Wills Questionnaire Form

1. Personal Details:

Full Name (including any middle names)*

Are you known by any other names?

Address

Post Code

Date

Nationality

Home Telephone Number*

Work Telephone Number

Mobile Telephone Number

Email Address*

Occupation

Do you have a will at present? (if yes, please provide us with a copy)

Yes No

Do you consider yourself to be domiciled in the UK?

Yes No

2. Marriage / Partnership Details

Do you consider yourself to be domiciled in the UK?

Yes No

If yes, date of marriage or registration of civil partnership

Your spouse's / partner's full name

Have you been married or in a registered civil partnership before?

Yes No

Are you intending to marry/re-marry/register a civil partnership in the future

Yes No

3. Your Children (include children from any previous
relationship stepchildren & estranged children)

1. Name and Address

Date of Birth

2. Name and Address

Date of Birth

3. Name and Address

Date of Birth

4. Instructions for your will.

1. Your Executors and Substitute Executors

Your Executors Name and Address

Substitute Executors Name and Address

2. Funeral Wishes

It is possible (although not mandatory) to specify funeral wishes in your Will. Please let us know your wishes

Buried Cremated No Preference

Other (eg. donation of organs) or any other wishes you would like included

3. Cash Gifts / Gifts of Specific Items

Please give details of the beneficiaries as well as the amount/item bequeathed. Please say if the beneficiary is under 18 years of age. If so, would you like their parent or guardian to receive it on their behalf prior to 18?

1. Name and Address

Amount/ Item

2. Name and Address

Amount/ Item

3. Name and Address

Amount/ Item

Please use a separate sheet of paper if necessary

The Residue of your Estate

The residuary estate is all that you own other than joint assets and any gifts made above. Please let us know your instructions:

Everything to my spouse/partner but if they have died then to my children equally (or to their children - your grandchildren - if they have died before you); Everything to my children equally (or to their children - your grandchildren - if they have died before you); Everything to my spouse/partner but if they have died then to the following beneficiaries:

If you do not wish to use the common provisions listed above, please provide details of your residual beneficiaries on the 'Other Information' section at the end of this form.

5. Alternative Beneficiaries

It is advisable to name alternative beneficiaries in case your original beneficiaries have died before you:

1. Would you like your children to inherit at

18 21 25

2. Name and Address

Share of Estate

3. Name and Address

Share of Estate

6. Your Assets.

1. Your Home

a. Is your home

b. Is your home

c. If in joint names, is it owned as

d. Is there a mortgage? If so, please give an approximate value

2. Other assets

a. Do you have any jointly owned assets (other than your home)? If so, please give details and approximate values below

b. Do you have a business? If so, please give an approximate value and details as to whether it is a Company, Partnership or in your sole name and also provide copies of any Memorandum & Articles of Association or Partnership Agreement

c. Do you own any assets abroad? If so, please provide details and approximate values below

d. Please provide details and approximate values of any other assets below.

7. Other Information

Please use this section to tell us about any other information that is necessary or use this as a continuation sheet.

RESIDENTIAL & Commercial

Wills Questionnaire Form

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