1. Personal Details Spouse / Partner 1 Spouse / Partner 2 2. Married couples and civil partnerships Did you sign a pre-nuptial agreement? Details of any previous marriages or civil partnerships: 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? Details of any previous marriages or civil partnerships: 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 Details of any dependants other than children or grandchildren 6. Assets and liabilities
It is important for us to know what assets will be dealt with by the Will that we prepare for you.
Please summarise your assets and any liabilities together with approximate values. In the case of couples, please distinguish between what belongs to each spouse or partner and what is owned jointly. If you keep a separate schedule of assets and liabilities, please feel free to send this by email separately.
If you already have a Will that will remain in place to deal with your assets in your place of domicile (permanent home), you do not need to include these assets in this section. For example, if you have assets in South Africa and already have a South African Will, you do not need to include your South African assets in this section.
Your Home Any other houses or flats, land or buildings Life insurances
Please indicate if any policy of life insurance is linked to any of the properties mentioned above.
Provider/Lifes(s) assured/Value Provider/Lifes(s) assured/Value Bank Accounts
Bank accounts – please specify in which country the account is registered (branch location). For example, England, Jersey, Guernsey or the Isle of Man.
Investments Other assets (e.g. cars, yachts, antiques, jewellery, etc. Assets - further information 7. Other Matters 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.
Who is to receive most (or all) of your estate and in what proportions? Please confirm the relationship between you and your intended beneficiary - if it is not already mentioned in this questionnaire. Do you wish to make any specific gifts of personal possessions and/ or cash? If so, please provide the full names and addresses of such beneficiaries, what you would like to give to them and whether, if you are a couple, the gift should take place after the first death or the second. What is to happen if the proposed recipient of any gift dies before you (or with you)? Funeral wishes Do you have any particular requests about whether you should be (or should not be) buried or cremated or about the use of your body for, say, transplants or medical research? Who are to be the guardians of any children under eighteen? Please provide full names and addresses.
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. As above, if these provisions have already been confirmed in another Will or a document in another country, there is no need to provide details here.
Who are to be executors and/or trustees? Please provide full names and addresses.
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. Please confirm the relationship between you and your intended executor and trustee - if it is not already mentioned in this questionnaire.
Please include any additional information here