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Sale or purchase of property | Remortgage or transfer of title | Wills | Executry

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Please enter your full contact name
Please enter your full contact e-mail*

Sale or purchase of property

Full names (inc. middle names)
Address
E-mail
Telephone (Home)
Telephone (Mobile)
Do you want us to sell your house?
If you are selling, please let us know:
Current mortgage lender
Mortgage account number
Any other loans for your house
Lenders' account number
Existing loan amount (when it was taken out)
Do you wish us to purchase a house for you?
Address of property (if known)
Asking price
Extras included: All extras mentioned on sale particulars
Any additional items
Selling solicitors
Address
Telephone/Fax

Remortgage or transfer of title

Present owner(s)
Clients full names (inc. middle names)
Current address
E-mail
Telephone (Home)
Telephone (Mobile)
New owner(s) (if different)
Clients full names (inc. middle names)
Current address
E-mail
Telephone (Home)
Telephone (Mobile)
Current building society/bank
Current mortgage account number
Existing loan amount (when it was taken out)
New mortgage lender
Address/Telephone of lender
Address/Telephone of financial adviser

Wills

Your full name
Your full address
Your telephone number
Who is to be your executor (That is to engather and distribute your estate) Full name
Full address
Alternative executor- full name
Full address
Do you want to make specific requests of money or items to particular people. If yes please list their full names and addresses and the items you wish to give
Who do you wish the remainder of your estate to go to? Please give full names and addresses. If more than one person is the split to be equal or in some other proportion
If any of the people to get the remainder die before you, do you wish their share to 1) go their children; or 2) be shared amongst the other named beneficiaries; or 3) go to some one else. If so, who?
Do you wish to make requests about your funeral arrangements? Do you have a specific funeral insurance policy?
Do you wish to keep your will or should we keep in safe keeping?
What age are children to inherit?
Do you wish to nominate a specific person to be guardian to your children? If so, please give their full name and address

Executries

Full name of deceased
Address
Date of death
Did the deceased leave a will?
If no will, name of proposed executor
and his/her address
Did the deceased own his/her house? If so where are the title deeds located?

Please supply the following papers/information;

1. The original will
2. Death certificate
3. Details of all assets owned by the deceased at the time of his death eg. bank passbooks, share certificates, premium bonds, savings certificates, investment certificates