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