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:

For Child Beneficiaries

Is a child trust required

Child trust required?:

Names & Addresses of Trustees

trustees 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:

Additional Details

Age for Inheritance:

Special Instructions:

Have you deliberately excluded anyone from your will?

Specify details and relationship:

Burial/Cremation

Specify instructions re burial/cremation and whether organs are to be used:

1st Testator:

2nd Testator:

POWER OF ATTORNEY REQUIRED

1ST GRANTER

ENDURING/CONTINUING/WELFARE

Is Spouse/partner to act as Attorney?

To act as Attorney?:

Names & Addresses of Attorney/s

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 1st Granter

1st Attorney:

2nd Attorney:

Additional Informattion

To act jointly and severally?

Deferred?

2ND GRANTER

ENDURING/CONTINUING/WELFARE

Is Spouse/partner to act as Attorney?

To act as Attorney?:

Names & Addresses of Attorney/s

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 2nd Granter

1st Attorney:

2nd Attorney:

Additional Informattion

To act jointly and severally?

Deferred?

Terms/Submit

I/We agree to be contacted directly by UK Wills and Trusts Ltd for the purpose of having them seek information required for the purpose of preparing Wills and other legal documents which I/We may desire to have prepared for estate planning purposes and protection of assets. If information is sought by UK Wills and Trusts Ltd by telephone I/We understand that I/We will be advised of a security code number which will be confirmed to me/us prior to my/us releasing any information.

I agree with the above and confirm all information provided is accurate. *

Please enter this number before sending

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

Is a child trust required

Names & Addresses of Trustees

Relationship to each Testator

Additional Details

ENDURING/CONTINUING/WELFARE

Is Spouse/partner to act as Attorney?

Names & Addresses of Attorney/s

Relationship to 1st Granter

Additional Informattion

ENDURING/CONTINUING/WELFARE

Is Spouse/partner to act as Attorney?

Names & Addresses of Attorney/s

Relationship to 2nd Granter

Additional Informattion