Last Will and Testament (England and Wales)
  • General Information
    • Testator's Details
    • Family Status
    • Appointment of Trustee
  • Disposition of Testator's Estate
    • Legacies
    • Distribution of Residuary
    • Last Directives
  • Complete the Document
    • Format & Signatures

Testator's Details

  • Indicate the full name of a Testator (i.e. this a person who makes a Will):

  • Indicate the full residential address of the testator:

  • Does the testator have any living children?

    !

    Living children include all biological and adopted children of a Testator, who is alive on the date of making this Will.

  • Indicate full name and date of birth of all the testator's children (biological or adopted):

Family Status

  • Indicate the testator's family status:

  • Indicate a full name of the testator's spouse/partner:

Appointment of Trustee

  • Indicate the full name of the trustee (i.e. a person who manages and distributes the testator's estate):

    !

    A trustee of a will is the person legally appointed by the deceased (testator) in their will to manage and distribute their estate.

    This involves carrying out the instructions in the will, paying debts and taxes, and distributing the remaining assets to the beneficiaries.

  • Indicate full residential address, where the trustee currently lives:

  • Does the testator wishes to appoint alternative trustee?

  • Indicate the full name of an alternative trustee:

  • Indicate full residential address, where an alternative trustee currently lives:

Legacies

  • Does the testator wish to give a specific gift to a certain person, once the testator dies?

  • Describe in detail specific gift(s) the testator wishes to give, as well as the name of such a beneficiary:

  • List all personal chattels the Testator wishes to gift free of inheritance tax, including a description of each item and the full name of the intended beneficiary:

    !

    Personal chattels are tangible personal possessions owned by the Testator, such as jewellery, furniture, artwork, vehicles, books, and household items. They do not usually include money, investments, land, or business assets. Under a Will, the Testator may choose to leave specific personal chattels to named beneficiaries.

Distribution of Residuary

  • To whom and how the testator's residuary estate should be distributed after the testator's death?

    !

    A residue estate, also known as a residuary estate, is the remaining assets of a deceased person’s estate after all specific bequests, debts, and expenses have been addressed, as defined in their will.

  • Describe how exactly the testator's residuary estate should be distributed after their death:

  • To whom all the testator's residual estate should be transferred once the testator's spouse dies:

  • Indicate the list of all named beneficiaries to whom all of the testator's residual estate should be transferred (once the testator's spouse is dead):

  • If the testator's children/child die, the residuary of the testator's estate shall be distributed:

  • Indicate the full name of one named beneficiary, to whom all the testator's residuary estate should be transferred (once the testator's children are dead):

  • To whom and how the testator's residuary estate should be distributed after the testator's death?

  • If the testator's children/child die, the residuary of the testator's estate shall be distributed:

  • Describe how the residuary of the testator's estate should be distributed if the testator's children die:

  • Indicate the full name of one named beneficiary, to whom all residuary estate should be transferred, if the testator's children die:

  • Indicate the full name of one named beneficiary to whom the whole testator's residuary estate should be transferred?

  • If one named beneficiary dies, to whom the residuary of the testator's estate should be transferred?

  • Indicate the full names and amount of shares of all beneficiaries, to whom the testator's residuary estate should be transferred in case one named beneficiary dies:

  • To whom and how the testator's residuary estate should be distributed after the testator's death?

    !

    A residue estate, also known as a residuary estate, is the remaining assets of a deceased person’s estate after all specific bequests, debts, and expenses have been addressed, as defined in their will.

    It essentially represents the “leftovers” after specific assets have been distributed to named beneficiaries and debts have been settled.

  • Describe how exactly the testator's residuary estate should be distributed after their death:

  • If all the testator's children die, to whom the testator's residuary estate should be distributed in that case?

  • Indicate the full name of one named beneficiary, to whom all the testator's residuary estate should be transferred (once the testator's children and spouse are dead):

  • To whom all the testator's residuary estate should be transferred once the testator's spouse dies:

  • Indicate the list of all named beneficiaries to whom all of the testator's residuary estate should be transferred (once the testator's spouse is dead):

Last Directives

  • As one or few testator's children are below the age of majority, indicate the full name of a Guardian:

    !

    A guardian is an individual legally appointed to provide care, protection, and management of the affairs of another person (usually a minor or someone deemed incapacitated) who is unable to care for themselves.

  • Indicate full residential address of the guardian:

  • Does the testator wishes to make special funeral arrangements?

  • Describe in details how the funeral services should be conducted:

  • Describe in detail the funeral's location:

  • Describe in detail how the remains of the testator should be disposed:

  • Does the Testator have a mutual (mirror) Will with their spouse or civil partner?

    !

    A mutual (mirror) Will is an arrangement where two people, usually spouses or civil partners, make separate Wills containing identical or very similar terms. Typically, each leaves their estate to the other on the first death and, after the second death, to the same beneficiaries (for example, their children). Unlike ordinary mirror Wills, mutual Wills may create a legally binding agreement preventing the surviving person from changing their Will after the first person dies.

  • Do you want to add a signature?

  • Testator's Signature:

Select a template's format:

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