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Property & Tenancy

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Tenancy Agreement (AST) £49

Assured Shorthold Tenancy — Renters Rights Act 2025 compliant

⏱ Your 48-hour turnaround starts when we have received your completed form, full payment and all required documents. Please check your spam and junk folder for our emails.

🔒 Privacy guaranteed. Your information is used only to prepare your document. We take your privacy seriously and will never sell your data. See our Privacy Policy.

Your Details

First name *

Last name *

Email address *

Your completed document will be sent to this email. Use your own email address only.

Phone number

Optional — only used if we need to clarify information

Your address *

Include full postcode

Landlord Details

Landlord full legal name *

Landlord address *

Landlord type *

Property Details

Full address of the rental property *

Property type *

Furnished status *

Tenancy Details

Tenancy start date *

Monthly rent amount £ *

Enter numbers only e.g. 950

Day of month rent is due *

Deposit amount £ *

Deposit protection scheme *

Tenant Details

Add details for up to 4 tenants. All tenants who will sign the agreement must be listed.

Tenant 1 full name *

Tenant 1 date of birth *

Tenant 2 full name

Tenant 3 full name

Tenant 4 full name

Guarantor

Is there a guarantor? * Yes No

Guarantor full name

Guarantor address

Additional Terms

Are pets allowed? * Yes No Yes with landlord consent

Is smoking allowed? * Yes No

Who pays council tax? *

Who pays utilities? *

Any additional terms or special conditions

⚠️ This tenancy agreement is fully compliant with the Renters' Rights Act 2025. Section 21 no-fault evictions have been abolished. All new tenancies are periodic from day one.

I confirm I have read and agree to the Terms of Service. I am placing this order on my own behalf. I am not using this service on behalf of another person. I understand documents will be sent to the email address I provide and that Kent Online Legal Document Service is not a law firm and does not provide legal advice.

Questions before ordering? Email us at hello@kentonlinedocumentservice.co.uk

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Tenancy Agreement (HMO) £69

House in Multiple Occupation tenancy agreement

⏱ Your 48-hour turnaround starts when we have received your completed form, full payment and all required documents. Please check your spam and junk folder for our emails.

🔒 Privacy guaranteed. Your information is used only to prepare your document. We take your privacy seriously and will never sell your data. See our Privacy Policy.

Your Details

First name *

Last name *

Email address *

Your completed document will be sent to this email. Use your own email address only.

Phone number

Optional — only used if we need to clarify information

Your address *

Include full postcode

Landlord Details

Landlord full legal name *

Landlord address *

HMO licence number

If you have an HMO licence enter it here

Issuing local authority

Property Details

Full address of the HMO property *

Number of letting rooms *

Shared facilities *

Individual Room Being Let

Description of the room being let *

Areas the tenant has exclusive use of *

Tenancy Details

Tenancy start date *

Monthly rent for this room £ *

Day of month rent is due *

Deposit amount £ *

Deposit protection scheme *

Tenant Details

Tenant full name *

Tenant date of birth *

House Rules

Overnight guests policy *

Are pets allowed? * Yes No

Is smoking allowed? * Yes No

Quiet hours

Any additional terms

⚠️ HMO tenancy agreement compliant with the Renters' Rights Act 2025 and HMO licensing requirements.

I confirm I have read and agree to the Terms of Service. I am placing this order on my own behalf. I am not using this service on behalf of another person. I understand documents will be sent to the email address I provide and that Kent Online Legal Document Service is not a law firm and does not provide legal advice.

Questions before ordering? Email us at hello@kentonlinedocumentservice.co.uk

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Lodger Agreement £35

Professional lodger agreement

⏱ Your 48-hour turnaround starts when we have received your completed form, full payment and all required documents. Please check your spam and junk folder for our emails.

🔒 Privacy guaranteed. Your information is used only to prepare your document. We take your privacy seriously and will never sell your data. See our Privacy Policy.

Your Details

First name *

Last name *

Email address *

Your completed document will be sent to this email. Use your own email address only.

Phone number

Optional — only used if we need to clarify information

Your address *

Include full postcode

Homeowner Details

Homeowner full legal name *

Property address (where lodger will live) *

Will the homeowner be living at the property? * Yes — resident landlord No — non-resident landlord

Important: If the homeowner lives at the property this is a lodger agreement. If not, it may be a tenancy agreement instead.

Lodger Details

Lodger full name *

Lodger date of birth *

Room and Terms

Description of the room the lodger will occupy *

Shared areas the lodger may use *

Agreement start date *

Monthly rent £ *

Deposit amount £ *

Are meals included? * Yes No

Notice period *

House Rules

Are guests allowed to stay overnight? * Yes No With permission only

Are pets allowed? * Yes No

Is smoking allowed? * Yes No

Is parking included? * Yes No

Any additional terms or house rules

I confirm I have read and agree to the Terms of Service. I am placing this order on my own behalf. I am not using this service on behalf of another person. I understand documents will be sent to the email address I provide and that Kent Online Legal Document Service is not a law firm and does not provide legal advice.

Questions before ordering? Email us at hello@kentonlinedocumentservice.co.uk

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Eviction Notice (Section 8) £49

Section 8 notice — all grounds available

⏱ Your 48-hour turnaround starts when we have received your completed form, full payment and all required documents. Please check your spam and junk folder for our emails.

🔒 Privacy guaranteed. Your information is used only to prepare your document. We take your privacy seriously and will never sell your data. See our Privacy Policy.

Your Details

First name *

Last name *

Email address *

Your completed document will be sent to this email. Use your own email address only.

Phone number

Optional — only used if we need to clarify information

Your address *

Include full postcode

⚠️ Section 21 no-fault evictions have been abolished under the Renters' Rights Act 2025. Only Section 8 notices based on specific grounds are available.

Landlord Details

Landlord full legal name *

Landlord address *

Tenant and Property Details

Full names of all tenants *

Full address of the property *

Tenancy start date *

Monthly rent £ *

Grounds for Possession

Select all grounds that apply. You must have evidence to support each ground you select.

Ground 8 — Rent arrears of 2+ months (mandatory ground) * Yes No

Ground 10 — Some rent arrears (discretionary) * Yes No

Ground 11 — Persistent late payment of rent (discretionary) * Yes No

Ground 12 — Breach of tenancy agreement (discretionary) * Yes No

Ground 13 — Deterioration of property (discretionary) * Yes No

Ground 14 — Nuisance or annoyance (discretionary) * Yes No

Ground 17 — False statement induced tenancy (discretionary) * Yes No

If claiming rent arrears — total amount outstanding £

If claiming breach — describe the breach

Any additional information

⚠️ We strongly recommend you seek independent legal advice before serving a Section 8 notice. Incorrectly served notices may be invalid.

I confirm I have read and agree to the Terms of Service. I am placing this order on my own behalf. I am not using this service on behalf of another person. I understand documents will be sent to the email address I provide and that Kent Online Legal Document Service is not a law firm and does not provide legal advice.

Questions before ordering? Email us at hello@kentonlinedocumentservice.co.uk

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Declaration of Trust £79

Protect your share of jointly owned property

⏱ Your 48-hour turnaround starts when we have received your completed form, full payment and all required documents. Please check your spam and junk folder for our emails.

🔒 Privacy guaranteed. Your information is used only to prepare your document. We take your privacy seriously and will never sell your data. See our Privacy Policy.

Your Details

First name *

Last name *

Email address *

Your completed document will be sent to this email. Use your own email address only.

Phone number

Optional — only used if we need to clarify information

Your address *

Include full postcode

Property Details

Full address of the property *

Land Registry title number

Found on your title register — optional but helpful

Add Title Register Check +£10

We check how your property is owned at Land Registry — essential if you are not certain

If selected, you will be directed to pay for this separately after your main order.

Ownership Details

A Declaration of Trust sets out how property is owned between two or more people. It is most commonly used where owners have contributed different amounts.

Number of owners *

Owner 1 Details

Owner 1 first name *

Owner 1 last name *

Owner 1 address *

Owner 1 percentage share *

e.g. 50 for 50%

Owner 1 deposit contribution £ *

Owner 2 Details

Owner 2 first name *

Owner 2 last name *

Owner 2 address *

Owner 2 percentage share *

Owner 2 deposit contribution £ *

Owner 3 Details (if applicable)

Owner 3 full name

Owner 3 percentage share

Owner 4 Details (if applicable)

Owner 4 full name

Owner 4 percentage share

Mortgage Details

Is there a mortgage on the property? * Yes No

How is the mortgage split between owners?

e.g. 50/50 or specify percentages

Sale Provisions

What should happen when the property is sold? *

Can one owner buy out the other? If yes, on what terms?

Notice of Severance

A Declaration of Trust only works if the property is owned as tenants in common, not joint tenants. If you are currently joint tenants you need a Notice of Severance first.

How is the property currently owned? * Tenants in common — no Notice of Severance needed Joint tenants — I need to add a Notice of Severance Not sure — add a Title Register Check

Add Notice of Severance +£49

Required if you are currently joint tenants — changes ownership to tenants in common

If selected, you will be directed to pay for this separately after your main order.

Any additional terms or information

I confirm I have read and agree to the Terms of Service. I am placing this order on my own behalf. I am not using this service on behalf of another person. I understand documents will be sent to the email address I provide and that Kent Online Legal Document Service is not a law firm and does not provide legal advice.

Questions before ordering? Email us at hello@kentonlinedocumentservice.co.uk

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Notice of Severance £49

Change from joint tenants to tenants in common

⏱ Your 48-hour turnaround starts when we have received your completed form, full payment and all required documents. Please check your spam and junk folder for our emails.

🔒 Privacy guaranteed. Your information is used only to prepare your document. We take your privacy seriously and will never sell your data. See our Privacy Policy.

Your Details

First name *

Last name *

Email address *

Your completed document will be sent to this email. Use your own email address only.

Phone number

Optional — only used if we need to clarify information

Your address *

Include full postcode

Property Details

Full address of the property *

Land Registry title number

Joint Owner Details

A Notice of Severance converts ownership from joint tenants to tenants in common. All joint owners must be listed.

Owner 1 full name *

Owner 1 address *

Owner 2 full name *

Owner 2 address *

Owner 3 full name

Owner 4 full name

Ownership Shares

Have the owners agreed their shares? * Yes No — equal shares

If yes — specify each owner's share

Land Registry Registration

We strongly recommend you register your Notice of Severance with the Land Registry after it is prepared. This is outside the scope of our service but we will include guidance notes with your document. Until registered, the notice should be kept safely with your title deeds or will.

Any additional information

I confirm I have read and agree to the Terms of Service. I am placing this order on my own behalf. I am not using this service on behalf of another person. I understand documents will be sent to the email address I provide and that Kent Online Legal Document Service is not a law firm and does not provide legal advice.

Questions before ordering? Email us at hello@kentonlinedocumentservice.co.uk

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Title Register Check £10

Confirm how your property is owned at Land Registry

⏱ Your 48-hour turnaround starts when we have received your completed form, full payment and all required documents. Please check your spam and junk folder for our emails.

🔒 Privacy guaranteed. Your information is used only to prepare your document. We take your privacy seriously and will never sell your data. See our Privacy Policy.

Your Details

First name *

Last name *

Email address *

Your completed document will be sent to this email. Use your own email address only.

Phone number

Optional — only used if we need to clarify information

Your address *

Include full postcode

Property Details

Full address of the property *

Land Registry title number

If you have this it speeds up the search — found on mortgage offer or previous title documents

Why do you need this title check? *

Any additional information

I confirm I have read and agree to the Terms of Service. I am placing this order on my own behalf. I am not using this service on behalf of another person. I understand documents will be sent to the email address I provide and that Kent Online Legal Document Service is not a law firm and does not provide legal advice.

Questions before ordering? Email us at hello@kentonlinedocumentservice.co.uk

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Simple Will £49

Straightforward will with cash gifts and residuary estate

⏱ Your 48-hour turnaround starts when we have received your completed form, full payment and all required documents. Please check your spam and junk folder for our emails.

🔒 Privacy guaranteed. Your information is used only to prepare your document. We take your privacy seriously and will never sell your data. See our Privacy Policy.

Your Details

First name *

Last name *

Email address *

Your completed document will be sent to this email. Use your own email address only.

Phone number

Optional — only used if we need to clarify information

Your address *

Include full postcode

About You

Date of birth *

Marital status *

Do you have children? * Yes No

If yes — names and dates of birth of all children

Do you have stepchildren or children you have treated as your own? Yes No

If yes — please provide their names

Do any of your children have children of their own? Yes No

Do you have any pets? Yes No

If yes, you may name a pet guardian in the additional information section at the end of this form.

Executors

Your executor is the person responsible for carrying out your will. Choose someone you trust — a spouse, adult child or close friend. They do not need to be a solicitor. You must appoint at least 1 executor. We recommend appointing at least 2 using this form (a primary and a substitute) in case one is unable or unwilling to act.

Primary executor full name *

Relationship to you *

Primary executor date of birth *

Primary executor address *

Substitute executor full name

In case your primary executor cannot act

Substitute executor date of birth

Substitute executor address

Guardians

If you have children under 18 you may appoint a guardian to care for them if both parents die. Your appointed guardian only takes effect if there is no surviving person with parental responsibility at the time of your death.

Who has parental responsibility? All mothers have parental responsibility. Fathers have parental responsibility if they are married to the mother at the time of birth, or are named on the birth certificate. Partners of the same sex both have parental responsibility if they are civil partners at the time of fertility treatment or donor insemination.

If your partner already has parental responsibility for your children, there is no need to appoint them as guardian — they will automatically continue to care for the children. Choose a guardian for the scenario where both of you have died.

to care for them if both parents die. This is particularly important for single parents.

Do you want to appoint a guardian for children under 18? * Yes No Not applicable — no children under 18

You can appoint 1 or 2 guardians. We recommend appointing at least 1 substitute in case your first choice is unable or unwilling to act.

Guardian 1 full name

Guardian 1 date of birth

Guardian 1 address

Guardian 2 full name (optional substitute)

Guardian 2 date of birth

Guardian 2 address

Your Estate Value

Inheritance Tax (IHT) — Key Information

Situation	IHT Position
Single person — estate under £325,000	No IHT
Single — home left to children, estate under £500,000	No IHT (NRB + RNRB)
Married couple — combined estate under £1,000,000	Potentially no IHT
Estate above thresholds	IHT at 40% on excess — seek advice

Also important to know:
• Lifetime gifts: Gifts made within 7 years of death may still attract IHT. Making significant lifetime gifts can affect your IHT position. Seek independent advice before making large gifts.
• Life insurance: Life insurance does NOT usually form part of your estate if you have nominated a beneficiary directly with your provider. Contact your provider to check and update your nomination. If no nomination is in place, the payout may form part of your estate. You cannot gift life insurance in your will — it passes to your nominated beneficiary.
• Pensions: Pensions do not currently form part of your estate if you have nominated a beneficiary. However from April 2027 unused pension funds are expected to form part of your estate for IHT purposes. You cannot gift a pension in your will — it passes to your nominated beneficiary or forms part of your estate if no nomination is in place. Contact your pension provider to check your nomination.

Kent Online Legal Document Service does not provide tax advice. If your estate may be subject to IHT please seek independent advice from a qualified accountant or financial adviser before or in conjunction with preparing your will.

What is the approximate total value of your estate? *

Include property, savings, investments, pension (note: pensions may be subject to IHT from April 2027), business interests and personal possessions. An estimate is fine.

Cash Gifts

Important — Inheritance Tax (IHT): The current IHT threshold is £325,000 per person (nil rate band). Estates above this threshold may be subject to IHT at 40% on the excess. If you are married or in a civil partnership, unused allowance can transfer to your surviving spouse. We do not provide tax advice. If your estate may be subject to IHT please seek independent tax advice from a qualified accountant before or in conjunction with preparing your will. We can refer you to an independent financial adviser if needed.

You can leave specific cash gifts to named individuals. These are paid from your estate before your residuary estate is distributed. Note: if there is insufficient cash in your estate, gifts may be reduced or fail (this is called abatement). You should seek tax advice if any gift may be subject to IHT or if you wish the gift to be free of IHT.

Do you want to leave any specific cash gifts? * Yes No

Gift 1 — recipient full name

Gift 1 — relationship to you

Gift 1 — amount £

Gift 1 — free of IHT? Yes — free of IHT (estate pays tax if applicable) No — recipient pays any IHT applicable I need tax advice on this — please refer me to your financial advisor

If this recipient dies before you — what should happen to the gift?

Gift 2 — recipient full name

Gift 2 — amount £

Gift 3 — recipient full name

Gift 3 — amount £

Personal Possessions

You can leave specific personal possessions to named individuals. Note: you cannot gift property or a business in a Simple Will. For property gifts or business gifts use our Complex Will service.

Do you want to leave any specific personal possessions? * Yes No

Item 1 — description

Item 1 — recipient full name

Item 2 — description

Item 2 — recipient

Item 3 — description

Item 3 — recipient

Property

Property ownership explained:
Solely owned: Property forms part of your estate and passes under your will.
Joint tenants: Your share passes automatically to the surviving owner by survivorship — it does NOT form part of your estate regardless of your will.
Tenants in common: Your share forms part of your estate and passes under your will.
If you are not sure how your property is owned, add a Title Register Check (£10).

Do you own property? * Yes No

If yes — how is the property owned?

Joint tenants: your share passes automatically to the surviving owner and cannot be gifted in your will. If you want your share to form part of your estate instead, add a Notice of Severance.

If tenants in common or solely owned — do you want to specifically gift the property to someone? No — property falls into residuary estate Yes — I want to gift it to a specific person I want a property trust — use Complex Will service instead

If gifting property — recipient full name

If you know the property is tenants in common — upload your title register (optional)

📧 Please email your title register to hello@kentonlinedocumentservice.co.uk after payment quoting your order reference.

⚠️ You cannot gift a business or commercial property in a Simple Will. For gift of business or property trusts please use our Complex Will service.

Add Title Register Check — confirm how your property is owned +£10

Essential if you are not certain how your property is owned

If selected, you will be directed to pay for this separately after your main order.

Add Notice of Severance — change from joint tenants to tenants in common +£49

Required if joint tenants and you want your share to form part of your estate

If selected, you will be directed to pay for this separately after your main order.

Business Interests

We ask about business interests to ensure our Simple Will service is appropriate for you.

⚠️ We do not prepare Business Property Relief trusts. If you need advice on business succession or IHT relief for business assets please speak to your accountant and consider instructing a solicitor instead.

Do you own or have an interest in a business? * Yes No

If yes — type of business ownership

Do you own the business with other people? Yes No — solely owned

If you own a business with others, a Shareholders Agreement will usually override your will in relation to business shares. We strongly recommend reviewing your Shareholders Agreement before preparing your will. We can prepare a Shareholders Agreement for you — see our services.

What do you want to happen to your business interest?

If gifting — recipient full name

Do you want to include business powers for your executor? Yes No

Business powers allow your executor to carry on running a business for the benefit of the estate. Recommended if you own a business.

Residuary Estate

What is your residuary estate? Your residuary estate is everything you own that has not been specifically gifted in your will. It passes to your residuary beneficiaries in the percentages you specify.

✓ Typically included: Bank accounts, savings and ISAs · Stocks, shares and investments · Property you own solely · Your share of property owned as tenants in common · Personal possessions not specifically gifted · Other assets in your sole name

✗ Not included: Cash gifts already specified in your will · Personal possessions already gifted · Most pension plans (usually nominated separately) · Most life insurance policies (paid to nominated beneficiary) · Property owned as joint tenants (passes by survivorship) · Joint bank accounts

Please state shares as percentages — for example: John Smith (son) 50%, Jane Smith (daughter) 50% — all shares must add up to 100%.

Who are your residuary beneficiaries? *

If a residuary beneficiary dies before you — what should happen to their share? *

Substitute residuary beneficiary full name

Excluded Beneficiaries (Optional)

If you have deliberately chosen to leave someone out of your will — particularly a close family member — you may wish to record this. This can help support your will if it is ever challenged. This information will be included in a non-legally binding Letter of Wishes kept alongside your will, not in the will document itself.

Is there anyone you have specifically chosen to leave out? Yes No

If yes — who and briefly why

Funeral Wishes

Do you have any funeral wishes you would like recorded in your will?

Add-ons

Add Document Amendment Subscription — up to 2 amendments per year +£10

Must be purchased now. Unused amendments do not carry over. Renewal reminder sent 1 month before expiry.

If selected, you will be directed to pay for this separately after your main order.

Any other information or special instructions

Optional Add-Ons

You can add the following services to your order. After submitting this form you will be directed to pay for your will. You can then purchase any selected add-ons separately using the links provided.

Document Amendment Subscription +£10/year

Up to 2 amendments per year by email. Can be purchased at any time. Unused amendments do not carry over. Renews annually. Purchase here after submitting →

Title Register Check +£10

Confirm how your property is owned at Land Registry. Essential if you are not certain. Purchase here after submitting →

Notice of Severance +£49

Required if your property is currently owned as joint tenants and you want your share to form part of your estate. Purchase here after submitting →

I confirm I have read and agree to the Terms of Service. I am placing this order on my own behalf. I am not using this service on behalf of another person. I understand documents will be sent to the email address I provide and that Kent Online Legal Document Service is not a law firm and does not provide legal advice.

Questions before ordering? Email us at hello@kentonlinedocumentservice.co.uk

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Mirror Wills (Couple) £89

Two mirror wills for couples — best value

⏱ Your 48-hour turnaround starts when we have received your completed form, full payment and all required documents. Please check your spam and junk folder for our emails.

🔒 Privacy guaranteed. Your information is used only to prepare your document. We take your privacy seriously and will never sell your data. See our Privacy Policy.

Mirror wills are two separate wills for a couple with identical or very similar wishes — each leaving everything to the other first, then to the same final beneficiaries.

Person 1 Details

First name *

Last name *

Email address (Person 1) *

Documents will be sent to this email

Date of birth *

Address *

Relationship between you *

Person 2 Details

First name *

Last name *

Email address (Person 2) *

Date of birth *

Executors

Do you each want to appoint the other as primary executor? * Yes — we appoint each other No — we want separate executors

Substitute executor full name (in case primary cannot act) *

Substitute executor date of birth *

Substitute executor address *

Children

Do you have children together? * Yes No

Full names, dates of birth and addresses of all children *

You can appoint 1 or 2 guardians. In case both parents die.

Guardian 1 full name

Guardian 1 date of birth

Guardian 1 address

Guardian 2 full name (optional substitute)

Guardian 2 date of birth

Guardian 2 address

Your Estate Value

Inheritance Tax (IHT) — Key Information

Situation	IHT Position
Single person — estate under £325,000	No IHT
Single — home left to children, estate under £500,000	No IHT (NRB + RNRB)
Married couple — combined estate under £1,000,000	Potentially no IHT
Estate above thresholds	IHT at 40% on excess — seek advice

Also important to know:
• Lifetime gifts: Gifts made within 7 years of death may still attract IHT. Making significant lifetime gifts can affect your IHT position. Seek independent advice before making large gifts.
• Life insurance: Life insurance does NOT usually form part of your estate if you have nominated a beneficiary directly with your provider. Contact your provider to check and update your nomination. If no nomination is in place, the payout may form part of your estate. You cannot gift life insurance in your will — it passes to your nominated beneficiary.
• Pensions: Pensions do not currently form part of your estate if you have nominated a beneficiary. However from April 2027 unused pension funds are expected to form part of your estate for IHT purposes. You cannot gift a pension in your will — it passes to your nominated beneficiary or forms part of your estate if no nomination is in place. Contact your pension provider to check your nomination.

Kent Online Legal Document Service does not provide tax advice. If your estate may be subject to IHT please seek independent advice from a qualified accountant or financial adviser before or in conjunction with preparing your will.

What is the approximate total value of your estate? *

Include property, savings, investments, pension (note: pensions may be subject to IHT from April 2027), business interests and personal possessions. An estimate is fine.

Cash Gifts

Important — Inheritance Tax (IHT): The current IHT threshold is £325,000 per person (nil rate band). Estates above this threshold may be subject to IHT at 40% on the excess. If you are married or in a civil partnership, unused allowance can transfer to your surviving spouse. We do not provide tax advice. If your estate may be subject to IHT please seek independent tax advice from a qualified accountant before or in conjunction with preparing your will. We can refer you to an independent financial adviser if needed.

Do you want to leave any specific cash gifts? * Yes — same gifts in both wills Yes — different gifts in each will No

Gift details

Residuary Estate

What is your residuary estate? Your residuary estate is everything you own that has not been specifically gifted in your will. It passes to your residuary beneficiaries in the percentages you specify.

✓ Typically included: Bank accounts, savings and ISAs · Stocks, shares and investments · Property you own solely · Your share of property owned as tenants in common · Personal possessions not specifically gifted · Other assets in your sole name

✗ Not included: Cash gifts already specified in your will · Personal possessions already gifted · Most pension plans (usually nominated separately) · Most life insurance policies (paid to nominated beneficiary) · Property owned as joint tenants (passes by survivorship) · Joint bank accounts

Please state shares as percentages — for example: John Smith (son) 50%, Jane Smith (daughter) 50% — all shares must add up to 100%.

How should your residuary estate be structured? *

Final beneficiaries (after both have died) *

Property

Property ownership explained:
Solely owned: Property forms part of your estate and passes under your will.
Joint tenants: Your share passes automatically to the surviving owner by survivorship — it does NOT form part of your estate regardless of your will.
Tenants in common: Your share forms part of your estate and passes under your will.
If you are not sure how your property is owned, add a Title Register Check (£10).

Property address if applicable

How is the property owned?

Add Title Register Check +£10

Confirm how your property is owned

If selected, you will be directed to pay for this separately after your main order.

Add Notice of Severance +£49

Change from joint tenants to tenants in common

If selected, you will be directed to pay for this separately after your main order.

Business Interests

⚠️ We do not prepare Business Property Relief trusts. Please speak to your accountant if you own a business before ordering.

Do either of you have business interests? * Yes No

If yes — please provide details

Add-ons

Add Document Amendment Subscription — up to 2 amendments per year +£10

One subscription covers both wills. Must be purchased now.

If selected, you will be directed to pay for this separately after your main order.

Any additional information

I confirm I have read and agree to the Terms of Service. I am placing this order on my own behalf. I am not using this service on behalf of another person. I understand documents will be sent to the email address I provide and that Kent Online Legal Document Service is not a law firm and does not provide legal advice.

Questions before ordering? Email us at hello@kentonlinedocumentservice.co.uk

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Complex Will with Property Trust £98

Life interest / asset protection / right of occupation trust

⏱ Your 48-hour turnaround starts when we have received your completed form, full payment and all required documents. Please check your spam and junk folder for our emails.

🔒 Privacy guaranteed. Your information is used only to prepare your document. We take your privacy seriously and will never sell your data. See our Privacy Policy.

Your Details

First name *

Last name *

Email address *

Your completed document will be sent to this email. Use your own email address only.

Phone number

Optional — only used if we need to clarify information

Your address *

Include full postcode

About You

Date of birth *

Marital status *

Do you have children? * Yes No

Full names, dates of birth and addresses of all children *

Executors

Primary executor full name *

Relationship to you *

Primary executor date of birth *

Primary executor address *

Substitute executor full name

Substitute executor address

Guardians

Appoint a guardian for children under 18? * Yes No Not applicable

You can appoint 1 or 2 guardians. We recommend appointing at least 1 substitute in case your first choice is unable or unwilling to act.

Guardian 1 full name

Guardian 1 date of birth

Guardian 1 address

Guardian 2 full name (optional substitute)

Guardian 2 date of birth

Guardian 2 address

Your Estate Value

Inheritance Tax (IHT) — Key Information

Situation	IHT Position
Single person — estate under £325,000	No IHT
Single — home left to children, estate under £500,000	No IHT (NRB + RNRB)
Married couple — combined estate under £1,000,000	Potentially no IHT
Estate above thresholds	IHT at 40% on excess — seek advice

Also important to know:
• Lifetime gifts: Gifts made within 7 years of death may still attract IHT. Making significant lifetime gifts can affect your IHT position. Seek independent advice before making large gifts.
• Life insurance: Life insurance does NOT usually form part of your estate if you have nominated a beneficiary directly with your provider. Contact your provider to check and update your nomination. If no nomination is in place, the payout may form part of your estate. You cannot gift life insurance in your will — it passes to your nominated beneficiary.
• Pensions: Pensions do not currently form part of your estate if you have nominated a beneficiary. However from April 2027 unused pension funds are expected to form part of your estate for IHT purposes. You cannot gift a pension in your will — it passes to your nominated beneficiary or forms part of your estate if no nomination is in place. Contact your pension provider to check your nomination.

Kent Online Legal Document Service does not provide tax advice. If your estate may be subject to IHT please seek independent advice from a qualified accountant or financial adviser before or in conjunction with preparing your will.

What is the approximate total value of your estate? *

Include property, savings, investments, pension (note: pensions may be subject to IHT from April 2027), business interests and personal possessions. An estimate is fine.

Cash Gifts

Important — Inheritance Tax (IHT): The current IHT threshold is £325,000 per person (nil rate band). Estates above this threshold may be subject to IHT at 40% on the excess. If you are married or in a civil partnership, unused allowance can transfer to your surviving spouse. We do not provide tax advice. If your estate may be subject to IHT please seek independent tax advice from a qualified accountant before or in conjunction with preparing your will. We can refer you to an independent financial adviser if needed.

Do you want to leave specific cash gifts? * Yes No

Gift details — recipient name, relationship, amount, IHT preference

Personal Possessions

Do you want to leave specific personal possessions? * Yes No

Details of items and recipients

Property Trust (Life Interest / Asset Protection / Right of Occupation)

Why do you want a property trust? *

This helps us draft the trust wording correctly and ensure it reflects your intentions.

Property Trust (Asset Protection / Life Interest / Right of Occupation) — Example:

A husband and wife own their home as tenants in common. The husband dies. He wants his share of the property held in trust. His wife (the life tenant) has the right to live in the property for the rest of her life — but she does not own it. When she dies, the husband's share passes to their children (the final beneficiaries). This protects the husband's share for the children even if the wife later remarries.

This trust only works if the property is owned as tenants in common. If it is joint tenants you will need a Notice of Severance first.

⚠️ If you have a mortgage outstanding, please speak to a financial advisor about life insurance cover. We can refer you to an independent financial adviser — tick below if you would like a referral.

I would like a referral to yan independent financial adviser Yes please No thank you

Full address of the property to be held in trust *

What percentage of the property do you own? *

e.g. 50 for 50%

Should this trust apply to this property only, or to whichever property is your main residence at the date of your death? * This property only, named above This property, or any future property that is my main residence at the date of my death

A property trust can only apply to one main residence at a time. This is not for buy-to-let, second homes, or multiple properties held simultaneously — if you own more than one property and want to protect more than one, please contact us to discuss, or speak to a solicitor.

Life Tenant

The life tenant is the person who will have the right to live in the property after your death. They do not own it — they only have the right of occupation.

Life tenant full name *

Relationship to you *

Life tenant address *

Trustees

Trustees manage the property trust and must act honestly, fairly and impartially in the interests of the life tenant and final beneficiaries. You must appoint a minimum of 2 trustees. You can appoint up to 4 using this form. Trustees can be the same people as your executors or different people — many clients choose different people to keep roles separate.

Trustee 1 full name *

Trustee 1 relationship to you *

Trustee 1 address *

Trustee 2 full name *

Trustee 2 relationship to you *

Trustee 2 address *

Trustee 3 full name (optional)

Trustee 3 relationship to you

Trustee 4 full name (optional)

Trustee 4 relationship to you

Final Beneficiaries

The final beneficiaries receive your share of the property after the life tenant's death. The life tenant cannot also be a final beneficiary. If you want the life tenant to receive capital, a property trust is not the right structure — please seek legal advice.

Final beneficiary 1 full name *

Relationship to you *

Final beneficiary 1 date of birth *

Final beneficiary 1 address *

Percentage share *

Final beneficiary 2 full name

Final beneficiary 2 date of birth

Final beneficiary 2 address

Percentage share

Final beneficiary 3 full name

Final beneficiary 3 date of birth

Final beneficiary 3 address

Percentage share

Trust Conditions

Could the property ever be rented out during the trust? * Yes No

If rented — should the life tenant receive the rental income? Yes — income to life tenant No — income to final beneficiaries

If you select "No", our standard clause wording will direct rental income to the final beneficiaries (remaindermen) instead of the life tenant.

Conditions for Trust to End Early

You do not need to select any conditions. If left unticked, the life tenant may live in the property for their entire lifetime — the trust ends on their death and your share passes to the final beneficiaries. The life tenant cannot be a financial beneficiary of the trust — they have the right to live in the property only, not to benefit from its capital value.

Tick any conditions that should end the trust early (all optional): The life tenant remarries or enters a new civil partnership The life tenant cohabits with a new partner The life tenant permanently stops living in the property

Leave all unticked if the life tenant should be able to live there for the rest of their life with no conditions.

Property Ownership

This trust only works if the property is owned as tenants in common. If you are joint tenants you must sever the joint tenancy first with a Notice of Severance.

How is the property currently owned? *

Upload title register if available

📧 Please email your title register to hello@kentonlinedocumentservice.co.uk after payment quoting your order reference.

If you know your property is tenants in common but are not uploading title register now, please email it to hello@kentonlinedocumentservice.co.uk after payment quoting your order reference. If we cannot confirm ownership your order will be automatically refunded.

Add Title Register Check — confirm ownership type +£10

If selected, you will be directed to pay for this separately after your main order.

Add Notice of Severance — change from joint tenants to tenants in common +£49

Required if currently joint tenants

If selected, you will be directed to pay for this separately after your main order.

Important: If our Title Register Check confirms the property is already tenants in common, we will refund the cost of the Notice of Severance as it will not be required.

Gift of Property

Do you want to gift any other property separately from the trust property? * Yes No — property falls into residuary estate

If yes — property address and recipient

Gift of Business

⚠️ We do not prepare Business Property Relief trusts. If you need business succession advice please speak to your accountant and consider instructing a solicitor.

Do you own or have an interest in a business? * Yes No

Type of business ownership

Is the business owned with others? Yes — review Shareholders Agreement first No — solely owned

What should happen to your business interest?

If gifting — recipient full name

Include business powers for executor? Yes No

Residuary Estate

What is your residuary estate? Your residuary estate is everything you own that has not been specifically gifted in your will. It passes to your residuary beneficiaries in the percentages you specify.

✓ Typically included: Bank accounts, savings and ISAs · Stocks, shares and investments · Property you own solely · Your share of property owned as tenants in common · Personal possessions not specifically gifted · Other assets in your sole name

✗ Not included: Cash gifts already specified in your will · Personal possessions already gifted · Most pension plans (usually nominated separately) · Most life insurance policies (paid to nominated beneficiary) · Property owned as joint tenants (passes by survivorship) · Joint bank accounts

Please state shares as percentages — for example: John Smith (son) 50%, Jane Smith (daughter) 50% — all shares must add up to 100%.

Residuary beneficiaries and shares *

If a beneficiary dies before you *

Excluded Beneficiaries (Optional)

If you have deliberately chosen to leave someone out of your will — particularly a close family member — you may wish to record this. This can help support your will if it is ever challenged. This information will be included in a non-legally binding Letter of Wishes kept alongside your will, not in the will document itself.

Is there anyone you have specifically chosen to leave out? Yes No

If yes — who and briefly why

Funeral Wishes

Any funeral wishes to record

Add-ons

Add Document Amendment Subscription — up to 2 amendments per year +£10

Must be purchased now.

If selected, you will be directed to pay for this separately after your main order.

Any additional information

I confirm I have read and agree to the Terms of Service. I am placing this order on my own behalf. I am not using this service on behalf of another person. I understand documents will be sent to the email address I provide and that Kent Online Legal Document Service is not a law firm and does not provide legal advice.

Questions before ordering? Email us at hello@kentonlinedocumentservice.co.uk

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Complex Mirror Wills with Property Trust £178

Two complex wills with property trusts for couples

⏱ Your 48-hour turnaround starts when we have received your completed form, full payment and all required documents. Please check your spam and junk folder for our emails.

🔒 Privacy guaranteed. Your information is used only to prepare your document. We take your privacy seriously and will never sell your data. See our Privacy Policy.

Complex Mirror Wills include a life interest / property trust in both wills. Both wills must include the same property trust structure.

Person 1 Details

First name *

Last name *

Email address *

Date of birth *

Address *

Relationship between you *

Person 2 Details

First name *

Last name *

Email address (Person 2) *

Date of birth *

Executors

Do you appoint each other as primary executor? * Yes No

Substitute executor full name *

Substitute executor date of birth *

Substitute executor address *

Children

Do you have children? * Yes No

Full names, dates of birth and addresses of all children *

You can appoint 1 or 2 guardians. In case both parents die.

Guardian 1 full name

Guardian 1 date of birth

Guardian 1 address

Guardian 2 full name (optional substitute)

Guardian 2 date of birth

Guardian 2 address

Property Trust

Property Trust (Asset Protection / Life Interest / Right of Occupation) — Example:

A husband and wife own their home as tenants in common. The husband dies. He wants his share of the property held in trust. His wife (the life tenant) has the right to live in the property for the rest of her life — but she does not own it. When she dies, the husband's share passes to their children (the final beneficiaries). This protects the husband's share for the children even if the wife later remarries.

This trust only works if the property is owned as tenants in common. If it is joint tenants you will need a Notice of Severance first.

⚠️ If either of you has a mortgage, speak to a financial advisor about life insurance. We can provide a referral.

Would you like a referral to an independent financial adviser? * Yes No

Property address *

Person 1 percentage share *

Person 2 percentage share *

Should this trust apply to this property only, or to whichever property is your main residence at the date of death? * This property only, named above This property, or any future property that is our main residence at the date of death

A property trust can only apply to one main residence at a time. This is not for buy-to-let, second homes, or multiple properties held simultaneously — if you own more than one property and want to protect more than one, please contact us to discuss, or speak to a solicitor.

Life Tenant in Each Will

In mirror wills each person typically names the other as life tenant. The final beneficiaries receive the property after both have died.

Life tenant structure *

If other — please specify

Trustees

Trustees manage the property trust and must act honestly, fairly and impartially in the interests of the life tenant and final beneficiaries. You must appoint a minimum of 2 trustees. You can appoint up to 4 using this form. Trustees can be the same people as your executors or different people.

Trustee 1 full name *

Trustee 1 relationship to you *

Trustee 1 address *

Trustee 2 full name *

Trustee 2 relationship to you *

Trustee 2 address *

Trustee 3 full name (optional)

Trustee 3 relationship to you

Trustee 4 full name (optional)

Trustee 4 relationship to you

Final Beneficiaries

The final beneficiaries receive the property after both life tenants have died.

Final beneficiary 1 full name *

Relationship to you *

Final beneficiary 1 date of birth *

Final beneficiary 1 address *

Percentage share *

Final beneficiary 2 full name

Final beneficiary 2 date of birth

Final beneficiary 2 address

Percentage share

Final beneficiary 3 full name

Final beneficiary 3 date of birth

Final beneficiary 3 address

Percentage share

Trust Conditions

Could the property be rented during the trust? * Yes No

If rented — income to life tenant? Yes — income to life tenant No — income to final beneficiaries

If you select "No", our standard clause wording will direct rental income to the final beneficiaries (remaindermen) instead of the life tenant.

Conditions for Trust to End Early

You do not need to select any conditions. If left unticked, the surviving life tenant may live in the property for their entire lifetime — the trust ends on their death and the property passes to the final beneficiaries. The life tenant cannot be a financial beneficiary of the trust — they have the right to live in the property only, not to benefit from its capital value.

Tick any conditions that should end the trust early (all optional): The life tenant remarries or enters a new civil partnership The life tenant cohabits with a new partner The life tenant permanently stops living in the property

Leave all unticked if the life tenant should be able to live there for the rest of their life with no conditions.

Property Ownership

Current ownership type *

Upload title register if available

📧 Please email your title register to hello@kentonlinedocumentservice.co.uk after payment quoting your order reference.

Add Title Register Check +£10

If selected, you will be directed to pay for this separately after your main order.

Add Notice of Severance +£49

If selected, you will be directed to pay for this separately after your main order.

Business Interests

⚠️ We do not prepare Business Property Relief trusts. Speak to your accountant before ordering if you own a business.

Do either of you own a business? * Yes No

If yes — details

Residuary Estate

What is your residuary estate? Your residuary estate is everything you own that has not been specifically gifted in your will. It passes to your residuary beneficiaries in the percentages you specify.

✓ Typically included: Bank accounts, savings and ISAs · Stocks, shares and investments · Property you own solely · Your share of property owned as tenants in common · Personal possessions not specifically gifted · Other assets in your sole name

✗ Not included: Cash gifts already specified in your will · Personal possessions already gifted · Most pension plans (usually nominated separately) · Most life insurance policies (paid to nominated beneficiary) · Property owned as joint tenants (passes by survivorship) · Joint bank accounts

Please state shares as percentages — for example: John Smith (son) 50%, Jane Smith (daughter) 50% — all shares must add up to 100%.

Residuary estate structure *

Final residuary beneficiaries *

Add-ons

Add Document Amendment Subscription +£10

If selected, you will be directed to pay for this separately after your main order.

Any additional information

I confirm I have read and agree to the Terms of Service. I am placing this order on my own behalf. I am not using this service on behalf of another person. I understand documents will be sent to the email address I provide and that Kent Online Legal Document Service is not a law firm and does not provide legal advice.

Questions before ordering? Email us at hello@kentonlinedocumentservice.co.uk

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Pre-Nuptial Agreement £149

Asset protection before marriage — min 28 days before wedding

⏱ Your 48-hour turnaround starts when we have received your completed form, full payment and all required documents. Please check your spam and junk folder for our emails.

🔒 Privacy guaranteed. Your information is used only to prepare your document. We take your privacy seriously and will never sell your data. See our Privacy Policy.

⚠️ Pre-nuptial agreements must be completed at least 28 days before the wedding date. We cannot accept orders where the wedding is fewer than 28 days away.

A pre-nuptial agreement is prepared in accordance with Radmacher v Granatino [2010] UKSC 42. Both parties should seek independent legal advice before signing. We strongly recommend both parties obtain independent legal advice.

Party 1 Details

Your Details

First name *

Last name *

Email address *

Your completed document will be sent to this email. Use your own email address only.

Phone number

Optional — only used if we need to clarify information

Your address *

Include full postcode

Occupation *

Party 2 Details

Party 2 first name *

Party 2 last name *

Party 2 address *

Party 2 occupation *

Wedding Details

Planned wedding date *

Wedding venue or location *

Assets — Party 1

Important — Inheritance Tax (IHT): The current IHT threshold is £325,000 per person (nil rate band). Estates above this threshold may be subject to IHT at 40% on the excess. If you are married or in a civil partnership, unused allowance can transfer to your surviving spouse. We do not provide tax advice. If your estate may be subject to IHT please seek independent tax advice from a qualified accountant before or in conjunction with preparing your will. We can refer you to an independent financial adviser if needed.

List all significant assets owned by Party 1 before the marriage. We do not provide tax advice — please seek independent tax advice if needed.

Property owned by Party 1

Savings and investments

Business interests

Pension value

Other significant assets

Assets — Party 2

Property owned by Party 2

Savings and investments

Business interests

Pension value

Other significant assets

Children

Do either party have children from a previous relationship? * Yes No

If yes — details

Agreement Terms

Do you want to keep finances separate during the marriage? * Yes No Partially — please specify

How should any matrimonial home be treated on divorce? *

How should inherited assets be treated? *

Any additional provisions or specific terms

Have both parties obtained or agreed to obtain independent legal advice? * Yes No — we understand this may affect the weight given to this agreement

Any additional information

I confirm I have read and agree to the Terms of Service. I am placing this order on my own behalf. I am not using this service on behalf of another person. I understand documents will be sent to the email address I provide and that Kent Online Legal Document Service is not a law firm and does not provide legal advice.

Questions before ordering? Email us at hello@kentonlinedocumentservice.co.uk

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Post-Nuptial Agreement £149

Financial arrangements for married couples

⏱ Your 48-hour turnaround starts when we have received your completed form, full payment and all required documents. Please check your spam and junk folder for our emails.

🔒 Privacy guaranteed. Your information is used only to prepare your document. We take your privacy seriously and will never sell your data. See our Privacy Policy.

A post-nuptial agreement is prepared for married couples wishing to record financial arrangements or protect assets during the marriage.

Party 1 Details

Your Details

First name *

Last name *

Email address *

Your completed document will be sent to this email. Use your own email address only.

Phone number

Optional — only used if we need to clarify information

Your address *

Include full postcode

Party 2 Details

Party 2 first name *

Party 2 last name *

Party 2 address *

Marriage Details

Date of marriage *

Assets

Important — Inheritance Tax (IHT): The current IHT threshold is £325,000 per person (nil rate band). Estates above this threshold may be subject to IHT at 40% on the excess. If you are married or in a civil partnership, unused allowance can transfer to your surviving spouse. We do not provide tax advice. If your estate may be subject to IHT please seek independent tax advice from a qualified accountant before or in conjunction with preparing your will. We can refer you to an independent financial adviser if needed.

Party 1 assets — property, savings, business, pension *

Party 2 assets — property, savings, business, pension *

Agreement Terms

Why are you entering into this agreement? *

Financial arrangements you wish to record *

How should the matrimonial home be treated? *

How should inherited or gifted assets be treated? *

Have both parties obtained or agreed to obtain independent legal advice? * Yes No

Any additional information

I confirm I have read and agree to the Terms of Service. I am placing this order on my own behalf. I am not using this service on behalf of another person. I understand documents will be sent to the email address I provide and that Kent Online Legal Document Service is not a law firm and does not provide legal advice.

Questions before ordering? Email us at hello@kentonlinedocumentservice.co.uk

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Non-Disclosure Agreement £39

Mutual or one-way NDA — protect confidential information

⏱ Your 48-hour turnaround starts when we have received your completed form, full payment and all required documents. Please check your spam and junk folder for our emails.

🔒 Privacy guaranteed. Your information is used only to prepare your document. We take your privacy seriously and will never sell your data. See our Privacy Policy.

Your Details

First name *

Last name *

Email address *

Your completed document will be sent to this email. Use your own email address only.

Phone number

Optional — only used if we need to clarify information

Your address *

Include full postcode

NDA Type

Type of NDA * Mutual — both parties owe obligations of confidentiality to each other One-way — only one party owes obligations of confidentiality

Party 1 Details

Party 1 full name or company name *

Party 1 address *

Party 1 type *

Party 2 Details

Party 2 full name or company name *

Party 2 address *

Party 2 type *

Confidential Information

Purpose of disclosure — why is confidential information being shared? *

Description of the confidential information to be protected *

Any information to be excluded from confidentiality obligations

Terms

Duration of confidentiality obligations *

If other — specify duration

Governing law *

Do you want to include a clause allowing injunctive relief? * Yes — recommended No

Any additional terms or information

I confirm I have read and agree to the Terms of Service. I am placing this order on my own behalf. I am not using this service on behalf of another person. I understand documents will be sent to the email address I provide and that Kent Online Legal Document Service is not a law firm and does not provide legal advice.

Questions before ordering? Email us at hello@kentonlinedocumentservice.co.uk

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Terms & Conditions £59

Bespoke terms and conditions for your business

⏱ Your 48-hour turnaround starts when we have received your completed form, full payment and all required documents. Please check your spam and junk folder for our emails.

🔒 Privacy guaranteed. Your information is used only to prepare your document. We take your privacy seriously and will never sell your data. See our Privacy Policy.

Your Details

First name *

Last name *

Email address *

Your completed document will be sent to this email. Use your own email address only.

Phone number

Optional — only used if we need to clarify information

Your address *

Include full postcode

Company name

Leave blank if ordering as an individual

Company registration number

Business Details

Trading name of the business *

Type of business *

What products or services does your business offer? *

Website URL if applicable

Products and Services

Do you sell products, services or both? *

Do you sell digital products or downloads? * Yes No

Do you offer subscription services? * Yes No

Payment Terms

When must payment be made? *

Accepted payment methods *

Do you charge interest on late payments? * Yes — statutory rate No

Delivery and Returns

Delivery or completion timescales *

Returns and refund policy *

Liability

Do you want to limit your liability to the contract value? * Yes No

Do you want to exclude liability for indirect or consequential loss? * Yes — recommended for B2B No

Intellectual Property

Who owns intellectual property created under the contract? *

Governing Law

Governing law *

Who are your customers? *

Any additional terms or specific requirements

I confirm I have read and agree to the Terms of Service. I am placing this order on my own behalf. I am not using this service on behalf of another person. I understand documents will be sent to the email address I provide and that Kent Online Legal Document Service is not a law firm and does not provide legal advice.

Questions before ordering? Email us at hello@kentonlinedocumentservice.co.uk

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Privacy Policy £49

GDPR-compliant privacy policy for your website

⏱ Your 48-hour turnaround starts when we have received your completed form, full payment and all required documents. Please check your spam and junk folder for our emails.

🔒 Privacy guaranteed. Your information is used only to prepare your document. We take your privacy seriously and will never sell your data. See our Privacy Policy.

Your Details

First name *

Last name *

Email address *

Your completed document will be sent to this email. Use your own email address only.

Phone number

Optional — only used if we need to clarify information

Your address *

Include full postcode

Company name

Leave blank if ordering as an individual

Company registration number

Business Details

Trading name *

Website URL *

ICO registration number

Required if you are registered with the ICO

Data Collection

What personal data do you collect? *

How is data collected? *

Do you collect any sensitive personal data? * Yes No

If yes — what sensitive data?

Data Use

Why do you use this data? *

Do you send marketing communications? * Yes No

Legal basis for processing *

Third Parties

Do you share data with third parties? * Yes No

If yes — who and why?

Do you transfer data outside the UK/EEA? * Yes No

Retention

How long do you retain personal data? *

Cookies

Does your website use cookies? * Yes No

If yes — types of cookies used

Any additional information

I confirm I have read and agree to the Terms of Service. I am placing this order on my own behalf. I am not using this service on behalf of another person. I understand documents will be sent to the email address I provide and that Kent Online Legal Document Service is not a law firm and does not provide legal advice.

Questions before ordering? Email us at hello@kentonlinedocumentservice.co.uk

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Loan Agreement £49

Personal or business loan agreement

⏱ Your 48-hour turnaround starts when we have received your completed form, full payment and all required documents. Please check your spam and junk folder for our emails.

🔒 Privacy guaranteed. Your information is used only to prepare your document. We take your privacy seriously and will never sell your data. See our Privacy Policy.

Your Details

First name *

Last name *

Email address *

Your completed document will be sent to this email. Use your own email address only.

Phone number

Optional — only used if we need to clarify information

Your address *

Include full postcode

Lender Details

Lender full name or company name *

Lender address *

Lender type *

Borrower Details

Borrower full name or company name *

Borrower address *

Borrower type *

Loan Details

Loan amount £ *

Purpose of the loan *

Date loan is to be made *

Interest

Is interest charged? * Yes No — interest free loan

If yes — interest rate

Interest type

Repayment

Repayment structure *

Repayment date or term *

Monthly instalment amount £

Guarantor

Is there a guarantor? * Yes No

Guarantor full name

Guarantor address

Default

What should happen if the borrower defaults? *

Governing law *

Any additional terms

I confirm I have read and agree to the Terms of Service. I am placing this order on my own behalf. I am not using this service on behalf of another person. I understand documents will be sent to the email address I provide and that Kent Online Legal Document Service is not a law firm and does not provide legal advice.

Questions before ordering? Email us at hello@kentonlinedocumentservice.co.uk

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Shareholders Agreement £159

Protect your business and investment

⏱ Your 48-hour turnaround starts when we have received your completed form, full payment and all required documents. Please check your spam and junk folder for our emails.

🔒 Privacy guaranteed. Your information is used only to prepare your document. We take your privacy seriously and will never sell your data. See our Privacy Policy.

Your Details

First name *

Last name *

Email address *

Your completed document will be sent to this email. Use your own email address only.

Phone number

Optional — only used if we need to clarify information

Your address *

Include full postcode

Company name

Leave blank if ordering as an individual

Company registration number

Company Details

Company name *

Company registration number *

Registered office address *

Date of incorporation *

Shareholders

List all shareholders. For each shareholder provide their full name, address and percentage shareholding.

Shareholder 1 full name *

Shareholder 1 address *

Shareholder 1 percentage *

Shareholder 2 full name *

Shareholder 2 address *

Shareholder 2 percentage *

Shareholder 3 full name

Shareholder 3 percentage

Shareholder 4 full name

Shareholder 4 percentage

Directors

List all directors and their roles *

Voting and Decisions

Are voting rights proportional to shareholding? * Yes No — please specify below

If no — specify voting arrangements

Are there reserved matters requiring unanimous consent? * Yes No

If yes — list reserved matters

Share Transfers

Do existing shareholders have pre-emption rights on share transfer? * Yes — standard pre-emption No

Are any transfers permitted without pre-emption? * Yes — to family members/trustees No

Leaver Provisions

What constitutes a good leaver? *

What constitutes a bad leaver? *

Good leaver share price *

Bad leaver share price *

Drag Along and Tag Along

Include drag-along rights? * Yes No

Include tag-along rights? * Yes No

Drag-along threshold — percentage required to trigger

Non-Compete and Confidentiality

Non-compete restrictions on shareholders? * Yes No

If yes — duration

Geographic scope

Dividends

Dividend policy *

Deadlock

How should deadlock be resolved? *

Governing law *

⚠️ A Shareholders Agreement is a complex and important document. We strongly recommend all shareholders obtain independent legal advice before signing.

Death of a Shareholder

Important: Your shareholders agreement typically overrides your will when it comes to your business shares. Pre-emption rights or compulsory transfer provisions may prevent your estate from receiving shares as planned. Ensure your shareholders agreement and will work together. Speak to your solicitor, accountant or business advisor about death provisions and tax planning including Business Property Relief.

What should happen to a shareholder's shares on their death? *

Any additional provisions

Questions before ordering? Email us at hello@kentonlinedocumentservice.co.uk

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Document Amendment Subscription £10/yr

All documents — up to 2 amendments per year, purchase any time

⏱ Your 48-hour turnaround starts when we have received your completed form, full payment and all required documents. Please check your spam and junk folder for our emails.

🔒 Privacy guaranteed. Your information is used only to prepare your document. We take your privacy seriously and will never sell your data. See our Privacy Policy.

The Document Amendment Subscription (£10/year) allows you to request up to 2 amendments to any document we have prepared. It can be purchased at any time. Unused amendments do not carry forward. A 10 working day complimentary correction period is provided free of charge from the date of document delivery.

Your Details

First name *

Last name *

Email address *

Your completed document will be sent to this email. Use your own email address only.

Phone number

Optional — only used if we need to clarify information

Your address *

Include full postcode

Your will order reference number *

This should be on your order confirmation email e.g. KOLDS-230326-001

Document type you ordered *

Date you received your document *

Optional — helps us locate your original order

⚠️ This subscription can be purchased at any time. A 10 working day complimentary correction period is included free of charge with every document. This subscription covers amendments after that period.

I confirm I have read and agree to the Terms of Service. I am placing this order on my own behalf. I am not using this service on behalf of another person. I understand documents will be sent to the email address I provide and that Kent Online Legal Document Service is not a law firm and does not provide legal advice.

I confirm I have read and agree to the Terms of Service. I am placing this order on my own behalf. I understand Kent Online Legal Document Service is not a law firm and does not provide legal advice.

Questions before ordering? Email us at hello@kentonlinedocumentservice.co.uk

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LPA Package — Single Person £500

Both Property & Financial Affairs and Health & Welfare LPAs, prepared by a qualified paralegal and delivered by email. You arrange your own independent certificate provider and post the signed forms to the OPG yourself — full step-by-step guidance provided.

⏱ Draft LPAs prepared within 48 hours of receiving your completed form. Delivered by email — you arrange your certificate provider, sign in your own time, then post to the OPG yourself. OPG registration takes 8–20 weeks after they receive it.

New to LPAs? See exactly how this works

A step-by-step walkthrough of our service — what's included, who signs and in what order, how to choose your certificate provider, and the free signing-day support we offer.

See how our LPA service works →

Watch: what happens if you don’t have a Lasting Power of Attorney (under 1 minute)

🔒 Privacy guaranteed. Your information is used only to prepare your LPA documents. We will never sell your data. See our Privacy Policy.

⚠️ OPG registration fee — not included in our price: The Office of the Public Guardian charges £92 per LPA (£184 for both LPAs) payable directly to the OPG. This is a government fee separate from our service charge. You may be eligible for a full exemption or 50% reduction — eligibility is decided by the OPG, and we will include form LPA120 in your pack if this may apply to you.

⚠️ Please read before ordering: Our LPA service requires you to be able to read, understand and sign your documents yourself, independently and without assistance from another person. Use of assistive tools (magnifying glass, large print) is fine. If you are unsure whether our service is suitable for your circumstances, please email us before ordering.

How our LPA service works — five steps
1. You complete this form and pay. We prepare both your LPAs within 48 hours and email them to you for approval.
2. You arrange your own independent certificate provider and two witnesses (details below).
3. You print and sign your LPAs following our detailed signing guidelines — the signing order is legally critical and must be followed exactly.
4. Optional: we check your signed documents over a Teams video call before submission, free of charge, if you ask.
5. You post your signed documents to the Office of the Public Guardian yourself, using the address in your signing guidelines. The OPG registers them and posts the registered LPAs back to you.

We are a document preparation service — everything from us comes by email. Your draft LPAs, your detailed signing guidelines and all correspondence are sent to the email address you give us. We do not post documents out and nothing is sent back to us. You will need access to a printer. Because the OPG requires original wet-ink signatures and will not accept scans or emailed copies, you post the signed originals to the OPG directly — this also means your documents are never at risk in the post between you and us.

Your Details (the Donor)

The Donor is the person making the LPA — the person who is appointing attorneys to act on their behalf.

Title *

First name *

Middle name(s)

Last name *

If you selected "Other" as your title, please state it

⚠️ Names must be exact. The OPG requires a title for every person named on an LPA, and spelling errors are one of the most common causes of rejection. Please give every name exactly as it appears on official ID.

Are you known by any other names? (e.g. maiden name, previous name) * Yes — please give the full name below No

If yes — full previous or other name

The OPG needs the complete name you were known by, including first and middle names — not just a surname or fragment.

Date of birth *

Email address *

Phone number *

Full address including postcode *

Attorneys — Property & Financial Affairs LPA

Your attorney is the person who will manage your financial affairs if you are ever unable to. Choose someone you trust completely — a spouse, adult child or close friend. They must be 18 or over and have mental capacity. A person who is bankrupt or subject to a Debt Relief Order cannot act as attorney on a Financial LPA.

Please speak to your intended attorneys before naming them. An attorney can object to their own appointment, which can prevent your LPA being registered. Enter full legal names including middle names, spelled exactly as they appear on official ID — name errors are one of the most common causes of OPG rejection.

Attorney 1

Title *

First name(s) *

Middle name(s)

Last name *

Date of birth *

Email address

Full address including postcode *

Relationship to you *

Attorney 2 (leave blank if not appointing)

Title

First name(s)

Middle name(s)

Last name

Date of birth

Email address

Full address including postcode

Relationship to you

Attorney 3 (leave blank if not appointing)

Title

First name(s)

Middle name(s)

Last name

Date of birth

Email address

Full address including postcode

Relationship to you

Attorney 4 (leave blank if not appointing)

The OPG form allows up to 4 attorneys. If you wish to appoint more, please contact us before ordering.

Title

First name(s)

Middle name(s)

Last name

Date of birth

Email address

Full address including postcode

Relationship to you

Please confirm * I have spoken to everyone I am naming as an attorney or replacement attorney, and they have agreed to act None of my financial attorneys is bankrupt or subject to a Debt Relief Order

If appointing more than one attorney — how should they make decisions? *

Most people choose jointly and severally — it is the most flexible and practical option.

⚠️ If choosing "jointly for some decisions": the OPG requires you to name specific decisions. Vague wording such as "big decisions" or "major decisions" will cause rejection or make your LPA unworkable. Acceptable examples: "selling or letting my house", "investments in stocks and shares". Your wording will be recorded as: "My attorneys must act jointly for decisions about [your decision] and may act jointly and severally for everything else."

Also note: if your attorneys cannot agree on a joint decision, that decision cannot be made at all.

If jointly for some decisions — which decisions require joint agreement?

When can your attorney start using this LPA? * Only when I no longer have mental capacity (most common) As soon as the LPA is registered

A replacement attorney steps in if your original attorney can no longer act. Important: if you name a replacement attorney, they must also sign the LPA. Forgetting this is a common reason the OPG returns applications.

Replacement Attorney 1 (optional but recommended)

Title

First name(s)

Middle name(s)

Last name

Date of birth

Email address

Full address including postcode

Relationship to you

Replacement Attorney 2 (optional but recommended)

Title

First name(s)

Middle name(s)

Last name

Date of birth

Email address

Full address including postcode

Relationship to you

Your Certificate Provider

You will need to arrange your own certificate provider. Every LPA must be signed in the presence of an independent certificate provider. Please enter their details below — full guidance on choosing a suitable person is included with your documents.

The certificate provider is an independent person who confirms you understand what you are signing and are not being pressured. They must be either: (a) someone who has known you personally for at least 2 years, or (b) a professional with relevant skills who has no other connection to this LPA — for example your GP, a solicitor not otherwise involved in preparing this LPA, or another registered professional. They cannot be a relative of you or your attorneys, cannot be an attorney themselves, and cannot benefit financially from your LPA. Full guidance on choosing a certificate provider is included with your documents.

Title *

First name(s) *

Middle name(s)

Last name *

Full address including postcode *

Contact phone or email

Basis on which they qualify * Known me personally for 2+ years Professional with relevant skills (e.g. GP, solicitor)

If professional — their profession/role

⚠️ Your certificate provider CANNOT be any of the following. If they are, the OPG will reject your LPA and you will need to start again:
• A relative of you or of any of your attorneys (including in-laws and step-relatives)
• Anyone named as an attorney or replacement attorney on this LPA
• Your or your attorney's business partner or employee
• An owner, director, manager or employee of a care home where you live
• Anyone who will benefit financially from your LPA
• Anyone under 18

Please confirm the following about your certificate provider * They are not a relative of me or of any of my attorneys They are not an attorney or replacement attorney on this LPA They are not my or my attorney's business partner or employee, and not connected to a care home where I live They are aged 18 or over, will not benefit financially from my LPA, and have agreed to act

Witnesses

Your LPA signatures must be witnessed. You arrange your own witnesses — they do not need to be professionals. A witness must be physically present and watch the person sign (video calls are not permitted), must be aged 18 or over, and must write their full name and address on the form.

⚠️ Key witness rules — getting these wrong causes rejection:
• Your (the donor's) signature must be witnessed by someone who is not an attorney or replacement attorney
• Each attorney's signature must be witnessed, and you cannot witness your attorney's signature
• Your certificate provider's signature does not need a witness
• The same person may witness more than one attorney's signature
• Sign in black or blue ink only — never pencil, and no crossing out or correction fluid

Have you arranged someone to witness your signature? * Yes Not yet — I understand I need to arrange this before signing

Ability to Sign

Are you physically able to sign your own name? * Yes No — I am physically unable to sign

If you are physically unable to sign, someone else may sign on your behalf at your direction and in your presence — but this must be done in front of two witnesses and requires specific wording on the form. Please tell us here so we can prepare your documents and guidance correctly.

Free Signing-Day Support

We offer two forms of support over Teams video call, both included in your fee and both optional. Tick either, both, or neither. There is nothing to arrange now — once you have approved your drafts and chosen a signing date, tell us the date and we will book the call around it.

Join us while we sign — talk us through the correct order live, section by section, while everyone is together Check our pack after signing — go through the completed documents with us before we post them to the OPG

⚠️ What this support is not. We are not witnessing your signatures — a witness must be physically present and watch the person sign, which cannot be done over video. We are not acting as your certificate provider; you arrange your own. This is guidance on completing the forms correctly, not legal advice.

People to Notify (Optional)

You can name up to 5 people to be formally notified when your LPA is registered. This is optional and most people do not name anyone. If you name someone, they receive an LP3 form and there is a mandatory 4-week waiting period before the OPG can register the LPA, which will delay your registration.

Would you like to name anyone to be notified on registration? Yes No (recommended)

You may name up to 5 people. A person to notify cannot be one of your attorneys.

Person to Notify 1 (optional)

Title

First name(s)

Last name

Relationship to you

Full address including postcode

Person to Notify 2 (optional)

Title

First name(s)

Last name

Relationship to you

Full address including postcode

Person to Notify 3 (optional)

Title

First name(s)

Last name

Relationship to you

Full address including postcode

Any further people to notify (4th and 5th)

Financial LPA — Instructions & Preferences

Should your attorney be able to access and manage your digital assets? (email, social media, cloud storage) * Yes No

Should your attorney be authorised to access online bank accounts? * Yes (recommended — prevents issues under the Computer Misuse Act) No

Should your attorney be able to continue or set up discretionary investment management arrangements? * Yes No — I do not have professionally managed investments

Should your Will be made available to your attorney if they request it? * No — my attorney cannot access my Will Yes, always — it must be made available on request Yes, where the person holding my Will considers it reasonable

Your attorney may need to see your Will to avoid dealing with assets you have specifically left to someone.

Charitable giving preferences (optional)

Any specific instructions for your financial attorney? (optional)

Instructions are legally binding and must use directive language — "must", "shall", "have to". Use preference language ("I would like", "I prefer") in the preferences box below instead. Instructions must relate to financial matters only — health and welfare instructions belong in the other LPA. Vague or contradictory instructions can cause the OPG to reject your application. If you chose "jointly and severally" above, do not add instructions requiring your attorneys to consult each other or act together — this contradicts the appointment and can cause rejection.

Any preferences for your financial attorney? (optional)

Health & Welfare LPA — Attorneys

Your Health & Welfare LPA covers decisions about your personal care and medical treatment. Would you like to use the same attorneys as your Financial LPA?

Use the same attorneys for Health & Welfare LPA? * Yes — same attorneys No — I want different attorneys for Health & Welfare

Complete this section only if you answered "No" above. Leave blank if your Health & Welfare attorneys are the same people as your financial attorneys.

Health & Welfare Attorney 1 (only if different from your financial attorneys)

Title

First name(s)

Middle name(s)

Last name

Date of birth

Email address

Full address including postcode

Relationship to you

Health & Welfare Attorney 2 (only if different from your financial attorneys)

Title

First name(s)

Middle name(s)

Last name

Date of birth

Email address

Full address including postcode

Relationship to you

Health & Welfare Attorney 3 (only if different from your financial attorneys)

Title

First name(s)

Middle name(s)

Last name

Date of birth

Email address

Full address including postcode

Relationship to you

Health & Welfare Attorney 4 (only if different from your financial attorneys)

Title

First name(s)

Middle name(s)

Last name

Date of birth

Email address

Full address including postcode

Relationship to you

How should your Health & Welfare attorneys make decisions?

Health & Welfare replacement attorney (optional) — title, full name, DOB, address and relationship

Health & Welfare LPA — Life Sustaining Treatment

This is one of the most important decisions in your Health & Welfare LPA. Life-sustaining treatment includes treatments that keep you alive — such as a ventilator, artificial nutrition or resuscitation. Neither option is right or wrong — it is a very personal decision. If you are unsure, please speak to your GP before ordering.

Do you give your attorney authority to make decisions about life-sustaining treatment on your behalf? * Yes — I give my attorneys this authority No — these decisions should rest with my medical team

Health & Welfare LPA — Instructions & Preferences

Have you made an Advance Decision (Living Will)? * Yes — I will include a copy with my LPA pack when posting to OPG No

Any specific instructions for your health & welfare attorney? (optional)

Any preferences for your health & welfare attorney? (optional)

OPG Registration & Payment

Who should apply to register the LPA? *

Who should the OPG send the registered LPA to? *

If the OPG needs to contact the recipient about the application, how should they do so? * Post Email Phone

You can choose more than one.

OPG registration fee — do you think you may qualify for an exemption or reduction? *

You may qualify for a full exemption (no fee) if you receive: Income Support, Income-based JSA or ESA, Guarantee Credit element of Pension Credit, Housing Benefit, Council Tax Reduction, Local Housing Allowance, or Working Tax Credit combined with Child Tax Credit or a disability element.

You may qualify for a 50% reduction (£46 per LPA) if your gross annual income is below £12,000.

Please note: Disability Living Allowance, PIP and Attendance Allowance do not qualify. Universal Credit on its own does not qualify — you would also need a gross annual income below £12,000.

⚠️ Claims cannot be made later. If you may qualify, we will include form LPA120 in your document pack. You must complete and sign it, attach evidence of your benefits or income, and post it in the same envelope as your LPA. It cannot be sent separately or claimed after registration. Without it, the full fee will be charged.

We cannot confirm whether you will qualify — the OPG assesses your LPA120 and evidence and makes the decision.

Yes — I may qualify, please include form LPA120 in my pack No — I will pay the full fee (£92 per LPA) Not sure — please include form LPA120 so I can decide

How do you prefer to pay the OPG registration fee? * Card — OPG will call the phone number on the form to take payment Cheque — payable to Office of the Public Guardian, included with forms

Additional Information

Any other information for our team

I confirm I have read and agree to the Terms of Service. I am able to read, understand and sign documents independently. I am completing this form myself, of my own free will, and am not being pressured or influenced by anyone. I understand that: I am responsible for arranging my own certificate provider and witnesses; I must follow the signing guidelines exactly, including the signing order; I am responsible for posting my completed LPA to the Office of the Public Guardian myself; and that if my LPA is rejected or returned by the OPG due to how it was completed, signed or witnessed, a new LPA will be required and both our fee and the OPG fee will be payable again. I understand the OPG registration fee (£92 per LPA) is payable separately and directly to the Office of the Public Guardian, is not included in our service fee, and that OPG registration takes 8 to 20 weeks. Kent Online Legal Document Service is not a law firm and does not provide legal advice.

Questions before ordering? Email us at hello@kentonlinedocumentservice.co.uk

← Back to website

LPA Package — Couple £850

Both Property & Financial Affairs and Health & Welfare LPAs, prepared by a qualified paralegal and delivered by email. You arrange your own independent certificate provider and post the signed forms to the OPG yourself — full step-by-step guidance provided.

⏱ Draft LPAs prepared within 48 hours of receiving your completed form. Delivered by email — you arrange your certificate provider, sign in your own time, then post to the OPG yourself. OPG registration takes 8–20 weeks after they receive it.

New to LPAs? See exactly how this works

A step-by-step walkthrough of our service — what's included, who signs and in what order, how to choose your certificate provider, and the free signing-day support we offer.

See how our LPA service works →

Watch: what happens if you don’t have a Lasting Power of Attorney (under 1 minute)

⚠️ Who our couple package is for. This package is for couples who are married, in a civil partnership, or in a committed relationship, where both of you are comfortable discussing your finances and health together and your instructions are broadly the same. It is not suitable if you are separated or divorced, if you are a family pair such as a parent and adult child, if you are friends, or if either of you would prefer not to share your details with the other. In those cases please order two separate single LPA packages so each person's wishes stay private and independent.

🔒 Privacy guaranteed. Your information is used only to prepare your LPA documents. We will never sell your data. See our Privacy Policy.

⚠️ OPG registration fee — not included in our price: The Office of the Public Guardian charges £92 per LPA (£368 for all four LPAs) payable directly to the OPG. This is a government fee separate from our service charge. You may be eligible for a full exemption or 50% reduction — eligibility is decided by the OPG, and we will include form LPA120 in your pack if this may apply to you.

⚠️ Please read before ordering: Our LPA service requires you to be able to read, understand and sign your documents yourself, independently and without assistance from another person. Use of assistive tools (magnifying glass, large print) is fine. If you are unsure whether our service is suitable for your circumstances, please email us before ordering.

How our LPA service works — five steps
1. You complete this form and pay. We prepare both your LPAs within 48 hours and email them to you for approval.
2. You arrange your own independent certificate provider and two witnesses (details below).
3. You print and sign your LPAs following our detailed signing guidelines — the signing order is legally critical and must be followed exactly.
4. Optional: we check your signed documents over a Teams video call before submission, free of charge, if you ask.
5. You post your signed documents to the Office of the Public Guardian yourself, using the address in your signing guidelines. The OPG registers them and posts the registered LPAs back to you.

We are a document preparation service — everything from us comes by email. Your draft LPAs, your detailed signing guidelines and all correspondence are sent to the email address you give us. We do not post documents out and nothing is sent back to us. You will need access to a printer. Because the OPG requires original wet-ink signatures and will not accept scans or emailed copies, you post the signed originals to the OPG directly — this also means your documents are never at risk in the post between you and us.

Your Details (the Donor)

The Donor is the person making the LPA — the person who is appointing attorneys to act on their behalf.

Title *

First name *

Middle name(s)

Last name *

If you selected "Other" as your title, please state it

⚠️ Names must be exact. The OPG requires a title for every person named on an LPA, and spelling errors are one of the most common causes of rejection. Please give every name exactly as it appears on official ID.

Are you known by any other names? (e.g. maiden name, previous name) * Yes — please give the full name below No

If yes — full previous or other name

The OPG needs the complete name you were known by, including first and middle names — not just a surname or fragment.

Date of birth *

Email address *

Phone number *

Full address including postcode *

Attorneys — Property & Financial Affairs LPA

Your attorney is the person who will manage your financial affairs if you are ever unable to. Choose someone you trust completely — a spouse, adult child or close friend. They must be 18 or over and have mental capacity. A person who is bankrupt or subject to a Debt Relief Order cannot act as attorney on a Financial LPA.

Please speak to your intended attorneys before naming them. An attorney can object to their own appointment, which can prevent your LPA being registered. Enter full legal names including middle names, spelled exactly as they appear on official ID — name errors are one of the most common causes of OPG rejection.

Attorney 1

Title *

First name(s) *

Middle name(s)

Last name *

Date of birth *

Email address

Full address including postcode *

Relationship to you *

Attorney 2 (leave blank if not appointing)

Title

First name(s)

Middle name(s)

Last name

Date of birth

Email address

Full address including postcode

Relationship to you

Attorney 3 (leave blank if not appointing)

Title

First name(s)

Middle name(s)

Last name

Date of birth

Email address

Full address including postcode

Relationship to you

Attorney 4 (leave blank if not appointing)

The OPG form allows up to 4 attorneys. If you wish to appoint more, please contact us before ordering.

Title

First name(s)

Middle name(s)

Last name

Date of birth

Email address

Full address including postcode

Relationship to you

Please confirm * I have spoken to everyone I am naming as an attorney or replacement attorney, and they have agreed to act None of my financial attorneys is bankrupt or subject to a Debt Relief Order

If appointing more than one attorney — how should they make decisions? *

Most people choose jointly and severally — it is the most flexible and practical option.

⚠️ If choosing "jointly for some decisions": the OPG requires you to name specific decisions. Vague wording such as "big decisions" or "major decisions" will cause rejection or make your LPA unworkable. Acceptable examples: "selling or letting my house", "investments in stocks and shares". Your wording will be recorded as: "My attorneys must act jointly for decisions about [your decision] and may act jointly and severally for everything else."

Also note: if your attorneys cannot agree on a joint decision, that decision cannot be made at all.

If jointly for some decisions — which decisions require joint agreement?

When can your attorney start using this LPA? * Only when I no longer have mental capacity (most common) As soon as the LPA is registered

A replacement attorney steps in if your original attorney can no longer act. Important: if you name a replacement attorney, they must also sign the LPA. Forgetting this is a common reason the OPG returns applications.

Replacement Attorney 1 (optional but recommended)

Title

First name(s)

Middle name(s)

Last name

Date of birth

Email address

Full address including postcode

Relationship to you

Replacement Attorney 2 (optional but recommended)

Title

First name(s)

Middle name(s)

Last name

Date of birth

Email address

Full address including postcode

Relationship to you

Your Certificate Provider

You will need to arrange your own certificate provider. Every LPA must be signed in the presence of an independent certificate provider. Please enter their details below — full guidance on choosing a suitable person is included with your documents.

The certificate provider is an independent person who confirms you understand what you are signing and are not being pressured. They must be either: (a) someone who has known you personally for at least 2 years, or (b) a professional with relevant skills who has no other connection to this LPA — for example your GP, a solicitor not otherwise involved in preparing this LPA, or another registered professional. They cannot be a relative of you or your attorneys, cannot be an attorney themselves, and cannot benefit financially from your LPA. Full guidance on choosing a certificate provider is included with your documents.

Title *

First name(s) *

Middle name(s)

Last name *

Full address including postcode *

Contact phone or email

Basis on which they qualify * Known me personally for 2+ years Professional with relevant skills (e.g. GP, solicitor)

If professional — their profession/role

⚠️ Your certificate provider CANNOT be any of the following. If they are, the OPG will reject your LPA and you will need to start again:
• A relative of you or of any of your attorneys (including in-laws and step-relatives)
• Anyone named as an attorney or replacement attorney on this LPA
• Your or your attorney's business partner or employee
• An owner, director, manager or employee of a care home where you live
• Anyone who will benefit financially from your LPA
• Anyone under 18

Please confirm the following about your certificate provider * They are not a relative of me or of any of my attorneys They are not an attorney or replacement attorney on this LPA They are not my or my attorney's business partner or employee, and not connected to a care home where I live They are aged 18 or over, will not benefit financially from my LPA, and have agreed to act

Witnesses

Your LPA signatures must be witnessed. You arrange your own witnesses — they do not need to be professionals. A witness must be physically present and watch the person sign (video calls are not permitted), must be aged 18 or over, and must write their full name and address on the form.

⚠️ Key witness rules — getting these wrong causes rejection:
• Your (the donor's) signature must be witnessed by someone who is not an attorney or replacement attorney
• Each attorney's signature must be witnessed, and you cannot witness your attorney's signature
• Your certificate provider's signature does not need a witness
• The same person may witness more than one attorney's signature
• Sign in black or blue ink only — never pencil, and no crossing out or correction fluid

Have you arranged someone to witness your signature? * Yes Not yet — I understand I need to arrange this before signing

Ability to Sign

Are you physically able to sign your own name? * Yes No — I am physically unable to sign

If you are physically unable to sign, someone else may sign on your behalf at your direction and in your presence — but this must be done in front of two witnesses and requires specific wording on the form. Please tell us here so we can prepare your documents and guidance correctly.

Free Signing-Day Support

We offer two forms of support over Teams video call, both included in your fee and both optional. Tick either, both, or neither. There is nothing to arrange now — once you have approved your drafts and chosen a signing date, tell us the date and we will book the call around it.

Join us while we sign — talk us through the correct order live, section by section, while everyone is together Check our pack after signing — go through the completed documents with us before we post them to the OPG

⚠️ What this support is not. We are not witnessing your signatures — a witness must be physically present and watch the person sign, which cannot be done over video. We are not acting as your certificate provider; you arrange your own. This is guidance on completing the forms correctly, not legal advice.

People to Notify (Optional)

You can name up to 5 people to be formally notified when your LPA is registered. This is optional and most people do not name anyone. If you name someone, they receive an LP3 form and there is a mandatory 4-week waiting period before the OPG can register the LPA, which will delay your registration.

Would you like to name anyone to be notified on registration? Yes No (recommended)

You may name up to 5 people. A person to notify cannot be one of your attorneys.

Person to Notify 1 (optional)

Title

First name(s)

Last name

Relationship to you

Full address including postcode

Person to Notify 2 (optional)

Title

First name(s)

Last name

Relationship to you

Full address including postcode

Person to Notify 3 (optional)

Title

First name(s)

Last name

Relationship to you

Full address including postcode

Any further people to notify (4th and 5th)

Financial LPA — Instructions & Preferences

Should your attorney be able to access and manage your digital assets? (email, social media, cloud storage) * Yes No

Should your attorney be authorised to access online bank accounts? * Yes (recommended — prevents issues under the Computer Misuse Act) No

Should your attorney be able to continue or set up discretionary investment management arrangements? * Yes No — I do not have professionally managed investments

Should your Will be made available to your attorney if they request it? * No — my attorney cannot access my Will Yes, always — it must be made available on request Yes, where the person holding my Will considers it reasonable

Your attorney may need to see your Will to avoid dealing with assets you have specifically left to someone.

Charitable giving preferences (optional)

Any specific instructions for your financial attorney? (optional)

Instructions are legally binding and must use directive language — "must", "shall", "have to". Use preference language ("I would like", "I prefer") in the preferences box below instead. Instructions must relate to financial matters only — health and welfare instructions belong in the other LPA. Vague or contradictory instructions can cause the OPG to reject your application. If you chose "jointly and severally" above, do not add instructions requiring your attorneys to consult each other or act together — this contradicts the appointment and can cause rejection.

Any preferences for your financial attorney? (optional)

Health & Welfare LPA — Attorneys

Your Health & Welfare LPA covers decisions about your personal care and medical treatment. Would you like to use the same attorneys as your Financial LPA?

Use the same attorneys for Health & Welfare LPA? * Yes — same attorneys No — I want different attorneys for Health & Welfare

Complete this section only if you answered "No" above. Leave blank if your Health & Welfare attorneys are the same people as your financial attorneys.

Health & Welfare Attorney 1 (only if different from your financial attorneys)

Title

First name(s)

Middle name(s)

Last name

Date of birth

Email address

Full address including postcode

Relationship to you

Health & Welfare Attorney 2 (only if different from your financial attorneys)

Title

First name(s)

Middle name(s)

Last name

Date of birth

Email address

Full address including postcode

Relationship to you

Health & Welfare Attorney 3 (only if different from your financial attorneys)

Title

First name(s)

Middle name(s)

Last name

Date of birth

Email address

Full address including postcode

Relationship to you

Health & Welfare Attorney 4 (only if different from your financial attorneys)

Title

First name(s)

Middle name(s)

Last name

Date of birth

Email address

Full address including postcode

Relationship to you

How should your Health & Welfare attorneys make decisions?

Health & Welfare replacement attorney (optional) — title, full name, DOB, address and relationship

Health & Welfare LPA — Life Sustaining Treatment

This is one of the most important decisions in your Health & Welfare LPA. Life-sustaining treatment includes treatments that keep you alive — such as a ventilator, artificial nutrition or resuscitation. Neither option is right or wrong — it is a very personal decision. If you are unsure, please speak to your GP before ordering.

Do you give your attorney authority to make decisions about life-sustaining treatment on your behalf? * Yes — I give my attorneys this authority No — these decisions should rest with my medical team

Health & Welfare LPA — Instructions & Preferences

Have you made an Advance Decision (Living Will)? * Yes — I will include a copy with my LPA pack when posting to OPG No

Any specific instructions for your health & welfare attorney? (optional)

Any preferences for your health & welfare attorney? (optional)

Person 2 Details

Please provide details for the second person making LPAs.

Person 2 — Title *

Person 2 — First name(s) *

Person 2 — Middle name(s)

Person 2 — Last name *

Person 2 — known by any other names? (e.g. maiden name or previous name)

Person 2 — Date of birth *

Person 2 — Email address *

Person 2 — Phone number *

Person 2 — Full address (if different from Person 1)

Will Person 2 use the same attorneys as Person 1? * Yes — same attorneys No — different attorneys, please specify below

Complete only if Person 2 is appointing different attorneys. Leave blank if the same.

Person 2 — Attorney 1 (only if different)

Title

First name(s)

Middle name(s)

Last name

Date of birth

Email address

Full address including postcode

Relationship to Person 2

Person 2 — Attorney 2 (only if different)

Title

First name(s)

Middle name(s)

Last name

Date of birth

Email address

Full address including postcode

Relationship to Person 2

Person 2 — Attorney 3 (only if different)

Title

First name(s)

Middle name(s)

Last name

Date of birth

Email address

Full address including postcode

Relationship to Person 2

Person 2 — Attorney 4 (only if different)

Title

First name(s)

Middle name(s)

Last name

Date of birth

Email address

Full address including postcode

Relationship to Person 2

How should Person 2's attorneys make decisions?

Person 2 replacement attorney (optional) — title, full name, DOB, address and relationship

Does Person 2 have the same wishes for life-sustaining treatment? * Yes — same as Person 1 No — different, please specify below

Person 2 — life-sustaining treatment preference (if different) Yes — give attorneys authority No — leave to medical team

Person 2 — any different instructions or preferences?

OPG Registration & Payment

Who should apply to register the LPA? *

Who should the OPG send the registered LPA to? *

If the OPG needs to contact the recipient about the application, how should they do so? * Post Email Phone

You can choose more than one.

OPG registration fee — do you think you may qualify for an exemption or reduction? *

You may qualify for a full exemption (no fee) if you receive: Income Support, Income-based JSA or ESA, Guarantee Credit element of Pension Credit, Housing Benefit, Council Tax Reduction, Local Housing Allowance, or Working Tax Credit combined with Child Tax Credit or a disability element.

You may qualify for a 50% reduction (£46 per LPA) if your gross annual income is below £12,000.

Please note: Disability Living Allowance, PIP and Attendance Allowance do not qualify. Universal Credit on its own does not qualify — you would also need a gross annual income below £12,000.

⚠️ Claims cannot be made later. If you may qualify, we will include form LPA120 in your document pack. You must complete and sign it, attach evidence of your benefits or income, and post it in the same envelope as your LPA. It cannot be sent separately or claimed after registration. Without it, the full fee will be charged.

We cannot confirm whether you will qualify — the OPG assesses your LPA120 and evidence and makes the decision.

Yes — I may qualify, please include form LPA120 in my pack No — I will pay the full fee (£92 per LPA) Not sure — please include form LPA120 so I can decide

How do you prefer to pay the OPG registration fee? * Card — OPG will call the phone number on the form to take payment Cheque — payable to Office of the Public Guardian, included with forms

Additional Information

Any other information for our team

I confirm I have read and agree to the Terms of Service. I am able to read, understand and sign documents independently. I am completing this form myself, of my own free will, and am not being pressured or influenced by anyone. I understand that: I am responsible for arranging my own certificate provider and witnesses; I must follow the signing guidelines exactly, including the signing order; I am responsible for posting my completed LPA to the Office of the Public Guardian myself; and that if my LPA is rejected or returned by the OPG due to how it was completed, signed or witnessed, a new LPA will be required and both our fee and the OPG fee will be payable again. I understand the OPG registration fee (£92 per LPA) is payable separately and directly to the Office of the Public Guardian, is not included in our service fee, and that OPG registration takes 8 to 20 weeks. Kent Online Legal Document Service is not a law firm and does not provide legal advice.

Questions before ordering? Email us at hello@kentonlinedocumentservice.co.uk

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Disabled/Vulnerable Person's Trust with Letter of Wishes £98

Single person — trust within your will for a disabled or vulnerable person

⚠️ Kent Online Legal Document Service is not a law firm and is not regulated by the SRA. We do not provide tax, benefits or legal advice. The rules around Disabled/Vulnerable Person's Trusts are complex. We strongly recommend seeking independent advice from a qualified solicitor or accountant, particularly where the beneficiary's qualifying status may be unclear, where means-tested benefits are a significant factor, or where the estate may be subject to inheritance tax.

Your Details

First name *

Last name *

Email address *

Your completed documents will be sent to this email. Use your own email address only.

Phone number

Optional — only used if we need to clarify information

Your address *

Include full postcode

Date of birth *

Marital status *

About the Beneficiary

The beneficiary is the disabled or vulnerable person the trust is being set up for.

Full name of beneficiary *

Relationship to you *

Date of birth of beneficiary *

Address of beneficiary *

Does the beneficiary currently live with you? *

Does the beneficiary have a carer or support worker? *

If yes — carer or support worker name and details

Is there a Lasting Power of Attorney already in place for the beneficiary?

How does the beneficiary manage day to day? *

Do they manage their own finances? *

Can you describe in simple terms what support needs the beneficiary has? *

Do they currently receive any state benefits or financial support?

If yes — which benefits and at what level?

Have you been given any guidance about how their needs might change over time?

If yes — please describe

Why we ask about life expectancy: In some circumstances it can affect which trust structure is most tax efficient for the beneficiary. We do not provide tax advice. If you have any concerns about this please seek independent advice from a qualified solicitor or accountant before ordering.

Has life expectancy ever been discussed in relation to the beneficiary?

Are there concerns that their care or support needs may increase in the future?

If yes — please describe

Qualifying Criteria

For a Disabled/Vulnerable Person's Trust to qualify for favourable tax treatment, the beneficiary must meet one or more of the following criteria at the time the trust takes effect — that is, when you pass away.

Important: Qualification does NOT depend on receiving means-tested benefits. A person can qualify under the mental disorder route even if not currently receiving any disability benefits.

Example 1: Your adult child has autism and cannot manage their own finances — they may qualify even if not currently receiving benefits.
Example 2: Your sibling receives PIP daily living component — they qualify.

If the beneficiary is a child or young person not yet receiving benefits: If they meet the disability criteria when the trust takes effect they will qualify for the favourable tax treatment. If they do not meet the criteria at that point, the trust will still operate as a discretionary trust — which still protects the assets and gives trustees flexibility. Trustees should seek professional tax advice at that point.

If you are unsure whether your beneficiary qualifies we recommend seeking independent advice from a qualified solicitor before ordering.

Brief description of the beneficiary's condition or circumstances *

Trustees

Trustees manage the trust funds in the beneficiary's best interests. They have important long-term responsibilities and must act honestly, fairly and impartially. You must appoint a minimum of 2 trustees. You can appoint up to 4. We recommend at least one trustee being impartial — for example someone who is not a direct beneficiary of your estate. Professional trustees can be appointed but will charge fees. Trustees can be the same people as your executors or different people.

Trustee 1 full name *

Trustee 1 relationship to you *

Trustee 1 address *

Trustee 2 full name (recommended)

Trustee 2 relationship

Trustee 2 address

Trustee 3 full name (optional)

Trustee 3 relationship

Trustee 4 full name (optional)

Trustee 4 relationship

Use of Trust Funds — Letter of Wishes

Important: The trust fund can only be used to support the disabled or vulnerable person during their lifetime. The trust continues until they die and cannot be ended while they are alive. This is different from a discretionary trust.

This section forms part of your Letter of Wishes — a personal, non-binding document guiding your trustees. The final decision on all distributions always rests with the trustees. The more detail you provide the more helpful it will be.

What would you like the trust funds used for? *

Would you prefer funds to be managed and distributed over time rather than as lump sums?

Are there specific needs, routines or preferences trustees should be aware of?

Should trustees consult any specific person when making decisions?

If yes — who and their relationship to the beneficiary

The £3,000 / 3% Annual Exemption:
Trustees may use up to £3,000 per tax year or 3% of the trust fund's maximum value (whichever is lower) to benefit someone other than the disabled/vulnerable beneficiary — without affecting the trust's favourable tax status with HMRC.

Example: If the trust fund is worth £100,000, up to £3,000 per year could benefit others. If worth £50,000, up to £1,500 per year (3%).

This is commonly used to benefit carers, siblings or other family members. Trustees should take professional advice before making payments to others.

Are there other family members or individuals you would like to potentially benefit from the annual exemption?

If yes — please name them and their relationship

Should trustees be encouraged to seek professional advice for tax, investment or legal decisions? *

Letter of Wishes — confidentiality

Backup Beneficiaries

Backup beneficiaries inherit if a primary final beneficiary dies before the trust ends. You can name more than one.

Examples: your other children equally; your grandchildren; a named individual; a registered charity such as the National Autistic Society (charity no. 269425), Mencap (charity no. 222377) or Cancer Research UK (charity no. 1089464).

It is common practice to name a charity as a default fallback — this helps demonstrate the trust is genuine and provides certainty over its full duration.

Do you want to name backup beneficiaries?

Backup beneficiary 1 — full name or charity name and registered charity number

Relationship to you

Backup beneficiary 2

Backup beneficiary 3

Backup beneficiary 4

If a backup beneficiary also dies before the trust ends — what should happen?

Final Beneficiaries

Final beneficiaries receive the remaining trust assets after the disabled or vulnerable person dies. They can be different from your residuary beneficiaries.

Examples: your children equally; your grandchildren; a named individual; a registered charity.

Because this trust can last up to 125 years, it is good practice to also name a default charity as fallback — this ensures the trust always has a clear structure and purpose even if all named beneficiaries have died.

Final beneficiary 1 full name or charity name *

Relationship to you *

Percentage share *

Final beneficiary 2 full name or charity name

Percentage share

Final beneficiary 3 full name

Percentage share

Final beneficiary 4 full name

Percentage share

If a final beneficiary dies before the trust ends — what should happen to their share? *

Property

Do you own property? *

Is the property forming part of the trust fund?

If forming part of trust — how is the property owned?

Add Notice of Severance +£49

Required if property is owned as joint tenants and is forming part of the trust

Add Title Register Check +£10

Required if you are unsure how the property is owned

Executors

Primary executor full name *

Relationship to you *

Primary executor date of birth *

Primary executor address *

Substitute executor full name

Substitute executor date of birth

Substitute executor address

Your Estate Value

Inheritance Tax (IHT) — Key Information

Situation	IHT Position
Single person — estate under £325,000	No IHT
Single — home left to children, estate under £500,000	No IHT (NRB + RNRB)
Married couple — combined under £1,000,000	Potentially no IHT
Estate above thresholds	IHT at 40% on excess — seek advice

• Lifetime gifts: Gifts made within 7 years of death may still attract IHT.
• Life insurance: Does not usually form part of your estate if you have nominated a beneficiary with your provider. Contact your provider to check.
• Pensions: From April 2027 unused pensions expected to form part of estate. Contact your pension provider to nominate a beneficiary.

We do not provide tax advice. Seek independent advice if your estate may be subject to IHT.

Approximate total value of your estate *

Residuary Estate

Your residuary estate is everything you own that has not been specifically gifted or placed in trust. It passes to your residuary beneficiaries in the shares you specify.

Residuary beneficiaries and shares *

If a residuary beneficiary dies before you *

Cash Gifts (Optional)

Do you want to leave any specific cash gifts?

If yes — gift details (recipient name, relationship, amount)

Personal Possessions (Optional)

Do you want to leave any specific personal possessions?

If yes — details of items and recipients

Funeral Wishes (Optional)

Any funeral wishes to record

Additional Information

Any other information we should know

Add-ons

Document Amendment Subscription +£10/year

Up to 2 amendments per year by email. Can be purchased at any time.

⚠️ By submitting this form you confirm you have read and agree to our Terms of Service. Kent Online Legal Document Service is not a law firm and is not regulated by the SRA. We are a document preparation service only.

Ready to proceed?

Submit your form below, then complete payment via the secure Stripe link.

Pay £98 securely via Stripe →

Questions before ordering? Email us at hello@kentonlinedocumentservice.co.uk

← Back to services

Disabled/Vulnerable Person's Trust with Letter of Wishes — Couple £178

Two wills — trust within each will for a disabled or vulnerable person

⚠️ Kent Online Legal Document Service is not a law firm and is not regulated by the SRA. We do not provide tax, benefits or legal advice. The rules around Disabled/Vulnerable Person's Trusts are complex. We strongly recommend seeking independent advice from a qualified solicitor or accountant, particularly where the beneficiary's qualifying status may be unclear, where means-tested benefits are a significant factor, or where the estate may be subject to inheritance tax.

Your Details

First name *

Last name *

Email address *

Your completed documents will be sent to this email. Use your own email address only.

Phone number

Optional — only used if we need to clarify information

Your address *

Include full postcode

Date of birth *

Marital status *

Person 2 Details

First name *

Last name *

Email address (Person 2) *

Date of birth *

Address *

Relationship between you *

About the Beneficiary

The beneficiary is the disabled or vulnerable person the trust is being set up for.

Full name of beneficiary *

Relationship to you *

Date of birth of beneficiary *

Address of beneficiary *

Does the beneficiary currently live with you? *

Does the beneficiary have a carer or support worker? *

If yes — carer or support worker name and details

Is there a Lasting Power of Attorney already in place for the beneficiary?

How does the beneficiary manage day to day? *

Do they manage their own finances? *

Can you describe in simple terms what support needs the beneficiary has? *

Do they currently receive any state benefits or financial support?

If yes — which benefits and at what level?

Have you been given any guidance about how their needs might change over time?

If yes — please describe

Why we ask about life expectancy: In some circumstances it can affect which trust structure is most tax efficient for the beneficiary. We do not provide tax advice. If you have any concerns about this please seek independent advice from a qualified solicitor or accountant before ordering.

Has life expectancy ever been discussed in relation to the beneficiary?

Are there concerns that their care or support needs may increase in the future?

If yes — please describe

Qualifying Criteria

For a Disabled/Vulnerable Person's Trust to qualify for favourable tax treatment, the beneficiary must meet one or more of the following criteria at the time the trust takes effect — that is, when you pass away.

Important: Qualification does NOT depend on receiving means-tested benefits. A person can qualify under the mental disorder route even if not currently receiving any disability benefits.

Example 1: Your adult child has autism and cannot manage their own finances — they may qualify even if not currently receiving benefits.
Example 2: Your sibling receives PIP daily living component — they qualify.

If the beneficiary is a child or young person not yet receiving benefits: If they meet the disability criteria when the trust takes effect they will qualify for the favourable tax treatment. If they do not meet the criteria at that point, the trust will still operate as a discretionary trust — which still protects the assets and gives trustees flexibility. Trustees should seek professional tax advice at that point.

If you are unsure whether your beneficiary qualifies we recommend seeking independent advice from a qualified solicitor before ordering.

Brief description of the beneficiary's condition or circumstances *

Trustees

Trustees manage the trust funds in the beneficiary's best interests. They have important long-term responsibilities and must act honestly, fairly and impartially. You must appoint a minimum of 2 trustees. You can appoint up to 4. We recommend at least one trustee being impartial — for example someone who is not a direct beneficiary of your estate. Professional trustees can be appointed but will charge fees. Trustees can be the same people as your executors or different people.

Trustee 1 full name *

Trustee 1 relationship to you *

Trustee 1 address *

Trustee 2 full name (recommended)

Trustee 2 relationship

Trustee 2 address

Trustee 3 full name (optional)

Trustee 3 relationship

Trustee 4 full name (optional)

Trustee 4 relationship

Use of Trust Funds — Letter of Wishes

Important: The trust fund can only be used to support the disabled or vulnerable person during their lifetime. The trust continues until they die and cannot be ended while they are alive. This is different from a discretionary trust.

This section forms part of your Letter of Wishes — a personal, non-binding document guiding your trustees. The final decision on all distributions always rests with the trustees. The more detail you provide the more helpful it will be.

What would you like the trust funds used for? *

Would you prefer funds to be managed and distributed over time rather than as lump sums?

Are there specific needs, routines or preferences trustees should be aware of?

Should trustees consult any specific person when making decisions?

If yes — who and their relationship to the beneficiary

The £3,000 / 3% Annual Exemption:
Trustees may use up to £3,000 per tax year or 3% of the trust fund's maximum value (whichever is lower) to benefit someone other than the disabled/vulnerable beneficiary — without affecting the trust's favourable tax status with HMRC.

Example: If the trust fund is worth £100,000, up to £3,000 per year could benefit others. If worth £50,000, up to £1,500 per year (3%).

This is commonly used to benefit carers, siblings or other family members. Trustees should take professional advice before making payments to others.

Are there other family members or individuals you would like to potentially benefit from the annual exemption?

If yes — please name them and their relationship

Should trustees be encouraged to seek professional advice for tax, investment or legal decisions? *

Letter of Wishes — confidentiality

Backup Beneficiaries

Backup beneficiaries inherit if a primary final beneficiary dies before the trust ends. You can name more than one.

Examples: your other children equally; your grandchildren; a named individual; a registered charity such as the National Autistic Society (charity no. 269425), Mencap (charity no. 222377) or Cancer Research UK (charity no. 1089464).

It is common practice to name a charity as a default fallback — this helps demonstrate the trust is genuine and provides certainty over its full duration.

Do you want to name backup beneficiaries?

Backup beneficiary 1 — full name or charity name and registered charity number

Relationship to you

Backup beneficiary 2

Backup beneficiary 3

Backup beneficiary 4

If a backup beneficiary also dies before the trust ends — what should happen?

Final Beneficiaries

Final beneficiaries receive the remaining trust assets after the disabled or vulnerable person dies. They can be different from your residuary beneficiaries.

Examples: your children equally; your grandchildren; a named individual; a registered charity.

Because this trust can last up to 125 years, it is good practice to also name a default charity as fallback — this ensures the trust always has a clear structure and purpose even if all named beneficiaries have died.

Final beneficiary 1 full name or charity name *

Relationship to you *

Percentage share *

Final beneficiary 2 full name or charity name

Percentage share

Final beneficiary 3 full name

Percentage share

Final beneficiary 4 full name

Percentage share

If a final beneficiary dies before the trust ends — what should happen to their share? *

Property

Do you own property? *

Are you leaving your property to each other first before it passes to the trust or residuary beneficiaries? *

If not leaving to each other first — how is the property owned?

Add Notice of Severance +£49

Only required if not leaving to each other first and property is owned as joint tenants

Add Title Register Check +£10

Required if you are unsure how the property is owned

Executors

Primary executor full name *

Relationship to you *

Primary executor date of birth *

Primary executor address *

Substitute executor full name

Substitute executor date of birth

Substitute executor address

Your Estate Value

Inheritance Tax (IHT) — Key Information

Situation	IHT Position
Single person — estate under £325,000	No IHT
Single — home left to children, estate under £500,000	No IHT (NRB + RNRB)
Married couple — combined under £1,000,000	Potentially no IHT
Estate above thresholds	IHT at 40% on excess — seek advice

• Lifetime gifts: Gifts made within 7 years of death may still attract IHT.
• Life insurance: Does not usually form part of your estate if you have nominated a beneficiary with your provider. Contact your provider to check.
• Pensions: From April 2027 unused pensions expected to form part of estate. Contact your pension provider to nominate a beneficiary.

We do not provide tax advice. Seek independent advice if your estate may be subject to IHT.

Approximate total value of your estate *

Residuary Estate

Your residuary estate is everything you own that has not been specifically gifted or placed in trust. It passes to your residuary beneficiaries in the shares you specify.

Residuary beneficiaries and shares *

If a residuary beneficiary dies before you *

Cash Gifts (Optional)

Do you want to leave any specific cash gifts?

If yes — gift details (recipient name, relationship, amount)

Personal Possessions (Optional)

Do you want to leave any specific personal possessions?

If yes — details of items and recipients

Funeral Wishes (Optional)

Any funeral wishes to record

Additional Information

Any other information we should know

Add-ons

Document Amendment Subscription +£10/year

Up to 2 amendments per year by email. Can be purchased at any time.

⚠️ By submitting this form you confirm you have read and agree to our Terms of Service. Kent Online Legal Document Service is not a law firm and is not regulated by the SRA. We are a document preparation service only.

Ready to proceed?

Submit your form below, then complete payment via the secure Stripe link.

Pay £178 securely via Stripe →

Questions before ordering? Email us at hello@kentonlinedocumentservice.co.uk

Order a Document

Tenancy Agreement (AST) £49

Tenancy Agreement (HMO) £69

Lodger Agreement £35

Eviction Notice (Section 8) £49

Declaration of Trust £79

Notice of Severance £49

Title Register Check £10

Simple Will £49

Mirror Wills (Couple) £89

Complex Will with Property Trust £98

Complex Mirror Wills with Property Trust £178

Pre-Nuptial Agreement £149

Post-Nuptial Agreement £149

Non-Disclosure Agreement £39

Terms & Conditions £59

Privacy Policy £49

Loan Agreement £49

Shareholders Agreement £159

Document Amendment Subscription £10/yr

LPA Package — Single Person £500

LPA Package — Couple £850

Thank you — your information has been received!

Disabled/Vulnerable Person's Trust with Letter of Wishes £98

Disabled/Vulnerable Person's Trust with Letter of Wishes — Couple £178