Basic information required is your full name (including any other names you are known by) your occupation and address; who you would like to appoint as your executor – the person who steps into your shoes when you are no longer here; if you have children – who you appoint as guardian for them; any specific gifts for example donations to a charity, family heirlooms, jewellery etc; and who you would like to inherit your estate. We will ask for the full name, address and occupation of the person or people you are appointing as your executor and the full names and ages of your children.
If you own a house with your spouse, partner or significant other as joint tenants the house will automatically transfer to the survivor without needing Probate of your will. If that house is owned as tenants in common – most often half shares each – then you will leave a life interest to your spouse, partner or significant other. That life interest can be for the remainder of the life of that person, or can have a time limit for example 2, 5, 10 years.