Will Questionnaire.

1. Title (eg Mr, Mrs, Miss, Ms)  
   Mr. Mrs. Miss. Ms.

   Please choose
2. Forename(s) (please state all names)  
3. Surname  
4. Address  
5. Email Address  
6. Telephone No  
7. Date of Birth  

8. ---

   Contact Telephone
9. Home  
10. Work  
11. Mobile  
12. Occupation  
13. Full name of Husband/Wife/Partner  
14. Are you married or in a civil partnership?  
    Yes No

    Please choose

15. ---

    If you are divorced, seperated or are contemplating marriage, then please telephone for further advice.

16. ---

    Your house may be in joint names. If it is then depending on the type of ownership it may on the first death automatically pass to the survivor and will not pass under your Will. If you require further advice in this respect please telephone use. This is important.
17. Do you own property overseas?  
    Yes No

    Please choose
18. If yes, where?  
19. It is normal to appoint firstly your HUSBAND/WIFE/PARTNER and ourselves as professional co-executors  
    Yes No

    Please choose

20. ---

    If you do not wish to appoint ourselves, then please state below the full names and addresses of at least two other people to be Executors
21. Name  
22. Address  
23. Name  
24. Address  

25. ---

    If you have children under the age of 18 years, then we recommend you appoint two adult Guardians. Please state the Guardians full names and Addresses.
26. Name  
27. Address  
28. Name  
29. Address  

30. ---

    WHO DO YOU WANT YOUR ESTATE TO GO TO?
31. The whole estate to your HUSBAND/WIFE/PARTNER  
    Yes No

    Please choose
32. If you are both dead, to your children  
    Yes No

    Please choose
33. If you have no children now, you may in the future, would you Like your estate to go to them?  
    Yes No

    Please choose

34. ---

    Your Children
35. Full Name  
36. Age  
37. Full Name  
38. Age  
39. Full Name  
40. Age  
41. Full Name  
42. Age  
43. Who will receive your estate if you are both dead, and there are no children? Please state here the full names and addresses of the beneficiaries. If they are not to share the estate equally, then please state the percentage or fraction each is to receive.  
44. If you wish to leave precuniary legacies (sums of money) or specific bequests e.g. Jewellery, furniture, cars etc. to anybody, please give details and say who is to receive what.  

45. ---

    Please state what you would like to happen to your remains:
46. Burial  
    Yes No

    Please choose
47. Cremation  
    Yes No

    Please choose
48. Do you have any health problems or other reasons that exist of which it is necessary for your Will to be executed as a matter of urgency?  
    Yes No

    Please choose
49. Do you want  
    Do you want a single Will for yourself?
    A mirror Will for yourself and your spouse/partner?
    

50. ---

    This questionnaire is intended to enable us to prepare a simple basic Will, but there may be other matters that you require advice and help with. If this is the case, then you should telephone use to discuss them. Please note if detailed advice relating to tax or if complicated provisions are required then it would be necessary to advise you as to additional costs.
51. Any other information that you consider relevant:  

52. ---

    When the form has been completed, please submit it to us and we will prepare you a draft Will.

53. ---

54. The likely legal cost will be £125.00 + VAT for a single Will or £175.00 +VAT for two Wills with similar terms.  
55. Security Code: *
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