Will Questionnaire

PART A

General Notes

  1. A Will is usually completely cancelled if you marry after making it. You will need to make another Will immediately, or one which takes a forthcoming marriage into account.
  2. On divorce, gifts to your Husband / Wife are cancelled as is his/her appointment as an Executor but the rest of the Will stands. This can create problems and it is better to make a new will.
  3. If you are not making any provisions for a Husband / Wife / Partner, or a former Husband / Wife / Partner, it is possible that he/she could make a claim against your estate. If this does apply please seek further advice from us.
  4. Please feel free to ask for our help or advice or more information on any topic related to your Will during your appointment.

You And Your Family

1. Your Details

2. Your Husband | Wife | Partner

3. Marriage | Partnership Details

No
Yes
No
Yes
No
Yes

4. Your Children

Please include ALL children from previous marriages or relationships.

Child 1

No
Yes

Child 2

No
Yes

Your Husband's | Wife's | Partner's Children

Please include ALL children from previous marriages or relationships.

Child 1

Child 2

Please Note:

Illegitimate and adopted children (but not stepchildren) generally have the same rights of inheritance as other children. Children excluded from benefit under your Will may have a right to claim a share of your property in certain circumstances.

Part B

Your Home and Other Assets

6. Your Home

Owned

Yes
Yes
Yes

Rented

Yes

Other (e.g. provided By A Relative)

Yes

7. Businesses

Yes
No
Limited Company?
Partnership?
In Your Sole Name?

8. Your Main Assets

Yes
No

Assets Details

9. Joint Assets

Please Note That Jointly Owned Assets Generally Pass To The Joint Owner Automatically And Cannot Be Given Away By Will.

Yes
No

Assets Details

10. International Assets

Yes
No

Assets Details

Part C

Funeral, Executors, Guardians

11. Funeral

Funeral Preferences

Buried?
Cremated?
No Preference?

Please Note:

You should make these wishes known to your immediate family as well and rely on what is in your Will. If you wish to leave any part of your body for medical purposes tell your family and your Doctor and carry a Donor Card.

12. Executors

You must appoint Executors to carry out the instruction in your will. It is wise to have at least two and you may appoint your Husband / Wife / Partner as one. You should name other executors to act if he/she is unable to do so. Partners of our firm will be pleased to act as your executors, either alone or with a member of your family or friend.

Yes
No

Please enter at least FOUR executors, in no particular order.

13. Guardians

Guardian Preferences

You may want to appoint one or two people to act as Guardian(s) for children under 18 years. The appointment will usually only apply if you and the child's other parents are both dead. The position may be different if you are a single parent. This issue can be discussed further with the Solicitor at your appointment.

Guardianship involves a lot of responsibility and you should ask people to agree to act before appointing them.

Yes
No

Part D

Beneficiaries

The main part of your estate is called "the residue". Before giving away the residue you may wish to make certain gifts of cash or belongings to individual children, grandchildren, friends or charities. These are known as "beneficiaries".

14. Cash Gifts

Please give the name and address of the beneficiary and the amount to be given, with the age of anyone who is under 18 years.

15. Gifts Or Articles

Please give the names and addresses of people to whom you wish to leave specific items, and a full description of the article, to enable it to be identified.

Please note that if you sell or replace one of these items, the beneficiary will get nothing - he or she will not be given the substituted item or the cash equivalent.

16. Residue

This is all that you own except jointly owned property and the gifts made in Question 15 and 16. Please state below who is to receive the residue on your death and who is to receive it if they die before you.

If there are gifts to your children, we may suggest a provision that if any of them dies before you, leaving children of his/her own, those children (your grandchildren) will inherit their parents share.

The following are the more common provisions made. If you wish to use one of these, tick the appropriate box, if not please go to Question 18.

Question A

Yes

Question B

Yes
18
21
25

Question C

Yes

Question D

Yes
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