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Will Contact Questionnaire

SECTION A- CLIENT DETAILS AND PERSONAL INFORMATION 

SECTION B - CHILDREN 

Do you have any children? Children means any biological or adopted children you have but does not include stepchildren? 
Does this child have any children of their own?
Does this child have any children of their own?
Does this child have any children of their own?
Does this child have any children of their own?
Do they have any children of their own?

SECTION C - NON BENEFIT DEPENDANTS (EXCLUDING CHILDREN) 

Is there anyone financially dependant upon you? (not including children)
Further Dependants?

SECTION D -WILL INSTRUCTIONS 

Have you made a Will before?

Who would you like to name as the Executor, or Executors, of your Will? The Executors are the people who administer your Estate. 

Has Executor 1s details been filled in previously?
Has Executor 2s details been filled in previously?

Who would you like to name as the Substitute Executor, or Executors, of your Will? 

A substitute executor is one who will take the place of a named executor if they are unwilling or unable to act. Though you are under no obligation to do so, you should consider appointing one or more substitute executors under your will. Are you sure you want to continue without Substitute Executors?
Has Substitute Executor 1s details been filled in previously?
Has Executor 2s details been filled in previously?
Burial/Cremation

SECTION E - ASSETS AND SPECIFIC GIFTS 

Do you own any property in the UK?
Is there any mortgage left on this property?
Is this your primary residence?
Is there any mortgage left on this property?
Is this your primary residence?
Do you want to make any specific arrangement for any houses, or properties, such as gift them to certain people, or give certain people rights to reside in your property after you die?
Do you own any of the following non property assets?
Do you currently benefit from the proceeds of any Trust?
Do you expect to benefit from the proceeds of any Trust in the future?
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