This online questionnaire is designed to allow you to send me information I need to prepare your Will. If you are completing this on behalf of the person making the Will, please note I refer to “you” in this questionnaire as that person.
There are some compulsory questions – these are noted with the word “Required”.
There is guidance within the questionnaire to help you along.
There are 9 Sections. Each Section has a General or Additional Comments field at the end. This allows you to enter anything you want, and you should feel free to use this if you have any doubts or are unsure about what is being asked in the earlier parts of the Section.
If you need to take a break from the questionnaire you can do so, by clicking the Save and Continue Later link at the bottom of each page and you will receive an email with a link to allow you to resume where you left off. Your answers will all be saved automatically.
Once you have completed the questionnaire, click the SUBMIT button on the last page (Section 9– “Any other matters”) and an email will be sent to you and me with your answers.
I will follow up with you as required and contact you to organise how the completed Will can be “executed” (signed with witnesses present – a legal requirement).
At any stage you can contact me with questions.
Maximum number of children reached.
Maximum number of executors reached.
Maximum number of trustees reached.
Maximum number of substitute trustees reached.
Maximum number of guardians reached.
Maximum number of substitute guardians reached.
Maximum number of items reached.
I want to understand if there are any other matters that may need to be taken into account.