Fillable Will planning checklist (London School of Business & Finance)

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Will planning checklist (London School of Business & Finance)

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U.K. forms for London School of Business & Finance

BROWSE LONDON SCHOOL OF BUSINESS & FINANCE FORMS

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You can view information and support online at mariecurie.org.uk/support 1
Will
planning
checklist
Are you planning to have your Will
drafted soon? We recommend you
complete this worksheet and have it
ready for your appointment – whether
that’s with a local solicitor, online or
over the phone. It will capture
everything your solicitor will
need to know.
Marie Curie – Will planning checklist
You can view information and support online at mariecurie.org.uk/support 2
Important names and addresses
Your name and address
Partner’s name and address
Executors’ names and addresses
These are the people who will carry out the wishes
in your Will. You might include family, friends or your
solicitor. You can have up to four executors.
You only need to ll in the boxes below if you have dependent children.
Children’s names and addresses
Guardians’ names and addresses
You can choose who you would like to care for your child
or pet in the event of your death. Remember to discuss
your wishes with the people you choose to appoint so
they are happy to be named.
Marie Curie – Will planning checklist
You can view information and support online at mariecurie.org.uk/support 3
Value of your estate
You can use the tables on this page to work out the value of your estate.
Your major assets
Your home (or share in it) £
Other property or land £
Home contents, including furniture and ttings £
Valuable items (such as antiques, art and jewellery) £
Cars and vehicles £
Money in banks and building societies £
Stocks, shares, investments £
Insurance and pensions £
Other savings and assets £
Total of your assets A £
Money you owe (liabilities)
Outstanding mortgage £
Other loans £
Overdrafts £
Credit agreements £
Credit card debts £
Other money owed £
Total money you owe B £
Total of your assets (A) – total money you owe (B) = Value of your estate £
Marie Curie – Will planning checklist
You can view information and support online at mariecurie.org.uk/support 4
Your legacy – what you’d like to leave
You’ll need to decide who your beneciaries will be. This may include your loved
ones and charities or causes close to your heart.
I’d like to leave…
Describe what you’d like to leave. It may be
a possession, amount of money or percentage of
your estate.
to this person or charity
Give their full name and address (remember to
include the registered charity number if leaving
a gift to charity).
Please consider leaving a gift to Marie Curie in your Will. Our information is:
Marie Curie, 89 Albert Embankment, London, SE1 7TP.
Registered charity numbers England and Wales – 207994, Scotland – SC038731
A gift to Marie Curie is a gift that will bring comfort to somebody when they’re worried, a helping hand
when they need assistance and reassurance when they’re scared. Your legacy will mean that when
somebody is facing their darkest hour, they won’t be on their own.
Marie Curie – Will planning checklist
You can view information and support online at mariecurie.org.uk/support 5
Additional notes and questions
for your solicitor
Some helpful terms
There are three types of gifts you can
leave in your Will:
Specic – an item such as a piece of jewellery.
Pecuniary – a set amount of money.
Residuary – a percentage of your estate.
Beneciaries – People and organisations who you
leave a gift to in your Will.
Bequest/ Legacy – A gift left in your Will to a
person or charity.
Get in touch
If you have any questions or concerns about leaving a gift to Marie Curie in your Will, contact your
regional Legacy Advisor. You’ll nd your Legacy Advisor’s details at mariecurie.org.uk/advisor or
by calling 0800 716 146.
Free Will-writing service
Through our Free Will-writing Service participating solicitors will write a simple single or mirror Will
for you for free. Visit mariecurie.org.uk/freewill for more information.
Information and support
We’re here for you with the support you need, when you need it. If you’re living with or caring for
someone who has a terminal illness, we’re here to offer practical information and emotional
support, whatever your situation.
You can view information and support online at mariecurie.org.uk/support or call us free
on 0800 090 2309. Calls are free from landlines and mobile phones. Your call may be recorded
for quality and training purposes.
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Completed 2 February 2022

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