Joseph & Co Solicitors.co.uk

Marital status

Please state the full name of your husband/wife/partner

Have you had any marriage which ended in divorce

If yes, when was the divorce?

Is there anyone who is financially dependent on you that you do not want to benefit from your will? (your former husband, wife, partner , all your children, all the children of your husband/ wife/ partner)

Is there anyone who you think might have a claim on your estate that you do not want to benefit from your will?

Please state the names, date of birth and addresses of all your children, if any?

Does your husband/ wife or partner have any other children? If so please state their names, addresses and dates of birth

Please state the full names and addresses of the person who are to be your Executors, i.e. who will be responsible for administering your estate. If you only wish one person please name a substitute in case he / she dies before you

Have they agreed to act as Executor(s)?
Executor can be your husband/wife /partner/children (if over age 18)/ personal friends or other relatives. Please state the relationship ( if any) to you of the person(s) concerned
If you wish to have a professional Executor, your solicitor may act with one or more of the above

Do you wish the Executors to also be the Trustees who would be responsible for continuing to administer any Trust (if applicable) for the benefit of beneficiaries until they reach a stated age or the relevant event occurs? If you wish others to be Trustees please give names and addresses

Do you have any wishes concerning your burial, cremation or funeral arrangements? If so, please give details.

If you or your husband / wife / partner die before your youngest child is aged 18, then please state the full names and addresses of the person (s) to act as Guardians
Have they agreed to act as Guardians?

If you wish to make gifts in your Will, please sate the amount and full names and addresses of the person(s) and their relationship to you or charity to receive these ( please use a separate sheet if necessary)

If you wish to leave any specific items of property (i.e. jewellery or furniture) then please give a full description of the item(s) so that they can be identified. Please give full names and addresses of the person(s) (and their relationship to you) to receive them.

Are there any particular circumstances, e.g. a disability or learning disabilities, affecting any of the beneficiaries referred to above which should be considered in preparing your will?

Please list your main assets e.g. house, flat, business premises
Please state if any of these are situated outside England and Wales, Scotland and Northern Ireland

Have you made a Will previously?
If yes, where is the original Will kept?
Have you made any Will relating to foreign assets/ property?

Do you have any pets that will need looking after, after your death?

Will you have any problems in understanding and signing your will due to :-
a. Physical incapacity
b. Reading or sight difficulties
c. Understanding English
d. If yes, give details

I confirm the information given in this form is correct and complete.

Will Questionnaire