Watt Will
Once you have gathered the information below, please complete each section and submit at your earliest convenience. Please note: we are unable to move forward with drafting your Will until all required details have been returned.
Section 1
Please complete all fields below. These are required before we can begin drafting your Will.
Section 2
Please record any property, savings, debts or other assets and liabilities. The more detail you provide here, the less ground we'll need to cover at your appointment.
Do you have any assets or liabilities?
Section 3
Please record any life insurance, pensions or other policies you currently hold.
Do you have any existing policies?
Section 4
If any of the following apply to you, please let us know. We may need to explore these in more detail before our meeting.
You are part of a blended family and wish to leave specified amounts to different beneficiaries.
Your primary residence is valued over £1,000,000.
Your combined assets (including your home) exceed £650,000.
You own multiple properties as a landlord.
You have dependents with any disabilities who rely on your care.
You are recently divorced.
You own a business that you wish to continue operating in your absence.
You have a serious or degenerative medical condition.
Section 5
Please choose 2 Executors. Executors are individuals who manage your estate and assets on your death. They will also serve as trustees for any assets left to minor or vulnerable beneficiaries.
If you are part of a couple, your partner will be named as the primary executor and does not count as one of the two.
Important profiling considerations
The people you choose for this role must be profiled to ensure the security of your estate.
Executor 1
Executor 2
Section 6
Guardians take parental responsibility for children under 18 should both parents pass away. This ensures children are not placed in foster care while the local authorities determine a suitable home.
Your partner, if listed on the birth certificate, is the primary guardian and does not count as one of the two.
Do you want to appoint guardians?
Section 7
Beneficiaries are the individuals who will inherit your estate. By default, your spouse will inherit everything followed by your children unless specified otherwise. Consider who you would want to inherit your estate if neither yourself nor your children are around.
Do you want to add a beneficiary who is not a legal or blood relation?
Section 8
Please specify your preferences below. If you have no specific preference, please let us know and we will include a statement such as: “I wish for my ashes to be scattered (or body to be buried) in a place in accordance with my family's wishes.”
Organ donation
Burial or cremation?
Section 9
If there is anyone you wish to exclude from your Will who may attempt to make an unlawful claim, please provide their details below.
Do you want to record an exclusion?
Section 10
In addition to the information provided above, feel free to add any personal notes or wishes you would like reflected in your Will.