Client Instructions

  • Home /
  • Client Instructions

Contact Details

Date of instructions: 10 December 2025.

Names of the Donor(s).

simple heading
Donor Details
NameMr Myrddin John Daniels & Mertle Mary Daniels
Date of Birth24th April 1938
IDBritish passport
Address26 Sunny View Court, Summer Vale SM12 NBNW
Phone NumberTel: 012121 222222
Emailjohndaniels@bt.com

| ID| British passport|

ChildrenDetails
Date of Birth24th April 1938
Address26 Sunny View Court, Summer Vale SM12 NBNW
Phone NumberTel: 012121 222222
Emailjohndaniels@bt.com

Children.

Children
Namechild1child2
Address26 Sunny View Court, Summer Vale SM12 NBNWchild2
Children’s Details.
NameJane Evelyn WattersSecond child
Date of Birth24th April 1938
IDBritish passport
Date of Birth24th April 1938
Address26 Sunny View Court, Summer Vale SM12 NBNW
29 September 1985
Address64 Stoney View Cottages, Yovil, YV1 09926 Sunny View Court, Summer Vale SM12 NBNW
Children’s Details.
NameJane Evelyn Watters
Date of Birth29 September 1985
IDBritish passport
Date of Birth24th April 1938
Address26 Sunny View Court, Summer Vale SM12 NBNW
29 September 1985
Address11 Gloucester Court, Observer Drive, Watford WD18 7GF

Please indicate if any children are step-children or adopted

Names of Guardians
  • Name
  • Relationship
  • Address
  • Telephone:
Executors.
  • Name
  • Relationship
  • Address
  • Telephone:
  • Name
  • Relationship
  • Address
  • Telephone:
Professional Executors
  • A Trusted person or solicitor firm (for example)

GUARDIANS

NAMES

RELATIONSHIP

ADDRESS

Tel:

EXECUTORS

  1. Each Other Firstly (Donor & Donor Spouse) (y/n)
MonthSavings
Name$250
February$80
March$420
2. Name:

ADDRESS

Tel: EAW ONLY / AS BACK UP (Highly recommended) Y/N

Estate Distribution.

In the first instance do you wish to leave your entire estate to your spouse/partner y/n

  • and then equally between your children y/n
  • if so at what age 18 21 25
  • if you wish to leave staggered shares please indicate how much and when. (I.E 50% at 18 and 50% at 21).
  • 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:

  • if none of the above applies please indicate how you would like to leave your estate

£10,000 To my grand daugher: Jade Cornell. The remainder to be share equally between my three childern.

Funeral Wishes.

(This is the only legal statement on the Will and )

  • 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:

    1. Name / Address / Telephone
    1. Name / Address / Telephone

Trustee/Beneficiary.

    1. Name / Address / Telephone
    1. 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.


home