Wills questionnaire
Checklist of information to enable your Solicitor to make your Will
1. Full Name:
2. Address:
3. Burial or cremation?
4. Full name of spouse:
5. Names and ages of children of present marriage:
a)
b)
c)
d)
6. Have you or your spouse been married before?
7. If the answer to 6 is yes, set out the names and ages of any children of your previous marriage(s):
Self
a)
b)
c)
Spouse
a)
b)
c)
8. Names and addresses of proposed executors:
First executor
Full name:
Address:
Postcode:
Second executor
Full name:
Address:
Postcode:
9. Name and address of guardians (only relevant if there are infant children):
First guardian:
Full name:
Address:
Postcode:
Second guardian
Full name:
Address:
Postcode
10. Pecuniary legacies: amount, full name, address of each legatee:
a):
b):
c):
d):
11. Specific legacies of property: identify the property and give the full name and address of each legatee:
a):
b):
c):
d):
12. Beneficiaries of the rest of the estate (residue):
13. Substitute beneficiaries of residue:
14. At what age do you wish the beneficiaries to inherit the residue?
15. Who shall receive the residue should the beneficiaries die before you?
16. Complete the following schedules to help your solicitor assess the inheritance tax position:
ASSETS
| Approximate Value | ||||
| Assets | You | Your spouse | Tick if ownedjointly | |
| House | ||||
| Contents | ||||
| Car | ||||
| Jewellery | ||||
| Cash: | Bank | |||
| Building Society | ||||
| Quoted shares | ||||
| Partnership share or value of a sole business | ||||
| ISAs etc | ||||
| Unlisted stocks and shares (eg in a private company) | ||||
| Other assets, including non-UK (please specify) | ||||
| Liabilities | ||||
| Mortgage | ||||
| Other | ||||
LIFE ASSURANCE POLICIES
| Life insurance company | Policy number | Sum assured | Premiums | Purpose of policy | Whether or not in trust |
PENSION DEATH BENEFITS
| Pension scheme or policy | Amount of death benefit | Widow’s or widower’s pension | Is death benefit in trust? | Nomination form completed |
17. Have you or your spouse made any substantial gifts in the last 7 years?

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