Will Fact Find

Will Fact Find

Please enter your details below
Client 1
Title
Name

First NameLast Name
Maiden Name (where applicable)
Date of birth

DayMonthYear
Date
Address

Street Address

Street Address Line 2

CityCounty

Postal Code
Phone Number

Code e.g. (01234)Phone Number
Email
example@example.com
Nationality
Domicile
The country that is your permanent home
Your occupation
Are you in good health?
Please click Next to complete Client 2 questions

Client 2
Title
Name

First NameLast Name
Maiden Name (where applicable)
Date of birth

DayMonthYear
Date
Address (if different from Client 1)

Street Address

Street Address Line 2

CityCounty

Postal Code
Phone Number

Code e.g. (01234)Phone Number
Email
example@example.com
Nationality
Domicile
The country that is your permanent home
Your occupation
Are you in good health?
Please click Next to complete Estate Assets, Liabilities and Wishes

Estate Assets, Liabilities and Your Wishes
Estimated value of your assets
Estimated value of your liabilities
Do you have a current Will?
Is your Will in professional Will Storage?
Is there anyone to be excluded from benefiting from your Will?
If you do not have a Will, do you urgently need a Will in place?
Do you have a Lasting Power of Attorney in place?
Have you made any Gifts or Legacies?
Do you have any business interests?
Do you have any Mental Capacity Issues?

Yes - Client 1No - Client 1Yes - Client 2No - Client 2
Have you organised your Funeral Arrangements?
Client 1
Client 2
Are you concerned about any of the following?
Home & Savings being lost to Care fees?
Marriage after death?
Inheritance Tax?
Inheritance lost to Creditors or Bankruptcy?
Inheritance lost to Divorce or Separation
Further or Generational Inheritance Tax Issues
Beneficiaries & Distribtion of your Estate
Property and assets to pass to your Spouse or Partner first?
Then to children in equal shares?
Extend to grandchildren, if one of your children dies leaving children of their own?
Age that you want your children or minors to inherit their share?
Please click Next to complete children's details

Children's details
Do you have any children
If Yes, please complete each child's details, otherwise click Next
If so, how many children do you have?

Child 1
Title
Name

First NameLast Name
Relationship
Relationship to whom
Date of birth

DayMonthYear
Date
Are you in good health?
Address (if different to client 1)

Street Address

Street Address Line 2

CityCounty

Postal Code
Phone Number (if different from client 1)

Code e.g. (01234)Phone Number
Email (if different to Client 1)
example@example.com

Child 2
Title
Name

First NameLast Name
Relationship
Relationship to whom
Date of birth

DayMonthYear
Date
Are you in good health?
Address (if different to client 1)

Street Address

Street Address Line 2

CityCounty

Postal Code
Phone Number (if different from client 1)

Code e.g. (01234)Phone Number
Email (if different from client 1)
example@example.com

Child 3
Title
Name

First NameLast Name
Relationship
Relationship to whom
Date of birth

DayMonthYear
Date
Address (if different to client 1)

Street Address

Street Address Line 2

CityCounty

Postal Code
Phone Number (if different from client 1)

Code e.g. (01234)Phone Number
Email (if different from client 1)
example@example.com

Is there anyone other than your children that are dependent on you?
Please give details

Executors and Guardians
Have you chosen any Executors?
Have you chosen any Guardians?

Are there any other important points or information that we should know?
Signature - Client 1

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Signature - Client 2

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Thank you for completing the information, which will be very helpful.

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