Simple Form Of Assets Log

By Stan Taylor Written on:




Want to make a start on your will?

Making a will is simple

Making a Will is not about wealth it is about making sure that what you want to happen to your estate does happen. It gives you the opportunity to specify such things as who will administer your estate, who will care for your children and who will receive specific items of your property.


In the hope that it will prove of some assistance to my executors, I have drawn up this list of my investments, my outstanding bills and the whereabouts of my important documents.

  • My full name
  • Date and place of birth
  • National insurance number
  • Tax office and reference
  • Current bank account details
  • Savings account details
  • Account no. Bank / Building Society Address
  • Shareholdings and investments
  • I hold shares in the following companies
  • My share certificates are held in safe custody at
  • Other investments
  • My house deeds are held at
  • Liabilities
  • Credit card numbers and addresses
  • Utilities
  • Mortgage account
  • Other liabilities

CHECKLIST FOR SEEING A SOLICITOR

  1. Full name and address plus details of any other name by which you have been known or are currently known.
  2. Details of the value of your estate. Values need not be absolutely precise but should be as up to date as possible.
    The latest statement from the asset-holder will suffice for this purpose.
  3. Details of whether assets are held in your sole name, your spouse's sole name or jointly.
  4. Names and addresses of the people you wish to appoint as executors.
  5. Names and addresses of guardians if you have minor children.
  6. Names of people to whom you wish to leave pecuniary or specific legacies, together with details of amounts.
  7. The name of the residuary beneficiary and details of alternative beneficiaries should he or she predecease you.
  8. Details of any funeral requirements you wish to put in.
  9. Any other special provisions you wish to include. Once you have completed the will with the solicitor, it is helpful to give him a list of assets and liabilities to keep with it.

The Law Society publishes a special form for this purpose which is used by some solicitors but is not essential.


Popular reading - Sample Wills or Sample Wills 1


Recommended Solicitors


Free Will Sample download

see: Making a will - The Law Society. Please note that will making differs in Scotland and this website currently deals with English laFree Will download

 

Perhaps you might consider taking legal advice from a solicitor about making a will if any of the following apply to your circumstances:

 

  1. A number of people could make a claim on your estate when you pass away because they depend on yourself financially
  2. You want to include a trust in your will (perhaps to provide for children, to save tax, or simply protect your assets in some way after you become deceased)
  3. Your physical and permanent home is not in the UK and / or you are not a British citizen
  4. You live here in the UK but you have additional property abroad
  5. You own all or part of a UK business.
  6.  

see: Making a will - The Law Society. Please note that will making differs in Scotland and this website currently deals with English law.

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