Last Will & Testament Premium Kit

Included in the Premium Will Kit

• Step-by-step solicitor-approved Guidance Manual on writing a Will
• Choice of three ready-to-complete Will forms, for use in England & Wales, Northern Ireland or Scotland
• Comprehensive solicitor-approved Executor's Guide
• Online access to additional Will downloads including Letter to Executor, Important Document Locator, Important People to Notify, Funeral Wishes and Property Inventory

• Step-by-step Guidance Manual which covers England, Wales & Northern Ireland (includes separate instructions for Scotland):

• • Why making a Will is important
  • What is intestacy?
  • Who should make a Will?
  • How long is a Will valid?
  • When is it necessary to prepare a new Will?
  • Preparing to make your Will
  • Appointing executors and trustees
  • Naming a guardian for your children
  • Appointing beneficiaries
  • Gifts to children
  • Specific Gifts and legacies
  • The residuary gift
  • Appointing a substitutional residual beneficiary
  • Disposal of property during your lifetime
  • Property that does not pass under your Will
  • Tax considerations in estate planning
  • Witnesses to your Will
  • Signing your Will
  • How to revise your Will
  • What happens when someone dies
  • Safekeeping of your Will
  • Which Will form should I use?
  • Using the England, Wales & Northern Ireland, Scotland Will Forms
  • Will Glossary (separate Glossary for Scotland)

• Template Will Forms - the kit contains a choice of three ready-to-complete Will forms:

• • Will Form 1 – Simple Gift of the remainder of an estate after the deduction of all taxes, debts, expenses and specific bequests
  • Will Form 2 – The remainder of an estate as above is gifted to an Adult but if he/she dies to their Children
  • Will Form 3 – The remainder of an estate as above is gifted Direct to Children
  • The Manual contains helpful examples of completed Will forms

• Executor's Guide which covers:

• • Grant of probate or confirmation
  • More than once executor
  • Other personal representatives
  • Should a solicitor be instructed?
  • More than one executor
  • Other personal representatives
  • Should a solicitor be instructed?
  • Registering the death
  • The death certificate
  • The Will
  • Is a grant of probate or confirmation necessary?
  • Financial records
  • Paying Inheritance Tax
  • Identifying beneficiaries
  • Valuing debts
  • Asset checklist – property, bank account, stocks and shares, car, pension, life insurance and more
  • Excepted/exempt estates
  • Probate forms England and Wales
  • Probate forms – Scotland
  • Application for confirmation – Scotland
  • Probate forms – England,Wales & Scotland
  • At the Probate Registry – England & Wales
  • At the Sheriff Court – Scotland
  • Inheritance tax
  • Distribution of gifts and legacies
  • Transfer of assets
  • Final accounts
  • Taxation of the estate
  • Succession on intestacy
  • The rules of intestacy in England & Wales
  • Prior rights, legal rights and the rules of intestacy in Scotland
  • An overview of probate/confirmation

• Additional Templates (can also be downloaded with your registration code)
  • Letter to Executor Template
  • Funeral Wishes Template
  • Important Document Locator and Summary of Personal Information
  • Important People to Notify Template
  • Property Inventory Template

Choices you will need to make when ordering a Lawpack Will kit

• Format – The Kit is available in 2 formats:
  • Paper Will Kit by post –includes loose leaf Will forms
  • Download Now’ eKit – available to download in one zip file

• Domicile – If you choose a ‘Download Now’ eKit, two versions are available depending on your domicile. You must choose either:
  • England, Wales & Northern Ireland
  • Scotland