Your Partners Details

In Scotland, Wills are not revoked by marriage.

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.

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:

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.

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.

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.

Personal Effects

Legacies

You can leave amounts of money to named beneficiaries.

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:

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

Living Wills

Other Relevant Information

he information you provide in this form will be treated in the strictest confidence. Our Privacy Notice explains how we take care of and use your information and your privacy rights. By including any sensitive information in this form, such as information about physical or mental health, you give us consent to using that information to provide legal services to you. If you wish to withdraw that consent simply contact us at any time.