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Will Questionnaire

Will Questionnaire

Step 1 of 14 - SECTION A- YOU & YOUR PARTNER

Name(Required)

Title First Surname

Address(Required)

Street Address Address Line 2 City County Post Code Country

Date of Birth(Required)

DD slash MM slash YYYY

Occupation

How did you hear about us?(Required)

Have you ever legally been known by any other name?(Required)

If yes, please enter your previous name. If you have not previously been known by any other name, simply type NA

Email Address(Required)

Enter Email Confirm Email

Phone Number(Required)

Do You Have A Partner(Required)

Yes

If you have a partner then you will need to add their details below.

Your Partners Name(Required)

Prefix First Last

Your Partners Address(Required)

Street Address Address Line 2 City County Post Code Country

Your Partners Date of Birth(Required)

DD slash MM slash YYYY

Your Partners Occupation(Required)

Has Your Partner Ever legally been known by any other name?(Required)

If yes, please enter your partner's previous name. If they have not previously been known by any other name, simply type NA

Your Partners Email Address

Enter Email Confirm Email

Your Partners Phone Number

Marital Status

Are You In A Relationship?(Required)

Yes

Divorced

Widowed

*In the event you are single, please continue to Section B

What Is The Length Of Your Relationship?(Required)

Do You Plan To Marry In The Near Future?(Required)

Yes

Already Married

If So, Have You Set A Date?(Required)

Yes

Please Provide A Date Of Your Wedding(Required)

MM slash DD slash YYYY

Year Of Marriage?(Required)

MM slash DD slash YYYY

Year Of Divorce?(Required)

MM slash DD slash YYYY

Divorce dealt with via a solicitor and a Clean Break Order obtained?(Required)

Yes

Did your spouse leave a Will/ did their Estate pass to you?(Required)

Yes

Your Family

Please ensure you provide full details of ALL family members, even those who you do not wish to include in your Will/ those who are deceased In the event you do not have any children, please continue to Section C

Do you have children?(Required)

Yes

Child 1

Full Name(Required)

First Last

Address(Required)

Street Address Address Line 2 City County Post Code Country

Child 1 Date of Birth(Required)

DD slash MM slash YYYY

Do they have children of their own?(Required)

Yes

Add another child?(Required)

Yes

Child 2

Full Name(Required)

First Last

Address(Required)

Street Address Address Line 2 City County Post Code Country

Date of Birth(Required)

DD slash MM slash YYYY

Do they have children of their own?(Required)

Yes

Add another child?(Required)

Yes

Child 3

Full Name(Required)

First Last

Address(Required)

Street Address Address Line 2 City County Post Code Country

Date of Birth(Required)

DD slash MM slash YYYY

Do they have children of their own?(Required)

Yes

Add another child?(Required)

Yes

Child 4

Full Name(Required)

First Last

Address(Required)

Street Address Address Line 2 City County Post Code Country

Date of Birth(Required)

DD slash MM slash YYYY

Do they have children of their own?(Required)

Yes

Relative 1

In the event you have completed Section B, please continue to section D

If you wish to list any relatives, please add them here,

You can click continue if you do not want to fill this section

Relatives listed here do not need to be included in the will

Full Name

First Last

Address

Street Address Address Line 2 City County Post Code Country

Date of Birth

DD slash MM slash YYYY

Relationship to you?

Add another relative?(Required)

Yes

Relative 2

Full Name

First Last

Address

Street Address Address Line 2 City County Post Code Country

Date of Birth

DD slash MM slash YYYY

Relationship to you?

Add another relative?(Required)

Yes

Relative 3

Full Name

First Last

Address

Street Address Address Line 2 City County Post Code Country

Date of Birth

DD slash MM slash YYYY

Relationship to you?

Add another relative?(Required)

Yes

Relative 4

Full Name

First Last

Address

Street Address Address Line 2 City County Post Code Country

Date of Birth

DD slash MM slash YYYY

Relationship to you?

Property Details

Address(Required)

Street Address Address Line 2 City County Post Code Country

How is the property owned?(Required)

Sole Name

Jointly

Tenants In Common

Other

Rented

Gifted

Held by family

If owned, where are the Title Deeds to the property?

If owned, what is the approximate value of the property?

If owned, is there a mortgage outstanding, if so, how much?

Please give details of any other properties you may own, if applicable

Do you have any involvement in a business:-(Required)

Yes

*if no, please continue to Section F

Name of business(Required)

How is the business owned?(Required)

Sole Trader

Partnership

Company

What is the value of the business:- (i.e. property, stock, goodwill)?(Required)

Is there a Company Memorandum or Articles of Association?(Required)

What would you want to happen to the business if you died?(Required)

Do you have assets abroad?(Required)

Yes

If no, please continue to Section G

Tell us more about your assets abroad

What Country(Required)

What Assets(Required)

Sole Bank Accounts/ Building Societies

Please ensure ALL account information is provided INCLUDING APPROXIMATE VALUE

Bank/Building Society(Required)

Value(Required)

Name on Account(Required)

Would you like to add another sole account(Required)

Yes

Bank/Building Society(Required)

Value(Required)

Name on Account(Required)

Would you like to add another sole account(Required)

Yes

Bank/Building Society(Required)

Value(Required)

Name on Account(Required)

Would you like to add another sole account(Required)

Yes

Bank/Building Society(Required)

Value(Required)

Name on Account(Required)

Do you have any joint bank accounts / building society accounts?(Required)

Yes

Joint Bank Accounts/ Building Societies

Please ensure ALL account information is provided INCLUDING APPROXIMATE VALUE

Bank/Building Society(Required)

Value(Required)

Who is the joint account with?(Required)

Do you wish to add another joint bank account?(Required)

Yes

Bank/Building Society(Required)

Value(Required)

Who is the joint account with?(Required)

Do you wish to add another joint bank account?(Required)

Yes

Bank/Building Society(Required)

Value(Required)

Who is the joint account with?(Required)

Stocks and Shares/NS&I

Do You Have Any Stocks and Shares/NS&I accounts?(Required)

Yes

Company(Required)

Value(Required)

Name(s) on Account(Required)

Would you like to add a Stocks and Shares/NS&I account?(Required)

Yes

Name of Company(Required)

Value(Required)

Name(s) on Account(Required)

Would you like to add another Stocks and Shares/NS&I account?(Required)

Yes

Name of Company(Required)

Value(Required)

Name(s) on Account(Required)

Pensions

Do You Have A Pension?(Required)

Yes

Pension Provider(Required)

Would you like to add another pension?(Required)

Yes

Pension Provider(Required)

Would you like to add another pension?(Required)

Yes

Pension Provider(Required)

Life Insurance policies

Do You Have Any Life Insurance Policies?(Required)

Yes

Policy Holder(Required)

Life Insurance Provider(Required)

Would you like to add another Life Insurance Policy?(Required)

Yes

Policy Holder(Required)

Life Insurance Provider(Required)

Would you like to add another Life Insurance Policy?(Required)

Yes

Policy Holder(Required)

Life Insurance Provider(Required)

For Inheritance Tax purposes/advice, can you confirm whether the total value of your assets is likely to exceed £325,000?(Required)

Yes

Is there any additional information you would like to provide about your Estate?

1) EXECUTORS

*Important please read*

You must appoint Executors to carry out the instructions in your Will.

It is advisable to have at least 2 Executors and you can appointment up to a maximum of 4.

You may appoint your spouse or partner. You can also appoint your children, provided they are over the age of 18. You can appoint friends or relatives.

You should name other executors to act in the event your first choice of Executor is unable to act (Replacement Executor).

Alternatively, you can consider appointing a professional Executor, such as a solicitor. A solicitor can act solely or jointly with family members who are also appointed. If you wish to appoint Watkins and Gunn, please indicate this below.

Appoint spouse/partner?(Required)

Yes

Please name below who you would want to appoint

First Last

Do you wish to appoint another executor to act alongside your spouse?(Required)

Yes

Do you wish to appoint replacement executors(Required)

Yes

Appoint spouse/partner

Name(Required)

First Last

Address(Required)

Street Address Address Line 2 City County Post Code Country

Relationship(Required)

Replacement Executor Details

Name(Required)

First Last

Address(Required)

Street Address Address Line 2 City County Post Code Country

Relationship(Required)

Sole / Replacement / Jointly(Required)

Sole

Replacement

Jointly

Who with?(Required)

Would you like to add another Executor?(Required)

Yes

Name(Required)

First Last

Address(Required)

Street Address Address Line 2 City County Post Code Country

Sole / Replacement / Jointly(Required)

Sole

Replacement

Jointly

Who with?(Required)

Do with to Appoint Watkins and Gunn as professional Executors?(Required)

Yes

Sole / Replacement / Jointly(Required)

Sole

Replacement

Jointly

2) GUARDIANS

When one parent dies, the surviving parent usually becomes the legal Guardian. In the event that both parents die if you have any children under the age of 18, you should consider appointing at least one Guardian.

Would You Like To Appoint A Guardian?(Required)

Yes

Guardian Details

Name(Required)

First Last

Relationship(Required)

Address(Required)

Street Address Address Line 2 City County Post Code Country

Would you like to add another Guardian?(Required)

Yes

Guardian Details

Name(Required)

First Last

Relationship(Required)

Address(Required)

Street Address Address Line 2 City County Post Code Country

3) GIFTS OF PERSONAL POSSESSIONS

*Important please read*

You can choose who you would like to leave your personal possessions. Most couples choose to leave their personal possessions to each other with the provision that if their spouse/civil partner/partner has passed away before them their personal possessions would form part of their Residuary Estate.

Alternatively, you can choose to give your Trustees power to distribute/dispose of your personal possessions as a they feel appropriate, whilst taking in to account, any verbal or written wish made by you during your lifetime.

Do You Wish To Gift Personal Possessions?(Required)

Yes

Personal Possessions Details

All personal possessions to spouse/partner?(Required)

Yes

Executors/Trustees to deal?(Required)

Yes

I wish to leave my personal possessions to

Name(Required)

First Last

Relationship(Required)

Address(Required)

Street Address Address Line 2 City County Post Code Country

Would you like to add another person?(Required)

Yes

Add Another Person

Name(Required)

First Last

Relationship(Required)

Address(Required)

Street Address Address Line 2 City County Post Code Country

4) SPECIFIC GIFTS

Do you want to gift any specific items?

*Important please read*

Prior to dealing with your Residuary Estate, consider whether there are any specific items that you wish to leave to a particular person (i.e. friend or relative).

If so, please complete the following:-

Do you have specific items that you wish to leave to a particular person(Required)

Yes

Specific Item

Item(Required)

Recipient(Required)

Add Another Recipient ?(Required)

Yes

Specific Item

Item(Required)

Recipient(Required)

Add Another Recipient ?(Required)

Yes

Specific Item

Item(Required)

Recipient(Required)

Add Another Recipient ?(Required)

Yes

Specific Item

Item(Required)

Recipient(Required)

Add Another Recipient ?(Required)

Yes

Specific Item

Item(Required)

Recipient(Required)

If there are a number of items you wish to specifically gift, then we would recommend that you prepare a separate “Chattels List” detailing the same, which would be stored with your Will.

5) CASH GIFTS

Prior to dealing with your Residuary Estate, consider whether you would like to make a cash gift to a particular person (i.e. friend, relative or charity). If so, please complete the following information:-

Do You Wish To Give A Cash Gift?(Required)

Yes

Please Add Details

Recipient(Required)

Value(Required)

If under 18, what age to receive cash gift

Would you like to add another person?(Required)

Yes

Please Add Details

Recipient(Required)

Value(Required)

If under 18, what age to receive cash gift

Would you like to add another person?(Required)

Yes

Please Add Details

Recipient(Required)

Value(Required)

If under 18, what age to receive cash gift

Would you like to add another person?(Required)

Yes

Please Add Details

Recipient(Required)

Value(Required)

If under 18, what age to receive cash gift

Would you like to add another person?(Required)

Yes

Please Add Details

Recipient(Required)

Value(Required)

If under 18, what age to receive cash gift

6) RESIDUARY ESTATE

Important - Please Read

Your Residuary Estate, is everything you own at the time of your death, aside from anything jointly owned, your personal possessions and any gifts specifically made in the Will (as at Section 4 and 5 of this questionnaire).

You will need to confirm, who you would like to receive your Residuary Estate on your death. It is also important to consider who you would like to receive your Residuary Estate, in the event that your first choice of person/persons, has passed away before you.

Please complete the following information:-

First Beneficiary of Residuary Estate

Name(Required)

First Last

Relationship(Required)

Address(Required)

Street Address Address Line 2 City County Post Code Country

Share(Required)

What If They Die?(Required)

If under 18, what age to receive share of Estate?

Would you like to add another Beneficiary of Residuary Estate?(Required)

Yes

Please Provide Additional Details

Name(Required)

First Last

Relationship(Required)

Address(Required)

Street Address Address Line 2 City County Post Code Country

Share(Required)

What If They Die?(Required)

If under 18, what age to receive share of Estate?

Would you like to add another Beneficiary of Residuary Estate?(Required)

Yes

Please Provide Additional Details

Name(Required)

First Last

Relationship(Required)

Address(Required)

Street Address Address Line 2 City County Post Code Country

Share(Required)

What If They Die?(Required)

If under 18, what age to receive share of Estate?

Would you like to add another Beneficiary of Residuary Estate?(Required)

Yes

Please Provide Additional Details

Name(Required)

First Last

Relationship(Required)

Address(Required)

Street Address Address Line 2 City County Post Code Country

Share(Required)

What If They Die?(Required)

If under 18, what age to receive share of Estate?

Would you like to add another Beneficiary of Residuary Estate?(Required)

Yes

Please Provide Additional Details

Name(Required)

First Last

Relationship(Required)

Address(Required)

Street Address Address Line 2 City County Post Code Country

Share(Required)

What If They Die?(Required)

If under 18, what age to receive share of Estate?

Would you like to add another Beneficiary of Residuary Estate?(Required)

Yes

Please Provide Additional Details

Name(Required)

First Last

Relationship(Required)

Address(Required)

Street Address Address Line 2 City County Post Code Country

Share(Required)

What If They Die?(Required)

If under 18, what age to receive share of Estate?

Funeral Wishes(Required)

Buried

Cremated

No Preference

Any other information

I would like Watkins and Gunn Solicitors to prepare my Will(Required)

Yes

By ticking this box you agree and confirm my instructions for Watkins and Gunn Solicitors to prepare my Will a/s and contact me.