Online Will Writing Questionnaire

How to complete the questionnaire

You are about to answer some basic questions relating to yourself, your family, and your intentions. If you need to provide us with further information, please enter this information in the "Additional Information" at the end of this form. When you are finished simply click "submit".

If a married couple is completing this form, each spouse will need to complete a separate form, unless the information is the same for husband and wife, and the intent is for all assets to be left first to the survivng spouse. In that situation, you can check the "mirror" box immediately below, and only one questionnaire is needed.
- Section 1: Your Personal Details
- Mirror?
- First Name
- Middle Name
- Surname
- YesNo
- Also known as:
  
  First NamesLast Name
- Date of birth
- YesNo
- YesNo
- What is your contact telephone number?
- Where do you live?
  
  Street Address
  
  Street Address Line 2
  
  CityState
  
  Zip Code
- What is your email address?
- YesNo
- YesNo
- YesNo
- 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 NamesLast Name
- YesNo
- MarriedSeparatedUnmarried and living with partnerContemplating MarriageContemplating DivorceSingle/DivorcedWidowed
- Who are they known as?
  
  First NameLast Name
- What is their date of birth?
- YesNo
- Where do they live? If living at your address or stated previously, type "As previous"
  
  Street Address
  
  Street Address Line 2
  
  CityState
  
  Zip Code
- What is their contact telephone number?
- What is their email address?
- Section 3: Your Children's Details
- 123+
- YesNo
- YesNo
- Child 1
- What is their name?
  
  First NamesLast Name
- When were they born?
- YesNo
- Where do they live? If living at your address or stated previously, type "As previous"
  
  Street Address
  
  Street Address Line 2
  
  CityState / Province
  
  Postal / Zip Code
- What is their relationship to you?
- Child 2
- What is their name?
  
  First NamesLast Name
- When were they born?
- YesNo
- Where do they live? If living at your address or stated previously, type "As previous"
  
  Street Address
  
  Street Address Line 2
  
  CityState
  
  Zip Code
- What is their relationship to you?
- Child 3
- What is their name?
  
  First NamesLast Name
- When were they born?
- YesNo
- Where do they live? If living at your address or stated previously, type "As previous"
  
  Street Address
  
  Street Address Line 2
  
  CityState
  
  Zip Code
- What is their relationship to you?
- Child 4
- What is their name?
  
  First NamesLast Name
- When were they born?
- YesNo
- Where do they live? If living at your address or stated previously, type "As previous"
  
  Street Address
  
  Street Address Line 2
  
  CityState
  
  Zip Code
- What is their relationship to you?
- Child 5
- What is their name?
  
  First NameLast Name
- When were they born?
- YesNo
- Where do they live? If living at your address or stated previously, type "As previous"
  
  Street Address
  
  Street Address Line 2
  
  CityState
  
  Zip Code
- 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
- YesNo
- Where do they live? If stated previously, type "As previous"
  
  Street Address
  
  Street Address Line 2
  
  CityState
  
  Zip Code
- How are they related to you?
- What is the name of the second guardian?
  
  First NameLast Name
- YesNo
- Where do they live? If stated previously, type "As previous"
  
  Street Address
  
  Street Address Line 2
  
  CityState
  
  Zip Code
- How are they related to you?
- Section 5: Your Executors
  
  An executor is the person or organisation 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.
- My partner is to act as my first choice as executor, with my other executors (listed below) as substituteOther persons are to act as my executors in the order listed below
- YesNo
- What is the name of your first executor?
  
  First NameLast Name
- YesNo
- Where do they live? If stated previously, type "As previous"
  
  Street Address
  
  Street Address Line 2
  
  CityState
  
  Zip Code
- How are they related to you?
- What is the name of your second executor?
  
  First NameLast Name
- YesNo
- 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 third executor?
  
  First NameLast Name
- YesNo
- Where do they live? If stated previously, type 'As previous'
  
  Street Address
  
  Street Address Line 2
  
  CityCounty
  
  PostcodeCountry
- How are they related to you?
- Section 6: Trustee
  
  A trustee for children in a will is a fiduciary responsible for managing, investing, and distributing assets (money, property) held in trust for minor beneficiaries until they reach a specified age . They ensure funds are used for the children’s needs—such as education, health, and maintenance—while acting in the beneficiaries' best interests.
- What is the name of your first choice as trustee?
  
  First NameLast Name
- YesNo
- Where do they live? If stated previously, type "As previous"
  
  Street Address
  
  Street Address Line 2
  
  CityState
  
  Zip Code
- How are they related to you?
- What is the name of your second choice as trustee?
  
  First NameLast Name
- YesNo
- Where do they live? If stated previously, type "As previous"
  
  Street Address
  
  Street Address Line 2
  
  CityState
  
  Zip Code
- How are they related to you?
- What is the name of your third choice as trustee?
  
  First NameLast Name
- YesNo
- Where do they live? If stated previously, type "As previous"
  
  Street Address
  
  Street Address Line 2
  
  CityState
  
  Zip Code
- How are they related to you?
- Section 7: Gifts
  
  Before disposing of the majority of you estate, are there any specific gifts of cash, personal property or real estate that you want to give to a specific person. Examples: cash of $1,000 to a specific cousin; diamond ring to sister; farm land to brother; pet to a friend; donation to charity.
- Any specific cash gifts
- Any specific personal property
- Pets
- Gifts of land or real property
- Specific donation to charity
- Please add any additional information here:
- Section 8: The Residual Estate
  
  The residue of your estate is the remainder after everything above is paid out. For most clients, this is the bulk of their estate.
- How is your estate going to be distributed?
- 182125Other
- If you checked "All to my spouse/partner, then equally to my children" OR "To be shared equally between my children only" above, you do not need to add anything below.
- If your estate is passing to other persons not listed above, please list your desired beneficiaries below. Click 'Save and Add Row' to add another person.
- Section 9: Alternative Beneficiaries
  
  In the unlikely event that none of your above chosen persons can 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. We recommend that you provide the details of at least two alternative beneficiaries below:
- YesNo
- State beneficaries & percentage shares here:
- Name
  
  First NameLast Name
- Where do they live? If stated previously, type "As previous"
  
  Street Address
  
  Street Address Line 2
  
  CityState
  
  Zip Code
- What is their relationship to you?
- Name
  
  First NameLast Name
- Where do they live? If stated previously, type "As previous"
  
  Street Address
  
  Street Address Line 2
  
  CityState
  
  Zip Code
- What is their relationship to you?
- Name
  
  First NameLast Name
- Where do they live? If stated previously, type "As previous"
  
  Street Address
  
  Street Address Line 2
  
  CityState
  
  Zip Code
- What is their relationship to you?
- Name
  
  First NameLast Name
- Where do they live? If stated previously, type "As previous"
  
  Street Address
  
  Street Address Line 2
  
  CityState
  
  Zip Code
- What is their relationship to you?
- Additional beneficiaries. Please provide their full names and addresses here.
- Section 10- Additional Information
- Please add any additional information here:
- Section 11- Signature
- Should be Empty:

Section 1: Your Personal Details

Section 2: Your Partner's Details

Section 3: Your Children's Details

Child 1

Child 2

Child 3

Child 4

Child 5

Section 4: Guardianship

Section 5: Your Executors

Section 6: Trustee

Section 7: Gifts

Section 8: The Residual Estate

Section 9: Alternative Beneficiaries

Section 10- Additional Information

Section 11- Signature