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Will Questionnaire

In order that we may prepare a Will that suits your circumstances, we should be grateful if you could complete as far as possible the following questionnaire and then bring it with you when you attend your appointment. If you do have an existing Will, then please also bring this with you if possible.

Personal Details

Full Name

Maiden or former name

Any other names known by

Address

Work telephone number

Home telephone number

Mobile telephone number

E-Mail

Occupation

National Insurance No

Date of birth

Where born

Nationality

Country of residence

Spouse/Partner details

Full Name (including all first names)

Address: (if different)

Date of birth

Occupation

Are you both in a good state of health?

Date of marriage/Civil partnership

If unmarried date started cohabiting

If divorced date of divorce

Are you intending to marry in near future?

Is any benefit to the intended spouse conditional on the marriage taking place?

Have either of you been married before?

Details of any children including adopted, and anyone treated as a child by you

Please detail Full Name, Address, Date of Birth, if they are in education, status and Marital status for each child.

Children

Are your children in good health?

Are any of your children disabled? Details

Details of any grandchildren

Please detail Full Name, Address, Date of Birth, and full name of parents for each child.

Children

Other relations

Do you have any parents alive?

Do you have any brothers or sisters?

Is there anyone who is being fully/partly maintained by you?

Your Home

Ownership of your home – tick applicable

(a) in your name alone

(b) in joint names with your spouse/partner

What is the current value of your property?

Is your property mortgaged? If so, please give details

Where are your Deeds held? Please give address

Is your house rented?

Other: eg provided by a relative?

Other Asset Details – please give approximate values of your other main assets below: and indicate if any are jointly owned and the name of the other owner

House contents

Cars/vehicles

Pensions

Death in service benefits

Any Nominations

Life Policies

Is any written in trust?

Are any charged with debts?

Whose life are they on?

Building Society accounts

Bank accounts

National Savings accounts

Premium Bonds

Unit Trusts

Government Stocks

Benefits from another person’s estate

Business Property

Agricultural Property

Foreign Property or assets

Property in Trusts of which you are a beneficiary

Lifetime gifts – to whom and date made

Do you have a business?

If yes, state type of business

Is it a company/partnership/sole name/

Ownership of assets used in business

Liabilities

Please give approximate values of your main liabilities below:

1st mortgage

2nd mortgage

Other Loans

Overdraft

Hire purchase

Credit cards

Other

Contents of Will

Funeral Wishes

Do you have any specific wishes as to whether you are buried or cremated?

If you wish to leave any part of your body for medical purposes tell your family and your doctor and carry a Donor Card

Whom do you wish to have as your Executors and Trustees?

Please detail Name, Address and Relationship for each one (you may have up to four and where there are likely to be gifts to children under 18 years then at least 2 will be needed).

Executors and Trustees

Whom do you wish to name as guardian of any minor children?

Please detail Name, Address and Relationship for each one.

Guardian of any minor children

Cash Gifts

Do you wish to give gifts of specific amounts of money to beneficiaries? If so, please detail please detail Name, Address and Amount for each one and specify if the gift is to be subject to tax or free from tax.

Cash Gifts

Specific assets

Do you wish to give specific assets, for example property, to beneficiaries? If so, please detail please detail Name, Address and description of specific gift for each one and specify if the gift is to be subject to any mortgages and debts outstanding:

Specific assets

The Residue

This deals with the rest of your estate that has not been dealt with elsewhere in the will. Please state how you wish to leave your estate. Please also state alternative provision in the event that any of the people named predecease you.

Residue