Take instructions in one sitting, at the kitchen table

A guided will questionnaire built for the iPad. It asks the right questions in the right order and tells you when an answer needs a second look.

COLL0001John and Jane CollinsMirror wills

Saved 2 minutes ago

Section 4 of 16

Trustees and executors

Who will be John’s executors?

Mrs Jane CollinsWife · The Courtyard, Ingleby, Lincoln LN1 2PQ

Mr Peter CollinsSon · 14 Bailgate, Lincoln LN1 3AP

Worth checking with the client. With no substitutes, nobody named in the will can step in if the executors are unable to act.

How it will readSample wording

I APPOINT Jane Collins and Peter Collins to be the Executors and Trustees of this Will.

1
Always know where you areThe section list shows what is done, what needs checking and what is left.
2
Warned while the client is with youMissing executors or guardians are flagged before you leave the house.
3
See the wording as you goEach answer shows the clause it will produce, so you can check it together.

Mirror Wills

Answer once. Both wills follow.

For couples, the second will uses the same answers with the names swapped. You can still change anything on either side.

John’s will

I APPOINT Jane Collins and Peter Collins to be the Executors and Trustees of this Will.

I GIVE my residuary estate to my wife Jane Collins absolutely.

Mirrored

Jane’s will

I APPOINT John Collins and Peter Collins to be the Executors and Trustees of this Will.

I GIVE my residuary estate to my husband John Collins absolutely.

Sample wording

What it covers

Founding firms pay £75 a month per adviser for their first 12 months.