WILL QUESTIONNAIRE

Personal Details

Full Name

Address

Mobile Number

Date of Birth

Occupation

Children’s names and ages

Do you have any maintenance obligations?

PPS Number

Is there a previous Will?

Assets

Do you own a house(s)? – joint/sole name? Mortgage?

Do you own land(s)? – joint/sole name? Mortgage?

Do you have a pension/life assurance policy? (yes/no)

Yes

If yes please provide details.

Please give details of any bank accounts, bonds, credit union accounts, or shares (values not required)

Do you own a business or farm of land?

Yes

If yes please provide details.

Do you own property abroad

Yes

If yes please provide details.

Please insert details of any other assets held.

Executors, Trustees and Guardians (same persons can act for all three positions)

Executor(s) names and addresses

Trustees(s) names and addresses

Guardian(s) names and addresses

Bequests

Please list any specific gifts/bequests you would like to leave. Please insert names and addresses of beneficiaries.

Once you have submitted your information we will contact you to discuss your wishes and complete your Will.

Thanks for submitting!