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Legal Will information collection Worksheet The following information should be collected prior to completing the service at www.legalwills.co.uk on behalf of another person. This is not a Will. It
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Obtain the necessary authorization: Before filling out a form on behalf of someone else, it is crucial to have their explicit permission. Ensure that the person whose form you are filling out grants you the authority to do so.
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Familiarize yourself with the form's requirements: Take the time to thoroughly review and understand the form you are filling out. Pay attention to all the necessary fields, required information, and any specific instructions provided.
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Gather relevant information: Gather all the required information and documentation that will be needed to complete the form accurately. This may include personal details, identification documents, financial information, or any other pertinent data depending on the nature of the form.
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Clearly indicate your role: On the form, clearly indicate that you are filling it out on behalf of someone else. Provide your name, contact information, and your relationship to the person for whom you are completing the form.
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Provide accurate and complete information: Fill out each field on the form accurately and provide all the required information. Ensure that the details you provide are up to date and correct. Double-check the form for any errors before submission.
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Follow any specific instructions: Some forms may have specific instructions or additional documents that need to be attached. Take note of any additional requirements and adhere to them accordingly.
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Sign and date the form: Once you have completed filling out the form, sign it using your full legal name. Additionally, include the date of completion to indicate when the form was filled out on behalf of the person.

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Individuals acting as authorized representatives: Authorized representatives, such as legal guardians, attorneys, or appointed agents, may need to fill out forms on behalf of someone who is unable to do so themselves. For example, a parent may fill out a form for their minor child.
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Caregivers and healthcare proxies: Caregivers or individuals designated with healthcare proxies may be required to complete forms on behalf of the person they are caring for. This is often seen in medical settings, where consent forms or treatment documents need to be filled out.
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Agents or representatives in legal matters: In legal situations, agents or representatives may need to fill out forms on behalf of their clients. This could include documents related to court proceedings, contracts, or power of attorney.
Remember, it is essential to check with the specific organization or entity requiring the form to determine who is authorized to fill it out on behalf of someone else.
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