Wills Questionnaire |

Testators Details

Estate Details

Do you own your home with or without mortgage?
Value of mortgage and do you have life insurance to cover?
Do you own your home with another person?if so, are you joint tenants or tenants in common? (please ask if you are not sure what this means).
Does anyone else live with you who contributes to the household?such as a partner or lodger?
Do you own property abroad?
Is your total estate ABOVE £325,000 or BELOW £325,000
If you are widowed, did your late spouse or civil partner leave their estate to you?

Proposed marriage or Civil Partnership

In the event that you marry or register a Civil Partnership, existing Wills are invalidated. If you are contemplating marriage or a civil partnership, we can include a clause to ensure that the Will you draft with us will remain valid regardless.
Are you contemplating marriage or a civil partnership and if so, to whom?
Do you wish this Will to remain valid afterwards

Executors and Guardians

You can have between one and four executors and if you have children under the age 18, you should appoint a Guardian. Your Executors do not have to be same people as your Guardians and in fact it is better if they are not. We can explain the reasons for this. Your executors can be your spouse or partner, family, friends or the partners in our firm. If you name one executor, such as your spouse or partner, you should consider a “back-up”.
Executor/s names and addresses relationship to you (if any):
Guardian/s names and addresses and relationship to you (if any):
Funeral arrangements & organ donationDo you have any specific preference for burial or cremation or organ donation or otherwise:
Distribution of your estateIf you wish to leave specific legacies or gifts to friends or family, please list here
Have you considered leaving a gift to charity
Are you and your spouse, partner or person you are living with wanting to make “mirror” Wills, wherein you leave everything to each other?
If not, where would you like your estate to pass
If so, where would you like your estate to pass upon the death of the survivor or if something happens to both of you
Any other queries, comments or otherwise

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