Will Questionnaire Guide

This guide is a simple bullet point reference that clients should read before completing their Will Questionnaire.

if there is a previous Will, please attach a copy of the said Will at the end of the Will Questionnaire.
Pension or Life Assurance policies: We do not need monetary values, simply state
whether you have a pension or life assurance policy or both and name the provider, ie. Irish Life / Zurich etc.
For Banks or Credit Unions, we do not need monetary values or bank account numbers. Simply state the financial institution, the branch address and state how many accounts you have.
Questionnaire.you have made a foreign Will, please attach a copy at the end of the Will if you own property abroad, please indicate whether you have made a foreign Will.
Executors can be one person or more. It is generally advisable to nominate two executors. Executors should be reliable competent individuals aged 18 years or more.
if there are minor beneficiaries, two trustees will be required to hold the property on trust for the beneficiary until the beneficiary reaches the age of maturity
Guardian(s) and can be one person or more and can be appointed in a Will to care for minor children in the event the testator parent passes away.
if you don’t know the answer to a question just state “Not Known”