Wills Questionnaire

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Under the Inheritance (Provision for Family and Dependants) Act 1975 it is possible for an adult or child dependent to make a claim against your Estate even if you have not made any provisions for them in your Will. This usually applies if you are providing any financial support for another person, for example paying maintenance either for your ex-spouse or for any children.

Please state and provide full details below if you are Married, Separated, Contemplating Divorce? Cohabiting with someone, Engaged or Contemplating Marriage or Providing Financial Support for anyone?

 

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Please state and provide full details below if you are Married, Separated, Contemplating Divorce? Cohabiting with someone, Engaged or Contemplating Marriage or Providing Financial Support for anyone?

 

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Is the total value of your estate likely to exceed £285,000?

  Yes No

You may benefit from having a free no obligation review of your finances. We can arrange for this to be carried out by an Independent Financial Adviser local to your area

Would you like us to do this?

  Yes No

Please state if you wish to be buried, cremated or have some other arrangement. Please also provide details of any other Funeral Instructions to be included in your Will ? (e.g. Hymns/Arrangements)

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Executors ensure that your wishes are carried out when you die. They have the job of winding up the Estate and collecting in all of the assets. They will either distribute the monies in accordance with the Will, or alternatively, hand the money over to the Trustees who will look after the monies for the good of the beneficiaries e.g. children under 18.

Executors and Trustees are normally the same people. We advise that you should appoint a firm of Solicitors and one family member to be the Executors and Trustees. The family member should be somebody who is sensible and trustworthy, and who can sort matters out on a practical level such as arranging the funeral. We can act as professional and independent Executors and Trustees who can deal with any legal aspects that might crop up.

Please give the names and addresses below of your preferred Executors and Trustees.

Name and Address of first Executor and Trustee

 

Name and Address of second Executor and Trustee

 

Guardians are the people who will look after your children after your death (if they are still under 18). It is important that you appoint someone whom you really trust, and you feel that the children will be comfortable with.

Please list your children’s names and dates of birth

 

Please give the names and addresses of the Guardians you would like to appoint

 

A legacy is a gift of either personal property (e.g. photographs, jewellery, etc) or a sum of money. Legacies can be given to children, grandchildren, friends, relatives or charities. Please give details of any specific Legacies you wish to specify. Details must include the details of the item or amount of money, and the recipients name and address.

Please list any specific legacies here.

 

After the funeral account, any debts, taxes and gifts have been paid most people prefer to leave the bulk and remainder of their Estate to their partner/spouse first.

Do you want to do this?

  Yes No

If your partner/spouse should die before you, do you want your estate to pass to any children that you might have in equal shares?

  Yes No

Your beneficiaries’ will normally be entitled to a share of your estate when they reach eighteen years of age. However, some people think that eighteen is too young for somebody to receive what can potentially be a large sum of money. You can choose when your beneficiaries receive their share of your estate at any age between eighteen and twenty-five.

At what age do you want your children to take full benefit of their inheritance?

 

If any of your children die before you and they leave children of their own (your grandchildren) do you want your grandchildren to take the share of your Estate that your child would normally have taken had he/she survived you?

  Yes No

If your spouse/partner and children and grandchildren should all die before you, or if you do not wish to make provision for them, then please state to which individuals or charities you would wish your estate to go, and in what shares.

 

Please state Names and Addresses of beneficiaries and the share of your estate to go to each of them.

 

Your beneficiaries are not entitled to a share of your Estate until they reach the age of eighteen. The monies therefore have to be looked after and invested until they are old enough to claim their share. We advise that you build into your Will clauses that allow flexibility relating to the investments and advancement of monies to child beneficiaries. This gives your Executors and Trustees the power to invest your Estate in whatever way they feel is appropriate at the time, and also to advance sums of money to child beneficiaries if appropriate. For example, sometimes a child or grandchild might want a small sum of money to help them with their schooling, or for a Holiday. We can discuss the flexibility with investment and advancement with you in more detail if required.

I would like flexibility in my Will regarding investment of monies for children/grandchildren.

  Yes No

  Yes No

  Yes No

If the Will is fairly straightforward and the value of your estate is less than £285,000 then your Will can normally be prepared for a fixed fee of £100.00. If matters are complicated then we will provide you with a competitive quote. Please send us your instructions by filling in this form and clicking the "SEND" button below. Please pay by cheque or credit card and your Will can be made available.

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