Will Questionnaire for 1 person

SHOARNS SOLICITORS

WILL QUESTIONNAIRE FOR A SINGLE PERSON (SHORT FORM)

(Designed to be printed out and completed by hand)

Past experience preparing many wills for clients has shown that completing this questionnaire provides all or most of the the information necessary to make wills for most clients.
A set of notes is available containing general information to supplement this questionnaire. Please ask or check our internet web site for these if it has not been provided.
Just fill in all you can - as best you can. The questions are designed to prompt you. Some sections may already be completed for you but may be corrected or amended of course.
There are several sections below you will need to complete:-
- A. PERSONAL INFORMATION ABOUT YOU
- B. GENERAL QUESTIONS ABOUT YOUR AFFAIRS
- C. PROPOSED DISTRIBUTION OF YOUR ESTATE
- NOTES/CONTINUATION SHEET

A. PERSONAL INFORMATION ABOUT YOU

First name(s):__________________________________________________

Surname: _____________________________________________________

Address: _____________________________________________________

Occupation: __________________________________________________

Formal title: ___________________________________________________

Are you? MALE/FEMALE

Are you? MARRIED/SINGLE/DIVORCED/WIDOW/WIDOWER/LIVING WITH A PARTNER

Date of Birth: _______________ (Essential for Enduring Powers of Attorney)

Are you domiciled in England & Wales NO/YES

Do you have property or assets outside U.K.? NO/YES __________________

_________________________________________________________________________

Have you made a will before?: NO/YES [please supply a copy or original]. If so where is it? ________________________________________________

Do you wish to express any wishes concerning the use of your body:-

(i) For medical research purposes YES/NO

(ii) For transplants of parts of your body for the benefit of others YES/NO

(iii) For corneal grafting from your eyes YES/NO

Do you wish to be BURIED/CREMATED/DO NOT MENTION

Do you wish to make a direction concerning your funeral arrangements NO/YES

____________________________________________________________

Do you wish to make a direction as to disposal of your ashes or burial of your body: NO/YES ________________________________________________

Do you also require an Enduring Power of Attorney to apply in the event of becoming incapable of managing affairs? YES/NO

B. GENERAL QUESTIONS ABOUT YOU

Do you wish me to retain final will(s) for safe-keeping? NO/YES [A copy will be supplied]

Do you have an Accountant?: NO/YES __________________________________________________________

Do you have your own business NO/YES ____________________________________________________________

Legal aid required? NO/YES/ WEEKLY INCOME £ ____________________

Are you making this will expecting shortly to get married? NO/YES

Details of your children:-

FULL NAME 1 _______________________________________________

AGE: 0-17 18+ MALE/FEMALE

ADDRESS: ___________________________________________________

FULL NAME 2 ______________________________________________

AGE: 0-17 18+ MALE/FEMALE

ADDRESS: ___________________________________________________

FULL NAME 3 _______________________________________________

AGE: 0-17 18+ MALE/FEMALE

ADDRESS:____________________________________________________

FULL NAME 4 _______________________________________________

AGE: 0-17 18+ MALE/FEMALE

ADDRESS: __________________________________________________

FULL NAME 5 ________________________________________________

AGE: 0-17 18+ MALE/FEMALE

ADDRESS: ___________________________________________________

Ownership of main private house address:-

House in name of? ______________________________________________

Who is the co-owner of house : ___________________________________

Is the house jointly owned on deeds as: JOINT TENANTS/TENANTS IN COMMON/NOT KNOWN ________________________________________

Please give details of any other freehold or leasehold property you own or co-own:-

_____________________________________________________________

Have you or your Partner made any substantial lifetime gifts of property or money? NO/YES/DETAILS:-

_____________________________________________________________

____________________________________________________________

Are you interested in advice on Inheritance Tax (assets over say £250,000) NO/YES

If you require advice on Inheritance Tax please give approximate details of major current asset values:-

ASSETS

£ Main private house residence

Other assets:-

£ Life Insurance

--------------------

£ APPROXIMATE GROSS VALUE OF ALL YOUR ASSETS

LESS POTENTIAL LIABILITIES:-

£ Mortgage on house

===========

£ APPROXIMATE NET VALUE OF ALL YOUR ASSETS

===========

C. DISTRIBUTION OF YOUR ESTATE

GIFT/LEGACY TO THIRD PARTY (OPTIONAL):

Full name of your beneficiary 1 ____________________________________

Age: 0-17 18+

Address: ____________________________________________________

Any Relationship: _____________________________________________

Gift/legacy(£):_________________________________________________

Additional wording for Gift/Legacy: ________________________________

Full name of your beneficiary 2 __________________________________

Age: 0-17 18+

Address: ____________________________________________________

Relationship:__________________________________________________

Gift/legacy(£):_________________________________________________

Additional wording for Gift/Legacy: _______________________________

___________________________________________________________

Full name of your beneficiary 3 ____________________________________

Age: 0-17 18+

Address: ____________________________________________________________

Relationship:_________________________________________________

Gift/legacy(£):________________________________________________

Additional wording for Gift/Legacy: _______________________________

Full name of your beneficiary 4 __________________________________

Age: 0-17 18+

Address: ____________________________________________________

Relationship:_________________________________________________

Gift/legacy(£):________________________________________________

Additional wording for Gift/Legacy: ________________________________

_____________________________________________________________

EXECUTOR OR EXECUTOR(S)

Full name Executor 1 ___________________________________________

Relationship:___________________________________________________

Address:______________________________________________________

Full name Executor 2 __________________________________________

Relationship:__________________________________________________

Address:_____________________________________________________

SUBSTITUTE EXECUTOR OR EXECUTORS (OPTIONAL)

Full name Executor 1 ___________________________________________

Relationship __________________________________________________

Address ______________________________________________________

Full name Executor 2 ___________________________________________

Relationship __________________________________________________

Address ______________________________________________________

GUARDIANS OF CHILDREN (OPTIONAL)

Full names Guardian 1 __________________________________________

Relationship ___________________________________________________

Address ______________________________________________________

Full names Guardian 2 __________________________________________

Relationship __________________________________________________

Address ____________________________________________________

REMAINDER OF ESTATE LEFT TO CHILDREN (IF YOU HAVE CHILDREN)

Is it your wish that:

(i) if you have a child or children who are living at your death that they are to inherit the remainder (residue) of your Estate in equal shares

and; (ii) that should any such child die before you leaving a child or children then the latter will inherit equally their deceased's parents' share

YES/NO

_____________________________________________________________

REMAINDER OF ESTATE LEFT TO OTHERS

If you die without leaving children who attain 18 the remainder of your estate after payment/distribution of any legacies, payment of debts and taxes is to be be distributed between the following one or more beneficiaries:-

Full name 1 _________________________________________________

Age: 0-17 18+

Address: _____________________________________________________

Any relationship: _______________________________________________

Share e.g. 25% _________________________________________________

Full name 2 ___________________________________________________

Age: 0-17 18+

Address ______________________________________________________

Relationship ___________________________________________________

Share e.g. 30% _________________________________________________

Full name 3 ___________________________________________________

Age: 0-17 18+

Address _____________________________________________________

Relationship: _________________________________________________

Share e.g. 20% ________________________________________________

Full name 4 __________________________________________________

Age: 0-17 18+

Address ______________________________________________________

Relationship ___________________________________________________

Gift/share e.g. 25% ______________________________________________

DEATH OF NAMED RESIDUARY LEGATEE

If any such persons dies before you:-

Leaving children - are they to inherit parents share?: YES/NO

Childless - divide their share equally amongst other shares?: YES/NO

AGE OF MAJORITY (IF YOU HAVE CHILDREN OR YOUNG POTENTIAL BENEFICIARIES)

If a trust were to arise because of a beneficiary was too young to inherit by law at what age would you like the trust to cease and for that child to inherit absolutely?:-

Age 18 21 25

NOTES/CONTINUATION SHEET:-

____________________________________________________________