Writing or Making a Will?

Online Will Questionnaire

The questionnaire should take no longer than 10 minutes.

Please complete this confidential Questionnaire online so that we can "tailor make" a Will to suit your circumstances and your wishes. If, in completing the Questionnaire, you would like advice or you would prefer to discuss your requirements, please telephone one of our specialists on 0845 6600 660 who will be delighted to assist. There is no extra cost involved.

For preparing a straightforward Will, dealing with the executing and witnessing of it and storing it for life, we charge £84+VAT. You don't need to pay now, we will send you an invoice later.

Personal Details

First Names:
Surname:
Address:
Post Code:
Email:
Telephone:	Day:	Mobile:
Date of Birth
Name of spouse/partner (please specify):
Please give address if different from above:
Do you want us to prepare a similar Will for your partner at the same time? It will only cost an extra £55 +VAT.		Yes
		No

Executors

1. Who do you want as your Executor, to handle your estate after your death? Although you can have only one Executor we usually recommend at least two in case one of them dies before you. They should be responsible individuals willing to look after and deal with your Estate. Most Clients prefer to appoint us as their Solicitors for this purpose (there is no additional charge made for us being appointed or acting as your Executors)

(i) My Spouse/Partner and/or
(ii) Eatons and/or
(iii) Someone else (please give their names):

Name:		Name:
Address:		Address:

Beneficiaries

These are the people you care about and to whom you want to leave your Estate. Please note there is no limit to the number of gifts that you can leave and that you can leave people three different types of gift: (i) A fixed sum of money (ii) A specific item of value (e.g. a piece of jewellery) or (iii) your whole Estate or a certain percentage of it.

2. Do you wish to leave everything to your Spouse/Partner?
No Go to question 4
Yes Go to question 3

3. If you said Yes to Question 2 but your Spouse dies before you, who do you instead wish to benefit from your Estate? Please give details of their name(s), address(es), relationship to you (e.g. son/ daughter), age and what share or amount they are to have?

4. If you said No to question 2 please give details of whom you wish to benefit including their name(s), address(es), relationship to you (e.g. son/daughter), age and what share or amount they are to have?

5. At what age do you want your children or any other minor child to receive their entitlement?

18 21 25 Other (please give details)

Default Beneficiaries

6. Please provide the name(s) and address(es) of whom you wish to benefit from your estate in the event of your principal beneficiary(ies) (as listed above) dying before you. Include their relationship to you (e.g. son/daughter), age and what share or amount they are to have?

Guardians For Infant Children

7. Do you wish to appoint guardians of any infant children?
Yes No
If Yes give the full names and addresses of the guardians and the children. It is usual for any such guardianship to only take place if both of the natural parents have died. If you want to appoint a guardian even though the other parent will still be alive, please let us know the details.

Dependants

8. Do you have any other dependants or anyone for whom you pay maintenance who have not been listed above?
Yes No
If Yes please give details.

9. Do you have any specific funeral wishes (e.g. cremation or burial)?
Yes No
If Yes please give details.

10. Is there anything else that you would like to include? (e.g. you might wish to give a gift of a sum of money; give a specific personal possession; or make a charitable donation).
Yes No
If Yes please give details.

General Notes

Please let us know so that we can give additional advice if the following are relevant:

1. Are your total assets worth more than the current Inheritance Tax limit of £300,000 each? If so you will need advice on minimising or avoiding Inheritance Tax (including your house and life insurance policies). Yes No

2. Are you planning to get married? A Will is usually completely cancelled if you marry or if you are divorced after making it. Please let us know if you are to marry: a Will could be made in contemplation, which would not be revoked by that marriage. Yes No

3. Are you planning to get divorced? Yes No

4. Are you planning not to leave anything to your spouse/partner/dependants/children (including illegitimate and adopted children or former dependants)? It is possible for them to make a claim against your Estate under the Inheritance (Provision for Family & Dependants) Act. Yes No

5. Do you have a business or assets which are abroad or are jointly owned?
Yes No

Submitting Your Details

By clicking the submit button you’ll be letting us have the above details. We will be able to start drafting your Will within the next 48 hours. We’ll also contact you by email to confirm that we have got all your details and reassure you about the cost. We’ll only contact you by phone if we need extra details.