Will Questionnaire

You and your family

This information will help us understand you and your family.

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* 1. Please confirm your details below.

Forename

Surname

Address

City/Town

Postcode

Email address

Landline number

Mobile number

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* 2. Please state your Date of Birth

DOB

Date

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* 3. Which best describes you?

Married

Divorced

Single

Living with a partner/cohabiting

A widow

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* 4. Can you confirm the following about your husband/wife or partner if any

Forename

Surname

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* 5. If you are not married can you confirm if you are thinking of doing so in the near future?

Yes

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* 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

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* 7. How many children do you have under the age of 18

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* 8. How many children do you have over the age of 18

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* 9. Do you own your property?

Solely

Jointly as 'Tenants in Common'

Jointly as 'Joint Tenants'

Jointly but not sure how this is held

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* 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

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* 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 +

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* 12. Do you own a business?

Yes

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* 13. Do you own assets abroad?

Yes

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* 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

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* 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