Estate planning instructions for couples, families (including blended families)

This form is for couples with or without children or dependants, who are are looking for estate planning advice:

EP Instructions, Individual

Your name

Name of person filling out this form

First Name

Last Name

Phone

Mobile or landline (if landline please include area code)

Please list full names and dates of birth of all people making a will

Please provide first name, any middle names, and surname along with a DOB for each person wanting to make a will.

Addresses

Addresses of any people listed above

Address 1

Address 2

City

State/Province

Zip/Postal Code

Country

What do you want to achieve with this advice

E.g. avoid inheritance claims, make sure all the family are provided for, make

Other

What you want to achieve with this advice

Line

To whom do you wish to leave your assets and personal belongings upon your death

Please include whatever level of detail you are comfortable providing at this stage. If you are unsure, please say 'unsure'.

Assets and Gifts

Please let us know the assets you would like to dispose of upon your death and how you would like to dispose of those assets, including to whom those assets would pass upon your death. Any infromation you provide is confidential and subject to the rules of legal privilege. This website also has an SSL certificate, a digital certificate that authenticates a website's identity and enables an encrypted connection. However if you prefer, you can provide this information in person at a later date.

Estate planning instructions for couples, families (including blended families)

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