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?