This is a preparation draft – not a legally valid instrument
You cannot sign these worksheets as a will or power of attorney. Final instruments must be completed under local law with appropriate qualified assistance.
England & Wales LPAs require separate official forms, correct signatures and registration with the Office of the Public Guardian.
EXITPLAN · PERSONAL PLANNING DRAFTS
NOT FOR SIGNING – NOT LEGALLY VALID
Will planning
Purpose and limits
This is a personal planning worksheet only. It is NOT a will or legal power of attorney and must NOT be signed or used as a legal instrument.
A qualified local professional must adapt, review and complete formal documents under the applicable law.
Jurisdiction context: England & Wales
Person making these wishes
Name:
Family/relationship context (supplied): —
Intended distribution – not a legal entitlement calculation
: 100%
The percentages express your wishes only. Mandatory inheritance, taxes, debts, jointly owned assets and other legal restrictions have not been calculated.
Specific gifts and estate administration
Specific gifts: —
Preferred executor: —
Alternate: —
Other wishes
—
Next steps
1. Check all names, beneficiaries, shares and wishes. 2. Seek qualified advice for the applicable jurisdiction. 3. Complete the correct local instruments using local signing, witnessing and registration rules.
Power of attorney planning
Purpose and limits
This is a personal planning worksheet only. It is NOT a will or legal power of attorney and must NOT be signed or used as a legal instrument.
A qualified local professional must adapt, review and complete formal documents under the applicable law.
Jurisdiction context: England & Wales
Person making these wishes
Name:
Family/relationship context (supplied): —
Future decision-making
Preferred agent:
Alternate: —
Requested scope: Finances, property, health and personal matters
This does not appoint an agent. Powers, timing, eligibility, witnessing, notarisation and any registration must be settled under the applicable local law.
England & Wales LPA
The official financial (LP1F) and health/welfare (LP1H) LPAs are separate forms. They require the appropriate signatures, certificate provider and Office of Public Guardian registration. This worksheet is neither form and does not register an LPA.
Other wishes
—
Next steps
1. Check all names, beneficiaries, shares and wishes. 2. Seek qualified advice for the applicable jurisdiction. 3. Complete the correct local instruments using local signing, witnessing and registration rules.