Design My Will

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Design My Will

One size fits all is never a good idea when it comes to estate planning. This short form helps us understand your circumstances so we can send you a firm quote based on the complexity required to draft your will correctly. It takes around 5 -10 minutes and doesn’t commit you to anything at this stage.

24Questions

1
Name
First Name
Last Name
2
Email
example@example.com
3
Phone Number
Area Code
Phone Number
4
Who is this will for?
Just me
Someone else
Me and my partner
5
What is your current marital status?
Single
Married / Civil Partnership
Living with Partner
Separated
Divorced
Widowed
6
Do you currently have a will?
No
Yes - a simple will
Yes - incorporating trusts or special clauses
7
Do you have children?
No
Yes - all over 18
Yes - one or more under 18
8
Is your family situation straightforward or blended?
Straightforward (children from one relationship)
Blended family (children from different relationships)
Not sure / it’s complicated
9
Do any of the following apply?
Someone is financially dependent on me
One or more of my beneficiaries are vulnerable
One or more beneficiaries are disabled
I need to protect a beneficiary's inheritance (e.g. against divorce, debt, immaturity)
None of the above
10
Do you own property?
No
Yes - More than one
Yes - one main home
11
Do any of the following apply?
I own a business or shares in a business
I have significant investments
I’m concerned that inheritance tax might be relevant
None of the above
12
Broadly, what would you like to happen to your estate?
Everything to my partner, then to my children
Split between my children
Everything to specific beneficiaries ( not partner or children)
I’m not sure yet
Other
13
BeneficiariesAny further details concerning your beneficiaries
Huge
Large
Normal
Small
Ok
Ok
14
Are you comfortable with beneficiaries inheriting outright?
Yes
Yes but with some safeguards
No - I'd like strict controls / protection
15
Would you like the ability to:
Stipulate when beneficiaries inherit?
Appoint individuals to help manage or safeguard funds
Treat beneficiaries differently (for example, giving more help to one than another)
None of the above
16
Do you know who you’d like to act as executors?
Yes
Not yet
17
If you have children under 18, do you know who you’d want as guardians?
Yes
Not Applicable
Not yet
18
Are you or your partner citizens of, or permanently domiciled in, a country outside the UK?
Yes
No
19
Do you have any assets located outside the UK?
Yes
No
20
If yes, please specify country/countries
21
Do you have life insurance?
Yes
No
22
Is your life insurance written in trust?
Yes
No
23
Have you considered any of the following?
Funeral Arrangements
Pet Guardianship
The need for a Trust
Organ Donation
24
Is there anything else you think we should take into account when designing your will?
Huge
Large
Normal
Small
Ok
Ok
Should be Empty:

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