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  • If you require online Will service click here for online form

    If you require online LPA service click here for online form

    If you require online PROBATE service click here for online form

    If you require online General Power Attorney service click here for online form

     

     

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  • Information required at appointment.

    Please have written out as this saves time and avoids spelling mistakes of names etc.

    Your Full Name. As you are known by HMRC, National Insurance. NHS.

    Current Address          

    Date of birth

    Person your want as Executor (person who administers your estate)

    Their Full Name. As they are known by HMRC, National Insurance. NHS.

    Their Address.                                                   

    Their date of birth    must be 18

    Reserve Executor/s  (if required)

    Their Full Name. As they are known by HMRC, National Insurance. NHS.

    Their Address.                                                                               

    Their date of birth   must be 18

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    If YOU have children under 18

    Guardian/s (if required)

    Their Full Name. As they are known by HMRC, National Insurance. NHS.

    Their Address.

    Their date of birth

    Reserve Guardian/s  (if required)

    Their Full Name. As they are known by HMRC, National Insurance. NHS.

    Their Address.

    Their date of birth
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    Beneficiaries

    Their Full Names. As they are known by HMRC, National Insurance. NHS.

    Their Address.       Not compulsory providing executor knows contact details                                                                        

    Their date of birth   Not compulsory  just under or over 18.

    Details of assets to be divided by Beneficiaries

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    Distribution

    Level one usually your spouse

    Level two usually your children

    Level three usually your grand children

    Level four. Disaster scenario where is the estate to go if NONE of the beneficiaries servive you. Example charity.

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    Charities

    Details

     

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  • Saxon Wills & Estate Planning

    07917 360 928  01406 430 541

    www.saxonwills.co.uk

    enquiry@saxongroup.org

     

     

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