thorpes solicitors

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Will Quote

To ensure that your will expresses and safeguards your wishes please complete the following form. We will prepare a will tailored to your specific needs.

If you feel there are any aspects that should be taken into consideration that are not covered by the form, please email or telephone us to discuss your requirements.

The cost for standard wills completed before 31st October 2006 is £125+VAT

Before submitting the form, please ensure you have read our Terms and Conditions (see bottom of page)

Please Note:
As of March 2006, the threshold for paying inheritance tax is £285,000. If your net assets are likely to exceed that amount, we strongly advise you to contact us for specific advice regarding the preparation of your will.

Wills requiring significant tax planning cannot be prepared online. Please Contact Us to arrange an appointment to discuss this, or any other matter, in person.

Your Full Name

e-mail address

Your Home Address

Any Previous Address (Within last 6 years)

Daytime Telephone Number

National Insurance Number

Your Tax District and Reference

Q1. Do you have an existing Will? If YES, please send us a copy, if possible.

Q2. Have you changed your name in the past, other than by marriage?
If YES go to question 2.2 If NO go to question 3

Q2.2. Please give your previous name(s) and date of change (DD/MM/YY)

Q3. Are you:

If you are employed or self-employed, please indicate the nature and principal place of work

Q4. Are you:
Married - go to Q5      Co-habiting - go to Q6      Seperated - go to Q7
Divorced - go to Q8      Widowed - go to Q9      Single - go to Q10

Q5. Please give the date of your marriage (DD/MM/YY)
Please give the name of your husband/wife

Q6. Please give the date you started co-habiting (DD/MM/YY)
Please give the name of your partner

Q7. Please give the date of your marriage (DD/MM/YY)
Please give the date of your separation
Please give the name of your husband/wife

Q8.1. Please give the date of the Decree Absolute (DD/MM/YY)
Please give the name of your ex-husband/wife

Q8.2. Are you continuing to maintain:
(1) Your ex-husband/wife
If YES go to Q8.3     If NO go to Q8.5

(2)Your child/children
If YES go to Q8.4     If NO go to Q8.5

Q8.3. Please give brief details of your maintenance obligations

Q8.4. Please give the name and age of each child and brief details of your maintenance obligations for each

Q8.5 Do you currently have the use or benefit of any asset that will ultimately pass (in whole or in part) to your ex-husband/wife
- for example the right to remain in a house until the children reach a specified age, after which the property is to be sold
and the proceeds divided between you? If YES, please give brief details

Q9.1. Please give the name and date of death of your late husband/wife

If the administration of his/her estate is incomplete, we will need to see any details you have relating to the estate in order to proceed.
Please Contact Us. Otherwise continue to Q10.

Q10. Please give the names and addresses of the people you want Executors of your Will


Please name at least two people - you can also nominate alternatives -
e.g. "My wife x, but if she should have died before me then y".

Q11.1.Do you own a house/land? If YES go to Q11.2,     If NO go to Q12

Q11.2. Please give the address and a brief description

Q11.3. Is it in your sole name? If YES, got to Q12.

If it is owned jointly, please give the names of the co-owner(s)

Q11.4. Please state whether it is owned as
       

Q12. Are any of your assets outside England/Wales? If NO go to Q13.     If YES, please give details

Q13. Do you have any current or potential interest in a trust fund or similar? If YES, please give details

Q14. Do you wish to give any money or items to individuals by your Will? If YES, please give details.

Q15. Do you wish to give any gifts to charity in your Will? If YES, please give details

Q16. Do you have any particular wishes regarding the arrangements for your funeral? If YES, please give details

Q17. Do you wish your body to be made available for Medical Research and/or transplant/grafting?
If YES, please give details

Q18. We will need to know how you want to allocate the residue of your estate. Your "Residuary Estate"
is what is left after all debts and expenses have been met and any specific gifts in the Will have been made
There are many ways in which this can be done. Some of the moe common alternatives are as follows:

-to relatives of one degree or another
-to named individuals in equal or unequal shares
-to charity
-to your partner if he/she survives you; otherwise to children or others
-to your partner for him/her to have the income for life after which the capital goes to children or others
-to your children in equal/unequal parts or to their children if a child of yours should have died before you.

There are many other alternatives. Please indicate your general preference:

Q19.There are some other points which sometimes arise,
it would be helpful if you could indicate whether any of the following are likely to apply:

I have made significant gifts of money or property to others within the last 7 years

Although I am living in England/Wales, I regard myself as being domiciled elsewhere

I am a Lloyds "Name"

I want to make extra provision for one person in preference to another (e.g.an extra gift to one child
where another has already received assets from you during your lifetime)

Before Clicking "Submit" Please review our Terms and Conditions (see below).
By clicking "Submit" You acknowlege that you have read and understood these conditions.


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Terms and Conditions:

The information you provide in this questionnaire will be treated in the strictest confidence whether or not you proceed to make a will with our assistance. We will not disclose and information about you without your express consent or, in certain limited circumstances, a court order.

Normally we can only produce a will for persons who are ordinarily and permanently resident in England or Wales and who do not have substantial assets (particularly houses, land or other buildings) elsewhere. Your answer to Q.12 is particularly important in this respect.

Once we receive your completed questionnaire, we will assess whether we can deal with it online. If we can, we will ask you to lodge the fee in our account. Upon confirmation of receipt of the fee we will post a draft to you for approval. We will email it to you only if you specifically request it, in which case we cannot be held responsible for issues of confidentiality. You should normally receive the first draft within 14 days of payment of the fee. Payment is not refundable once the first draft has been issued. If you subsequently add extra instructions which take the matter outside what we would normally be prepared to undertake online, we will treat the instructions as cancelled. If we then agree to proceed on a "traditional" basis we will credit your payment against our eventual invoice for the conclusion of the matter.

We also reserve the right to refuse or terminate instructions -

1. Without any reason prior to receipt of payment

2. After receipt of funds from you if:

- we believe that our professional expertise is insufficient to meet the requirements of your case (in which case we will consider a partial or full refund of any payments received).

- if you fail to provide any additional information we need in order to comply with your instructions.

- if we believe that you are withholding or concealing information which is relevant to your case

- if you fail to respond within a reasonable period to our communicating with you.

- if we believe that, in acting on your instructions, we are, or may become involved in what could amount to "money laundering" or other activity contrary to criminal law of this or any other jurisdiction.

- if any abusive or indecent material is sent to us from or via your email address.

- if any 'spam', viruses or other corruptive or invasive material is received by us from or via your email address.

You are further reminded that we cannot guarantee the security of any information sent by email. Your details may be at risk of interception by a third party.

Copyright and all other intellectual property rights in and relating to this form and any subsequent edition of it, and in or relating to any document produced as a result of this form being completed and submitted remain at all times in the sole ownership of Michael J Grundy Copyright (c)2003/2004

Site Design copyright (c) Ian Grundy 2004

Clicking on "submit" is your acceptance of the above.


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