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1. Client Details
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Indicates required field
Full Name (Given & Last names)
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Phone
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Email
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Profession
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Detail your profession or write: NOT WORKING or RETIRED which ever best suits your situation.
UK ADDRESS
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SPANISH ADDRESS
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Passport Number
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Passport Expiry
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Passport Image Upload
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Max file size: 20MB
Please attach a scanned PDF copy of your passport. Max file size 20MB. Adjunte una PDF de su pasaporte, máximo 20 MB.
Only attach JPEG or PDF, please DO NOT attach a ZIP file!
National Insurance No. (UK Nationals)
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This is required by Spanish Banks as the ID number does not expire, unlike your passport number.
NIE (if issued)
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DNI (Spanish Nationals)
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2. Personal Details / Dates Personales
Sex
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Male / Hombre
Female / Mujer
Date of Birth
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dd/mm/yyyy - dd/mm/aaaa
Place of Birth
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Country of Birth
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Nationality
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Father's Full Name
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Father's Status
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Alive
Deceased
Mother's Full Name
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Mother's Status
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Alive
Deceased
3. Marriage Details / Datos del matrimonio
Marital Status
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Single - Soltero/a
Married - Casado/a
Widower - Viudo/a
Divorced - Divorciado/a
Separated - Seperado/a
Spouse's Full Name
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Date of Marriage
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Place of Marriage
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Country of residence after marriage?
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Did you make a prenuptial agreement?
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Yes
No
Previous Marital Status
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If not applicable write NONE, otherwise detail the NUMBER of previous marriages / civil partnerships.
Previous Marital Details
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If not applicable write: NONE otherwise detail the DATE, SPOUSE FULL NAME, DATE ENDED & STATUS (eg Divorced, Separated, Widowed). Each one on a new line.
4. Children & Dependents
Child Name, Age & Spouse
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If not applicable write NONE, otherwise write CHILD FULL NAME, AGE & SPOUSE FULL NAME. Also for each child detail both parents names in brackets.
Dependent's Name & Relationship
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5. Spanish Will Options
Do you have Spanish assets?
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Yes
No
Do you have property, vehicles, finances or other assets?
Spanish Assets
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If not applicable write N/A, otherwise detail each ASSET on a new line.
Please note: For each beneficiary of Spanish Gifts and Legacy, we require their name and date of birth.
Spanish Gifts & Legacy
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If not applicable write N/A, otherwise detail the FULL NAME plus DOB and SPANISH GIFT or LEGACY
Spanish Residuary Gifts
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If not applicable write N/A, otherwise detail FULL NAME & % of estate after specific gifts & expenses.
Spanish Replacement Beneficary
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If not applicable leave blank, otherwise should a beneficary die before you detail FULL NAME of a replacement (e.g. grandchildren)
Spanish Will Other Comments
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6. En
glish Will Options
DO YOU HAVE AN ENGLISH WILL?
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Yes
No
ENGLISH WILL UPLOAD
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Max file size: 20MB
If you have an English Will please upload a copy as PDF (max. 20Mb)
Only attach JPEG or PDF, please DO NOT attach a ZIP file!
Do you have UK assets?
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Yes
No
Do you own a property, vehicles, finances or other assets in the UK?
English Assets
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If not applicable leave blank, otherwise detail each ASSET on a new line.
Please note: For each beneficiary of English Gifts and Legacy, we require their name and date of birth.
English Gifts & Legacy
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If not applicable write N/A, otherwise detail the FULL NAME plus DOB and SPECIFIC GIFT or LEGACY
English Residuary Gifts
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If not applicable write N/A, otherwise detail the FULL NAME plus DOB and RESIDUARY GIFT
English Replacement Beneficiary
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Executor #1
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FULL NAME and ADDRESS. May also be a beneficiary.
Executor #2
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FULL NAME and ADDRESS. May also be a beneficiary.
Replacement Executor
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FULL NAME and ADDRESS. May also be a beneficiary.
English Will Other Comment
*
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