WILL QUESTIONNAIRE
THIS IS AN IMPORTANT DOCUMENT. PLEASE TAKE YOUR TIME TO COMPLETE THIS AS FULLY AS
POSSIBLE.
Personal
Details:
- Please state your full name
and title.
- Please state your full address
and postcode.
- If applicable, please state
your Spouse/Partner's full name and address.
|
Your
Details: Your
Spouse/Partners Details:
|
|
|
|
Title: Title:
|
|
|
|
Forenames: Forenames:
|
|
|
|
Surname: Surname:
|
|
|
|
Address: Address:
|
|
Tel No: Tel.
No:
|
|
E-mail address:
E-mail address:
|
Executors:
Executors
(also referred to as Trustees) are the person(s) that you nominate to carry out
the work of administering your estate and other instructions in your Will.
Executors must be over the age of 18, and can be anyone of your choice. You can choose your spouse /Partner to be
your first choice of executor. If for
any reason, the first executor is unwilling or cannot act, we suggest that a
second executor should be chosen.
- Please state full name
and address of Executor (s).
- Please state your relationship
to each Executor.
|
Executor
(1): Executor
(2):
|
|
|
|
Name: Name:
|
|
Address: Address:
|
|
Relationship
to you: Relationship
to you:
|
Guardian:
Appoint people who will look after your minor children
(under 18) after your death or on the death of your spouse/partner. Choose
people who will be acceptable to both sides of the family. They can also be a
Beneficiary and/or Executor(s).
- Please
state the full name and address of Guardian(s).
- Please
state your relationship to them. E.g. sister, friend.
|
Guardian
(1): Guardian
(2):
|
|
|
|
Name: Name:
|
|
Address: Address:
|
|
Relationship to you: Relationship
to you:
|
Legacies:
(Specific items/gifts):
If you wish to leave a legacy i.e. a gift, identify each item as
carefully as possible, e.g. `My gold Rolex watch'. If you wish to leave a
general possession that may be regularly changed, enter something like 'Any
motor car owned by me at the time of my death'. When leaving a gift you must
decide whether the gift is to be given on your death or the death of your
spouse/partner should you die before them.
·
Please state the full name and address of your chosen
beneficiary(s).
- Please
give exact details of the gift.
|
Beneficiary
(1): Beneficiary
(2):
|
|
|
|
Name: Name:
|
|
Address: Address:
|
|
Details of the gift: Details
of the gift:
|
|
Beneficiary
(3): Beneficiary
(4):
|
|
|
|
Name: Name:
|
|
Address: Address:
|
|
Details of the gift: Details
of the gift:
|
(Gifts of money):
These gifts are usually paid free of tax calculations i.e. Inheritance Tax is
paid from the Residuary Estate and the recipient is paid the whole amount
shown. Use this section to gift a specific amount of money, contents of bank
accounts, stocks, shares or any part of your estate that may be subject to tax
calculations. If you wish to gift monies to charity(s), enter in this box.
- Please
state the full name and address of your chosen beneficiary(s).
- Please
state the amounts to be given.
- Please
state the details of account and certificate numbers, if applicable.
If gifting to charity, state amount of monies and the name
of the charity with their Charity Registration number.
|
Beneficiary
(1) Beneficiary
(2)
|
|
|
|
Name: Name:
|
|
Address: Address:
|
|
Details of the gift: Details
of the gift:
|
|
Beneficiary
(3): Beneficiary
(4)
|
|
|
|
Name: Name:
|
|
Address: Address:
|
|
Details of the gift: Details
of the gift:
|
Residue:
The residue is
everything left in your estate after debts; funeral expenses and any
legacies/gifts have been paid. In a standard family Will, the residue will be
left to your spouse/partner, but should that spouse/partner die before you, the
residue will then pass to your children (if any) and then grandchildren (if
any).
If you have
children that you wish to benefit:
- Please state the children's
full names and your relationship to them (i.e. son, step-daughter).
The
children, if more than one, will be the equal beneficiaries of your residuary
estate, unless you indicate otherwise in the 'Any other Comments' box at the
end of the form.
- Please state what age you wish
your child/ren to inherit i.e. 18, 21, 25 years
If you wish
someone other than your spouse/partner or children (if applicable) to benefit
or if you are single, do not have children, or you wish your residuary estate
to pass to other relatives/friends, ignore the children's section and complete
the 'named beneficiaries' section.
You can
nominate a named beneficiary(s) to your residuary estate, in the appropriate
'named beneficiary' box. If more than one beneficiary is to be named, indicate
the share (%) that you are giving to each. For example, Mrs A (my mother) 60%
and Mr B (my friend) 20% and Ms C (my cousin) 20%. Charities can also be named
in this section - state what percentage of your residuary estate you wish to
give.
|
After
legacies, gifts (if any), and funeral expenses do you want the residue of
your estate to pass firstly to your spouse/partner?
Yes/ No/ Not applicable
|
|
And/or
then, residuary estate to pass on to children (if any)?
|
|
Yes/ No
|
If yes,
please state the full names of the children, their ages, and relationship to
you below:
If no, please go to the' Other named beneficiaries' section below:
|
Child (1) Child
(2)
|
|
|
|
Name: Name:
|
|
Address: Address:
|
|
Relationship to you: Relationship
to you:
|
|
|
|
Child (3) Child
(4)
|
|
Name: Name:
|
|
Address; Address:
|
|
Relationship to you: Relationship
to you:
|
|
At what
age should your children inherit?
i.e. 18,21,25
|
|
Other
named beneficiaries to benefit from your estate and in what share %:
|
|
Name: Name:
|
|
Address: Address:
|
|
% Share: %
share:
|
Reserve beneficiaries:
In case all your previous beneficiaries fail to survive you, it is best to name
reserve beneficiaries; charities as well as people may be named in this
section. People named in this section will only benefit from your residuary
estate if all previously named beneficiaries die before you.
|
Reserve Beneficiary (1): Reserve
Beneficiary (2):
|
|
|
|
Name: Name:
|
|
Address: Address:
|
Exclusions:
This section is to be used if there is any person(s) that
you do not wish to benefit from your estate but who may feel they have been
overlooked as an oversight and have claim on your estate or part of it.
- Give
full name and address of person(s) to be excluded.
- State
your relationship to them.
- Briefly
explain why you do not wish to leave them anything.
|
Name: Name:
|
|
Address: Address:
|
|
Relationship
to you: Relationship
to you:
|
|
Reason: Reason:
|
Business
Interests:
When the Testator has a business, it may be important that
the business can carry on trading and earning an income without him/her. This
clause gives the Executor(s) sufficient flexibility to make the appropriate
decisions (i.e. whether to sell or continue with the business) without being
liable for any losses. This is only if you are a sole trader or partner, shares
in a limited company should be given as a legacy.
- Give
the full name and address of your business and whether you are a sole
trader or partner.
|
Name of
business:
|
|
Address
of Business:
|
|
Trading
As: Sole Trader/Partnership
|
Organ
Donation:
An expression of a wish to reinforce the intentions
declared by carrying a Donor Card.
|
Do you
wish to donate your organs?
Yes/ No
|
Funeral
Requests:
Requests can be recorded in your Will but relatives and
friends should also be informed separately.
- Please
specify what your preference is.
|
Buried/ Cremated/ Do not wish to specify
|
Storage:
For complete peace of mind, we offer a competitive price
of £10.00 p.a. to store your Will. We
strongly recommend that your Will is stored in fire proof storage, away from
any destruction or chance of theft.
|
Do you
wish to use our storage facility?
Yes/ No
|
Other Comments Box:
- Please
complete this box if there is anything further that you wish to add.
Thank you for completing
this form. Please now sign and date this form and return the same together with
your payment.
Signed
______________________________________
Date:
________________________________________
