💡 If you live at the same address, you can leave this the same.
💑
What is your relationship status?
This will be stated in both wills
💒
Married
🤝
Civil Partners
📅
When will the wills be signed?
The date each will becomes effective
💡 Both wills are typically signed on the same day.
⚖️
Who will be the executors?
The person responsible for administering each will
💡 In mirror wills, you typically name each other as the primary executor.
🔄
Who will be the substitute executors?
If both of you pass away together
👨👩👧👦
Do you have children under 18?
If so, you should appoint guardians
✅
Yes
❌
No
💡 Guardians will care for your children if both parents pass away.
🛡️
Who should be the guardians?
They will care for your children if both parents pass away
🎁
Who inherits everything?
The primary beneficiary of each will
💡 In mirror wills, the surviving spouse/partner typically inherits everything.
💑
Surviving Spouse/Partner
👶
Children Equally
📋
Other
⏳
Survivorship period?
How long must the survivor outlive the deceased to inherit?
📅
28 Days (Standard)
📆
30 Days
🗓️
60 Days
💡 This prevents estates passing twice if both die close together. 28 days is standard.
🔀
Who inherits if you both pass away?
The alternate beneficiaries (fully customizable)
💡 Tip: Edit this text to name specific people, exclude children, give unequal shares, or name charities
💎
Any specific gifts or legacies?
Items or cash amounts to specific people
✅
Yes
❌
No
💡 Specific gifts are given before the rest of your estate is distributed.
📝
List your specific gifts
Items or cash amounts to specific people
🎓
Do you want to leave money in trust for any children?
Money held until they reach certain ages (18, 21, 25, 30, etc.)
✅
Yes
❌
No
👶
Enter child trust details
You can add multiple children - use the format shown
Leave blank if you selected 'No' in the previous question
🏦
How should trustees invest the trust funds?
Choose the investment approach for child trust funds
🏦
Bank Accounts Only Safe, FSCS-protected, no risk
📈
Full Investment Powers Stocks, bonds, property - higher growth potential
🔑
Can trustees release money early for emergencies?
E.g., university fees, medical bills, first home deposit
✅
Yes - Allow Discretion Flexible and practical
❌
No - Strict Ages Only Rigid schedule
🏠
Do you want to include a Property Protection Trust?
Protects your share of the family home for your children — your spouse can continue living there for life
⚠️ Important: Your property must be held as tenants in common, not joint tenants. Check your Land Registry title. If you need to sever a joint tenancy, our Declaration of Trust template can help.
✅
Yes
❌
No
📍
Property details for the trust
The property address and your share to be placed in trust
½
50% Standard for tenants in common
📝
Other Share Specify in additional provisions
👨👩👧👦
Who inherits the property and who manages the trust?
The beneficiaries who ultimately receive your share, and the trustees who manage it
⚙️
Trust powers and conditions
What powers do the trustees have, and what happens on remarriage?
✅
Yes — Allow Sale e.g., if the life tenant needs to downsize
🔒
No — Retain Property Property must not be sold
💍
No — Continues Regardless Life interest unaffected by remarriage
⛔
Yes — Ends on Remarriage Property passes to beneficiaries
🕊️
Funeral wishes for the first person?
Optional - these are non-binding expressions of your wishes
🕊️
Funeral wishes for the second person?
Optional - these are non-binding expressions of your wishes
🐾
Any pet care provisions?
Optional - arrangements for your pets
💻
Any digital assets provisions?
Optional - instructions for online accounts and digital property