WILLS QUESTIONNAIRE

Please complete this form and submit it to us or alternatively contact us. Please ensure that you state the full names and addresses of all the people mentioned and in the case of children, their ages.

PERSONAL DETAILS

Your Full Name:
Your Address:
Telephone Numbers:
Date of Birth:

 

If you have previously made a WILL, where is it stored?

 

 

YOUR ESTATE

The size and contents of your estate could influence the way in which your WILL should be written. Please therefore give approximate values for the following:-

Your main residence: £
Personal possessions: £
Stocks and shares: £
Business assets: £
Other properties: £
Bank/Building Society accounts: £
Life assurance: £
Other: £


TOTAL £

 

YOUR FAMILY

 

Please give us some idea of your family, dependents and commitments.

 

Married/ Divorced/ Separated/ Single/ Widowed/ Co-habiting

Children?

(Please give full names and ages if the children are adopted or from a previous marriage then please state).

Have you any dependents living with you? (e.g. an elderly relative)

 

CHOICE OF EXECUTORS

Your executors are people who will administer your estate on your death. You should ensure that you appoint at least two and that they are over eighteen years of age. They can be people who are mentioned in your WILL. We as Solicitors can be your executors if you so wish.

1. Name:

Address:

Relationship:

2. Name:

Address:

Relationship

 

Additional Executors

 

 

GUARDIANS

If you have children under the age of eighteen then please give us the names and addresses of the guardians you would wish to appoint to care for your children until they reach eighteen years of age.

 

1. Name:

Address:

Relationship:

2. Name:

Address:

Relationship

 

Additional Guardians

 

 

 

 

SPECIFIC LEGACIES OR BEQUESTS

Please give details of any gifts of personal belongings or specific sums of money you wish to leave and in the case of children, at what age you would like them to inherit their gift. Please also state whether you would like the beneficiary to pay any tax or carriage fees or whether you would like this to come from your residuary estate.

a)     Cash Legacies
b)    Non-cash Legacies

 

REAL PROPERTY

Do you wish to make any special arrangements relating to your home or other property?

 

Enter Details:

 

 

If you are to make a specific gift of a property, should any mortgage or charge against it to be paid by the recipient of the gift or from other assets e.g. the residuary estate?

 

Enter Details:

 

 

   

 

 

Is there any person living with you who wish to remain residing in the property after your death without actually becoming the owner of it? If so, for what period of time would you like them to continue living there (e.g. for the rest of their life; until they remarry?).

 

Enter Details:

 

 

   

 

 

 

 

 

 

RESIDUARY BENEFICIARIES

Who do you wish to benefit from the whole (or the remainder) of the estate? If you wish to leave your estate to more than one person, how should it be divided? (It is best to use percentages or fractions and avoid specific sums of money as the value of your estate may change). If children are to benefit from your estate, at what age would you like them to benefit?

 

Enter Details:

If any of the first choice of beneficiaries were to die before you, who would inherit their share of their estate in their place? Do you want their share to pass to their children or to other named substituted beneficiaries?

 

Enter Details:

 

Do you want any grandchildren (born or unborn at the present time) to take their parents share should they predecease you?

 

Enter Details:

 

 

FUNERAL DIRECTIONS

Do you wish to make any specific burial/cremation instructions or medical requests?

 

Enter Details:

 

OTHER MATTERS

Are there any other provisions you wish to make, matters we should be aware of, or questions you would like to ask?

 

Enter Details:

 

 

NOTES:

 

If you have any queries then please do not hesitate to contact me. Please return this questionnaire for my attention to:-

WillAssist

Ross Coates Solicitors

139 Main Road

Kesgrave

Ipswich

IP5 2NP