Handy Hints
Names
Use people’s full names, including middle names where they exist if you know what they are. Don’t abbreviate names e.g. Andy, you should write Andrew if that is the correct full name.
Relationships
As there might be many Andrew Smith’s in the world you need to specify that particular Andrew Smith’s relationship to you, e.g. brother. There’s probably only one Andrew Smith that’s your brother. Also, if a person’s relationship to you is not on our drop down list, that probably means that the relationship is remote, brother’s partners sister etc., if this is the case then enter “friend” – Nobody is offended by being called a friend!
Addresses
Type in addresses as you want them to be written in the Will. Use CAPS at the beginning of house or road names etc. and again, don’t use abbreviations such as Lincs, write Lincolnshire etc.
Executors
Most people pick close family members whom they trust, this works fine, if they don’t want to act in the event of your death then they have the option of handing the Executors role over to someone else then, e.g. a Solicitor. If you really don’t have anyone to do this job, type in Professional and we’ll insert a reputable company who will do the job for you.
Guardians
If you have children under 18 it’s vital that you nominate a Guardian for them in your Will but check with them first if they don’t mind taking on that responsibility.
Asset List
This is useful for your Executors, especially if they don’t already know what accounts or insurances that you have. An Asset List template comes with your will.
Residue
This is everything you own that hasn’t been previously gifted and is usually given to your spouse or shared between close family members, e.g. your children or parents. Think of it as a big pot of money rather than the individual items as this is what your Executors have to turn it in to, who would you want to give it to?
Funeral Arrangements
This is the only part of your Will that isn’t legally binding, it’s just your preferences or requests. Rather than filling your Will with such information, it’s best that you just tell your Executors and family what you want to happen to your body when you die, this way you can go into far greater detail.
Gift List
This enables you to describe items of sentimental value and let your Executors know who that Item is to go to. Make sure that you describe the item well so that it cannot be misunderstood. E.g. my Diamond Engagement ring with two Sapphires and gold band.
A Gift List template comes with your Will.
Letter to your Executors and Trustees
This letter can be used to give any specific instructions to your Executors or let them know why you’ve left somebody out of your Will who may try to contest the Will. Your Executors will then have something from you that lets them explain to a Court if necessary what you intended to happen. A template of this letter comes with your Will.
Letter to your Guardians
You can use this letter to give specific instructions to your Guardians about how you would like your children brought up. E.g. shall ensure that the children continue to go to the same school as they were before my death. A template of this letter comes with your Will.
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