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Providing legal services since 1788

Wills Questionnaire form

  • Please complete this questionnaire as fully as possible and return it to us prior to our meeting along with a copy of any previous Will and any other supporting documentation which you think may be relevant.

  • 2. Marriage / Partnership Details

  • 3. Your Children (include children from any previous relationship stepchildren & estranged children)

  • Instructions for your will. 1. Your Executors and Substitute Executors

  • 2. Funeral Wishes

  • 3. Cash Gifts / Gifts of Specific Items

  • Please give details of the beneficiaries as well as the amount/item bequeathed. Please say if the beneficiary is under 18 years of age. If so, would you like their parent or guardian to receive it on their behalf prior to 18?

  • Please use a separate sheet of paper if necessary

  • The Residue of your Estate

  • If you do not wish to use the common provisions listed above, please provide details of your residual beneficiaries on the 'Other Information' section at the end of this form.

  • 4. Alternative Beneficiaries

  • It is advisable to name alternative beneficiaries in case your original beneficiaries have died before you:

  • Your Assets.
    1. Your Home

  • Other Assets

  • Other Information