Will Questionnaire

Please provide your details below. All information is confidential and will be used solely for preparing your Will.

Type of Will Required *

Full Legal Name *

Date of Birth *

Full Address *

Email Address *

Phone Number *

Marital Status *

Partner's Full Legal Name

Partner's Date of Birth

Do you have children? *

Yes No

Children's Details (Names, Ages, Addresses if different)

Guardian Appointment (if children under 18)

Executors are responsible for administering your estate. We recommend appointing 2 executors.

First Executor (Full Name & Address) *

Second Executor (Full Name & Address)

Substitute Executors (Optional)

Do you own property? *

Yes No

Property Details (Address & Ownership)

Other Significant Assets This helps us understand your estate for inheritance tax planning

Who should inherit your estate? *

Specific Gifts (Optional)

Charitable Gifts (Optional)

Residue of Estate

Funeral Wishes (Optional)

Any Other Special Instructions

Do you have an existing Will? *

Yes No

When would you like your Will prepared?

Preferred Contact Method

Additional Notes or Questions