Instructions for Client

1. Please fill in the details below directly on this screen.

2. When finished, click the button below to save it as a PDF.

3. Email the PDF back to: gavinhoffmanwills@protonmail.com

Keystone Wills

Will Instruction Form

PRIVATE AND CONFIDENTIAL

1. Your Details

Client 1

Title & Full Name

Date of Birth

Marital Status

Occupation

Phone

Client 2 (If applicable)

Title & Full Name

Date of Birth

Marital Status

Occupation

Phone

Address & Postcode

2. Family & Background

Do you have children? (Names & Ages)

Have you been married before?

Any children from previous relationships?

Do you own any assets outside the UK?

3. Your Assets (Estimates Only)

This helps ensure there are no issues with the drafting. Exact pennies are not required.

Main Residence Value

Mortgage Outstanding

Property Ownership Basis

Is the property held as Joint Tenants (passes automatically to survivor) or Tenants in Common (you own distinct shares, e.g. 50/50)?

Savings / Cash

Life Insurance Payouts

Other Assets

Total Estimated Debts

4. Guardians (For children under 18)

Who should look after your children if you pass away while they are minors?

Full Names & Addresses of Guardians

Reserve Guardians (If above cannot act)

5. Executors (The Organisers)

These are the people who will handle the paperwork, pay debts, and distribute the money.
(Note: Partners often appoint each other as the first executor).

Primary Executors

Reserve Executors (If primary cannot act)

6. Specific Gifts (Distributed First)

Important: These items or cash sums are given out before the rest of the estate is divided. If you don't list anything here, everything goes into the "Residuary Estate" below.

A. Specific Items & Cash Gifts

Items / Cash Gifts (Personal)

Please describe the item clearly and provide the beneficiary's Full Name and Address.

B. Charitable Gifts

If you wish to leave a gift to a charity, please provide the details below.
(Note: Including the Registered Charity Number ensures the correct organisation benefits).

Charity Name & Registered Number

Gift Amount or Share (%)

Second Charity (If applicable)

Gift Amount or Share (%)

7. Residuary Estate (The Remainder)

This is everything left over after debts, funeral expenses, and the specific gifts above have been paid. It is usually divided by percentage (e.g., 50% to person A, 50% to person B).

A. On First Death (If Couple)

Do you want your spouse/partner to inherit ALL your estate on your death, and vice versa?

If NO, please list who you want to benefit on first death below:

Full Name

Share of Residue (%)

Relationship to Client 1

Relationship to Client 2

Address

Full Name

Share of Residue (%)

Relationship to Client 1

Relationship to Client 2

Address

B. On Second Death (Or if Single)

If you answered YES above, who will inherit the residue if both of you die? (e.g. Children, relatives).
Please provide Full Names and Addresses.

Full Name

Share of Residue (%)

Relationship to Client 1

Relationship to Client 2

Address

Full Name

Share of Residue (%)

Relationship to Client 1

Relationship to Client 2

Address

Full Name

Share of Residue (%)

Relationship to Client 1

Relationship to Client 2

Address

Full Name

Share of Residue (%)

Relationship to Client 1

Relationship to Client 2

Address

C. Substitute Beneficiaries

Who should inherit if one of your first choice beneficiaries (listed above) has died?
Important: Please clearly state who each person below is replacing.

Who does this person replace?

Substitute's Full Name

Share of Residue (%)

Relationship to Client 1

Relationship to Client 2

Address

Who does this person replace?

Substitute's Full Name

Share of Residue (%)

Relationship to Client 1

Relationship to Client 2

Address

8. Inheritance Age for Minors

This section applies only if a beneficiary (child/grandchild) is under 18 when you pass away.

The Law: Executors must hold the money until the child reaches a certain age. The default is 18. You can specify a later age (e.g. 21 or 25) if you prefer they don't receive a large sum too young.

Inheritance Age for Children (Default is 18)

9. Pets

If you have pets, it is important to decide who will look after them. You can also leave a cash gift to that person to help with food and vet bills.

Do you have pets?

Who should inherit the pets?

Cash gift for upkeep? (Optional)

10. Funeral & Other Wishes

Preferences (Burial / Cremation / None)

Organ Donation / Other Wishes

11. Other Legal Matters

Lasting Power of Attorney: I am interested in protecting my decision-making powers while I am alive (e.g. if I lose capacity).

12. Special Offer

Free Will Offer: If you are arranging Life Insurance via our partners Advantage Protection, you may be eligible for a full refund of your drafting fee.

I would like to speak to Advantage Protection about Life Insurance / Income Protection.

13. Data Protection (GDPR)

We take your privacy seriously. By submitting this instruction form, you consent to the processing of your data for the purpose of drafting your Will.

Security Guarantee: This information will be held on a secure site and all data is encrypted to protect your privacy. We do not share your details with third parties (except where you have requested an introduction to Advantage Protection above).

Confirmation

I/we confirm that the information provided is correct to the best of my/our knowledge. I acknowledge that Keystone Wills acts as a will drafter only and does not provide tax, financial, or legal advice. This form will serve as the instruction for the drafting of my/our Will.

Client 1 Signature

Client 2 Signature

Date