Wills Questionnaire

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 - Your Details

1.1. Your Funeral - Please indicate if you have any particular wishes e.g. Cremation/Burial/Type of service.
1.2. Executors - Who would you like to carry out the provisions of your Will? If your Partner is to become entitled to your whole estate, it is normal practice to appoint them to act as your sole executor. It is recommended that you also appoint two substitutional executors should your Partner be unable to act. Your executors may be family or friends. Alternatively many clients choose to appoint professional executors. We will be able to advise about this if you so wish. Please list full names and addresses.
1.3. Guardians - If you have any children under the age of eighteen, then one or more guardians should be appointed to look after them. Please list their full names and addresses.
1.4 a) Your Estate - Do you wish your Partner to inherit all of your estate?
Yes No
14 b) Your Estate - If you do not, or are not survived by a partner would you like to leave specific gifts or jewellery to other beneficiaries? Please describe each gift and list each beneficiary’s full name and address. Alternatively, you may prefer to list these gifts in a letter accompanying your Will which can be altered at any time without the need to rewrite your Will. If so, please state 'LIST'
14 b) Your Estate - Cash Legacies. Please indicate the amount and each beneficiary’s full name, address and age if under eighteen. You may wish to leave a specific amount to a favourite charity.
Whom would you like to inherit the whole or the remainder of your estate? Please indicate their full names, addresses, ages and share of each beneficiary’s interest. Please also specify at what age any named beneficiary shall inherit.
If any of the named beneficiaries die before you leaving children, would you like their children to inherit in their place?
Yes No
If so, at what age? eg. 18, 21, 25
In certain circumstances where all the named beneficiaries have died before you it may be necessary to include a longstop provision. This may be a gift to a family member or friend or, if preferred, to a charity. Please give details of the beneficiary you wish to include.

Will Questionnaire - Your Assets

House (£) - In Your Name
House (£) - In Partner's Name
House (£) - In Joint Names
Contents (£) (market value not insurance/replacement value) - In Your Name
Contents (£) (market value not insurance/replacement value) - In Partner's Name
Contents (£) (market value not insurance/replacement value) - In Joint Names
Shares (£) - In Your Name
Shares (£) - In Partner's Name
Shares (£) - In Joint Names
Bank & Building Society Accounts (£) - In Your Name
Bank & Building Society Accounts (£) - In Partner's Name
Bank & Building Society Accounts (£) - In Joint Names
Foreign Assets (£) - In Your Name
Foreign Assets (£) - In Partner's Name
Foreign Assets (£) - In Joint Names
Other Property eg. Business Assets, Life Policies (£) - In Your Name
Other Property eg. Business Assets, Life Policies (£) - In Your Name
Other Property eg. Business Assets, Life Policies (£) - In Your Name
Liabilities (mortgage) (£) - In Your Name
Liabilities (mortgage) (£) - In Partner's Name
Liabilities (mortgage) (£) - In Joint Names
Liabilities (other) (£) - In Your Name
Liabilities (other) (£) - In Partner's Name
Liabilities (other) (£) - In Joint Names
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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.

One Response to “Wills Questionnaire”

Points to consider when making a will | Incipit:

September 20, 2010 at 6:18 pm

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