Will Questionnaire

admin-alw · Jun 16, 2020 ·

It is important for you to make a Will whether or not you consider you have many possessions. If you die without a will, there are certain rules which will determine how your assets should be distributed. This may not be what you wish for. You would be leaving your loved ones without clear instructions as to what you would like to happen to your assets.

We appreciate that making a Will can be difficult and stressful and we aim to make this process as simple and easy as possible by way of our Will Questionnaire.

Please complete the Will Questionnaire below and we will contact you to discuss fees and preparing a draft Will.

If you require any help with the form or have any questions you can contact us here

Full name*
Address*
Street Address City County Post Code
Home Telephone No.
Mobile No.
Email*
Enter Email Confirm Email
Date of Birth*
Date Format: MM slash DD slash YYYY
Burial or Cremation – Please provide as much detail as you wish.*
Your SPOUSE/PARTNER’S DETAILS
- Not applicable
Is this your:
- Spouse
- Partner
Full Name
Date of Birth
Date Format: MM slash DD slash YYYY
Would you like to leave your estate to your Spouse/Partner in first instance?
- Yes
- No
Have you been married before?
- Yes
- No
YOUR CHILD/CHILDREN’S DETAILS
- Not applicable

Please list your children below

Full Name of Child	Date of Birth

EXECUTORS
Who would you like to appoint as Executors? Your Executor is responsible for running your Estate and carrying out your wishes under the terms of your Will. Your Executors will need to collect in valuations of your assets, submit Inheritance Tax forms and apply for Probate (if necessary). They will also need to distribute your assets to the beneficiaries under your Will. We would advise you to appoint at least two Executors. You can also appoint substitute Executors.

Please list executors below*

Full Name	Address	Town	Postcode

At what age do you wish the Beneficiaries to inherit? – If Beneficiaries are under 18 years old*
- 18 years old
- 21 years old
- 25 years old
GUARDIANS OF YOUR CHILD/CHILDREN
This is only applicable if you have children under the age of 16
- Not applicable
Full Name
Address
Street Address Address Line 2 City County Post Code
LEGACIES
Please list who you wish to inherit from your estate.

Would you like to give any gifts of cash? Please include the full name of the beneficiary and their address;

Full Name	Address	Town	Postcode	Amount of Legacy (£)

Would you like to give any personal possession gifts – Please identify the item (including personal items such as jewellery, artwork, furniture, family heirlooms etc) and include full name of beneficiary and their address.

Full Name	Address	Town	Postcode	Gift 1	Gift 2	Gift 3

If more space is required for any of the above beneficiaries please add their names below followed by the details of the legacy.

Everything Else (Residue) – Who you would like to inherit the rest of your estate - Please include full name of beneficiary and their address*

Full Name	Address	Town	Postcode

If more space is required for any of the above beneficiaries please add their names below followed by the details of the legacy.

Substitute Beneficiaries of residue – If your beneficiaries cannot inherit (i.e. if they have passed away before you) who would you then like to inherit?*

Full Name	Address	Town	Postcode

If more space is required for any of the above beneficiaries please add their names below followed by the details of the legacy.
ASSETS – TO ASSESS THE INHERITANCE TAX POSITION

List your assets below*

Asset	Approx Value	Owned jointly (Yes or No)

SIGNATURE
By signing this form I/we confirm that the information is accurate at the time of signing and I/we acknowledge that our solicitors Alwena Jones & Bright may rely on the information provided. Should any of this information change we agree to update our solicitors without delay.
Signature*
Date*
Date Format: DD slash MM slash YYYY
Consent*
I agree to the privacy policy.
Phone
This field is for validation purposes and should be left unchanged.

Will Questionnaire

Your SPOUSE/PARTNER’S DETAILS

YOUR CHILD/CHILDREN’S DETAILS

EXECUTORS

GUARDIANS OF YOUR CHILD/CHILDREN

LEGACIES

ASSETS – TO ASSESS THE INHERITANCE TAX POSITION

SIGNATURE

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Legal

Your SPOUSE/PARTNER’S DETAILS

YOUR CHILD/CHILDREN’S DETAILS

EXECUTORS

GUARDIANS OF YOUR CHILD/CHILDREN

LEGACIES

ASSETS – TO ASSESS THE INHERITANCE TAX POSITION

SIGNATURE

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