Will Questionnaire

Section 1 - Personal Details

Your Details

All Forenames
Surname
Address
Postcode
e-mail address
Date of Birth
Telephone number
Occupation
Have you been married before?	Yes No

Your Husband/Wife/Partner

All Forenames
Surname
Address
Postcode
Date of Birth

If your husband/wife/partner is making a will they should complete a separate questionnaire

Your Children (Please include all your children including those from a previous marriage or relationship)

Full name
Date of Birth
Address
Postcode

Full name
Date of Birth
Address
Postcode

Full name
Date of Birth
Address
Postcode

Full name
Date of Birth
Address
Postcode

Section 2 - Funeral, Guardians and Exexutors

Funeral

In you Will you may specify details of your funeral but you should also make these wishes known to your immediate family rather than rely upon what is in your Will. Please select :
Burial
Cremation
No Preference

Would you be interested in information explaining the advantages of nationally available pre-arranged funerals? A funeral plan can be useful in estate planning and for your own peace of mind.
Yes
No

Guardians

You may appoint one or preferably two people to act as guardian(s) for children under 18. This usually only applies if both parents die. The position mat be different for single parents. Please ensure guardians agree.

Full name
Date of Birth
Address
Postcode

Full name
Date of Birth
Address
Postcode

Executors

You must appoint executors to carry out the instructions in your Will. It is wise to have at least two, you may appoint your husband/wife/partner as one. You should name other executors to act if he/she is unable to do so. Partners of our firm will be pleased to act as your executors, solely or with another executor.

The Partners of Wards would be pleased to act as your executors either initially or if your first choice of executors are unable to act. Would you like one or more Partners in Wards to be executors?
Solely
Jointly
Not at all

First choice executors: (please state relationship to you)

Full name
Date of Birth
Address
Postcode
Relationship

Full name
Date of Birth
Address
Postcode
Relationship

Second choice if any of the above are unable to act:

Full name
Date of Birth
Address
Postcode
Relationship

Full name
Date of Birth
Address
Postcode
Relationship

Do you have any objection to our forwarding to your chosen executor(s) a fact sheet explaining the role of the executor in administering an estate?
Yes
No

Section 3 - Your Assets

Value of your estate

Please indicate the approximate value of your estate so that we may advise you of tax planning matters. "Your estate" means the net value of all your assets on death. This would include the sale value of your house, bank savings, interests in a trust, antiques and the full value of any joint property. Please say which assets, if any, are held in joint names.

Approximate value of all assets in my name	Ł
Approximate value of assets in joint names	Ł
Details :

Other assets

Are you expecting to inherit any money/property?	Yes No
If Yes, approximate value	Ł
Do you have any pensions/life policies/death-in-service benefits?	Yes No

Business assets

Do you run your own business?	Yes No
If Yes, please state the approximate size	Turnover - Ł No. Employees -
Details:

Do you own any assets abroad?

Do you own property or other assets abroad?	Yes No
Details:

Debts

If you have a mortgage, what size is it?	Ł
If so what type is it	Repayment Endowment
Do you have a life policy that will pay it off if you died?	Yes No

Section 4 - Beneficiaries

Please list below the names and addresses of people you would like to benefit. If you are not making provisions for a husband/wife/partner, or a former husband/wife/partner, or to any children you may have, it is possible that they could claim against your estate. If this does apply please seek further advice from us.

Section 5 - Signing your Will

Finally you need to decide what arrangements you wish to make for having your Will signed and witnessed. Please select from the list of branches below or select "Sign at Home" if you would like us to send you instructions on executing your Will at home.