Thank you for connecting with us. We will respond to you shortly. 11https://trustdlegalservices.co.uk/wp-content/plugins/nex-forms-express-wp-form-builderfalsemessagehttps://trustdlegalservices.co.uk/wp-admin/admin-ajax.phphttps://trustdlegalservices.co.uk/testyes1fadeInfadeOut Do you have a partner?Yes, including engaged, co-habiting with partnerNo, including separated, divorced or widowedDoes your partner need a Will?YesNoDo you have any children?YesNoDo you own your own home?YesNoDo you live in England or Wales?YesNoWe’re really sorry, we can only write Wills for people living in England or Wales Is everything you own in the UK?YesNoPanel 1Due to the more complex nature of your Will it is best discussed by phone with a Will writing professional. We work with one of the UK’s largest Will writers, WSL Will Writing. To request a call from them please provide your contact details:NameEmailPhone NumberSubmitDo you own a business?YesNoPanel 2Due to the more complex nature of your Will it is best discussed by phone with a Will writing professional. We work with one of the UK’s largest Will writers, WSL Will Writing. To request a call from them please provide your contact details:NameEmailPhone NumberSubmit Back Next Let's StartNameEmailHow did you here about us?--- Select ---WebsearchFacebookInstagramTwitterLinkedInNewspaper / MagazineRadioTVInternet adDirect mail in the postFriend / family recommendationWe will now take you through the following steps. This should take 10-15 minutes:Step 1 - About youStep 2 - ExecutorsStep 3 - GuardiansStep 4 - Financial assets and property in the Estate (optional)Step 5 - Beneficiaries of the EstateStep 6 (optional) - Funeral wishes Back Next Your DetailsYour full legal nameYour preferred name for us to call you byYour date of birth (start by clicking on and selecting your year of birth)Your addressYour contact phone numberYour marital status--- Select ---Single (never married)Living with partner but not marriedMarriedCivil PartnershipEngagedWidowedMarried but separatedDivorced Back Next Do you have any children under the age of 18?YesNoHow many?--- Select ---123If you have more than 3 children under the age of 18 please use the notes box on the last page to enter additional details.01What is the child's full name?Date of Birth02What is the child's full name?Date of Birth03What is the child's full name?Date of BirthDo you have any pets?YesNoFor additional pets or instructions please use the notes box on the last pageHow many?--- Select ---1234501What is your pet's name?Type of animal02What is your pet's name?Type of animal03What is your pet's name?Type of animal04What is your pet's name?Type of animal05What is your pet's name?Type of animal Back Next EXECUTORSAn Executor will deal with your Estate when you pass away. Here you will name who you would like to administer your Estate and ensure the beneficiaries receive their inheritance.Please enter up to a maximum of four Executors: How many Executors would you like? --- Select ---1234Executor 01NameAddressDate of BirthSelect ‘Primary’ or ‘Substitute’ Executor (a substitute Executor will only act if all the Primary Executors have died before you. You must select at least one Primary Executor)PrimarySubstituteExecutor 02NameAddressDate of BirthSelect ‘Primary’ or ‘Substitute’ Executor (a substitute Executor will only act if all the Primary Executors have died before you. You must select at least one Primary Executor)PrimarySubstituteExecutor 03NameAddressDate of BirthSelect ‘Primary’ or ‘Substitute’ Executor (a substitute Executor will only act if all the Primary Executors have died before you. You must select at least one Primary Executor)PrimarySubstituteExecutor 04NameAddressDate of BirthSelect ‘Primary’ or ‘Substitute’ Executor (a substitute Executor will only act if all the Primary Executors have died before you. You must select at least one Primary Executor)PrimarySubstitute Back Next GUARDIANSChildrenIf there is no surviving parent or guardian and your child is under the age of 18 your named guardian(s) will take care of your children. Guardians must be over the age of 18. Please enter:Number of guardians (either an individual or a couple.)12Guardian 1NameDate of BirthGuardian 2NameDate of Birth Back Next GUARDIANSPetsPlease enter:Number of guardians (either an individual or a couple.)12Guardian 1NameDate of BirthGuardian 2NameDate of Birth Back Next FINANCIAL ASSETS AND PROPERTYOne of the most common problems / frustrations that Executors incur is not knowing what assets, liabilities (debts) and pension / life policies the person who passed away had.We provide a service whereby we keep a record of all of these to pass on to your Executors in the event of your passing.The details will not be included as part of the Will and as part of the service you will have self-service secure digital access to the record that you can update at any time (so no need to worry if you can’t remember all the details now).Please also be reassured that only names of providers and asset type are needed – no account details or values are needed as the Executor can obtain these at the time by contacting the institutions directly.Assets:Bank accountPension / Life AssuranceStocks and sharesInvestmentsPropertyOtherBank Names – Please list allPension / Life Assurance provider names – Please list allInvestment company names – Please list allCompany Name of InvestmentProperty addresses – Please list allOtherLiabilities:LoanCredit cardStore cardOtherName of Loan Providers – Please list allName of Credit Card Providers – Please list allName of Store Card Providers – Please list allOther Back Next FINANCIAL ASSETS AND PROPERTY (cont.)Should you wish us to store these asset and liability details we will: Allow you to easily update the record at any point via a secure online portal Provide the details to the Executors along with your Will in the event of your passing The service also includes: Unlimited free changes to your Will Secure Will storage - fire and flood resistant, 24-hour CCTV, secure facilities – pass only access with fully vetted staff (it is highly recommend you have secure Will storage in place) Digital copy of your Will held that you can access 24/7 with secure login details The service is only £1.99 per month. Please note that to qualify for the free Will writing service this option must be selected. However, if you prefer not to use the monthly service we can prepare your Will for only £69.Would you like to use the service? YesNoI would prefer to pay £1.99 per monthI would prefer to pay £19.99 annually (saving £3.89 per year)How many Executors? --- Select ---1234Financial Executor 1Executor – please note we would only ever contact an Executor in the event that we have been unable to collect payments and have also been unable to reach you by phone, email or post.Executor 1NameEmailPhone NumberAddressFinancial Executor 2Executor 2NameEmailPhone NumberAddressFinancial Executor 3Executor 3NameEmailPhone NumberAddressFinancial Executor 4Executor 4NameEmailPhone NumberAddress Back Next BENEFICIARIES OF THE ESTATEHere you choose who will receive the ‘residue’ of your Estate. This means what is left after any specific gifts have been made (you will enter this later). 1234NameNameNameNamePercentagePercentagePercentagePercentage Back Next BENEFICIARIESIf any of the residuary beneficiaries dies before you, who should have their share?: Back Next Would you like to make any specific gifts?YesNoAn amount of moneyA one off item, eg wedding ring, paintingA collection, eg record collectionA vehicleDetail for each gift the amount of money (£) and to whom it is giftedDetail each item description (eg wedding ring) and to whom it is giftedDetail the collection description (eg my Beatles albums) and to whom it is giftedDetails vehicle details (eg make, model and registration number, or ‘my car at the time of my death’) and to whom it is gifted Back Next FUNERAL WISHES (OPTIONAL)Would you like to include wishes for your funeral?YesNoFuneral wishesWhat would you like to happen to your body?--- Select ---CrematedBuried in a cemeteryNatural burialDonated to scienceLet my family decideAny additional wishes, eg where you would like your ashes scattered? Any specific wishes for the day, eg religious preferences, music, dress code etcAny additional details / notesSubmit Back
