1. a) Full Name
1. b) Email Address
1. c) Phone Number
1. d) Date of Birth
1. e) Male or Female
1. f) Address and Post Code
1. g) Do you own or rent this property?
2. a) Do you have a Will in place?
We might just need to
update it with a codicil.
2. b) Do you live in the UK?
This may require Tax consideration if you are not domiciled in the UK.
2. c) Where are your assets located in the world?
We need to know which
jurisdictions apply when making your Will.
2. d) Which Madhab do you follow?
In certain cases this
will affect the order
of inheritors and
the amounts.
2. e) Does your estate exceed £325,000?
You may need additional tax advice which we will recommend to you when we speak with you.
3. a) Do you have a Civil Marriage, Islamic Marriage or both?
You may be eligible for inheritance savings dependent on the status of your marriage in the UK.
3. b) What is the name of your spouse(s)?
Please advise of all
spouses if more than 1.
3. c) How many children do you have?
Please advise them from eldest to youngest, male or female.
3. d) Please state the full name of your children, their age and are they male or female?
3. e) Do you have any grandchildren?
Please advise them from eldest to youngest, male or female.
3. g) If alive, please state if they are from your mother or fathers side.
3. h) How many siblings do you have?
Please advise them from
eldest to youngest, male
or female.
3. i) Do you have any half-siblings?
Please advise them from
eldest to youngest, male
or female.
3. j) Who are your Executors?
We recommend you list a minimum of two and a backup executor. Please advise their full name, address, email. Please note they will not be contacted. Please note that a member of Darul Arqam Educational Trust will be acting as executor and trustee.
3. l) If you have children, who are your Legal Guardian(s)?
We recommend you list a minimum of two. Please advise their full name, address, email. Please note they will not be contacted. If you pass away and your children are under 18 years old and without appointed legal guardians they may be sent to social services.
4. a) Please list all the property you own.
The full address will
help your Executors
and Trustees perform
their duties.
4. b) Please list any bank/ISA’s/ savings/investment accounts you have.
By listing these in the Will,
it will help your Executors
and Trustees perform
their duties without
having to search for
these details in difficult
times. We recommend
you list them as follows:
HSBC, Personal Debit
Account, Sort Code 12 34
56 and Account Number
1234 5678
4. c) Please list any Digital Investment or Assets you own.
By listing these in the Will,
it will help your Executors
and Trustees perform
their duties without
having to search for
these details in difficult
times. We recommend
you list them as follows:
HSBC, Personal Debit
Account, Sort Code 12 34
56 and Account Number
1234 5678
4. d) Please advise of any life insurance policies you have.
Please provide the
provider, address,
policy number.
4. e) Please advise of any Pensions (private or state pensions)
Please provide the
provider, address,
reference number.
4. f) Do you own any livestock, storage containers, gold or silver?
Please list the amount
and its approximate
worth.
5. a) Do you wish to gift a specific item or asset to a particular person or beneficiary?
You may need to seek
tax advice before this
can be put in action. We
will advise you further.
5. b) How much do you intend to donate to Darul Arqam Educational Trust?
Remember, you can
donate up to one third of your
estate and you can save
overall inheritance tax
when choosing to
donate to a charity.
5. c) Will you be leaving a specific gift? A pecuniary gift or an index gift?
A specific gift is a specific item you wish to give. A pecuniary gift is an amount (£) where desired use can also be specified. An index gifts value is adjustable for inflation, so that its real value stays consistent over time.
5. d) Do you intend to donate to another charity in addition to Darul Arqam?
Please let us know if you
intend to donate to
other charities.
6. a) What debts do you have?
Please list any tenancies,
loans (commercial or
private), mortgages,
repayment plans,
student loans and family
loans in as much detail
as possible.
7. a) How much do you think the value of your overall estate is?
We need to know if
you would benefit
from tax advice.
7. b) Do you have a Tax advisor or an Accountant?
If you don’t have one,
we can refer you to one.
8. a) Is there anything which is of utmost importance to you whilst making this Will?
Speed, timing, deadline.
8. b) Is this Will being made as a matter of urgency?
Sometimes, we need
to act extremely fast.
Please let us know if
this is the case
8. c) Do you wish your body to be buried in the UK or abroad?
If you pass away abroad
you may wish to buried
back home or elsewhere.
8. d) Do you wish to be buried in a casket or without?
You may be restricted in
doing this according to
local council regulations.
8. e) Do you want your Executors to obtain professional tax advice to minimise any tax due on your estate?
We recommend that
you say yes so that any
tax can be minimised,
leaving more for your
beneficiaries.
8. f) Do you wish to leave a specific message for your loved ones. Our Will gives you the option of having these communicated to certain individuals.
We recommend that
you share something
with your families as
often this is a difficult
grieving process
9. a) House(s) and other property
Is this UK property?
9. b) Current Accounts
Are the sole or joint?
9. c) Savings Accounts
Are they sole or joint?
9. d) Life Insurance & Pensions
Who carries the benefit?
9. e) Stocks, Shares, Investments, Bonds etc.
Are they digital
investment providers?
9. f) Car(s) or other vehicles
Are they on finance?
9. g) Jewellery
What is the approximate
value?
9. h) Furniture & other household fittings
Do you have anything in
storage?
9. i) Artwork or Memorabilia
Is this owned or leased?
9. j) Other:
10. a) Mortgage(s) or Islamic Finance
Please provide the
finance provider
10. b) Loan(s)
Is this a private loan?
10. c) Overdraft(s)
10. d) Credit Card(s)
10. e) Other:
11. a) Total Assets-Total Liabilities
Deduct your liabilities
from your assets
11. b) If you have children, who are your Legal Guardian(s)?
We recommend you
list a minimum of two.
Please advise their full
name, address, email.
Please note they will not
be contacted.
Send
