Step 1 of 7

About You

We need your details to correctly identify you as the person making this Will (the "Testator").

First Name(s)

Last Name

Date of Birth

Address Line 1

Address Line 2 (optional)

City / Town

Postcode

Email Address

Phone Number

Step 2 of 7

Your Partner

If you are married or in a civil partnership, we need their details. If not, skip to the next step.

Do you have a spouse or civil partner?

Yes No

Step 3 of 7

Children & Dependants

Tell us about your children and any other dependants you wish to provide for.

Do you have children?

Yes No

Do you wish to appoint a guardian for any children under 18?

Yes No

Step 4 of 7

Your Executors

Executors are the people who will carry out your wishes and administer your estate after your death. You should appoint at least two.

Choose people you trust who are likely to outlive you and are capable of managing financial and legal matters. They can be beneficiaries of your Will.

Executor 1 (Primary)

First Name(s)

Last Name

Relationship to you

Email Address

Executor 2 (Substitute)

First Name(s)

Last Name

Relationship to you

Email Address

Step 5 of 7

Your Estate & Gifts

Tell us how you wish your estate to be distributed. You can leave specific items or amounts to individuals, then specify who receives everything else.

Do you own property?

Yes No

Specific Gifts (optional)

List any specific items, sums of money, or accounts you wish to leave to named individuals.

Residuary Estate

Your residuary estate is everything left over after debts, funeral costs and specific gifts. Who should receive it?

My partner, and if they predecease me, equally between my children Equally between my children Named individuals (I will specify below) A charity or charities Other arrangement

Step 6 of 7

Funeral & Additional Wishes

These instructions are not legally binding but provide important guidance for your executors and family.

Burial or Cremation Preference

Burial Cremation No preference Other

Any specific funeral or memorial wishes?

Do you have any additional instructions for your executors?

Do you wish to include a trust for any beneficiary?

Yes — I'll need advice on this No Not sure

Trusts are useful for protecting assets for minor children, vulnerable beneficiaries, or reducing Inheritance Tax. Our estate planners will contact you if you select Yes or Not Sure.

Step 7 of 7

Review & Complete

Your Will questionnaire is complete. Please confirm the details below and complete payment.

£69

Single Will — Fixed Fee · Reviewed by a qualified estate planner · Returned within 24 hours

Will Type

Single Will — £69 Mirror Wills (Couple) — £99

Once you submit your questionnaire, our estate planners will review your responses and prepare your Will within 24 hours. You will receive a draft by email for review before signing.

I confirm I am over 18, of sound mind, and that the information I have provided is accurate to the best of my knowledge

⚖️

Thank You — We Have Your Questionnaire

Our estate planners will review your responses and prepare your Will within 24 hours. You will receive a draft by email at the address you provided.

If we have any questions about your instructions, we will contact you directly before preparing the document.

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