Online Will Writing Questionnaire

Section 2: Your Spouse/Partner
Section 2: Your Partner's Details

This section collects the basic information about your spouse/partner. This will help us to form a better picture of your family and your present circumstances.
What is your partner's full name?

First Names Last Name
What is your status together?

Married Separated Unmarried and living with partner Contemplating Marriage Contemplating Divorce Single/Divorced Widowed
What is their date of birth?
Do they live with you at your address?

Yes No
Where do they live?

Street Address

Street Address Line 2

City County

Postcode Country
What is their contact telephone number? [Please note we will only contact you in regard to your Will preparation]
What is their email address? [Please note we will only contact you in regard to your Will preparation]

Section 4: Guardianship
Section 4: Guardianship

Guardians are persons who you can appoint to look after your children. Please be aware that the appointment of guardians will not necessarily be agreed with by the courts if contested. It is however, highly likely to be respected when making the final decision.
Questions to consider: How do you feel about their values and parenting skills? Are they able to offer a stable family environment? What is the quality of their present relationship with your child/children? Are they willing and able to handle the responsibility of caring for your child/children on a long-term basis?
How do you want your guardians to act?
What is the name of your guardian?

First Name Last Name
Do they live at your address?

Yes No
Where do they live?

Street Address

Street Address Line 2

City County

Postcode Country
How are they related to you?
What is the name of the second (or substitute) guardian?

First Name Last Name
Do they live at your address?

Yes No
Where do they live?

Street Address

Street Address Line 2

City County

Postcode Country
How are they related to you?

Section 5: Your Assets
Section 5: Your Major Assets

We need to understand the size of your Estate and the types of assets that you have. Please list your major assets of notable worth, such as your property, savings, shares, ISAs, bonds, cars, and please state an estimate of the total value in the boxes below: Start with the most relevant first. You must save each entry even if you are not adding any more.
Important - Inheritance Tax The more precise the values of your assets you can provide us, the easier it will be to determine any inheritance tax liability on your estate. Everyone's estate can have potential Inheritance Tax liability. However, a certain portion is taxed at 0%. This is known as the Nil Rate Tax Band (NRT). It is also possible for a surviving spouse/partner (widow) to retain the NRT of the deceased spouse/partner. If we feel that your combined estates may be greater than the NRT, we will contact you to discuss the options available to you.
Additional Details

Section 7: Gifts and Legacies
Section 7: Gifts and Legacies

Please remember that beneficiaries cannot receive their inheritance from a Will in England, Wales and Northern Ireland until they are 18.
Legacies/Gifts

You may choose to leave a gift of money, items, pets etc in a Will. However it is not uncommon to wish your entire estate to be treated as a whole and passed to whomever you state as beneficiaries, which removes the need to complete this section. If required, please add an item, click save and either add another item or continue.
Money
Items/Objects/Chattels
Animals/Pets
Property
Charitable Donations

Section 8: The Residual Estate
Section 8: The Residual Estate

This is the remainder of your estate after any gifts, debts etc are distributed or repaid. For most of our clients, this is the bulk of their estate.
How is your estate going to be distributed?
If you currently have no children, would you like us to state "my future children"

Yes No N/A
At which age should any minors mentioned, inherit?

18 21 25
If you selected "between other persons", please list your desired beneficiaries below. Click 'SAVE' to add another person or proceed if you have one entry only. The share of the estate should all add to 100%.

Section 9: Alternative Beneficiaries
Section 9: Alternative Beneficiaries

In the unlikely event that none of your above chosen persons cannot or will not take their share of your estate, please state alternative people to receive your estate instead. These could be for example, grandchildren, nieces and nephews, close family friends, or charitable organisations. We recommend that you provide the details of at least two alternative beneficiaries below:
Have any of these beneficiaries been previously mentioned?

Yes No
Please outline the beneficiaries & percentage shares here with full details after:
Name

First Name Last Name
Address

Street Address

Street Address Line 2

City County

Postcode Country
What is their relationship to you?
Name

First Name Last Name
Address

Street Address

Street Address Line 2

City County

Postcode Country
What is their relationship to you?
Name

First Name Last Name
Address

Street Address

Street Address Line 2

City County

Postcode Country
What is their relationship to you?
Name

First Name Last Name
Address

Street Address

Street Address Line 2

City County

Postcode Country
What is their relationship to you?

Section 10: Additional Requirements
Section 10: Additional Requirements
We recommend a Lasting Power of Attorney is considered, would you like to discuss this?
We recommend your Will is stored with HM Courts & Tribunals Service or you may store your Will yourself at home. Please let us know your preference.

Section 12: Signature
Section 12- Signature
Please prepare a Will for me based on the on the instructions contained in this form.
Should be Empty:

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Section 11- Additional Information