Preparing to have your Will Drafted

Schedule of asset and liabilities

Use the table below to note the value of your estate - values only need to be approximate.

downloadable version (needs Adobe Acrobat Reader)

	IN WHOSE NAME IS THE ASSET HELD?
ASSET	Client 1	Client 2	Joint names
Home
2nd property / caravan
Jewellery			n/a
Antiques
Home contents (re-sale value)
Car
Other
Savings (cash)
Stocks / shares
Personal pension (value of fund - not benefit)
Life insurance policies
Business assets
Other
TOTAL ASSETS

 

	IN WHOSE NAME IS THE LIABILITY?
LIABILITIES	Client 1	Client 2	Joint names
Mortgage
Loans
Overdrafts
Hire purchase
Tax due
Other
TOTAL LIABILITIES

 

NOTES: Please make a note of any other assets or responsibilities you may have (property abroad, timeshares, pets, businesses, dependant relatives).

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Preparing to have your will drafted by Right Wills

You may find it helpful to note down whom you wish to benefit from your Will and who you wish to appoint as Executors / Guardians.

YOUR SPECIFIC BEQUESTS - ITEMS
Description of gift	Name of beneficiary

 

YOUR SPECIFIC BEQUESTS - MONEY
Amount of money	Name of beneficiary
£
£
£
£

 

YOUR RESIDUAL BENEFICIARIES
Percentage of share	Name of beneficiary

 

YOUR EXECUTORS AND (IF REQUIRED) GUARDIANS
Name Address	Name Address
Name Address	Name Address

Any other specific requests to be included - such as funeral wishes and other notes:

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downloadable version (needs Adobe Acrobat Reader)