Online Background Sheet

Consultant Info

All fields with a * are required.
Date : *
Consultant Name : *
Consultant Email : *
Network : *

Personal Information

Applicant

Spouse/Partner

Title: *
First Name: *
Surname: *
DOB: *
Marital Status: *
Married Before: *

Title:
First Name:
Surname:
DOB:
Marital Status:
Married Before:

Current Address

Address 1: *
Address 2:
City: *
Post Code : *
Tel No: *

Previous Addresses of Each Testator (IF PPT/IHT)

Address 1:
Address 2:
City:
Post Code :
Tel No:

Address1:
Address2:
City:
Post Code :
Tel No:

Children Details

Number of Children:

Are they all over 16/18 years of age?:

Names of Children:

Services Requested

Single Will:
(First Testator only)
Inheritance Tax Will
Power(s) of Attorney
Children’s Trust

Mirror Will:
(First Testator and Spouse/Partner)
Protective Property Trust
Disabled Discretionary Trust
Other services (please specify)

Other services (please specify):

Executors/Trustees Details

Names & Addresses of Executors/Trustees

Title:
First Name:
Surname:
Address 1:
Address 2:
City:
Post Code:
Tel No:

Title:
First Name:
Surname:
Address1:
Address2:
City:
Post Code :
Tel No:

Relationship to each Testator

1st Testator:

2nd Testator:

Will any of the Executors be acting in a professional capacity?

Please note which one/s:

Guardians Details

Names & Addresses of Guardians

Title:
First Name:
Surname:
Address 1:
Address 2:
City:
Post Code:
Tel No:

Title:
First Name:
Surname:
Address1:
Address2:
City:
Post Code :
Tel No:

Relationship to each Testator

1st Testator:

2nd Testator:

Bequests/Gifts

Names & Addresses of Beneficiaries

Benefactor already supplied?:

Otherwise, fill in details below....

Title:
First Name:
Surname:
Address 1:
Address 2:
City:
Post Code:
Tel No:

Title:
First Name:
Surname:
Address1:
Address2:
City:
Post Code :
Tel No:

Relationship to each Testator

1st Testator:

2nd Testator:

Is the gift only to be given after 2nd Death

Gift to be given?:

1st Testator:

2nd Testator:

Details for Residue of Estate

Details:

Specify named Beneficiaries

Beneficiary already supplied?:

Otherwise, fill in details below....

Title:
First Name:
Surname:
Address 1:
Address 2:
City:
Post Code:
Tel No:

Title:
First Name:
Surname:
Address1:
Address2:
City:
Post Code :
Tel No:

Details of Bequest

Relationship to each Testator

1st Testator:

2nd Testator:

Contact Details

Company News

Products

Associates

Downloads

Online Background Sheet

Applicant

Spouse/Partner

Current Address

Previous Addresses of Each Testator (IF PPT/IHT)

Children Details

Names & Addresses of Executors/Trustees

Relationship to each Testator

Will any of the Executors be acting in a professional capacity?

Names & Addresses of Guardians

Relationship to each Testator

Names & Addresses of Beneficiaries

Relationship to each Testator

Is the gift only to be given after 2nd Death

Details:

Specify named Beneficiaries

Details of Bequest

Relationship to each Testator