What information will I need to create my Will?
Once you have determined the appropriate model, you will be able to make further choices depending on:
- The number of Executors/Trustees you wish to appoint
- Any gifts of money or personal property that you want to make
- Who you would like to leave the remainder of your Estate to, whether it be family, friends or charity – these will be your beneficiaries.
- Any default provisions in case one or more of your named beneficiaries should die before you
- Any specific burial instructions
When creating your Will, you will need to answer each question and complete each box in turn. Therefore, before starting the process, you will need to have the full names and addresses of all prospective beneficiaries, together with those of your chosen Executors/Trustees.
If you wish to make any specific gifts, other than money, then you will also need a full and accurate description of the item(s) in question. It is important that you are very specific when describing any item(s) you wish to gift; as such requests may not be carried out if there is any ambiguity over what was intended.
If you wish to leave anything to charity, the charity needs to be clearly identified by its name, address and, if one exists, its registered charity number. To assist you with this, we have provided a link to the Charity Commission’s website in the appropriate section, which will provide details of all registered charities.
Explanatory notes are provided on most pages, and there is a separate section defining various legal terms which may arise in connection with the preparation of your Will.
During the preparation of your Will, you can move back to previous stages in order to correct any mistakes made. It is also possible to log out at any stage and then return later to complete your Will. All the information you have entered up to that point will be saved.
