Musicians' Union Members
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Information
Is a ‘simple will’ right for you?
This online questionnaire is designed to create a simple and straightforward will. A simple will is suitable where your financial and family circumstances are straightforward. Typically, this means:
This online questionnaire is designed to create a simple and straightforward will. A simple will is suitable where your financial and family circumstances are straightforward. Typically, this means:
- You are leaving your entire estate to one person (such as a spouse or partner), or
- You are leaving everything equally to your children, with substitute provisions if one of them passes away before you, or
- You do not have overseas property, business interests, complex trusts, or tax planning concerns.
When your estate is not simple
The moment your estate becomes more complex, your will needs careful, more detailed drafting. These situations can’t be safely covered by a basic simple will. Errors or omissions can lead to disputes, unnecessary tax liabilities, or even your will being declared invalid.
If any of the following apply then the free “simple will” service is not to be used:
The moment your estate becomes more complex, your will needs careful, more detailed drafting. These situations can’t be safely covered by a basic simple will. Errors or omissions can lead to disputes, unnecessary tax liabilities, or even your will being declared invalid.
If any of the following apply then the free “simple will” service is not to be used:
- You are cohabiting / married and have children from a previous relationship
- You want to provide for a disabled / vulnerable beneficiary
- You own a property jointly and you do not want the co-owner to inherit your share of the property
- You have an estate valued over £325,000 for a single person or £650,000 for a married couple
- You are including more than 5 beneficiaries who are not your children
- You have property overseas
- You wish to include a life interest or discretionary trust in your will
- You own an interest in a business
If you don’t meet the simple will criteria, we can still help — and you can receive a 10% discount on our wills and estates services as part of your Musicians' Union membership. Please contact us at info@morrishsolicitors.com for more information.
Identification
In order that we can comply with the Money Laundering Regulations, we are required to obtain identification from all clients.
Please upload an electronic copy of one document from Category A below (which needs to be valid and current), and one from Category B (which needs to be less than 3 months old and includes your name and current address). These need to be clear, legible and full (not part copy) copies or photographs.
In order that we can comply with the Money Laundering Regulations, we are required to obtain identification from all clients.
Please upload an electronic copy of one document from Category A below (which needs to be valid and current), and one from Category B (which needs to be less than 3 months old and includes your name and current address). These need to be clear, legible and full (not part copy) copies or photographs.
Category A (which needs to be valid and current):
- UK/ EU Photocard Driving Licence;
- HM Forces ID card with photo;
- Signed UK/EU/foreign passport or National ID card;
- Firearms certificate;
- For those without a valid, current driving licence or passport, a valid current photocard bus pass or disabled ‘blue badge’.
Category B (which needs to be less than 3 months old and includes your name and current address):
- DWP/HMRC communication;
- Bank/Building Society/Credit Card/Mortgage Statement;
- Utility bill (but not mobile phone bill);
- Council Tax bill, letter or statement for current year.
Please note that we cannot proceed with drafting the will without these, so make sure you have them before completing this form. If you are creating a mirror will for your spouse/partner, we will also require ID for them as well. If you have any difficulties in providing any of these documents do not hesitate to contact the person handling your matter.
Politically Exposed People
We are required to ask you whether you are "politically exposed" or if you are related to or associated with such a person. Click here to find out what this means.