Complete this first questionnaire for you onlyAfter you submit this one, we'll email you a link for your partner to complete their own questionnaire.
Gifts to your spouse or civil partner and children In Scotland a spouse or civil partner is entitled to half of your net moveable estate if there are no children or a third if there are children.
Children are entitled to half of your net moveable estate if there is no surviving spouse or a third if there is a surviving spouse.
'Moveable estate' means bank accounts, shareholdings, cars, personal belongings but not a house, flat or land.
You can leave property, items or money to a beneficiary. Anything you don't specify here will be dealt with in the next step where you can define how the rest of your estate is shared.
How is your estate shared? When you pass away your funeral expenses and any debts are paid out of your estate first. Any gifts you left in the previous step are distributed next. Choose now how the remainder of your estate will be shared amongst your beneficiaries.
What is an executor? After you die, your executors are in charge of administrating your estate. It typically involves dealing with probate, sorting your finances, tax and the distribution of your assets in accordance with your will.
Who to appoint? We recommend selecting Properwills and the 1-2 persons you trust the most. Typically any partner, adult children or relatives. If you add us, we'll only step in if your executors can't act or need support. See us as a backup for peace of mind.
Your digital assetsYou can decide what should happen to your devices, online accounts, pictures and other digital assets. You can allow your executors to take care of these. If you do we recommend you leave specific instructions in a separate letter.
We will print and post your will to:
We have received your questionnaire, expect to hear from us in 1-3 days. A confirmation email is on its way.