Single Will Questionnaire

WILL WRITERS

1. Personal Details

First Name *

Last Name *

Full Address *

Email Address *

Phone Number *

Date of Birth *

Marital Status *

Occupation

2. Executors

Executors are responsible for carrying out the instructions in your Will. You can appoint more than one executor.

Executor's Full Name *

Relationship to You *

Executor's Address *

Executor's Phone Number

3. Estate Information

Please provide estimated values for your assets. This helps us advise on inheritance tax planning.

Property Value (£)

Outstanding Mortgage (£)

Property Ownership

Savings & Investments (£)

Pensions Value (£)

Life Insurance Coverage (£)

Other Assets (vehicles, valuable possessions, etc.)

Are your life assurance policies written in trust?

Yes

Not Sure

Would you like us to arrange the transfer into trust?

Yes

4. Beneficiaries

Please list who you would like to inherit your estate. The residue is what remains after debts and specific gifts have been paid.

Beneficiary's Full Name *

Date of Birth

Relationship to You *

Beneficiary's Address

Percentage of Estate

If your main beneficiaries are not alive, who should inherit your estate?

5. Trust Consideration

Important: Trusts require additional legal expertise and consultation. If you're interested in a trust, please indicate below and we will arrange a consultation with a qualified trust specialist.

I am interested in setting up a trust and would like to speak with a trust specialist

If yes, please briefly describe what you would like the trust to achieve

6. Specific Gifts

These are specific items or amounts of money you wish to leave to particular people or organizations.

Recipient Name

Relationship to You

Gift Description

Estimated Value (£)

7. Funeral Instructions

Would you prefer to be buried or cremated?

Burial

Cremation

No Preference

Any specific funeral instructions?

8. Additional Information

Is there anything else you would like us to know about your circumstances or wishes?

I confirm that the information provided is accurate and consent to Will Writers using it to prepare my Will. *

Protecting your assets for today and tomorrow