Client Instructions
Table of Contents
Contact Details
Example of Will Information required for a legal Will
Date of instructions: 10 December 2025.
Donor Details
| Role | Details |
|---|---|
| Names | Mr Myrddin John Daniels & Mertle Mary Daniels |
| Date of Birth | 24th April 1938 |
| ID | British passport |
| Address | 26 Sunny View Court, Summer Vale SM12 NBNW |
| Phone Number | 012121 222222 |
| johndaniels@bt.com |
Children’s Details
| Name | Date of Birth | ID | Address |
|---|---|---|---|
| Jane Evelyn Watters | 29 September 1985 | British passport | 64 Stoney View Cottages, Yovil, YV1 099 |
| Second child | 29 September 1985 | British passport | 11 Gloucester Court, Observer Drive, Watford WD18 7GF |
Please indicate if any children are step-children or adopted.
Guardians
| Name | Relationship | Address | Telephone |
|---|---|---|---|
Executors
1. Primary Executor
| Name | Relationship | Address | Telephone |
|---|---|---|---|
2. Secondary Executor
| Name | Relationship | Address | Telephone |
|---|---|---|---|
Professional Executors A Trusted person or solicitor firm (for example)
Estate Distribution
1. Spouse/Partner
- In the first instance do you wish to leave your entire estate to your spouse/partner? (y/n)
- Yes
2. Children
- And then equally between your children? (y/n)
- Yes
- If so, at what age? (18, 21, 25)
- 21
- If you wish to leave staggered shares please indicate how much and when. (e.g., 50% at 18 and 50% at 21).
3. Common Disaster Clause
- If you were all to pass together who would you like to leave your estate to?
- Names: (Usually a charity, foundation or some other person)
- Relationship:
4. Specific Bequests
- If none of the above applies please indicate how you would like to leave your estate.
£10,000 To my granddaughter: Jade Cornell. The remainder to be share equally between my three children.
Funeral Wishes
(This is the only legal statement on the Will)
- Do you wish to be: Cremated / Buried
- Do you wish family to make funeral arrangements? (y/n)
Home Protection Trust (HPT)
Address: Title No:
Donor / Trustee:
- Name / Address / Telephone
- Name / Address / Telephone
Trustee / Beneficiary:
- Name / Address / Telephone
- Name / Address / Telephone
Declaration
I have read and confirm that these are the instructions I have given for the preparation of my/our will/s.
Witness Signatures
Signed ………………………………………………………………
Signed ………………………………………………………………
The above show examples of the details required for making your legal Will.
