First Chapter Wills Questionnaire Couples

Your Estate Preservation Focus^™
Section 1

Your Personal Details
Todays Date (Not visible)

DayMonthYear
Client Prefix
Client First Name and Surname*

First NameSurname
Client Middle Name/s
As stated on government documents eg passport, drivers license
Client Suffix
e.g. Jr., Snr., III, IV etc.
Former Name/s

First NameMiddle NameLast Name
Client Street Address Line 1
Client Street Address Line 2
City/Town
County
Postal Code
Client DOB Import
Client Date of Birth

DayMonthYear
Client Age
Telephone Number
Client Email
example@example.com
Current Marital/Living Status*

Legal Married/PartnerCohabiting
Do you intend to get married in the near future?

YesNo
Married to Applicant 2?*

YesNo
Date of Marriage

DayMonthYear
Date
In the last 7 years have you been;

DivorcedWidowed
Name of (Previous) Partner1

First NameLast Name
Date of death of spouse

DayMonthYear
Date
Date of divorce/decree absolute

DayMonthYear
Date

If there are any possible pending changes to family circumstances please select all that apply below & detail these in the comments

Likely wedding in the foreseeable futureLikely divorce in the foreseeable futureNew Grandchildren in the forseeable future (Not identified above)Other family circumstances
Please provide further details to the above, or other circumstances
Are there any circumstances surrounding any of your children that may require additional planning considerations, such as illness/disability and/or capability with money.*

YesNo
Please give details

Section 2

Wills, Trusts & Estate Planning
Applicant 1 Wills, Trusts & Estate Planning

First NameLast Name
Your Specific Wishes with Regards to Your Estate Should You Pre-Decease your Spouse
If you pre-decease your spouse/partner, do you want your whole estate to pass to your spouse/partner and for them to have access to the assets during their lifetime? Select NO, if for example, you wish some assets to pass directly to your children and some to your spouse/partner on your death and preceding your spouse's death.*

YesNo
Split of YOUR HALF of the TOTAL Estate on First Death*
Please note, this will not affect assets passing to children or other beneficiaries on second death, this will simply state that the surviving spouse/partner will be the main beneficiary on the death of the first.

If you would like someone OTHER than just your spouse/partner to be the main beneficiary on your death, please complete Section xx as well as this section.

Note that a summary of advice to help complete this form is available here, however this should not be treated as expert advice and all queries should be directled to your appointed adviser in due course.
Please tell us if you have any special wishes about your funeral arrangements: (eg, where you wish to be buried or cremated etc.)
Are you happy to consider trust arrangements to maximise the tax position of your Wills and protect against social impact?*

YesNo
Applicant 2

Your Specific Wishes with Regards to Your Estate Should You Pre-Decease your Spouse
Applicant 2 Wills, Trusts & Estate Planning

First NameLast Name
If any of the beneficiaries listed should pre-decease you or before they reach the specified age, would you like any children of the beneficiary to inherit his/her share?*

No - I would like to divide the shares amongst the original surviving beneficiariesYes - I would like the shares to be passed to the children of the named beneficiaryMy decision is different based on which beneficiary pre-deceases me
Please add details here
Please tell us if you have any special wishes about your funeral arrangements: (eg, where you wish to be buried or cremated etc.)
Summary of Beneficiaries

On Second Death (ie the Total Estate)
Total percentage apportioned to beneficiaries
Based on information given in previous questions
Total percentage NOT apportioned to beneficiaries
Your beneficiaries do not add up to 100% please adjust your figures in the previous pages
Please indicate what your wishes are for the un-apportioned amount above

Section 3

Trustees
Please add any additional trustees or executors here. Please detail full names, relationship to you and address of two or more people who you wish to be appointed as executors of your estate, if not already indicated above. (Note: you can appoint just one executor but you should appoint two or more if any trust is being created by the Will, perhaps for young children.)

Add any comments or details here that were not captured above
Name*

First NameLast Name
Signature 1*
Signatory Date*

DayMonthYear
Date
Name*

First NameLast Name
Signature 2*
Signatory Date*

DayMonthYear
Date
Should be Empty:

Section 1

Spouse / Partner

Section 1.1

Eldest child's Full Name

Second Eldest Child's Full Name

Third Eldest Child's Full Name

Fourth Eldest Child's Full Name

Fifth Eldest Child's Full Name

Sixth Eldest Child's Full Name

Section 2

Your Specific Wishes with Regards to Your Estate Should You Pre-Decease your Spouse

Applicant 2

Summary of Beneficiaries

Section 3