Will Questionnaire

If you would like us to prepare your will, please complete the form below. Fields marked with a * must be completed.

This document is in NO way to be construed as ADVICE but merely a guideline to frequently made provisions.

Your Details

Please enter your name
Please enter your date of birth
Are you self employed?
Please enter your occupation

Your Partner's Details

Please enter your partner's name
Please enter your partner's date of birth
Is your partner self employed?
Please enter your partner's occupation

Contact information

Please enter your address
Please enter your postcode
Please enter your telephone number
Please enter your mobile number
Please enter your email address

About your will

Please enter the date your last will was made
Please enter the date your last will was made
[1] Are you happy to appoint your partner as your executor / executrix if he / she survives you?

If not [or he / she predeceases you] whom do you wish to be your executor[s] / executrix[ices]? [see also [8]

Please enter the date your last will was made
Please enter your executor address
Would you like your executors to use this firm to assist them if they need help?

[2][a] Specific gifts [we shall assume that such gifts are to be made after the death of the survivor of partners unless you state otherwise]

If you wish to give any small gift of money / possessions to any specific person[s] please state how much or what item you wish to give them and their full names and addresses

Please enter the value of the small gift
Please enter the item you wish to give
Please enter the name of the recipient of the gift
Please enter the address of the small gift recipient
[2][b] If the item is large do you wish it to bear its own proportion of inheritance tax if payable?
[2][c] We support Wessex Cancer Trust [ RCN 11100216] which provides emotional support for families of sufferers. Would you consider a gift to them after your partner’s demise especially if it saves IHT?

Guardians

[3] If your partner predeceases you do you wish to appoint a testamentary guardian[s] to look after your children if still minors at your death?

If yes what are his / her / their full name[s] and address

Please enter the guardian name
Please enter the address of the guardian

The rest of your Estate - residuary estate

Please select who you wish to leave your residuary estate to
Please enter the other relationship
Please enter the guardian name
Please enter the address of the guardian
Is the recipient over 18?

Substitutional gift of residue

[5] If your residuary beneficiary[ies] predeceases[e] you, who do you wish to leave all or the rest of your estate to?

Your children
Other person's children

if so what are their full names address[es] date[s] of birth or approximate ages

Please enter the children's full name
Please enter the address of the child
Please enter the age you would like them to receive your estate

[ NB Higher rate of income tax on trustees income pending beneficiary reaching specified age as above]

If your / their child predeceases you / them or does not reach the specified age do you want their children to receive their share?
Please enter an age
Do you have children whom you wish to exclude from benefit?
Please enter who is excluded
Please enter a reason

[7] If none of your estate is to pass to your child/children, who are to be your beneficiaries?

Please enter beneficiary name
Please enter the beneficiary address
Please enter an age
Please select and option

If yes please supply the name and address of the member of your family:

Please enter trustee name
Please enter the trustee address
Please select

[9] Do you wish to prepare a lasting power of attorney?

Please select and option

and / or

Please select and option

or

Please select and option

or

Please select and option
Please select and option
Please enter your date
Please enter your signature
Please let us know how you heard about us
Please enter the verification code


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