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 0800 998 1155 who will be delighted to assist. There is no extra cost involved.

Before you Start:

Status

Personal Details:

Title

Name

Surname

Date of Birth

Contact No.

Preferred time of contact

Address (Line 1)

Address (Line 2)

Town / City

County

Postcode

Spouse / Partner Details

First Names

Surname

Date of Birth

Do you want us to prepare a similar Will for your partner at the same time?

Yes

Address (Line 1)

Address (Line 2)

Town / City

County

Postcode

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. Please remember to ask them first, because it is quite a responsibility. Often 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) Spouse / Partner and / or

Yes

(ii) Eatons and / or

Yes

(iii) Someone else (please give their names)

Yes

Name

Surname

Date of Birth

Address (Line 1)

Address (Line 2)

Town / City

County

Postcode

Name

Surname

Date of Birth

Address (Line 1)

Address (Line 2)

Town / City

County

Postcode

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/civil partner?

Yes

3. If your spouse/civil partner 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. Please give details of whom you wish to benefit.

Name(s)

Address(es)

Relationship(s) to you

Date(s) of Birth

5. 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?

6. If you intend to include any children or minor child, when would you want them to receive their entitlement?

Other (Give details)

7. Please list any specific legacies you wish to include in the Will (e.g. you may wish to give a gift of a sum of money; give a specific personal possession; or make a charitable donation).

8. Would you wish for the Legacies to be paid out the first death or second death as we will be preparing a joint Will?

First

Second

Guardians For Infant Children:

9. If you have children who are minors, would you like to appoint guardians?

Yes

N/A

Give the full names and addresses of the guardians and the children. It is usual for any such guardianship to only take place in the event of the natural parent(s) dying first.

Funeral Wishes:

10. Do you have any specific funeral wishes (e.g. cremation or burial)?

Yes

Please give details

General Questions:

16. Any other information.

17. If you have already spoken to a member of staff or would like your Will to be dealt with by a specific Eatons office, please provide the details below.

Disclaimer

I declare that by submitting the form the information attached is correct.

Wills & Inheritance

Disclaimer