FACT FIND

FORM

ADDLIFE WILLS AND ESTATE PLANNING LTD

HELPING YOU PROTECT YOUR WEALTH FOR THE NEXT GENERATION

FIRST CLIENT DETAILS

(Testator - 1)

Title: (T-1)

First Name (T-1)

Middle Name (T-1)

Last Name (T-1)

Date of Birth (T-1)

Marital Status (T-1)

Nationality (T-1)

Mobile (T-1)

Email (T-1)

Are you able to read and sign unaided? (T-1)

If NO give reason. (T-1)

Has capacity?

Are you known by any other name? (T-1)

If YES give detail (T-1)

Domicile UK? (T-1)

Ever been widowed ? (T-1)

Own Foreign Property?

Full Address (T-1)

Property Title No (T-1)

Purchase Price (T-1)

Current property value (T-1)

Outstanding mortgage (T-1)

Owned Single/Joint (T-1)

SECOND CLIENT DETAILS

(Testator - 2)

Relationship to First Testator? (T-2)

Title (T-2)

First Name (T-2)

Middle Name (T-2)

Last Name (T-2)

Date of Birth (T - 2)

Marital Status (T-2)

Nationality (T-2)

Mobile (T-2)

Email (T-2)

Are you able to read and sign unaided? (T-2)

If NO give reason (T-2)

Ever been widowed ? (T-2)

Domicile UK? (T-2)

Are you known by any other name? (T-2)

If YES give detail (T-2)

Full Address(Same as above, if not, please enter your address) (T-2)

CHILDREN DETAIL

1st Child

Title (Child 1)

First Name (Child 1)

Last Name (Child 1)

Date of Birth (Child 1)

Relationship (Child 1)

Full Address (Child 1)

Email (Child 1)

Mobile (Child 1)

Whose Child Is This? (Child 1)

CHILDREN DETAIL

2nd Child

First Name (Child 2)

Last Name (Child 2)

Date of Birth (Child 2)

Relationship (Child 2)

Full Address (Child 2)

Mobile (Child 2)

Email (Child 2)

Whose Child Is This? (Child 2)

CHILDREN DETAIL

3rd Child

Title (Child 3)

First Name (Child 3)

Last Name (Child 3)

Date of Birth (Child 3)

Relationship (Child 3)

Full Address (Child 3)

Email (Child 3)

Mobile (Child 3)

Whose Child Is This? (Child 3)

If you have more than 3 children, please list them below

Provide Detail for Additional Children

GUARDIAN DETAIL FOR MINOR CHILDREN

1st Guardian Details

Title (G-1)

First Name (G-1)

Last Name (G-1)

Date of Birth (G-1)

Relationship (G-1)

Nationality (G-1)

Mobile (G-1)

Email (G-1)

Full Address (G-1)

GUARDIAN DETAIL FOR MINOR CHILDREN

2nd Guardian Details

Title (G-2)

First Name (G-2)

Last Name (G-2)

Date of Birth (G-2)

Relationship (G-2)

Email (G-2)

Nationality (G-2)

Mobile (G-2)

Full Address (G-2)

GUARDIAN DETAIL FOR MINOR CHILDREN

3rd Guardian Details

Title (G-3)

First Name (G-3)

Last Name (G-3)

Date of Birth (G-3)

Relationship (G-3)

Nationality (G-3)

Mobile (G-3)

Full Address (G-3)

APPOINTMENT OF THE EXECUTERS

Why use a Professional Executer?

We recommend appointing a professional executor for your will in the UK as they have in-depth understanding of probate law, tax implications, and financial matters & they can handle complex estate matters swiftly and accurately, reducing stress for beneficiaries. They ensure assets are distributed according to your wishes, without favouritism.

Would you like to appoint Professional Executer?

Would you like to appoint friends or family members as your Executor(s)?

If yes, please provide their details below.

1st EXECUTER DETAIL

Title (E-1)

First Name (E-1)

Last Name (E-1)

Date of Birth (E-1)

Nationality (E-1)

Mobile (E-1)

Email (E-1)

Relationship (E-1)

Full Address (E-1)

2nd EXECUTER DETAIL

Title (E-2)

First Name (E-2)

Last Name (E-2)

Date of Birth (E-2)

Nationality (E-2)

Mobile (E-2)

Email (E-2)

Relationship (E-2)

Full Address (E-2)

ATTORNEY's DETAIL

(1st Attorney)

Title (A1)

First Name (A1)

Last Name (A1)

Date of Birth (A1)

Gender (A1)

Mobile (A1)

Email (A1)

Relationship with Testator - 1 & Testator - 2 (A1)

Full Address (A1)

Occupation (A1)

ATTORNEY's DETAIL

(2nd Attorney)

Title (A2)

First Name (A2)

Last Name (A2)

Date of Birth (A2)

Gender (A2)

Mobile (A2)

Email (A2)

Relationship with Testator - 1 & Testator - 2 (A2)

Full Address (A2)

ATTORNEY's DETAIL

(3rd Attorney)

Title (A3)

First Name (A3)

Last Name (A3)

Date of Birth (A3)

Gender (A3)

Mobile (A3)

Email (A3)

Relationship with Testator - 1 & Testator - 2 (A3)

Full Address (A3)

Additional Notes for LPA

Additional Notes (A3)

INVESTMENT PROPERTIES (Buy To Let)

1st BTL property detail

Address (1st BTL)

Town/City (1st BTL)

Post Code (1st BTL)

Property Title No (1st BTL)

Purchase Price (1st BTL)

Current property value (1st BTL)

Outstanding mortgage (1st BTL)

Owned Single/Joint (1st BTL)

INVESTMENT PROPERTIES (Buy To Let)

2nd BTL property detail

Address (2nd BTL)

Town/ City (2nd BTL)

Post code (2nd BTL)

Property Title No (2nd BTL)

Purchase Price (2nd BTL)

Current property value (2nd BTL)

Outstanding mortgage (2nd BTL)

Owned Single / Joint (2nd BTL)

INVESTMENT PROPERTIES (Buy To Let)

3rd BTL property detail

Address (3rd BTL)

Town/ City (3rd BTL)

Post code (3rd BTL)

Property Title No (3rd BTL)

Purchase Price (3rd BTL)

Current property value (3rd BTL)

Outstanding mortgage (3rd BTL)

Owned Single/Joint (3rd BTL)

Use space below to add Detail of Additional Buy To let Properties

Detail

Life Insurance details for

(Testator -1)

Life Cover Amount (Life Insurance details for Client -1)

Single / Joint (Life Insurance details for Client -1)

Is Your Life Insurance Policy Written in Trust? (Client -1)

Life Insurance details for

(Testator -2)

Life Cover Amount (client 2)

Single / Joint (client 2)

Is Your Life Insurance Policy Written in Trust? (client 2)

GIFTS OF MONEY

Use this section to make gifts of money to family, friends and charities.

Beneficiary Name (B1)

Relationship (B1)

Give only on 2nd death (B1)

Numeric figure (B1)

In Words (B1)

Beneficiary Name (B2)

Relationship (B2)

Give only on 2nd death (B2)

Numeric figure (B2)

In Words (B2)

Relationship (B3)

Beneficiary Name (B3)

Give only on 2nd death (B3)

Numeric figure (B3)

In Words (B3)

Please list further guidance to the draftsman as to the gifts

Default Beneficiaries

Default beneficiaries are the individuals or organisations who will inherit your assets if your primary beneficiaries are unable to. They act as a backup to ensure your wishes are still carried out.

Beneficiary -1

Full Name (B1)

Mobile (B1)

Email (B1)

Relationship to Testator 1 (B1)

Relationship to Testator 2 (B1)

Share % (B1)

Beneficiary - 2

Full Name (B2)

Mobile (B2)

Email (B2)

Relationship to Testator 1 (B2)

Relationship to Testator 2 (B2)

Share % (B2)

Beneficiary - 3

Full Name (B3)

Mobile (B3)

Email (B3)

Relationship to Testator 1 (B3)

Relationship to Testator 2 (B3)

Share % (B3)

Use following space to add more Beneficiaries

Detail

IMPORTANT

Use following section to list or note any further information which may be relevant to the drawing up of the Will.

Additional Notes

Upload Documents for Testator - 1

Upload Documents

Passport OR Driving Licence

Upload Documents for Testator - 2

Upload Documents

Passport OR Driving Licence

Upload Documents for Children

Upload Documents

Passport OR Driving Licence

Signature (Testator - 1)

Clear

Print Name (T - 1)

Date (T - 1)

Signature (Testator - 2)

Clear

Print Name (T - 2)

Date (T - 2)

I/We confirm that the information provided in this fact-find form is true, accurate, and complete to the best of my/our knowledge and belief at the date of signing, and that any inaccuracies or omissions could affect the validity or suitability of the estate planning arrangements.