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International Will Questionnaire

This form is designed to give us the information that we require about your family, your assets and your wishes for your Will.

Couples who would like their Wills to mirror each other are welcome to complete just one questionnaire with all the required details, but are also free to complete separate questionnaires – if they wish.

1. Personal Details

Spouse / Partner 1

Surname

All forenames

Any other name you use or have used:

Date and place of birth:

Nationality

Occupation

Spouse / Partner 2

Surname

All forenames

Any other name you use or have used:

Date and place of birth:

Nationality

Occupation

2. Married couples and civil partnerships

Date and place of marriage (or civil partnership):

Did you sign a pre-nuptial agreement?

Yes

Details of any previous marriages or civil partnerships:

3. Unmarried and non-civil partner couples

How long have you been together?

Do you intend to marry or become civil partners in the near future?

Yes

Did you sign a cohabitation or similar agreement?

Yes

Details of any previous marriages or civil partnerships:

4. Contact details

Address

Postcode

Home Telephone

Work Telephone

Mobile Telephone

Email address

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.

Full name

Date of birth

Address

Postcode

Full name

Date of birth

Address

Postcode

Full name

Date of birth

Address

Postcode

Full name

Date of birth

Address

Postcode

Grandchildren

Full name

Age

Full name

Age

Full name

Age

Full name

Age

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

Address

Value

Freehold or leasehold

Sole name or joint names

Approximate value of mortage or loan

Any other houses or flats, land or buildings

Address

Value

Freehold or leasehold

Sole name or joint names

Approximate value of mortage or loan:

Address

Value

Freehold or leasehold

Sole name or joint names:

Approximate value of mortage or loan

Life insurances

Please indicate if any policy of life insurance is linked to any of the properties mentioned above.

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.

Bank

Branch Location

Approximate Value

Sole or joint names

Bank

Branch Location

Approximate Value

Sole or joint names

Bank

Branch Location

Approximate Value

Sole or joint names

Investments

Investment manager or share registrar:

Where is the investment manager or share registrar located?

Approximate value of investment portfolio, shares etc

Sole or joint names

Investment manager or share registrar:

Where is the investment manager or share registrar located?

Approximate value of investment portfolio, shares etc

Sole or joint names

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

Description & Value

Assets - further information

7. Other Matters

Have you made any gifts of UK situated assets in the last 7 years? If so, please provide details

Please confirm which country you consider to be your permanent home

As things stand, do you have any plans to move to another country?

Do you own a business or are you a partner in a business in the UK?

Do you own any private company shares or agricultural property in the UK?

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

It would also be useful if you can send copies of your exisiting Wills(s)

Max. file size: 10 MB.

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International Will Questionnaire

1. Personal Details

Spouse / Partner 1

Spouse / Partner 2

2. Married couples and civil partnerships

3. Unmarried and non-civil partner couples

4. Contact details

5. Family Details

Children

Grandchildren

6. Assets and liabilities

Your Home

Any other houses or flats, land or buildings

Life insurances

Bank Accounts

Investments

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

7. Other Matters

8. Contents of your will

Funeral wishes

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