PERSONAL INFORMATION GUIDE

Transcription

1 private client newsletter mfg Solicitors: a new shape of lawyer PERSONAL INFORMATION GUIDE This Personal Information Guide is presented to... (We recommend that this form is kept in a safe place but that you notify a reliable person where it is held) With the compliments of mfg Solicitors LLP

2 CONTENTS PERSONAL INFORMATION 1 PERSONS TO BE NOTIFIED 2 MEDICAL HISTORY 3 ENDURING/LASTING POWER OF ATTORNEY 4 ESTATE INFORMATION 5-6 FUNERAL SERVICE INSTRUCTION 7 WHOMEVER TAKES RESPONSIBILITY 8 PROPERTY INVENTORY 9 THE IMPORTANCE OF A WILL 10

3 PERSONAL INFORMATION City, County: Date of Birth: Post Code: Place of Birth: Occupation (or retired from): Employer: Type of Business: How long employed: National Insurance No: Married Single Widowed Divorced Tax District: Tax Ref No: Father s Mother s Maiden City, County: Date of Birth: Post Code: Place of Birth: Occupation (or retired from): Employer: Type of Business: How long employed: National Insurance No: Married Single Widowed Divorced Tax District: Tax Ref No: Father s Mother s Maiden If your spouse has predeceased you please complete the following: Date of Death: Date of Marriage: Place of Marriage: Was Probate Granted: Yes No Date: Value of Estate: NB Attach copy Death Certificate and Marriage Certificate 1

4 PERSONS TO BE NOTIFIED The following people are those whom I would like notified of my death/my funeral/my moving into long term care or other significant events (at your discretion) if I am unable to advise them myself. Current Current Current Current Current Current Current ADDITIONAL CONTACT DETAILS Accountant: Tel: Financial Adviser: Tel: 2

5 MEDICAL HISTORY Information regarding your medical history may be invaluable should you be unable to communicate this or there may be a delay in obtaining your medical records. You may set this information out here and ensure that an appropriate person knows how to find this Guide. I have had medical treatment for: Cancer Yes No Circulatory Yes No Diabetes Yes No Heart Yes No Kidney Disorder Yes No Tuberculosis Yes No Other: I am allergic to the following drugs: Doctor: Tel: Additional Remarks: I have had medical treatment for: Cancer Yes No Circulatory Yes No Diabetes Yes No Heart Yes No Kidney Disorder Yes No Tuberculosis Yes No Other: I am allergic to the following drugs: Doctor: Tel: Additional Remarks: 3

6 ENDURING/LASTING POWERS OF ATTORNEY Do you have: Enduring Power of Attorney Yes No Lasting Power of Attorney Personal Welfare Yes No Lasting Power of Attorney Property and Affairs Yes No EPA/LPA Location: Name of Attorney(s): Advance Directive Yes No Issues to be taken into account when making decisions of my behalf: Medical Treatment: Care Home Placement: Religious Beliefs: Do you have: Enduring Power of Attorney Yes No Lasting Power of Attorney Personal Welfare Yes No Lasting Power of Attorney Property and Affairs Yes No EPA/LPA Location: Name of Attorney(s): Advance Directive Yes No Issues to be taken into account when making decisions of my behalf: Medical Treatment: Care Home Placement: Religious Beliefs: 4

7 ESTATE INFORMATION Do you have a Will: Yes No Will Dated: Do you have a Will: Yes No Will Dated: Location: Executors: Solicitor: Tel: Occupational/Private Pension: State Pension: Annuities: Occupational/Private Pension: State Pension: Annuities: Bank Details Bank: Sort Code: Sole Account Joint Account Account No: Bank: Sort Code: Sole Account Joint Account Account No: Bank: Sort Code: Sole Account Joint Account Account No: Bank: Sort Code: Sole Account Joint Account Account No: Bank: Sort Code: Sole Account Joint Account Account No: 5

8 ESTATE INFORMATION Life Assurance Provider: Provider: Policy No: Policy No: Provider: Provider: Policy No: Policy No: Stocks & Shares/ISA s - Attach schedule if appropriate Company: Company: Company: No. of shares held: No. of shares held: No. of shares held: Company: Company: Company: No. of shares held: No. of shares held: No. of shares held: National Savings Premium Savings Bonds: Holders No: Value: Savings Certificates: Cert No: Value: Income Bonds: Cert No: Value: Other: Premium Savings Bonds: Holders No: Value: Savings Certificates: Cert No: Value: Income Bonds: Cert No: Value: Other: Gifts made (Attach Valuation if available) Recipient: Description: Value: Date made: Assets transferred into trust: Value: Date transferred: 6

9 FUNERAL SERVICE INSTRUCTIONS Funeral Directors: It is my wish to be: Buried Cremated Green Funeral Following a funeral service held at: Special Instructions: Donations to: Newspaper Notices: Death Notice: Yes No Funeral Notice: Yes No Music Selection: Readings: Funeral Directors: It is my wish to be: Buried Cremated Green Funeral Following a funeral service held at: Special Instructions: Donations to: Newspaper Notices: Death Notice: Yes No Funeral Notice: Yes No Music Selection: Readings: 7

10 TO WHOMEVER TAKES RESPONSIBILITY FOR FINAL ARRANGEMENTS In calm recognition of the inevitable, I/We have given thought to my/our personal wishes concerning the final arrangement I/each of us would appreciate. I/We feel that this effort now will surely minimise the emotional strain which will come upon whoever survives me/us and would be burdened by the great pressures of immediate decisions on unfamiliar matters which inescapably must be made then, if not made now. Difficult as it has been for me/us to set this down, I/we feel a greater distress would be faced by me/one of us, and perhaps a far greater distress by my/our loved ones, if these decisions were left to be made with no indication of my/our specific wishes. Though these wishes may not be legally binding, I/we trust they will help to avoid confusion, extra expenses, or the least self reproach which might arise because of doubts or omissions. Dated this day of 20 The person or persons most likely responsible to assist in carrying out the final arrangement for me/us. Telephone No: Relationship: Telephone No: Relationship: Telephone No: Relationship: Telephone No: Relationship: 8

11 PROPERTY INVENTORY It is important to protect all your property by listing it below. Be sure to record the appropriate ID/Serial numbers when available. Also it is recommended that you photograph your valuables, especially jewellery. Title Deeds Property Where held: Mortgage: Yes No Mortgage Account No: Ownership: Sole Owner Tenants in Common Joint Tenancy Property Where held: Mortgage: Yes No Mortgage Account No: Ownership: Sole Owner Tenants in Common Joint Tenancy Key Holders: Personal Item Description/Identifying Marks Serial/ID No. 9

12 THE IMPORTANCE OF A WILL If you die without a Will the Courts determine who will administer your estate, handle financial matters and act as guardian for your minor children. With a Will you can choose. In some instances, joint ownership of property may not be a good substitute for a carefully drafted Will. As a result of a common accident both you and your spouse may die before the survivor has had an opportunity to execute a proper Will and the property will pass according to the law. The law is very exacting in its requirements with respect to the publication, signing and witnessing of Wills. It is recommended that this matter be handled by a competent lawyer. Homemade Wills often do not stand up in Court. You should review your Will every few years, particularly if you have moved or your family situation has changed since you last executed a Will. When you realise how much is at stake - the well being of your entire family and the protection of your property - you will find that the solicitor s fee for drafting your Will and planning your estate is a worthwhile investment. In the same way that a Will instructs your executor to carry out those wishes, a pre-arranged or prepared memorial sets out your wishes regarding your memorial estate for your next of kin. Our experience suggests that, like drawing up the provisions of a Will, the best time to make these plans is well before, without hurry or stress. It needs time and thought. 10 Tel: mfg Solicitors LLP is a Limited Liability Partnership. This firm is regulated by the Solicitors Regulation Authority.