Digital Will Form - Opal legal

(Please include biological, step-children and any adopted children)

Simply enter your children Name, Date of Birth, Gender in the box above

ASSETS

Describe assets (type & approximate values only). No account numbers.

More than one property?

Yes No

Do you have any foreign assets?

Yes No

Savings & investments (state if above £50,000)

Do you have a pension?

Yes No

Do you have life insurance?

Yes No

EXECUTORS

Name your Primary Executors (up to 4) and any Reserve Executors.

Primary Executors (recommended minimum 2)

Reserve Executors (optional)

FUNERAL WISHES

Please let us know if you have any preferences regarding your funeral arrangements.

Do you have any funeral wishes?

Burial Cremation No wishes

Is your chosen Guardian one of the Executors you have named already?

Yes No

Name, Address and Relationship Status

Is your Guardian acting alone or jointly with someone else?

Alone Someone else

Guardian Jointly Detail

Name, Address and Relationship Status

Is this Guardian clause to apply to any future born child too?

Yes No

GIFTS

Do you want to make small cash gifts or leave specific items?

Do you want to make a small gift of money to anyone?

Yes No

Do you want to leave a specific item to anyone?

Yes No

We will ask you more about this on our follow up call.

RESIDUARY BENEFICIARIES

Declare how many beneficiaries (1–5) then provide their details.

Number of beneficiaries

For each beneficiary please write in the box below their: Name, Address and share to receive (eg – If equal shares just say ‘Equal share’ or if a percentage then write the amount e.g – ‘20%’ next to their name)

PERSONAL DETAILS - Let's get to know you.

ASSETS

EXECUTORS

FUNERAL WISHES

GUARDIANSHIP

GIFTS

RESIDUARY BENEFICIARIES

Our Services

Contact Us