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Making your Will - Questionnaire

 

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    Please fill In all sections:

 

MAKER OF THE WILL

 

Name

Address

 

City

Post code
Country
  Male Female

Telephone

E-mail

 

WILL IN CONTEMPLATION OF MARRIAGE

 Is this Will made in contemplation of Marriage?

        Yes
        No

        If 'No' Please move to the next section

        If 'Yes'

        Is the Will to be conditional on the marriage taking place?

        Yes      
        No  (the Marriage contemplated will revoke the will)

       Intended Spouse

Name
Address
 
City
Post code
Country
  Male Female
   
 

ORGAN DONATION

    Do you want to donate any part of your body for the Treatment of others?

            Yes
            No

 

BURIAL/CREMATION WISHES

Do you wish to give burial/cremation instructions in your Will?
Yes (Fill in following information)
No (Skip to section 5)

Check box as appropriate:
I wish to be buried
I wish to be cremated

Please insert any other instructions e.g. place of burial/hymns

 

EXECUTORS

Only one is necessary but you may name up to four. You should appoint two if money is being left to infant children. It is often preferable that they be younger than you. The partners in our firm are prepared to be executors. There will be no additional charge on making the Will but the Will will contain a clause allowing our firm to make a charge for work done after your death.

Do you wish the partners in our firm to be your executors?

Yes
No

If you answered 'No' would you like us to be your executors with other members of your family or close friends?

Yes
No

If 'Yes' please insert their name below

    Partners Name   

Please complete 1,2,3 or 4 of the executor details below.
 

1st Executor:

            Name 
         Address 
                 
            City 
       Post code 
         Country 
                 Male Female 

2nd Executor:

            Name 
         Address 
                 
            City 
       Post code 
         Country 
                 Male Female 
3rd Executor: 
            Name 
         Address 
                 
            City 
       Post code 
         Country 
                 Male Female 

4th Executor:

            Name 
         Address 
                 
            City 
       Post code 
         Country 
                 Male Female 

If you have appointed family and/or friends to be your executors do you want 

substitute executors to be appointed if they are unable or unwilling, for 

whatever reason to do this for you?

Yes
No

If 'Yes' would you like to appoint us

Yes
No

Please complete Sections 1 and/or 2 below

1st Substitute Executor:

            Name 
         Address 
                 
            City 
       Post code 
         Country 
                 Male Female 

2nd Substitute Executor:

            Name 
         Address 
                 
            City 
       Post code 
         Country 
                 Male Female 

 

APPOINT GUARDIANS TO INFANT CHILDREN

Do you wish to appoint guardians for infant children?

Yes (Fill in following information)

No

If 'Yes' are they to act jointly with the other parent?

Yes
No


1st Guardian:

            Name 
         Address 
                 
            City 
       Post code 
         Country 
                 Male Female 

2nd Guardian:

            Name 
         Address 
                 
            City 
       Post code 
         Country 
                 Male Female

 

GIFTS OF OBJECTS

  • Do you wish to give any gifts of objects in your will?

Yes (Fill in following information)

No

  • Please complete below, if there is insufficient room please note other gifts in the additional information box at the end of the questionnaire.
     

My (Description)
To (Name)
Of (Address)
Example: Solid Gold Rolex Watch Nathan Barnes 24,Castle Road, Bigglesworth, ESSEX, ES17YH
 
  •  Do you want to give these items free of tax
    Yes
    No

GIFTS OF MONEY 

  • Do you wish to give any gifts of money in your will?

Yes (Fill in following information)

No

  • Please complete below, if there is insufficient room please note other gifts in the additional information box at the end of the questionnaire.

To (Name)
Of (Address)
Amount
Example: Fredrick Barnes 24 Castle Road, Bigglesworth, ESSEX, ES1 7YH £5000
  •  Do you want to give these items free of tax

    Yes
    No

 

WHAT DO YOU WANT TO HAPPEN TO YOUR ESTATE?

[Your Estate is all that you own and what is left after payment of any legacies and funeral expenses etc is commonly referred to as the 'Residue']

We shall include a provision that all your debts and funeral expenses are paid from your estate.

We set out some standard instructions, you may chose one or more of them and completing the names section OR simply type your wishes in the space provided after the standard instructions.

>> I leave everything to my wife/husband/friend if he/she survives me by 28 days. <<

  • Do you want that instruction? :

Yes (Fill in following information)

No (Skip to next instruction)

Insert name

If he/she does not survive me - or if I am widow or widower then I leave everything to my child/children/other named persons.

Do you want that instruction ? :

Yes (Fill in following information) Equally or in Shares?

No (Skip to next instruction)                               No of Shares

            Insert name
            Insert name
            Insert name
            Insert name

If any of them are under 18 do you want to specify an age they must attain before inheriting?
Yes   
  18         21         25
No  

If any of those people die before me then that persons share should be:-

Do you want that instruction ? :

Yes (Fill in following information) No (Skip to next instruction):

divided between the survivors

Or

left to that persons child/children
 

Again if any of them are under 18 do you want to specify an age they must attain before inheriting?

Yes  
  18                 21                  25
 No  

>> I do not want any of the above, my wishes are as follows: <<

Do you want that instruction ? :
Yes (Fill in following information) No (Skip to next section)


 
 

ADDITIONAL REQUESTS

Do you wish anything else to be said in your will?

Yes (Fill in following information)

No (Skip to payment section)

Please note my following additional wishes:

 

PAYMENT

 

        Cost: £82.25 being fee £70 + £12.25 VAT (single will)

        Cost: £94.00 being fee £80 + £14.00 VAT (double will)

 

WHAT HAPPENS NEXT

 

We may need to contact you further whilst we prepare your Will. The recent introduction of Money Laundering laws means we will need to see you in person and prove your identity. It may be possible for us to travel to you in certain circumstances, we will discuss this with you when we contact you further.

 

 

 

 

 
If you don't make a Will your estate will be distributed under "The Intestacy Rules". Depending on the value of your estate, it may not all pass to your close family. A Will is your chance to ensure that your estate is distributed in accordance with your wishes.
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