FACT FIND
1st Testator 2nd Testator
Estate Valuations Date
ASSETS |
JOINT
|
1st TESTATOR
|
2nd TESTATOR
|
|
Property-UK |
|
|
|
|
Foreign Property |
|
|
|
|
Life Assurance |
|
|
|
|
PEPs |
|
|
|
|
Tessas |
|
|
|
|
ISAs |
|
|
|
|
Pension Death in Service |
|
|
|
|
National Savings |
|
|
|
|
Unit Trusts/Investment Bonds |
|
|
|
|
Business Assets |
|
|
|
|
Bank/Building Society A/Cs |
|
|
|
|
House Contents |
|
|
|
|
Cars |
|
|
|
|
Other |
|
|
|
TOTAL ESTATE VALUE |
|
|
|
|
|
|||
LIABILITIES |
|
|
|
|
Mortgage |
|
|
|
|
Loans(incl. Credit/store cards) |
|
|
|
|
Other |
|
|
|
TOTAL LIABILITIES |
|
|
|
|
|
|||
NET VALUE OF ESTATE |
|
|
|
|
(Assets less Liabilities) |
|||
A Additional Information
M Marital Status 1st Testator . 2nd Testator .
Occupation 1st Testator . 2nd Testator .
Pr Previous Will 1st Testator .....2nd Testator ..
Children 1st .. .2nd Together .Others Planned YES/NO