Please fill in as fully as you can the details below. You will receive an acknowledgement from us that we have received your form and a private client solicitor will contact you.
We can only prepare Wills for those domiciled in Scotland. If you are in any doubt, please contact Blackadders on 01382 229222.
The information you provide in this form will be treated in the strictest confidence and will not be passed to any organisation beyond Blackadders.
|
|
Personal Details
|
|
1.
Are you an existing client of Blackadders?
|
|
|
|
2.
Title*
|
|
|
|
3.
First name*
|
|
|
|
4.
Middle name/s
|
|
|
|
5.
Surname*
|
|
|
|
6.
Date of Birth
|
|
|
|
7.
Address (including postcode)*
|
|
|
|
8.
Daytime Tel No.*
|
|
|
|
9.
Evening Tel No.
|
|
|
|
10.
Mobile Tel No.
|
|
|
|
11.
E-mail address*
|
|
|
|
12.
Your marital status
|
|
|
|
13.
If married / civil partnership or living with a partner, please provide his / her name
|
|
|
|
14.
If you are not married / civil partnership, do you plan to in the near future?
|
|
|
In Scotland, Wills are not revoked by marriage.
|
|
15.
Please confirm that you have read and understand the above statement:
|
|
|
Family Details**
**Legal Rights
Scots Law makes certain provisions for a spouse and children to make claims for Legal Rights. These are rights that exist even where there is a Will. Legal Rights are claimed from relatively few estates, but they can cause difficulties. When we advise you on your Will, we can identify exactly what claims might be made, and how they are best dealt with.
|
|
16.
Please confirm that you have read and understand the above Legal Rights statement:
|
|
|
|
|
17.
Do you have any children?
|
|
|
|
18.
If yes, please state their full name and date of birth / age
|
|
|
|
19.
If your children are under 16, you should consider appointing guardians of them in your Will. These would be the people whom your children would live with in the event of the deaths of you and the other parent of your children. Who do you wish to appoint?
|
|
|
Assets and Debts
If you would like to tell us about your assets and debts we will then be able to tell you whether a tax planning Will might be more suitable to help save inheritance tax on your death. If you don't complete this section we will assume you do not wish to receive advice in relation to this.
Please provide approximate values for each:
|
|
20.
Main residence
|
|
|
|
21.
Mortgage
|
|
|
|
22.
Bank / building society accounts / quoted shares / unit trusts / Peps / ISAs / Premium bonds / national savings / other properties / land / etc.
|
|
|
|
23.
Private company shares / business or partnership interests (indicate % ownership)
|
|
|
|
24.
Agricultural property
|
|
|
|
25.
Other investments - please specify
|
|
|
|
26.
Furniture / personal effects
|
|
|
|
27.
Pensions - value of lump sum death benefits
|
|
|
|
28.
Life assurance / endowment policies
|
|
|
|
29.
Assets held jointly with third parties (specify share)
|
|
|
|
30.
Vehicles
|
|
|
|
31.
Any other significant debts
|
|
|
|
32.
Do you have any foreign assets?
|
|
|
|
33.
If yes, please provide brief details
|
|
|
|
34.
Do you have a foreign Will?
|
|
|
Funeral Wishes
These are not strictly necessary, but your Will is a convenient place to state your wishes. You can simply say you wish to be buried or cremated or you can give more detailed instructions.
|
|
35.
Do you have any specific funeral wishes?
|
|
|
|
36.
If yes, please specify
|
|
|
Executors
You should appoint executor/s who will collect in your estate, pay your debts and legacies and distribute the remainder in accordance with your wishes. It is best to appoint at least two executors and your spouse/partner can be nominated. You can also appoint substitute executors to act only if one of the named executors has died.
|
|
37.
Who do you wish to appoint (address and full names)? Please specify if they are to act as substitutes
|
|
|
Specific Legacies
You can make a legacy of a specific item to anyone. These gifts can be anything in your estate. However, it is important that you describe the object precisely. For instance, it is no good leaving someone your car if when you die you have two cars. It will not be known which one you mean, and a dispute can arise. Fuller descriptions - e.g. 'X registration blue Landrover' would help. You can also leave specific items (such as jewellery or cars) to named beneficiaries.
|
|
38.
If you wish to do so, please give details below. Stating the item/s, the beneficiary and a detailed description
|
|
|
Personal Effects
|
|
39.
You can leave the remainder of your personal effects to a named person. If you wish to do so, who would this be?
|
|
|
Legacies
You can leave amounts of money to named beneficiaries.
|
|
40.
If you wish to do so, what are these cash bequests to be? (Please state the beneficiary, their address, and the amount)
|
|
|
Other Beneficiaries
The bequest of residue of your estate is what is left after your debts and legacies have been paid. A bequest of residue often takes the form of spouses/partners leaving all their assets to each other on the death of the first to die and then to their children on the death of the second to die. You may also wish to include a default beneficiary in case both of you die leaving no children or grandchildren. Please insert details of the beneficiaries you wish to benefit:
|
|
41.
Full Name
|
|
|
|
42.
Address
|
|
|
|
43.
Relationship to you
|
|
|
|
44.
Percentage share to be taken
|
|
|
|
45.
Age at which they take if under 16 at present
|
|
|
Tax Planning
Thank you for completing this questionnaire. After reading through it, we will come back to you with any queries which need to be resolved before we can prepare a draft Will for you. We will review your financial situation and make suggestions as to how your Will could be drafted so as to be as inheritance tax efficient as possible, if this seems appropriate on the information you have provided us.
|
Continuing and Welfare Powers of Attorney
|
|
46.
A Continuing and Welfare Power of Attorney is a document under which you give someone else power to deal with your affairs and sign documents on your behalf. This can be extremely useful, for example, if you become either physically or mentally incapable, whether as a result of an accident, illness or infirmity and become unable to manage your own affairs. Please confirm whether you would like us to discuss this with you in more detail:
|
|
|
Living Wills
|
|
47.
A Living Will is a document which contains a person's direction as to the medical treatment they would wish to receive if they become terminally ill or unable to direct how they wish to be treated. Please confirm whether you would like us to discuss this with you in more detail:
|
|
|
Other Relevant Information
|
|
48.
This form covers most of the information we need in order to prepare your Will. However, if you have very special personal circumstances you think may be important or any other information that you would like to mention, please state them below:
|
|
|
|
49.
If you already have a contact in the private client department and wish this information to be passed directly to them, please enter their name in the box below.
|
|
|
The information you provide in this form will be treated in the strictest confidence and will not be passed to any organisation beyond Blackadders.
|
|
|
|