Last Will and Testament Intake Form

Completing the questionnaire requires you to answer some basic questions about you, your family, and your assets. If you need to provide me with information not included in this form, please include this information in the 'Additional Information' section at the end of the form. When you are finished click 'submit'. I will reach out if further information is needed. I will then prepare a Draft Will for your review at a flat fee of $350.
- Section 1: Your Personal Information
  
  This section collects basic information about you.
- Title
- First Name
- Middle Name
- Surname
- Do you go by any other names?
- Also known as:
  
  First NamesLast Name
- Date of birth
  Day.Month.Year
- Do you consider anywhere other than the United States of America your permanent home?
- Do you have a previous Will?
- Which law firm or company drafted your Will?
- Do you have any property abroad?
- What is your current address?
  
  Street Address
  
  Street Address Line 2
  
  CityCounty
  
  Post CodeCountry
- What is your contact telephone number?
- What is your email address?
- Do you have a partner, spouse, or civil partner?
- Do they want a Mirror Will prepared with your Will? (Most commonly executed by married couples)
- Do you have children?
- Section 2: Your Partner's Information (If single, skip this section)
  
  This section collects the basic information about your spouse/partner, if one. This will help me to form a better picture of your family and your present circumstances.
- What is your status together? (If single, skip this section)
- What is your partner's full name?
  
  First NamesLast Name
- Do they go by any other names?
- Who are they known as?
  
  First NameLast Name
- What is their date of birth?
  Day.Month.Year
- Do they live with you at your address?
- Where do they live?
  
  Street Address
  
  Street Address Line 2
  
  CityCounty
  
  PostcodeCountry
- What is their contact telephone number?
- What is their email address?
- Section 3: Your Children's Information (If no children, skip this section)
  
  This section collects the basic information about your children, if any.
- How many children do you have?
- Are any of your children under the age of 18?
- Do you wish to appoint guardians for your children?
- Child 1
- What is their name?
  
  First NamesLast Name
- When were they born?
  Day.Month.Year
- Do they live with you at your address?
- Where do they live?
  
  Street Address
  
  Street Address Line 2
  
  CityState / Province
  
  Postal / Zip CodeCountry
- What is their relationship to you?
- Child 2
- What is their name?
  
  First NamesLast Name
- When were they born?
  Day.Month.Year
- Do they live with you at your address?
- Where do they live?
  
  Street Address
  
  Street Address Line 2
  
  CityState / Province
  
  Postal / Zip CodeCountry
- What is their relationship to you?
- Child 3
- What is their name?
  
  First NamesLast Name
- When were they born?
  Day.Month.Year
- Do they live with you at your address?
- Where do they live?
  
  Street Address
  
  Street Address Line 2
  
  CityState / Province
  
  Postal / Zip CodeCountry
- What is their relationship to you?
- Child 4
- What is their name?
  
  First NamesLast Name
- When were they born?
  Day.Month.Year
- Do they live with you at your address?
- Where do they live?
  
  Street Address
  
  Street Address Line 2
  
  CityState / Province
  
  Postal / Zip CodeCountry
- What is their relationship to you?
- Child 5
- What is their name?
  
  First NameLast Name
- When were they born?
  Day.Month.Year
- Do they live with you at your address?
- Where do they live?
  
  Street Address
  
  Street Address Line 2
  
  CityState / Province
  
  Postal / Zip CodeCountry
- What is their relationship to you?
- If you have any additional children, please list their full names, dates of birth and addresses here:
- 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 NameLast Name
- Do they live at your address?
- Where do they live?
  
  Street Address
  
  Street Address Line 2
  
  CityCounty
  
  PostcodeCountry
- How are they related to you?
- What is the name of the second guardian?
  
  First NameLast Name
- Do they live at your address?
- Where do they live?
  
  Street Address
  
  Street Address Line 2
  
  CityCounty
  
  PostcodeCountry
- How are they related to you?
- Section 5: Your Major Assets
  
  I 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. Click 'Save and Add Row' to add more assets.
- 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.
- Additional Details
- Section 6: Your Executors
  
  An executor is the person or organization responsible for ensuring that the instructions contained in your Will are carried out when you die. They are required to identify the size of your estate and understand if you have any debts.
- It is advised that you choose at least two executors who you feel you can trust and who can cooperate. Your executors will be responsible for registering your death, arranging your funeral and expenses, dealing with any debts to your estate and distributing your assets according to your Will. It is very much essential that your intended executors are willing to act. Please be advised that executors much older than yourself are not ideal candidates to be your executors and pose a practical risk. Therefore please ensure that your executors are of a similar age or are within a reasonable age to yourself.
- How are your executors going to act?
- Are all of your executors over the age of 18?
- What is the name of your first executor?
  
  First NameLast Name
- Do they live at your address?
- Where do they live? If stated previously, type 'As previous'
  
  Street Address
  
  Street Address Line 2
  
  CityCounty
  
  PostcodeCountry
- How are they related to you?
- What is the name of your second executor?
  
  First NameLast Name
- Do they live at your address?
- Are they over the age of 18?
- Where do they live? If stated previously, type 'As previous'
  
  Street Address
  
  Street Address Line 2
  
  CityCounty
  
  PostcodeCountry
- How are they related to you?
- What is the name of your executor?
  
  First NameLast Name
- Do they live at your address?
- Where do they live?
  
  Street Address
  
  Street Address Line 2
  
  CityCounty
  
  PostcodeCountry
- How are they related to you?
- What is the name of your executor?
  
  First NameLast Name
- Do they live at your address?
- Where do they live?
  
  Street Address
  
  Street Address Line 2
  
  CityCounty
  
  PostcodeCountry
- How are they related to you?
- What is the name of your executor?
  
  First NameLast Name
- Do they live at your address?
- Where do they live?
  
  Street Address
  
  Street Address Line 2
  
  CityCounty
  
  PostcodeCountry
- How are they related to you?
- Section 7: Funeral Arrangements
  
  This section allows you to express your wishes regarding what you would like to happen to your body after you have died. Please be aware that the Will will not be read until you pass away. I recommend that you discuss your funeral arrangements with your family during your lifetime.
- Do you have a funeral plan?
- Please provide the details here:
- Please provide your wishes for funeral arrangements on your death.
- Please state any additional requirements here
- Section 8: Gifts and Legacies
  
  Please remember that beneficiaries cannot technically inherit property and other assets in their name until they turn 18 years old.
- Letter of Wishes Do you want to leave a letter of wishes alongside your Will stating your individual wishes? A letter of wishes is a personal letter that you may leave with your executors with specific guidance on how the estate should be distributed. Please note there is no obligation on your executors to follow this document. The letter of wishes is stored with the Will, but never attached to it.
- Do you want to draw up a letter of wishes?
- Pecuniary legacies/gifts of money
  
  A specific gift of money can be included in a Will. Money cannot however, be included in a Letter of Wishes.
- Type a question
- Items/objects/chattels
- Animals/pets
- Property
- Charitable Donations
- Section 9: The Residual Estate
  
  The residue of your estate is the remainder after everything is paid out, ie: gifts of money. For most of our clients, this is the bulk of their estate.
- How is your estate going to be distributed?
- At first instance, share to go to issue? (an issue is a lineal descendant)
- At which age do the beneficiaries obtain benefit?
- After all of your gifts, funeral expenses and other monies have been paid out, the remainder of your estate must be distributed to your beneficiaries. This usually covers your property, savings and everything remaining. If your estate is passing to other persons as above, please list your desired beneficiaries below. Click 'Save and Add Row' to add another person.
- Section 10: 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 organizations. I recommend that you provide the details of at least two alternative beneficiaries below:
- Have any of these beneficiaries been previously mentioned?
- State beneficaries & percentage shares here:
- Name
  
  First NameLast Name
- Address
  
  Street Address
  
  Street Address Line 2
  
  CityCounty
  
  PostcodeCountry
- What is their relationship to you?
- Name
  
  First NameLast Name
- Address
  
  Street Address
  
  Street Address Line 2
  
  CityCounty
  
  PostcodeCountry
- What is their relationship to you?
- Name
  
  First NameLast Name
- Address
  
  Street Address
  
  Street Address Line 2
  
  CityCounty
  
  PostcodeCountry
- What is their relationship to you?
- Name
  
  First NameLast Name
- Address
  
  Street Address
  
  Street Address Line 2
  
  CityCounty
  
  PostcodeCountry
- What is their relationship to you?
- Additional beneficiaries. Please provide their full names and addresses here. If they are under the age of 18, please let us know.
- Section 11: Additional Requirements
- Do you have any further requirements?
- Section 12- Additional Information
- Please add any additional information here:
- Section 13- Signature
- Please prepare a Will for me based on the on the instructions contained in this form. I understand that there is a fee of $350.
- Should be Empty:

Section 1: Your Personal Information

Section 2: Your Partner's Information (If single, skip this section)

Section 3: Your Children's Information (If no children, skip this section)

Child 1

Child 2

Child 3

Child 4

Child 5

Section 4: Guardianship

Section 5: Your Major Assets

Section 6: Your Executors

Section 7: Funeral Arrangements

Section 8: Gifts and Legacies

Pecuniary legacies/gifts of money

Items/objects/chattels

Animals/pets

Property

Charitable Donations

Section 9: The Residual Estate

Section 10: Alternative Beneficiaries

Section 11: Additional Requirements

Section 12- Additional Information

Section 13- Signature