Will Questionnaire You and your family This information will help us understand you and your family. Question Title * 1. Please confirm your details below. Forename Surname Address City/Town Postcode Email address Landline number Mobile number Question Title * 2. Please state your Date of Birth DOB Date Question Title * 3. Which best describes you? Married Divorced Single Living with a partner/cohabiting A widow Question Title * 4. Can you confirm the following about your husband/wife or partner if any Forename Surname Question Title * 5. If you are not married can you confirm if you are thinking of doing so in the near future? Yes No Question Title * 6. Do you have children? Yes we have children from our relationship Yes I have children from a previous relationship No I do not have children Question Title * 7. How many children do you have under the age of 18 Question Title * 8. How many children do you have over the age of 18 Question Title * 9. Do you own your property? Solely Jointly as 'Tenants in Common' Jointly as 'Joint Tenants' Jointly but not sure how this is held Question Title * 10. Who do you want your estate to go to? My husband/wife or partner first then children or grandchildren My children or grandchildren Elsewhere Question Title * 11. In your opinion what bracket best decribes the value of your estate. Please include all you main assets including your property you live in. £0 - £325,000 £325,000 - £650,000 £650,000 - £1 Million £1 Million + Question Title * 12. Do you own a business? Yes No Question Title * 13. Do you own assets abroad? Yes No Question Title * 14. There are several things we can do to minimise the amount of Inheritance Tax that will be paid. Do you feel you would benefit from an Inheritance Tax review? Yes No Question Title * 15. In addition to drafting a Will you can appoint someone to look after your financial affairs and wellbeing during your lifetime should you become unable to look after these yourself, this is called a Lasting Power of Attorney. Would you like to receive advice in relation to how this works and the benefit to you? Yes No Click here to submit your answers. We will be in touch shortly.