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Basic Will Questionnaire

WHAT DO YOU NEED TO DO?

Please use this questionnaire to notify us of all the information you require to be addressed in your Will. Not all questions will apply to you however please complete all relevant sections to the best of your ability.

Please provide as much information as possible so that we can consider your instructions and ensure that the advice we provide is accurate. In preparing your Will, we only rely on the information you provide and we will not contact any third parties to verify that information. It is therefore your responsibility to satisfy yourself that the information in this questionnaire is true and complete, to the best of your knowledge and belief.

Once completed, please send the questionnaire to [email protected] and one of our specialist Will writing Solicitors will contact you to discuss your next steps.

SECTION 1 - PERSONAL DETAILS
Your Details
Your Spouse’s Details
SECTION 2 – HEIRS
2.1) Children
2.2) Parents/Grandparents
2.3) Siblings
SECTION 3 - EXECUTOR DETAILS
An executor is a person who will be responsible for dealing with your estate upon your passing. We recommend that you nominate at least 2 people to act as executors and a maximum of 4. An executor can be a beneficiary of a Will.
SECTION 4 - GUARDIANSHIP
If you have children under the age of 18, you may wish to appoint someone to be a guardian of your children if both parents have passed away. If you wish to appoint a guardian, please state their details below.
SECTION 5 – ASSETS
Cash in bank accounts:
Cash entrusted to the following:
Cash Loaned to the following:
Investments:
Shares:
Properties (Please state any outstanding mortgage or finance)
Gold Amount:
Silver Amount:
Other Assets:
SECTION 5A - ADDITIONAL INFORMATION
SECTION 6 - SPECIFIC WISHES
SECTION 7 - DECLARATION

Or Download a pdf version and return the questionnaire via email or post.

Once we have received your completed questionnaire, a member of our Wills team will contact you to discuss your next steps.

Do Not Hesitate To Contact Us

More information on Wills & Shariah Wills can be found below.

If you wish to speak with one of our specialists, please contact us via 01204 866597, [email protected] or our Contact Us page.