Wills Questionnaire

PART A – YOU AND YOUR FAMILY

1. Your Details

Full Name(*)

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Address

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Date of Birth

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Occupation

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Telephone Number

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Email(*)

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2. Your Husband/Wife/Partner (if applicable)

Full Name

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Address

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Date of Birth

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Occupation

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Telephone Number

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3. Your Children (including your children from a previous marriage/relationship)

Full Name

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Date of Birth

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Address

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Full Name

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Date of Birth

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Address

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Full Name

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Date of Birth

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Address

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Full Name

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Date of Birth

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Address

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PART B – YOUR ASSETS

4. Please List Your Major Assets Including Business Assets And Assets Abroad Along With Their Approximate Values

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PART C – EXECUTORS GUARDIANS AND FUNERAL WISHES

5. Executors You must appoint executors to carry out the instructions in your Will. It is wise to have at least 2. The Partners of Sutton Mattocks are able to act as your executors, either alone or with another member of your family or friend. If you wish a partner or partners of Sutton Mattocks to be appointed please specify below List below up to four chosen executors:

Full Name

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Address

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Full Name

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Address

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Full Name

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Address

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Full Name

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Address

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6. Guardians For Minors You may want to appoint one or two people to act as guardian(s) for children under 18. Guardianship involves a lot of responsibility and you should ask people to agree to act before appointing them.

Full Name

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Address

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Full Name

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Address

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7. Funeral Wishes

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PART D - BENEFICIARIES The main part of your estate is called the residue and this is dealt with below. Before giving away the residue you may wish to make certain gifts of money or personal belongings to beneficiaries.

8. Cash Gifts Please give the name and address of the beneficiary and the amount to be given, with the age of anyone who is under 18.

Full Name

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Address

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Amount £

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Full Name

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Address

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Amount £

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9. Gifts Of Articles Please give the names and address of people to whom you wish to leave specific items, and a full description of the article, to enable it to be identified. Please note that if you sell or replace one of these items the beneficiary will get nothing.

Full Name

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Address

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Article

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Full Name

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Address

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Article

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10.The Residue (The most important clause in your will) The residue is all that you own except jointly owned property. Please state below in percentage terms who is to receive the residue on your death and who is to receive it if they die before you.

Full Name

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Address

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Percentage%

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Full Name

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Address

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Percentage%

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Full Name

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Address

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Percentage%

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Full Name

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Address

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Percentage%

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Full Name

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Address

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Percentage%

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IMPORTANT FACTS - A Will is usually cancelled if you marry after making it. - On divorce, gifts or appointments of to your husband/wife are cancelled but the rest of the Will stands.