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Wills

Wills

Making a Will Online

We believe it is important that everyone makes provision for a Will in order to plan for their future. We offer an easy to use online Will service for making a single or joint/mirror Will. This online service enables people to make a Will in the comfort of their own surroundings and is priced competitively at £90 including VAT* for a single Will and £120 including VAT* for a joint/mirror Will.

This online Will service is intended for use for straight forward Wills only. Complex Wills involving specific financial transactions or Trusts for example, will require a face to face appointment and cannot be completed online or at the cost of an online Will.

The online Will form is easy to complete and submit to us. Once we receive your completed form we will process the paperwork. We will contact you with any further questions we may have and to arrange payment. Please note that your online Will will not be finalised until full payment is received by us.
* additional payments may be applicable for storage and copies.

We have included information at various points in the online Will form below. If you click on one of the blue Info links a yellow box will appear giving you information relating to the section of the form you are completing to help you fill it in correctly. Before you start to complete the form, it would be a good idea to give consideration to the executors, guardians and beneficiaries you will be naming in your Will so that you have their details to hand and also any gifts of items or money you want to list within your Will.

If you would prefer to make your Will in person please make an appointment with one of our Wills team at any of our offices. Please note our charges differ from the online Will service ones stated above when a Will is made on an appointment basis.

There is not a mechanism to save a ‘part completed’ online Will form so please give yourself enough time to be able to complete the form all at once. If you have any questions before you start completing the form please email info@crombiewilkinson.co.uk

Thank you for choosing to make your Will using the Crombie Wilkinson Solicitors online Will service. Before you submit this form to us, you will be provided with information about how payment is made and your 14 day cancellation period in line with the Consumer Contracts Regulations 2013.

 

Will Form

Please fill out this form and we will contact you as soon as possible.

Type of Will

Which type of will are you applying for?

Your details - Info 1

Testator details - this is the person making the Will.

Write in full your name, including middle names and any other names you are known by (e.g. maiden name)

Write in your address (including postcode) at the time you make your Will.

Please select a value
Please enter your name
Please select a gender
Please enter your date of birth
Please select
Are you registered blind?
Please enter your address
Please enter your telephone number
Please enter your email address

Your spouse, partner or civil partner's details

Please select a value
Please enter your name
Please select a relationship
Please select a gender
Please enter their date of birth
Please select
Are they registered blind?

Executors - Info 2

Executors these are the persons who are responsible for dealing with your estate.

These can be persons who are beneficiaries under your Will. They must be adults (aged 18 years or more) and they can be your spouse, children, other family members, friends and professionals.

It is important to ensure that you consult with your choice to determine whether they would be willing to act they are not obliged to. You should appoint at least 2 Executors.

Do you wish to nominate your spouse as executor?

1st Choice Executor (Compulsary)

Please enter a name
Please enter their address
Please select a value
Please enter

Executor 2 (not compulsory, but advisable)

Please enter a name
Please enter their address
Please select a value
Please enter

 

In addition to your spouse, you may also optionally nominate up to 2 alternative executors below.

Alternative Executor (1st Choice)

Please enter a name
Please enter their address
Please select a value
Please enter

Alternative Executor (2nd Choice)

Please enter a name
Please enter their address
Please select a value
Please enter

Guardians to look after your children - Info 3

Guardians - these are persons who would act as legal guardians of any of your children if those children are under 18 years of age at the time of your death. Again you should consult with your choice of Guardian as they are not obliged to act.

You should consider appointing a first choice Guardian and a reserve Guardian.

Do you have any children?

If required, who would you like to look after your children?

Guardian 1

Please enter a name
Please enter their address
Please select a value
Please enter

Guardian 2

Please enter a name
Please enter their address
Please select a value
Please enter

Gifts (e.g jewellery, money etc) - Info 4

Gifts - these can take two forms - cash gifts or gifts of specific items.

Cash gifts can be made to any person or charity. They can be made in whatever sum you feel is appropriate.

You can state that the gifts only apply in certain circumstances, for example if and when the beneficiary reaches a certain age, or if they act as Executor, and also only at certain times, for example if you die after your spouse.

Gifts of specific items would include items such as jewellery, houses, specific shares and investments, other personal items like furniture etc. They can be made subject to the same limitations as cash gifts.

Please enter any gifts

Residue (all or the balance of your assets) - Info 5

Residue

This is the remainder of your estate if you have made gifts of cash or specific items, or your entire estate if you have not made any other gifts. This can be given to any person or persons including family and friends or charity.

The Will should make it clear what happens to the rest of your assets if you die before the named beneficiaries or if they have died before you � who would you want to receive the assets in those circumstances?

You can include age restrictions and other provisions called Trusts so that the beneficiaries do not become absolutely entitled to those assets immediately or at all.

Please enter below the people you would like to inherit when you have passed away. e.g. Spouse or Partner, Children or other family members

Tick this box if you want all or the balance of your assets to go to your Spouse or Partner if you die first. Then complete their details in the boxed below marked Beneficiary 1

Beneficiary 1

Please enter your name
Please select a value
Please select a value
Please enter
Please select a value

If you have ticked the above box for all or the balance of your assets to go to your Spouse or Partner if you die first, please enter below the people you would like to inherit the assets if your Spouse or Partner had died before you and therefore not able to receive the balance of your assets

Beneficiary 2

Please enter your name
Please select a value
Please select a value
Please enter
Please select a value

Beneficiary 3

Please enter your name
Please select a value
Please select a value
Please enter
Please select a value

Beneficiary 4

Please enter your name
Please select a value
Please select a value
Please enter
Please select a value

Beneficiary 5

Please enter your name
Please select a value
Please select a value
Please enter
Please select a value

Other Beneficiaries - Info 6

Residue

This is the remainder of your estate if you have made gifts of cash or specific items, or your entire estate if you have not made any other gifts. This can be given to any person or persons including family and friends or charity.

The Will should make it clear what happens to the rest of your assets if you die before the named beneficiaries or if they have died before you � who would you want to receive the assets in those circumstances?

You can include age restrictions and other provisions called Trusts so that the beneficiaries do not become absolutely entitled to those assets immediately or at all.

In case the people named above pass away before you
Do you want to nominate your children's children as beneficiaries?

Other Beneficiary 1

Please enter your name
Please select a value
Please select a value
Please enter
Please select a value

Other Beneficiary 2

Please enter your name
Please select a value
Please select a value
Please enter
Please select a value

Other Beneficiary 3

Please enter your name
Please select a value
Please select a value
Please enter
Please select a value

Other Beneficiary 4

Please enter your name
Please select a value
Please select a value
Please enter
Please select a value

Other Beneficiary 5

Please enter your name
Please select a value
Please select a value
Please enter
Please select a value

Funeral Wishes

Please enter your requirements

Extra Copies of Your Will

You should consider giving a copy of your Will to the executors, guardians and/or your children.
Would you like extra copies of your will?
Please enter how many extra copies you require
Would you like to store a copy of your Will for 10 Years?

Registering Your will - Info 7

Certainty

The Certainty National Will Register provides Wills & Probate professionals with a Will register and a Will Search service that searches for Wills that have not been registered as well as ones that have. There are no client confidentiality issues, only the location of the Will is registered and the existence of a Will remains confidential until proof of death. To find out more about Certainty please visit www.certainty.co.uk

We are members of Certainty. Certainty is a National Will Register and Will search service. It is used by the legal profession, the public, charities and financial institutions to register and search for missing Wills.

If you give us permission to register your Will with Certainty you will have the peace of mind of knowing that your loved ones can quickly and easily locate your Will at the time when it is needed. Once your Will is registered with Certainty, it allows your family to locate the Will and records the solicitor's office where the Will is held.

Would you like to regiser you Will with Certainty?

How to cancel

To exercise the right to cancel, you must notify the firm at the address, fax or email address shown on the Client Care Letter you will receive once you have submitted this form, of your decision to cancel this contract by a clear statement. You may also use the form of cancellation notice in this link.

Declaration to be completed by the first testator (you)

YOUR WILL CANNOT BE PROCESSED UNLESS THIS DECLARATION HAS BEEN COMPLETED

I confirm that I am over the age of eighteen years and am of sound mind. The information given on this form is complete and correct and is to be used as a basis for preparing my Last Will and Testament. I have noted and agree to the costs stated for making my Will using the Crombie Wilkinson Solicitors online Wills service. In addition to appointments, legacies and distribution of residue, I agree to my Executors and Trustees having normal powers to aid the administration of my Estate. I understand that I am writing a Will to distribute my property among my beneficiaries in the shares specified. I know of no other Trusts or constraints which would prevent my Estate being distributed as I have requested. I confirm that unless I take out the Secure Confidential Wills Store for 10 years only option offered by the firm then I take on full responsibility for making my Will a legal document by the Attestation process (signing, dating and witnessing) and ensuring that my Will can be located by my Executors in the event of my death. I confirm that I am the Testator or I am acting directly for the Testator with their full permission and knowledge.

Right to cancel

Where we have not met with you, or entered in to a contract with you at our Business Premises the Consumer Contracts Regulations 2013 give you the right to cancel this contract within 14 days without giving any reason. The cancellation period will expire after 14 days from the day you receive this letter and the firm’s terms of business. To meet the cancellation deadline, it is sufficient for you to send your communication concerning your exercise of the right to cancel before the cancellation period has expired. If you cancel this contract within 14 days, if we have taken funds we will reimburse to you all payments received from you. We will make the reimbursement without undue delay and not later than 14 days after the date on which we receive the written notice of your decisions to cancel this contract. If you wish any services to commence within the 14 days cancellation period and you consent to this and if you later cancel you will need to pay for any services delivered until the point at which you cancel.

Please confirm you have answered all these questions truthfully and to the best of your knowledge
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Please submit my completed Will from to Crombie Wilkinson Solicitors who will contact me to confirm the details and provide details of their obligations and terms in their Client Care letter and produce my Will without undue delay and within 30 days.

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