We are unable to progress your transaction until this Form is
returned. The information provided will help guide our advice to you.Please use BLOCK CAPITALS
throughout.
Please complete in block capitals and ensure that your FULL names and
addresses and other details are entered and spelled correctly. PLEASE
SEND THIS FORM BACK TO US WHEN YOU’VE COMPLETED IT
BEFORE YOUR APPOINTMENT TO MAKE YOUR WILL (by post, fax, email). Our Direct Line: 0207 183 0084 Our Direct Fax: 0845 163 4208
E-Mail: wills@olaleslie.com
SECTION 1 - YOUR DETAILS
First Client
(Please complete your full name here as these details will be used to draft legal documents)
Second Client (if applicable)
(Please complete your full name here as these details will be used to draft legal documents)
SECTION 2 - YOUR BRIDGING LOAN
SECTION 2 - YOUR FREEHOLD PURCHASE/ LEASE EXTENSION
SECTION 2 - YOUR REMORTGAGE
SECTION 2 - YOUR SALE (Go to next section if you are purchasing only)
SECTION 2 - PROPERTY DETAILS
SECTION 3 - SENDING YOU MONEY
For security reasons, we prefer to remit monies due to you direct to your bank account. Please confirm your nominated account details for us to send funds to
you. Our preference is for joint clients to receive funds to a joint account where possible. The account cannot be in the name of a third party and cannot be
overseas.
SECTION 4 - YOUR PURCHASE (Ignore this section if not applicable)
SECTION 4 - NEGOTIATING VALUE
SECTION 4 - DETAILS OF THE TRANSFER
SECTION 5 - PAYMENT ON ACCOUNT OF TITLE INFORMATION AND SEARCHES
A payment on account is needed from you for the title information and searches we will be ordering on your transaction in accordance with our initial letter to you.
We are unable to accept payment from a third party. Please either attach your cheque made payable to "Ola Leslie" for the amount requested in our covering
letter. Alternatively complete the debit/credit card request below and we will then e-mail you an online invoice so you can pay securely online. You can also
make a direct payment to our account via your bank. Unless you instruct otherwise Receipt of your advance will be taken as your instruction to undertake the
searches as soon as possible
SECTION 6 - OCCUPIERS
Please give the names of any person over 17 years of age who will live with you in your new home not listed in Section 1.
SECTION 7 - SPECIAL CIRCUMSTANCES
SECTION 8 - DECLARATION AND AGREEMENT
I/We confirm that the information given in this Instruction Form is correct to the best of my / our knowledge.
I/We instruct Ola Leslie to carry out legal services on my/our behalf in accordance with their Terms and Conditions which I/we have received.
I/We authorise Ola Leslie to obtain my/our property title deeds (sale only).
I/we authorise Ola Leslie to act as our agent for completing and submitting a Stamp Duty Land Tax return to HM Revenue and Customs (purchase only).
I/We certify that the balance of purchase monies will be provided from our own funds unless we specifically instruct otherwise (purchase only).
Where a property is to be held jointly, we the undersigned agree and authorise Ola Leslie to accept and act on the instructions from any joint owners of the property and we agree to be bound by those
instructions.
By signing and returning this Instruction Form I/We authorise you you to start work on our behalf straight away thereby waiving the cancellation provisions of the Consumer Protection Regulations 2000
(Distance Selling)
PART A - General
CLIENT 1
CLIENT 1
CLIENT 2
Surname (Incl. Title):
First names (Incl. All Middle Names):
Address Line 1:
Address Line 2:
Address Line 3:
Town:
Postcode:
Postcode:
Work Telephone No:
Mobile Telephone No:
Fax No:
E-mail Address:
Date of Birth:
Occupation:
National Insurance No
Are you an existing Client?
Were you recommended by anyone?
If you answered NO to the above or if it is relevant, please complete the following.
I am using Ola Leslie as a result of:
Have you made a Will? If so, where is it held?
Please read through the details on the accompanying document which sets out the levels of will writing service and prices we can offer and select your desired level.
PART B - Executors
Do you wish your Wife/Husband to be sole Executor?
Do you wish to appoint Ola Leslie as Executor?
In any event, do you wish Ola Leslie to deal with your estate?
Please give details if the above does not apply or if you wish to appoint additional executors
(where there are children under 18, two executors must be named)
PART C – Guardians
ARE GUARDIANS REQUIRED? Please note that the guardian is usually the person with whom the children will live and
who will make decisions with regard to education and medical treatment, therefore it is difficult to appoint two people unless
they are a married couple although any person can be named as an alternative. You can appoint a guardian if you have
parental responsibility for a child.
PART D – Children's Details
PART E – Legacies (individual gifts of money and/or property)
PART F – House(s) And/Or Land
PROPERTY DESCRIPTION 1:
Please give details of what you wish to happen to the property (i. e. do you wish to leave this to a specific person or
do you wish it to be part of the residue of your estate in part G below?)
PROPERTY DESCRIPTION 1:
Please give details of what you wish to happen to the property (i. e. do you wish to leave this to a specific person or
do you wish it to be part of the residue of your estate in part G below?)
PART G – Residue Of Your EstateM
(What's left of your Estate after specified Gifts have been made)
If “YES” are they to benefit equally? If not, please show below the proportions you wish them to benefit:
If no children, please state below the names and addresses of person(s) to benefit and proportions to receive:
If you and all your children die before you have any grandchildren, or there are no surviving grandchildren (e.g.
in an accident), who do you wish to inherit your estate? Please provide the names and addresses of such
beneficiaries below.
If a charity please give correct name/title and state whether your bequest is for a specific purposes or
for general charitable purpose of the charity.
PART H – Funeral Arrangements
CLIENT 1
CLIENT 1
CLIENT 2
Do you carry a Donor Card?
Do you wish any of your organs to be donated for other people?
Do you wish any of your organs to be donated for other people?
Do you wish a church service
PART I - Asset Details
CLIENT 1
CLIENT 1
CLIENT 2
House 1
House 2
Car(s)
National Savings
Stocks & Shares
Bank
Building Societies
Pensions/Insurance Policies
Household contents
Jewellery
Any other assets
(e.g.business interests)
Total Assets
Liabilities
CLIENT 1
CLIENT 2
Mortgage 1
Mortgage 2
Loans/HP arrangements
Credit card debts
Any other debts
Total Liabilities
Total Assets
Total Liabilities
Current value of your Estate
Additional information affecting your estate
Have you made any single gifts
over the value of £3,000 in the last
7 years?
If YES, give details
We are required by law to get satisfactory evidence of the
identity of clients and sometimes people related to them. This is because solicitors who deal with money and property on behalf of their client can be used by criminals wanting to
launder money.
There are a number of ways to verify your identity and
depending on the nature of your transaction we may ask to
see original documents, perform electronic checks based on
the information in this form or a combination of both.
Client Information
Please note that each clientshould complete a separate form.
Source of Funds
If you will be submitting funds to us from your
own account, please tick the appropriate box
below. If funds may be provided by any other
person or legal entity on your behalf, we shall
need a full explanation as to the source of those
funds in the space left below or as the matter
proceeds as and when we receive those funds.
