Would you mind letting us know which organisation you work for
Full name of who is making this will?
Date of Birth of this person
Full postal address of this person
Email Address for the Will to be sent to
Do you own your own home?
What is the Approximate Value of the property
Is it Mortgaged?
Is it soley owned or joint with someone else?
Soley OwnedJoint with someone else
Do you own any other properties?
Any properties/Assets abroad?
Rough Value of savings and investments
Date of Birth
Full postal address
Do you have any children or stepchildren?
How Many ?
Name, relationship and address of each child/stepchild
Richardson Tribe are usually appointed as executors to make sure that our clients wishes are followed and to help the families after a death. You can also appoint a family member to also be an executor if you wish to. If you are appointing another executor in addition to Richardson tribe then please add:
Do you wish to add an additional executor?
Is the additional executor to be your partner or spouse?
Guardians: Are there any Minor Children?
Guardian Full name
Guardian Full postal address
Do you want to make any specific gifts to people such as money or property (this is a separate gift to a specific person such as £10k to charity or to my friend Paul). Only a maximum of three gifts can be made (if more gifts are required a charge of £4.99 each will be added).
How many gifts?
What do you wish to gift ?
Full name (If a charity full name and Charity Number)
Is this gift to be free of Tax?
Personal chattels (these are personal possessions in the house - distributed by executors, to a specific recipient, or to pass on the same terms as residue)
Is any one to be excluded from the Will such as a child?
Relationship to you
Brief summary of Why?
Do you want to make a provision for any pets, such as horses or parrots, if so to who?
What the provision is (e.g.) My parrot roger and £5k)
Residue: (this is everything in your estate excluding the gifts named above so all property money investments everything )
Who do you want to get this and in what proportions
My spouse and then children on second deathMy children equallyMy children and step-children equallyTo individuals as detailed below
Name, relationship, address and % of estate
(A Standard married couple would put: To my spouse in full , if they predecease me then to all of my children split equally.)
Knowing is not enough; we must apply. Being willing is not enough; we must do. - Leonardo da Vinci