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Contact Us
Wills Questionnaire
Fill in the infomration below and a member of our team will get back to you shortly.
Basic Will Questionnaire
Q1: Is the will just for you or you and your partner?
*
Just Me
Just Me
Me & My Partner
Me & My Partner
Q2: What is your marital status?
*
Single
Single
Married
Married
Cohabiting
Cohabiting
Engaged
Engaged
Divorced
Divorced
Separated
Separated
Q3: Do you have any children?
*
Yes
Yes
No
No
How many children do you have
1
1
2
2
3
3
4
4
Do you or your partner have any children from a previous relationship?
*
Yes
Yes
No
No
If yes, please add your children's full names and date of births below. If they live at a different address please also mention this below.
Q4: Do you have any pets?
*
Yes
Yes
No
No
Q5: Within your will it is important to specify any funeral wishes. Please indicate a preference:
*
No wishes
No wishes
Burial
Burial
Cremation
Cremation
Natural burial
Natural burial
If you would like to be buried or have your ashes scattered in a particular place please confirm here:
Q6. Organ donation is now an opt out system, would you wish to opt out?
*
Yes
Yes
No
No
Q7. Who do you wish to appoint as your executor. This can be your partner if applicable and there should be at least 2 people:
First Executor
Second Executor
Q8. It is worth appointing a replacement executor. Michael Culver of Culver Law can be named if you wish or alternatively please provide details of your preferred replacement.
Q9. Do you wish to include any specific gifts of personal possessions or small gifts of money within your will? (Move than 5 legacies will incur an additional cost) All legacies will be specified as free of tax – see notes in our writing a will guide.
Yes
Yes
No
No
Describe item or amount and full name and address of beneficiary
Q10. The remainder of your estate will be divided in this section. Please list who you wish to benefit and in what percentage i.e. 100% wife, equal shares to each child etc.
Q11. In the event that your first beneficiary dies before you. Do you want to leave their share to:
Their children – we will specify this as subject to those children reaching the age of 25.
Their children – we will specify this as subject to those children reaching the age of 25.
The other named beneficiaries proportionately if applicable
The other named beneficiaries proportionately if applicable
Anyone else – (specify below)
Anyone else – (specify below)
Q12. Do you wish to include anything else within your will?
Yes
Yes
No
No
Q13. Is there anyone else who may expect to inherit from you that you have not included? If so please name them and explain why left out.
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