Unison Scotland in association with Thompsons Scotland, Unison Freephone Number 08080864766
 UNISON SCOTLAND Directory of Services

MAKING A WILL IN SCOTLAND



If you are having difficulty completing this form or have any queries please contact us by telephone free on 08080 864766 or alternatively e-mail us at advicecentre@thompsons-scotland.co.uk

All information provided will be treated as strictly confidential and none of the persons named will be contacted.

CLICK HERE TO READ ATTACHED NOTES BEFORE COMPLETING THIS FORM





1. Your Full Name:


2. Your Permanent Address:


3. Telephone No:


4. Date of Birth:


5. Marital Status:
Single Divorced Widowed Partner/Common Law Spouse

6. E-mail Address


7. Full Name of Spouse/Partner:


8. Spouse/Partner's Date of Birth


9. Date of Marriage


10. Your children from this relationship (if any, please state their full names and dates of birth):


11. Have you been married before?
Yes No

If Yes, Please provide name of former spouse:


12. Do you have any other children from any other relationships?
Yes No

If Yes, Please provide their full names, dates of birth and addresses if not living with you (an additional page is attached if required):


13.If you are separated from a spouse or civil partner but not divorced do you have a Legal Separation Agreement
Yes No

EXECUTERS

14.Have you made a will before?
Yes No

15.Have you made any lifetime gifts?
Yes No

16. . Who do you wish to appoint as your Executor(s)? Please provide full names, addresses, dates of birth and their relationship to you.


17. Should your Executor die before you, who would you wish to appoint as a whom failing Executor? Please provide full names, addresses, dates of birth and their relationship to you.


LEGACIES

18. you wish to leave any Specific items to any particular person?
Yes No

If Yes, please provide full names, addresses and relationship to:


19. Do you wish to give a specific amount to any particular person/charity?
Yes No

If Yes, please provide full names, addresses and relationship to you:


20. If you have a spouse/civil partner/partner do you wish them to inherit the whole of your estate

Yes No N/A

21. If you have answered No or N/A to Question 20 who do you wish to inherit the remainder of your estate? Please provide full names, addresses and relationship to you.


22. If the Residuary Beneficiary/Beneficiaries shown in question 20 and 21 die before you who do you wish to benefit from your estate? Please provide full names, addresses and relationship to you.


23. If leaving the Residue of your Estate to your children, do you wish their issue to benefit from your Estate should they die before you?
Yes No

GAURDIANS

24. If you have children under 16 have you decided who should act as Guardian to look after them if you and your Spouse/Civil Partner/Partner died at the same time, or in the even of your death if you are a single parent? Insert names, addresses and their relationship to you .


OTHER INFORMATION

25. Do you wish to donate any organs of your body for medical research or for transplantation?
Yes No
If Yes, Please specify:


26. Do you have any specific requests concerning burial or cremation?
YesNo
• • • • • • • • • Burial .. Cremation •

Please insert details of preferred crematorium/churchyard/cemetery, (if any) below:


27. Is your total estate worth more than £325,000?
YesNo


28. Is the Will required urgently?
YesNo


29. Union Membership
Region/Area of Branch:

Membership Number:


ADDITIONAL INFORMATION