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You can calculate the approximate value of your estate using the table below:

 

Assets Joint Spouse 1 Spouse 2

Property

£ £ £

*Life Assurance

£ £ £

PEP’s

£ £ £

Tessas

£ £ £

ISA’s

£ £ £

*Pensions/Death in Service

£ £ £

National Savings

£ £ £

Shares

£ £ £

Unit trusts/ inv bond

£ £ £

Business Assets

£ £ £

Banks/ B.Soc.

£ £ £

Other; Chattels etc

£ £ £

Cars

£ £ £
Total Value of Assets £ £ £
       
Liabilities Joint Spouse 1 Spouse 2

Mortgage

£ £ £

Loans

£ £ £

Other (credit cards etc)

£ £ £

Funeral Expenses

£ £ £
Total Value of Liabilities £ £ £
 
TOTAL VALUE OF ESTATE £ £ £
VALUE OF COMBINED ESTATE £

PLEASE NOTE : none of the above information is retained by Family Wills - information is deleted when you leave the site.

* proceeds from any life assurance policies and pensions where there isn't a named beneficiary or the plans are not written in trust

 

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