Will Questionnaire

What type of Will would you like

Single WillMirror Will
IMPORTANT: If you require a mirror will please complete 2 copies of the questionnaire
Full Name*

First NameMiddle NameLast Name
Partner's Name

First NameMiddle NameLast Name
Please complete the Mirror Will questionnaire as well to provide your partner's details
Current Address*

Street Address

Street Address Line 2

TownCounty

Post CodeCountry
Email Address*
Sex*

MaleFemale
Birth Date

DayMonthYear
Home Number
Mobile Number
Work Number
Occupation
If other please specify
Do you need your Will prepared urgently for medical reasons

YesNo
If yes please state reasons

Trade Union Membership
Are you a union member*

YesNo
Membership Number*
Union Name*
Union Branch
Union Sector
Union Area
Thompsons Solicitors Employee
Click to edit

YesNo
Which Branch do you work at?

Marital Status
What is your marital/relationship status?
Your Relationship Details
Date of Marriage/Formation of Civil Partnership

DayMonthYear
Name of Spouse / Partner

First NameMiddle NameLast Name
Permanent Address of Spouse / Partner

Street Address

Street Address Line 2

TownCounty

Post CodeCountry
Age of Spouse / Partner

Non Benefit Dependants
Have you had a marriage or civil partnership legally terminated or is there anyone financially dependant upon you?

YesNo
Is there anyone who is financially dependent on you that you DO NOT want to benefit from your Will? (e.g. former partner or children).

YesNo
If you answered Yes to please provide details below.

Add a Non Benefit Dependant
Full Name

TitleFirst NameMiddle NameLast Name
Relationship
Full Reason
Please note that certain dependents, and in certain circumstances non-dependant family members, have the right to apply to the court for an award out of the deceased’s estate if they feel they have not been adequately provided for. It is therefore very important that your reasons for non provision are set out in full. If you are uncertain we can provide you with more information as to what the law says.

Add a Non Benefit Dependant
Full Name

TitleFirst NameMiddle NameLast Name
Relationship
Full Reason
Please note that certain dependents, and in certain circumstances non-dependant family members, have the right to apply to the court for an award out of the deceased’s estate if they feel they have not been adequately provided for. It is therefore very important that your reasons for non provision are set out in full. If you are uncertain we can provide you with more information as to what the law says.

Add a Non Benefit Dependant
Full Name

TitleFirst NameMiddle NameLast Name
Relationship
Full Reason
Please note that certain dependents, and in certain circumstances non-dependant family members, have the right to apply to the court for an award out of the deceased’s estate if they feel they have not been adequately provided for. It is therefore very important that your reasons for non provision are set out in full. If you are uncertain we can provide you with more information as to what the law says.

Age of Inheritance
Do you wish to state a different age, beyond 18, at which a child should inherit under this Will? (e.g. 21, 25)

YesNo
Age, at which a child should inherit (e.g. 21, 25)?

Guardians
If you have children who are below age of 18 please provide details below.

Who do you wish to appoint as guardians after your partner has died?

Normally a couple who you would envisage looking after the day to day needs of your children.
Please note a father only has the power to appoint a guardian if he has parental responsibility to do so. A mother always has parental responsibility. A father only has parental responsibility if he is married to the mother at the date of birth, if he applies for it at court, if he from 1 December 2003 (15th April 2002 in Northern Ireland) jointly registers the birth of the child with the mother or by a parental responsibility agreement with the mother.

Add a Guardian
Full Name

TitleFirst NameMiddle NameLast Name
Address

Street Address

Street Address Line 2

TownCounty

Post CodeCountry

Add a Guardian
Full Name

TitleFirst NameMiddle NameLast Name
Address

Street Address

Street Address Line 2

TownCounty

Post CodeCountry

Add a Guardian
Full Name

TitleFirst NameMiddle NameLast Name
Address

Street Address

Street Address Line 2

TownCounty

Post CodeCountry

Add a Guardian
Full Name

TitleFirst NameMiddle NameLast Name
Address

Street Address

Street Address Line 2

TownCounty

Post CodeCountry

Executors
Please note - if you are naming children as beneficiaries under your Will, you should name two executors in addition to your partner, assuming that you wish your partner to be an executor). Please also note that if you are appointing guardians then it is better to name one of the guardians as an executor but NOT the guardians exclusively.

Please read the options (a) to (d) and then choose one option from below.
Who do you wish to appoint as executors

A: I wish my spouse/partner to act as my executor, but if they die before me I wish the two persons named to act as my executors.B: I wish BBHLS to act as my sole executor.C: I wish BBHLS to act with the persons named as my joint executors.D: I wish the persons named to act as my executors.

Add an Executor
Full Name

TitleFirst NameMiddle NameLast Name
Relationship to executor
Address

Street Address

Street Address Line 2

TownCounty

Post CodeCountry

Add an Executor
Full Name

TitleFirst NameMiddle NameLast Name
Relationship to executor
Address

Street Address

Street Address Line 2

TownCounty

Post CodeCountry

Your Spouse / Partner as Beneficiary
Do you wish your spouse/partner to inherit the whole estate (subject to the gifts already stated)?

YesNo
Do you wish to leave anything to your spouse?

YesNo
If no please give a reason
How much do you wish to leave your spouse?

Other information
Do you wish to donate any organs of your body for transplantation or therapeutic purposes (including organ transplant)? This does not cover medical research which can only be arranged prior to death with a teaching hospit

YesNo
Are there any organs you wish to be exempt for this list?

YesNo
Please list these organs.
Do you wish to be buried or cremated?

BuriedCrematedNo Preference
Please provide details. (e.g. where you would like to buried/what would you like to be done with your ashes)

Disability details
Do you have any disability which makes reading or signing your Will difficult?

YesNo
If yes please give details.

Financial Checklist
To assist us in preparing your will we need a list of all of your assets which should include your home, life policies, your savings, car and other effects and at the same time, a similar list of all your liabilities such as mortgage, overdrafts and other debts so as to work out the approximate value of your estate.

This information is received in strict confidence and will not be disclosed to anyone outside
of BBHLS.

WE CANNOT PREPARE YOUR WILL WITHOUT THIS INFORMATION.

ASSETTS (£)

	Your share of joint property	Sole Property	Partner's share of joint property	Partner's Sole Property
Own home
Other houses, land or buildings
Household contents
Cars, boats, etc.
Jewellery
Fine art/antiques
Lump sums due (i.e. damages, inheritance, redundancy)
Bank and building society accounts
National savings and premium bonds
Stocks and shares
Unit Trusts
Life policies
Death benefits under a pension arrangement
Assets of any sort held outside England & Wales
- please state where held
Other assets
Total Assetts

LIABILITIES (£)

	Your share of joint property	Sole Property	Partner's share of joint property	Partner's Sole Property
Home mortgage
2nd mortgage or further advance
Bank loans
Overdraft
Credit card debt
Other debts

NET ESTATE (£)

	Your share of joint property	Sole Property	Your Partner's share of joint property	Your Partner's Sole Property
Total Assets
Less Total Liabilities

Please provide details of any lifetime gifts made within the last 7 years (if over £3000 in
any one tax year):
You
Total Value Of Lifetime Gifts
Your Partner
Total Value Of Lifetime Gifts

Declaration
Is there any further information that has not been already disclosed, that you feel is necessary for us to complete your Will?

YesNo
Please give details.
Please press submit to send this form electronically

Alternatively please print this form and post to:

BBH Legal Services Limited of Eastham Hall, Eastham Village, Wirral, CH62 0AF.

PLEASE DO NOT USE BOTH METHODS
I declare that the information I have provided is correct and that I wish my Will to be drawn up in these terms
No retainer will be established until such time as we confirm receipt or you have signed our Terms of Business.
Should be Empty:

Trade Union Membership

Thompsons Solicitors Employee

Marital Status

Your Relationship Details

Non Benefit Dependants

Children

Guardians

Executors

Gifts

Your Spouse / Partner as Beneficiary

Main Beneficiaries

Other information

Disability details

Financial Checklist

Declaration