Questionnaire For Drafting A Will

This questionnaire is designed to help us to make an initial assessment of your needs and to enable us to give you the best advice in light of your circumstances. It is advisable for us to have a meeting to discuss the details If there is anything specific that you feel may affect the distribution of your estate on your death which is not covered by this questionnaire, please include it at the end of the questionnaire.

Drafting a Will

Your Personal Information



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.

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