YSTRAD MYNACH 01443 816622
ystrad@caswelljones.com

​​CAERPHILLY 02920 864888
reception@caswelljones.com


WILL PLANNER

When you are ready, please contact us to arrange an appointment to discuss your Will requirements – we will be happy to assist.

Standard Will Writing Cost (Inc. VAT)

Simple single Will £150.00
Simple joint Will £270.00

Please note this amount is inclusive of storage of your Will.

We would recommend you make an appointment to discuss your Will with one of our specialist lawyers, Stephen Jones or Karen Iles at our Caerphilly office or Natalie Welsh at our Ystrad Mynach office.

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This form below is to help in planning your Will and can be completed in advance of your appointment.

YOUR DETAILS

Your Name and Address:







Your spouse / partner’s name & address: (if different from your own)







Executors’* full names and addresses:







Children’s full names and addresses (if different to your own)




Guardians’* full names and addresses:





*See definitions of legal terms
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LEGAL TERMS

Glossary of words you might need to know when making your Will:

Assets – everything that you own, including your share in assets held jointly with someone else.

Codicil- a legal document that makes an amendment or an addition to your current Will.

Estate – your property, money and possessions.

Executor – someone you choose and name in your Will to deal with your affairs in accordance with your affairs after you’ve died – this could be a family member, friend or your solicitor or other professional

Grant of Probate - a document which confirms who is authorised to deal with your affairs after you’ve died.

Guardians – the people you chose and name in your Will to look after your children in the event of your death.

Inheritance -­ when someone receives money, property or another personal possession from the person who has died.

Inheritance Tax (IHT) – is a 40% tax imposed on the portion of an estate exceeding £325,000 for an individual or £650 for the second to die of a married couple where the whole estate passed to the spouse on first death. Money left to your spouse or a charity is not taxed. If your spouse dies before you and didn’t use their full IHT allowance, it will be added to yours, at the rate current when you die.

Intestacy – where someone dies without leaving a Will. There are then legal rules governing who can deal with your estate and who benefits from it.

Legacy or Bequest – a gift you leave in your Will to an individual or organisation.

Probate – the process of confirming your Will is valid, identifying what you owned and any debts or liabilities that need to be paid, then submitting an application to the Probate Registry. If everything is in order, the Probate Registry then issue a Grant of Probate

Pecuniary Legacy – a cash gift – this is a gift of a set sum of money.

Residuary Legacy – a share of an estate – this is a percentage of everything you own after any pecuniary legacies, specific legacies, debts and legal fees have been paid out.

Specific Legacy – a specific item, such as a house, car or jewellery.

Testator/Testatrix – the man/woman whose Will is being written.

Trusts – where someone holds money or property on behalf of somebody else.

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BEQUESTS

Make a note of any specific gifts you want to leave

Specific bequests (item): write down the full names and addresses of all individuals and charities (with registered charity numbers) you want to benefit with a brief description of the item.




Pecuniary Bequests (set amount of money): write down the full names and addresses of all individuals and charities (with registered charity numbers) you want to benefit and the amount




Residuary Bequests (a percentage or all of the residue of your estate): write down the full names and addresses of all individuals and charities (with registered charity numbers), with their proportion of residue of your estate




What do you want to happen to your bequests if any of the beneficiaries die before you do?



On a separate sheet please list any questions you may have and keep it with your Will Planner in a safe place.
Note: this will planner cannot be used as a valid will.

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VALUE OF YOUR ESTATE

Use these tables to help you work out the value of your estate

WHAT IS THE VALUE OF YOUR MAJOR ASSETS?


Your home (or share in it)
£

Other property or land
£

Cars and other vehicles
£

Home contents including furniture and fittings

£

Items of particulars value (e.g. jewellery or art)

£

Money in banks and building societies
£

Shares/Investments/National Savings/Premium Bonds

£

Insurance and Pensions

£

Other savings and assets

£

Total assets:

£


WHAT ARE YOUR MAJOR LIABILITIES?

Your Mortgage
£

Loans and overdrafts
£

Your credit cards
£

Credit or HP Agreements
£


Other liabilities

£

Total liabilities
£

Assets less liabilities =
£

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FAMILY TREE

During the planning of your Will it is important that we gain as much information as possible about your family tree so we can ascertain who, if anybody, might try to make a claim against your estate and to ensure your instructions to us are as thorough as possible.

A person who could potentially make a claim could be any of the following:
Any spouse or civil partner;
Any former spouse or civil partner (who has not re-married or entered into another civil partnership), if he or she is receiving maintenance at the time of the ex-spouse’s death and there is no Consent Order preventing such a claim being made;
Cohabitee – if they have been living with the deceased for 2 years prior to the date of death;
Any child or children – adopted or illegitimate or step-children;
Any person treated by the deceased as a child of the family prior to his death;
Any other person the deceased maintained at the date of his death – where the deceased was making a substantial contribution to their reasonable needs. This would include someone with mental or physical disabilities who were unable to support themselves.

Please provide brief details or let us know if you would like to discuss further.