Will Drafting Questionnaire

Drafting a Will

Your Personal Information

First Name

Last Name

State your address:

State your occupation:

State your date of birth

Phone/Mobile

Period of time cohabiting with your partner

Executors

State the names, address and occupation of at least two* persons who you would like to be named as executors of the will:

Name of Executor	Address of Executor	Occupation of Executor	Telephone Number for Executor

Assets

Enter your information

Asset	Name of Beneficiary	Address of Beneficiary	Relation to Beneficiary

Who do you wish to get the residue of your estate? Residue includes assets which you have not listed above and /or those assets that you acquire after your will has been signed.

Provision for Guardians of Children

If you parental responsibility for any minor children (i.e. those under the age of 18), it is advisable (in case you are not survived by anyone else who also has parental responsibility for those children) to appoint guardians who could look after them until they are 18 years old. If appointing more than one guardian, we would need to discuss the practicalities of any appointment if the guardians are not of the same household.

Do you have any children?

Yes

If yes, please provide the names and ages of said children.

Please provide details of guardians: (click the + for additional rows)

Name	Relationship to you	Address

Any further information which may be relevant. This may include:

Any familiy difficulties that may impact the way you wish your assets to be distributed.

Whether you would like to grant Lasting Powers of Attorney so that members of your family (or others whom you choose) could deal with your affairs should you be unable to deal with them yourself in future.

Anything else (eg somebody who you specifically do not want to benefit)

Anything else that you would like to bring to our attention?

Questionnaire For Drafting A Will

Your Personal Information

Executors

Assets