Will & LPA - Individual UK

Documents
Other documents to be prepared

Health and Welfare LPA ( Lasting Power of Attorney) Property and Financial LPA (Lasting Power of Attorney)
Do you have an existing Will?

Yes No
Where is it located?
Do you have an existing Health and Welfare LPA?

Yes No
Where is it located?
Do you have an existing Property and Financial LPA?

Yes No
Where is it located?

Executors
These are the people who have the legal right and duty to administer your estate upon your death.
Primary Executor

First Name Last Name
Relationship to you
Address

Street Address

Street Address Line 2

Town or City

Postcode
Secondary Executor

First Name Last Name
Relationship to you
Address

Street Address

Street Address Line 2

Town or City

Postcode

Guardian of Children
If you have children under 18 years old, tell us who you'd like to take care of them.
Name

First Name Last Name
Address

Street Address

Street Address Line 2

Town or City

Postcode

Gifts
Any specific gifts, bequests or donations?
Do you wish to provide a right of residency so someone can live in your property for a period of time after your death?

Yes No Not sure

Health and Welfare Lasting Power of Attorney
Tell us who you would like to make medical and health decisions on your behalf if you become unable to make them for yourself.
Do you want your primary health and welfare attorney to be the same as your primary executor?

Yes No
If no, then name of primary health and welfare attorney

First Name Last Name
Relationship to you
Phone Number

Area Code Phone Number
Address

Street Address

Street Address Line 2

Town or City

Postcode
Do you want your secondary health and welfare attorney to be the same as your secondary executor?

Yes No
If no, then name of secondary health and welfare attorney

First Name Last Name
Relationship to you
Phone Number

Area Code Phone Number
Address

Street Address

Street Address Line 2

Town or City

Postcode
Other information about your health and welfare lasting power of attorney
Other information about beneficiaries

Property and Financial Lasting Power of Attorney
Tell us who you would like to manage your financial affairs if you become unable to do that for yourself.
Do you want your property and financial attorney to be the same as your executor?

Yes No
If no, then name of property and financial attorney

First Name Last Name
Relationship to you
Phone Number

Area Code Phone Number
Address

Street Address

Street Address Line 2

Town or City

Postcode
Do you want your alternate property and financial attorney to be the same as your alternate executor?

Yes No
If no, then name of alternate property and financial attorney

First Name Last Name
Relationship to you
Phone Number

Area Code Phone Number
Address

Street Address

Street Address Line 2

Town or City

Postcode
Other information about your property and financial lasting power of attorney

Submit
Do you have any general questions or comments you would like to share with us?
Check over all the information you've given us and if you're happy that everything is correct and complete, please submit the form.
IMPORTANT NOTICE: The information you provide will be only used by us to administer your enquiry and any response. Use of this form does not create an attorney-client relationship and information transmitted will not necessarily be treated as privileged or confidential.
If you are a client, please get in touch with your usual firm contact directly for the most timely response.
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