder?*
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How would you prefer to pay for the Will?*
If you have chosen storage as well then we will send across direct debit request separately
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Thanks, All done, now just click submit!
A qualified Will Writer will now check the information and draft the Will. Once you have paid, a draft copy of the Will will be emailed to you within 1 working day, if you are happy then the Final Will will be emailed or posted to you for signature by you and your witnesses, depending on your selection. You may make one free amendment to the Will, subsequent amendments may be charged unless they are the fault of Xwills.com
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