Scottish Will Instruction Form | Dundee & Monifieth

First name

Last name

Phone

Birthday

Day

Month

Year

Home address and postcode

Country/Region

Address

City

Zip / Postal code

Marital or civil partnership status and spouse or partner details

Children and dependants, including full names, dates of birth and relationship

Preferred guardians for children under 16, including substitute guardians

Primary and substitute executors: full names, addresses, phone numbers and relationship to you

Beneficiaries, substitute beneficiaries, intended shares, cash gifts, charitable gifts and personal items

Property, business interests, overseas and digital assets, and who should receive the remainder of your estate

Funeral wishes and anyone you intentionally wish to exclude, with your private reasons

Existing wills, residence or domicile outside Scotland, and property or assets in another country

Any other wishes or instructions, preferred contact method and suitable appointment times

I consent to Scottish Paralegal Services using the information in this form to review and respond to my Will instructions. I confirm that the information I have provided is accurate. I understand that submitting this form does not create, sign or execute a valid Will.