LOUISE SMITH WILLS - QUESTIONNAIRE
SECTION ONE – PERSONAL DETAILS
NamePhone
Are you known by any other name?
Age and date of birth
Address
Occupation (please also state whether employed/self-employed/retired etc; if you own a business or are a company director, please provide details here
Current marital status
If unmarried/not in civil partnership – marriage/CP planned?
Partner’s name, age and occupation (unless you are both completing this form)
Children (including adult children) / Please insert name, gender and age:
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Name(s) of any other person you provide regular financial support to / N/A
Any previous/existing will?
If yes, where is the original and can you supply a copy?
If yes, reasons for wanting to make a new will?
Are you able to read and sign your will unaided?
Do you have any health concerns at present?
SECTION TWO – ESTATE VALUATION
ASSETS / Description / Solely/jointly owned? / ValueMain residence - address
Other property
Property outside England and Wales
Life policy
Pension and death in service benefits
ISAs
Bank/Building Society accounts
Shares
Business assets
Chattels (items of personal use)
Other items of value (e.g. jewellery, paintings)
LIABILITIES
Mortgage(s)
Loan(s)
Other debt
SECTION THREE – LEGACIES
GIFTS OF PERSONAL CHATTELS (items of personal or domestic use – jewellery, clothing, furniture, books etc)
Name and address of beneficiary and your relationship to themDetails of gift
Name and address of beneficiary and your relationship to them
Details of gift
GIFTS OF OTHER SPECIFIC ITEMS OR CASH TO INDIVIDUALS OR CHARITY
Name and address of beneficiary and your relationship to themDetails of gift
Name and address of beneficiary and your relationship to them
Details of gift
SECTION FOUR – YOUR RESIDUARY ESTATE
Your residuary estate is what is left after payment of all tax, testamentary expenses, debts and legacies. Please indicate here your intentions concerning this:SECTION FIVE – GUARDIANS AND EXECUTORS
GUARDIANS:
IF YOU HAVE CHILDREN UNDER THE AGE OF 18 USE THIS SECTION TO NAME THE PERSON OR PEOPLE YOU WOULD WISH TO BRING UP YOUR CHILDREN AFTER YOUR DEATH WHILST THEY ARE STILL MINORS
FIRST guardian / Relationship:Address
SECOND guardian / Relationship:
Address
EXECUTORS:
WILL YOUR SPOUSE/PARTNER (IF APPLICABLE) ACT AS YOUR EXECUTOR? YES/NO
IN ADDITION YOU SHOULD SELECT A MINIMUM OF TWO EXECUTORS OTHER THAN YOUR SPOUSE/PARTNER IN CASE THEY PREDECEASE YOU OR ARE OTHERWISE UNABLE TO ACT
Name of executor / Relationship:Address
Name of executor / Relationship:
Address
SECTION SIX – ADDITIONAL INFORMATION
Please use this section to include any additional information you think may be relevant. In particular include details of any foreseeable events or plans that may impact upon your personal or financial circumstances.Do you have Lasting Powers of Attorney? If so which type? Who are your attorneys?
You may also note here any wishes as to funeral arrangements or organ donation if you wish to have these included in your will, as well as your intentions regarding any pets you may own at your death.
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