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This form is designed to give us the necessary information about you and your family and your wishes for your will. Please complete the form in readiness for our meeting or (if no meeting has been arranged) return the form to us.

Couples who wish their wills to mirror each other can complete just one questionnaire with all the details, but should feel free to complete separate questionnaires if they prefer.

1. Personal Details

Spouse / Partner 1

Spouse / Partner 2

2. Married couples and civil partnerships

Did you sign a pre-nuptial agreement?

3. Unmarried and non-civil partner couples

Do you intend to marry or become civil partners in the near future?
Did you sign a cohabitation or similar agreement?

4. Contact details

5. Family Details

Children

Please indicate if any is a child of just one of you, whether any have special needs and whether they are single, married, divorced or separated.

Grandchildren

6. Assets and liabilities

Please summarise your assets and any liabilities (with approximate values) as indicated. In the cases of couples, please distinguish between what belongs to each spouse or partner and what is owned jointly using the different columns.

Your Home

In sole name
In joint name
In sole name
In joint name
In sole name
In joint name

Any other houses or flats, land or buildings

In sole name
In joint name
In sole name
In joint name
In sole name
In joint name
In sole name
In joint name
In sole name
In joint name
In sole name
In joint name

Mortgages

In sole name
In joint name
In sole name
In joint name
In sole name
In joint name

Life insurances

(please indicate if any insurance is linked to a mortgage)

In sole name
In joint name
In sole name
In joint name

Pension policies

In sole name
In joint name
In sole name
In joint name
In sole name
In joint name
In sole name
In sole name

Bank & Building Society

In sole name
In joint name

Stocks and shares etc

In sole name
In joint name
In sole name
In joint name

Other assets (e.g. cars, yachts, antiques, jewellery, etc.

In sole name
In joint name
In sole name
In joint name
In sole name
In joint name
In sole name
In joint name

7. Other Matters

Have you made any gifts in the last seven years?
Do you have an interest in any trusts or expect any inheritance?
Do you live in any country outside the United Kingdom? Or is there any other country with which you are closely connected?
Do you own a business or are you a partner in a business? Or do you own any private company shares or agricultural property?

8. Contents of your will

Please use this section to summarise what you want us to put in your will. Please give any relevant names and addresses in full if these do not appear elsewhere in this questionnaire.

(Guardians have personal responsibility for orphaned children; the children will usually live with the nominated guardians after the death of both their parents. If you are a single parent, divorced from the other parent or a same sex couple, special rules may apply and you should discuss this with us.)
(Executors will deal with the administration of your estate and trustees will deal with the administration of any trusts your will creates. Ideally you should have more than one in case one of them dies before you or with you. You can appoint substitute executors and trustees who take the place of an executor or trustee who is unable or unwilling to act as executor or trustee.)

9. Other wills and documents

Max. file size: 10 MB.
Have you made an Enduring Power of Attorney or a Lasting Power of Attorney?
Do you have a Living Will (Advance Directive)?

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