Follow Incipt on Twitter

This questionnaire is designed to help you consider some of the points you should think about in connection with your Will.

You can either fill in the questionnaire online (below) or click here to download and print as a document.

It will greatly assist us in preparing your Will if you answer all the questions in full.  Please bring our completed questionnaire with you when you come to see your Legal Adviser and if there are any legal or practical points on which you would like guidance, please feel free to discuss them with your Legal Adviser.

We have used the term “Partner” throughout this questionnaire, which of course includes your spouse.

Two partners can complete one questionnaire, or you may prefer to photocopy the questionnaire so that you can complete one copy each.

We strongly recommend that you keep your Will in a safe place.

Will Questionnaire
  1. (required)
  2. (required)
  3. (required)
  4. (valid email required)
  5. Are you resident in the UK

  6. (required)
  7. (required)
  8. (required)
  9. Your Employment Status

  10. Your Partner's Employment Status

  11. Marital status

  12. Have you been married before?
  13. Are you intending to be married or to register your Civil Partnership?
  14. Do you have any children?
  15. Do you have any grandchildren?
  16. Is there anyone else who is financially dependent on you?
Will Questionnaire - Your Details
  1. 1.4 a) Your Estate - Do you wish your Partner to inherit all of your estate?
  2. If any of the named beneficiaries die before you leaving children, would you like their children to inherit in their place?
Will Questionnaire - Your Assets
  1. Captcha

cforms contact form by delicious:days

We also provide the following services:-

  • i) Advice regarding Trusts
  • ii) Inheritance Tax Planning
  • iii) Lasting Powers of Attorney

Should you wish to discuss any of these matters we will be happy to do so.

126 Responses to “Wills Questionnaire”