Private Client
Will and Client Questionnaire
 
 

Will and Client Questionnaire
 

 

Back to Will Drafting, Tax Planning and Mitigation

SECTION 1 – Personal Details (You and your family)
1. Your Details
Forenames:
Surname:
Former Surname:
Address:
Postcode:
Telephone No:
Fax No:
Date of Birth:
Occupation:
Are you or any members of your family known by any other names and do you own any assets in a different name? If yes, please give full details.
Yes No

2. Your Partner
Forenames:
Surname:
Date of Birth:
Occupation:
3. Marriage/Partnership Details
Please provide year of marriage:
Please state if you are not married to your partner:
Please state if you are intending to marry/re-marry in the near future:
Have either of you been married before?
Yes No
4. Children
Please provide full names, date of birth and address if different from yours of your children (including your children from a previous marriage or relationship):
Child one
Name:
Date of Birth:
Address:
Child two
Name:
Date of Birth:
Address:
Child three
Name:
Date of Birth:
Address:
Child four
Name:
Date of Birth:
Address:
5. Partners Children
Please provide full details of your husband/wife/partner's children including those from a previous marriage or relationship if different from yours (Please note: (1) Illegitimate and adopted children (but not stepchildren) generally have the same rights of inheritance as other children (2) Children excluded from benefit under your Will may have a right to claim a share of your property in certain circumstances if not provided for in your Will. Please ask for advice.
Child One
Name:
Date of Birth:
Address:
Child two
Name:
Date of Birth:
Address:
6. Grandchildren
Please give their names and dates of birth if you wish them to receive benefit under the will:
7. Other Dependants
Please give of anyone not mentioned that is financially dependant on you:
SECTION 2– Financial Details (Your home and other assets)
8. Your Home
Is your home: (a) owned?
Yes No
(b) rented?
Yes No
(c) other? (e.g: provided by a relative) Please give full details:
Yes No

Please provide details of (i) the purchase price:
(ii) the current value (estimated):
(iii) any mortgage amount outstanding on the property:
(iv) any plans effected to cover your mortgage:
9. If your answer to 8 above is (a) please confirm
(a) is the home held in your name alone?
Yes No
(b) in joint names with your partner?
Yes No
(c) If Yes to (b) please confirm whether you hold the title of the property as joint tenants (i.e: the property passes on the death of the first of you to the survivor) or whether you hold the title of the property as tenants in common:
(d) in the name of your partner?
Yes No
10. Business
Do you or your partner have a business?
Self Partner
Yes No Yes No
Is it a: Company?
  Partnership?
  In your sole name?
Yes No Yes No
Yes No Yes No
Yes No Yes No
Please confirm the share of the business owned:
(b) the value:
(c) Any other relevant details:
11. Investments
Do you or your partner hold investments or bank accounts?
Yes No
If so please provide details:
12. Pension Schemes
Are you or your partner members of any of the following pension schemes?
(a) Occupational Pension Scheme
(b) Final Salary Scheme
(c) Money Purchase Scheme
(d) Additional Voluntary Contributions
(e) Personal Pension Schemes
Have any of the Benefits payable on death been written in trust?

 
Self Partner
Yes No Yes No
Yes No Yes No
Yes No Yes No
Yes No Yes No
Yes No Yes No
Yes No Yes No
13. Life Insurance
Do you hold any life policies?
Yes No
If so please provide the following details:
(a) Life Assured/Policy Beneficiary:
(b) Policy Type and plan number:
(c) Insurance Company:
(d) Start Date and Maturity Date:
(e) Sum Insured:
(f) Premium/Frequency:
(g) Whether it is written in trust?
Yes No

Do you hold any of the following?
(a) Permanent Health Insurance
(b) Critical Illness Plan
(c) Long Term Care Plan
(d) School Fees Plan
(e) Death in Service Benefits

 
Self Partner
Yes No Yes No
Yes No Yes No
Yes No Yes No
Yes No Yes No
Yes No Yes No
14. Have you made any substantial gifts during the past 7 years?
Self Partner
Yes No Yes No
15. Do you have any interest under a Trust?
Self Partner
Yes No Yes No
16. Do you hold any assets abroad?
Self Partner
Yes No Yes No
17. Are you expecting an inheritance of any kind?
If so please provide details:
Self Partner
Yes No Yes No

SECTION 3 – Instructions for Will (Funeral, Executors, Guardians and Beneficiaries)
18. Funeral
You may specify in your Will your wishes concerning your funeral. You should also make these known to your immediate family. If you wish to leave any part of your body for medical purposes tell your doctor and carry a donor card.

Do you wish to be:

(a) Buried?
Yes No

(b) Cremated?
Yes No

(c) No preference?
Yes No
(d) Other arrangements:
19. Executors
You must appoint Executors to carry out the instructions under your Will. Executors must be over the age of 18 years and may be beneficiaries under your Will too. We recommend that your spouse be appointed to act as sole Executor if he or she survives you and is able to act. If unable to act then you should consider appointing two Executors to carry our your instructions. Partners of this firm will be pleased to act as your executors, either alone or with a member of your family or friend.
Executor one
Full Name:
Address:
Executor two
Full Name:
Address:
Alternative Executors if spouse dies first:
Executor three
Full Name:
Address:
Executor four
Full Name:
Address:

Would you like the partners in this firm to act as your Executors?
Yes No
20. Guardians
If your children are under the age of 18 years your Will should appoint a guardian or guardians to look after them after you and the child's other parent have died. Executors may also be guardians however it is generally adviseable to have one executor who is not a guardian too. Guardianship involves a lot of responsibility and you should ask before appointing them.
Guardian one
Full Name:
Address:
Guardian two
Full Name:
Address:
21. Beneficiaries

The main part of your estate available for distribution is termed in the Will as your "Residuary Estate" - the "Residue". Before you give away the residue you may wish to make gifts of cash or personal belongings to individual named persons. These will be known as beneficiaries.

(a) Cash Gifts - please provide the name and address of the beneficiary and the amount to be given with the age of anyone who is under 18 years.
Beneficiary one
Full Name:
Address:
Amount:
Age if under 18:
Beneficiary two
Full Name:
Address:
Amount:
Age if under 18:
Beneficiary three
Full Name:
Address:
Amount:
Age if under 18:
Beneficiary four
Full Name:
Address:
Amount:
Age if under 18:

(b) Gifts of Articles
You may leave a gift of articles to be distributed by your Executors in accordance with a note you leave with your Will. No note, no gift. This allows you to change your mind and write a new note to go with your Will without making a new Will. You should however bear in mind that any note left to your Executors is not legally binding and is merely a direction which they will normally follow. You may prefer however to leave the articles specified in writing in your Will.

Do you wish to make a gift or articles to be distributed by your Executors in accordance with a note?
Yes No

If not, please provide details of the beneficiaries, a full description of the article, to enable it to be identified. (If you sell or replace one of these items, the beneficiary will get nothing - he or she will not be given the substituted item or the cash equivalent).
Beneficiary one
Full Name:
Address:
Amount:
Age if under 18:
Beneficiary two
Full Name:
Address:
Amount:
Age if under 18:
Beneficiary three
Full Name:
Address:
Amount:
Age if under 18:

(c) The Residue
This is all that you own except jointly owned property (which will generally pass by survivorship) and the gifts referred to in (a) and (b) above. Please state who is to receive the residue on your death and if there is more than one beneficiary the proportion which they are to receive if this is unequal. You should also consider what is to happen to your estate if the beneficiaries you have detailed die before you and detail who you would wish to benefit. Children are only able to receive an entitlement at 18 years of age. You may however wish them to receive at a later age. Please specify the age that they are to take.
Beneficiary one
Full Name:
Relationship (if any):
Address:
Share:
Age Beneficiary to receive:
If dead then to:
Beneficiary two
Full Name:
Relationship (if any):
Address:
Share:
Age Beneficiary to receive:
If dead then to:
Beneficiary three
Full Name:
Relationship (if any):
Address:
Share:
Age Beneficiary to receive:
If dead then to:
Beneficiary four
Full Name:
Relationship (if any):
Address:
Share:
Age Beneficiary to receive:
If dead then to:
INVESTMENTS SCHEDULE
 
Bank Accounts
Building Society Accounts
National Savings
Shares Equities
Loan Stocks and Gilts
TESSA's
ISA's/PEP's
Unit Trusts/Investment Trusts
Insurance Bonds
Other Investments
TOTAL

 
Self Partner
£ £
£ £
£ £
£ £
£ £
£ £
£ £
£ £
£ £
£ £
£ £
PLEASE DETAIL LIABILITIES OVER £10,000
Self Partner
£ £
£ £
£ £
 

 

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