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    Do you live in England and Wales? Yes (if no, client needs to call/email us)

    Is everything you own in the UK? Yes (if no, client needs to call/email us)

    Select Service

    Executor Section

    Any reserved executor?

    Guardianship Clause

    Distribution of the residual estate

    If the previous names beneficiary(ies) are no longer alive, would you like to name a reserve beneficiary(ies) if more than one, in what share?

    Funeral wishes

    Sum up above points, ask client to agree and proceed and instruct us (agree TOB and to ID checks
    with Thirdfort) so that information is processed and sent to us for review and drafting.