Will Instruction

Please fill in the form with as much information as you can. This will help speed up the process.

 
Client Details
Current Home Address


Current Home Address

Children

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Grandchildren

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Assets at time of passing

Other Land or Buildings

Asset Details

Please give approximate values of your other main assets below.


Please state the approximate value of what you own / what your partner owns or state if jointly owned.

Life Assurance Policies


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Pension Death Benefits


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Business Details


Liabilities

Please give approximate values of your main liabilities below:


Executors

Please list below up to four chosen executors.

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Guardians of children

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Beneficiaries - Cash Gifts

Please give the names and addresses of the beneficiary and the amount to be given together with the age of anyone who is under the age of eighteen.

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Beneficiaries - Gifts of Articles

Please give below the names and addresses of people to whom you wish to leave specific items and a full description of the article to enable it to be identified. Please note that if you sell or replace one of these items, the beneficiary will get nothing – he or she will not be given a substituted item or the cash equivalent.

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  • 2 We will send you our T&Cs.
  • 3 We will commence work on your file.
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Joanne Matthews Head of Probate at SB Lawyers

Joanne Matthews

Linkedin Logo for John Allison at SB Lawyers  Head of Wills & Probate


Joanne is an experienced Wills & Probate Solicitor specialising in a wide spectrum of legal services. Since she qualified in 2007, Joanne has provided private clients with her wealth of knowledge and has helped clients with structuring their financial affairs, including wills, tax planning, probate & estate administration, court of protection & deputyship work, powers of attorney and property.

Get in contact today with Joanne to discuss your claim and she will provide a straightforward approach to achieving your goal alongside a competitive quote with no obligation.

029 2046 1480help@sblawyers.co.uk