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Will/Trust Questionnaire. The information requested below is essential in preparing your will or trust. If you need more space to answer a question, attach a separate sheet and indicate the question number to which it pertains.
- 119KB
- 16
Basic Will Questionnaire. This single form can be used by couples who want to make identical (mirror) Wills. Guidance notes for completing the questionnaire. (Please read through carefully before completing questionnaire) Executors. We recommend you to appoint at least two Executors with a maximum of four.
- 2MB
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WILL QUESTIONNAIRE. This is our standard Will Questionnaire. It’s long because it has to cover everybody. You don't need to fill in all the sections though - just the ones that apply to your circumstances. Section 1: Your details. Client 1. Client 2. Your title:
- When you need legal advice
- Keep your will safe
You can get advice from a professional if your will is not straightforward, for example:
•you share a property with someone who is not your husband, wife or civil partner
•you want to leave money or property to a dependant who cannot care for themselves
•you have several family members who may make a claim on your will, such as a second spouse or children from another marriage
•your permanent home is outside the UK
•you have property overseas
You can keep your will at your home or store it with:
•your solicitor
•your bank
•a company that offers the storage of wills - you can search online
•the national probate registry in Newcastle
Read full guidance on storing your will with the Probate Service.
Apr 16, 2020 · In this article, you’ll find the most useful free self-evaluation and self-assessment templates for employees, managers, and students, available in Excel, Word, and PDF formats.
Will Questionnaire. To help us prepare a Will for you, please complete as fully as possible the following questionnaire. Please continue on a separate sheet if necessary, indicating the section to which the additional information relates.
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