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Will questionnaire
Please complete this questionnaire as fully as possible as this will assist us in drafting your Will.
We charge for Wills as follows: Single person: £240. Couple (Joint Will): £400. Prices include VAT.
1. Which type of Will do you require?
*
Please indicate whether you require a Single Will (for yourself only) or Joint Wills (for both you and your spouse/civil partner). Please note that if you require Joint Wills all details must be completed for both parties and you must indicate which information relates to which party (eg. please indicate whose date of birth relates to whom).
Single
Joint
2. Is this Will urgent?
*
No
Yes (please provide details)
Urgent Will Details
Personal Details
3. Full Name(s) including title
Name
*
Title
Mr
Mrs
Miss
Ms
Dr
Prof.
Rev.
Prefix
First
Name
*
Title
Mr
Mrs
Miss
Ms
Dr
Prof.
Rev.
Prefix
First
4. Your address(es), including postcode(s)
Address and postcode for person 1
*
Address and postcode for person 2
*
Both parties live at the same address
Both parties live at the same address
5. Your date(s) of birth
Person One Date of Birth
*
Date Format: DD slash MM slash YYYY
Person Two Date of Birth
*
Date Format: DD slash MM slash YYYY
6. Your National Insurance number(s)
Person one National Insurance Number
*
Person two National Insurance Number
*
7. Your occupation(s)
Person One Employment Status
*
Person Two Employment Status
*
8. Your phone number(s)
Person one phone
*
Person two phone
*
9. Your email address(es)
Person one email
*
Person two email
*
10. Do you have a previous Will(s)? If so where please state where it’s stored.
*
No
Yes (please provide details)
Please state where the Will, or Wills, is/are stored
*
Your assets
11. Please list your major assets and their estimated value (eg. house, mortgage, savings, life insurance, pensions etc.). Please indicate whether they are owned solely by you or jointly.
*
12. If your house or property is owned jointly, do you know if you own as joint tenants or tenants in common?
*
Not applicable / Not sure
We own the house as joint tenants
We own the house as tenants in common
13. Where are the Deeds to the house stored? (Skip this question if you do not own any property).
14. If you have a Pension Fund, have you nominated the beneficiary, and if so, who is it? (Skip this question if you do not have a Pension Fund, or have not nominated a beneficiary).
Administration of your will
15. Please give the full name(s) and address(es) of your intended Executors (the people who will carry out your wishes as stated in your Will, organise your funeral, etc.). At least two names are required if a Trust is to be established or if children are to benefit under the Will.
*
16. If you have children under 18 please give the full names and addresses of the people you would like to be appointed as their Guardians in the event of the death of both parents. (Skip this question if you do not have children under the age of 18).
Beneficiaries
17. Please give below the full names and addresses of the people you want to benefit from your Will(s).
*
For each person please indicate their age (if under 18) and what percentage of your assets you want them to receive OR what specified amount you want them to receive. Where applicable, please also indicate whether you want them to receive any specified item(s) that you own (e.g. a piece of jewellery).
If you want any of your assets to go another body such as a charity please include this as well.
18. In the event that there are any of your assets left over after the above wishes have been carried out, please specify who these should go to (e.g. all to one named person, divided equally between all your beneficiaries, etc).
*
19. In order to comply with the Money Laundering Regulations and the Proceeds of Crime Act 2002, please note: We need to see 2 pieces of proof of identity: passport or driving license, and a proof of address, e.g. utility bill, benefit book, or bank statement. Please upload both types here.
*
Drop files here or
20. Please let us know how you would prefer to be contacted
*
Email
Phone call
FaceTime or Whatsapp
Additional Comments
Payment
*
I agree to pay the total of £240 for a single Will, or £400 for a Joint Will (prices include VAT)
You will receive a copy of your responses to the email address(es) you provided in question 9. Please ensure your contact details are correct before submitting. We will be in touch with you as soon as possible. Thank you.
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