Comprehensive Will Questionnaire

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Payment Successful!

Thank you. Please complete Step 2 below to provide your legal instructions.

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1. Your Personal Information

Full Legal Name

Date of Birth

Occupation

Email Address

Telephone Number

Full Home Address

Marital Status

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2. Family & Dependants

Children's Details (Names & Ages)

List everyone even if you do not intend to leave them anything. This helps identify potential claims.

Are there any other people who depend on you financially?

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3. Executors & Trustees

Executors handle the administration of your estate. Trustees manage any ongoing trusts. We recommend choosing at least 2 people.

Primary Executor

Full Name

Full Address

Relationship to you

Substitute / Second Executor

Full Name

Full Address

Relationship to you

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4. Assets & Property

Main Property Ownership

Other Significant Assets (Check all that apply)

Business Interest Foreign Assets / Holiday Home Crypto / Significant Digital Assets Existing Trusts

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5. Pecuniary & Specific Legacies

Cash Gifts (Pecuniary)

List the exact amount, the full name of the person/charity, and their relationship/charity number.

Specific Items (Chattels)

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6. Residuary Estate & Trusts

Who receives everything else after debts and the specific gifts above are paid out?

Beneficiaries for the Rest of the Estate

history_edu Inheritance Age (Trusts)

At what age should children/grandchildren receive their inheritance?

meeting_room Right to Occupy

Would you like to give someone (e.g. a partner) the right to live in your property for their lifetime?

Yes No

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7. Legal Protections

The Disaster Clause (Ultimate Default Beneficiary)

In the very unlikely event that all your named beneficiaries and their children pass away before you, who should receive your estate? (e.g., A charity, distant relatives).

person_remove Intentional Exclusions

If you are intentionally leaving someone out who might legally expect to inherit (e.g. a child or estranged spouse), please state why below to protect against future legal claims.

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8. Funeral Wishes

Type of Service

Specific Wishes & Instructions

By submitting this form, you certify that the information provided is true to the best of your knowledge. This information will be treated with strict legal confidentiality.

Will Preparation

Step 1: Payment