Wills and Estate Planning Questionnaire

In order for us to provide you with the best advice for your individual circumstances it is important that we have all the relevant information. We appreciate that this form is long but hope that it is not as daunting as it may first appear. It is likely that you will not have to complete all the questions. Please note that fields marked with an (*) must be completed to submit the form.
1. Personal Details
Your Full Name(*)
Invalid Input

Other Names by which you have been known:
Invalid Input

Address 1:(*)
Invalid Input

Address 2:(*)
Invalid Input

Address 3:
Invalid Input

Address 4:
Invalid Input

Address 5:
Invalid Input

Postcode:(*)
Invalid Input

Home Telephone Number:
Invalid Input

Work Telephone Number:
Invalid Input

Mobile Telephone Number:
Invalid Input

Email Address:
Please enter a valid email address.

Date of Birth:
Invalid Input

Occupation:
Invalid Input

Marital Status:(*)
Invalid Input

This will affect the advice we give regarding your Will. It is important to let us know if you are planning to get married or divorced in the near future.

2. Existing Will
Have you previously made a Will?:(*)
Invalid Input

If yes; where is your current Will stored?:
Invalid Input

If appropriate, please supply a copy of your Will if it was not prepared by us:
Invalid Input

3. Funeral Wishes
It is customary to set out in your Will your preferred funeral arrangements. We would recommend that you advise your family and Executors of these wishes.
What type of funeral do you wish to have?:
Invalid Input

If other; please specify
Invalid Input

Special Instructions:
Invalid Input

e.g. leaving your body to medical science or donating your organs.

4. Choice of Executors
Executors are the individuals whom you appoint in your Will to carry out your wishes. You may choose one or more adults to act and we would suggest that you ask them to confirm that they are happy to do so. You may appoint family members (including those who benefit under your Will), friends or professionals such as the Partners in this firm. We would recommend that you appoint at least two Executors, but you may choose up to a maximum of four individuals. It is advisable to appoint a substitute in case one of the first choices of Executor is unable to take up the appointment.
Executor No. 1
Full Name:
Invalid Input

Address:
Invalid Input

Relationship to you:
Invalid Input

Executor No. 2
Full Name:
Invalid Input

Address:
Invalid Input

Relationship to you:
Invalid Input

Additional Executor(s)
Full Name:
Invalid Input

Address:
Invalid Input

Relationship to you:
Invalid Input

Substitute Executor(s)
Full Name:
Invalid Input

Address:
Invalid Input

Relationship to you:
Invalid Input

5. Your Family
Name of spouse/civil partner if applicable.
Invalid Input

Have you been married before?:
Invalid Input

Do you have any children?
Invalid Input

Please let us know if you have a child from a previous relationship or if you are a guardian to any children:
Invalid Input

Are there any close family members who for whatever reason you do not wish to remember in your Will?:
Invalid Input

6. Guardians
If you have children under the age of 18 years, it may be wise to include a provision in your Will to appoint a guardian/s. Such an appointment will generally only take effect should both you and your child's other parent have died. You may also wish to consider making a provision in your Will to provide financial support for any guardian should this clause come into effect.
Guardian No. 1
Full Name:
Invalid Input

Address:
Invalid Input

Relationship to you:
Invalid Input

Guardian No. 2
Full Name:
Invalid Input

Address:
Invalid Input

Relationship to you:
Invalid Input

7. Gifts
Cash Gifts
You may wish to leave a lump sum of money to relatives or friends, or to clubs or societies or other groups (gifts to charities are dealt with in a later section).
Beneficiary No. 1
Full name and address of beneficiary:
Invalid Input

Date of Birth (if under 18 years old):
Invalid Input

Amount £:
Invalid Input

Should the Beneficiary pay any tax due?:
Invalid Input

Beneficiary No. 2
Full name and address of beneficiary:
Invalid Input

Date of Birth (if under 18 years old):
Invalid Input

Amount £:
Invalid Input

Should the Beneficiary pay any tax due?:
Invalid Input

Specific Gifts
You may wish to include gifts of specific personal items (e.g. jewellery, antiques, or sentimental or family objects.
Beneficiary 1
Full name and address of beneficiary:
Invalid Input

Date of Birth (if under 18 years old):
Invalid Input

Description of item
Invalid Input

Should the Beneficiary pay any tax due?:
Invalid Input

Beneficiary No. 2
Full name and address of beneficiary:
Invalid Input

Date of Birth (if under 18 years old):
Invalid Input

Description of item:
Invalid Input

Should the Beneficiary pay any tax due?:
Invalid Input

Gifts to Charity
Many people remember favourite charities in their Will. Gifts to registered charities will be exempted from inheritance tax. If it is your wish to include a charity please set out the details below.
Charity No. 1
Full name and address of Charity:
Invalid Input

Charity number (if known):
Invalid Input

Amount £:
Invalid Input

Charity No. 2
Full name and address of Charity:
Invalid Input

Charity number (if known):
Invalid Input

Amount £:
Invalid Input

8. The Rest of Your Assets
The remainder of your assets (after the deduction of any debts, tax and other expenses, and any gifts made in section 7 above are referred to as the residue, or residuary estate. You may elect to leave the entire residue to one person (such as a spouse or civil partner), or divide it between several individuals (such as a number of children) or groups. Since the value of your estate is hard to quantify, and will change over the years, it is usual to state a fraction or percentage rather than a specific amount if you are intending to split the residue between a number of beneficiaries.
Beneficiary No. 1
Full name and address of beneficiary:
Invalid Input

Proportion or %
Invalid Input

Relationship to you:
Invalid Input

Date of Birth (if under 18 years):
Invalid Input

Beneficiary No. 2
Full name and address of beneficiary:
Invalid Input

Proportion or %
Invalid Input

Relationship to you:
Invalid Input

Date of Birth (if under 18 years):
Invalid Input

If a beneficiary were to die before you, would you wish their gift to pass to their child/children?:
Invalid Input

If appropriate, at what age would you wish a child to inherit?:
Invalid Input

If other; please specify
Invalid Input

9. Foreign Assets
If you own assets overseas this needs to be taken into consideration.
Do you own any foreign assets?(*)
Invalid Input

Foreign Asset No. 1
Type of Asset
Invalid Input

Country
Invalid Input

Approx Value (£)
Invalid Input

Have you made a Will in that country?
Invalid Input

Foreign Asset No. 2
Type of Asset
Invalid Input

Country
Invalid Input

Approx Value (£)
Invalid Input

Have you made a Will in that country?
Invalid Input

10. UK Assets
If your individual assets (less any liabilities) exceeded £325,000, your estate may be liable to pay Inheritance Tax on your death. If you would like us to provide tax planning advice in connection with the preparation of your Will, we shall need to have a better understanding of your financial circumstances. The position will obviously change over the years and this is one of the reasons that we suggest clients review their Wills periodically.
Please select one of the following options:(*)
Invalid Input

If you haven't asked for tax planning advice please go to question 11. If you would like tax planning advice please complete the details below in broad terms. All tax advice is given on the basis of the tax legislation in force at the time.
Details of Assets
Home
Sole or Jointly held?
Invalid Input

If jointly owned; please give their name
Invalid Input

If jointly owned; proportion owned by you (%)
Invalid Input

Approximate Value (£)
Invalid Input

Other properties
Sole or Jointly held?
Invalid Input

If jointly owned; please give their name
Invalid Input

If jointly owned; proportion owned by you (%)
Invalid Input

Approximate Value (£)
Invalid Input

Land
Sole or Jointly held?
Invalid Input

If jointly owned; please give their name
Invalid Input

If jointly owned; proportion owned by you (%)
Invalid Input

Approximate Value (£)
Invalid Input

Vehicle(s)
Sole or Jointly held?
Invalid Input

If jointly owned; please give their name
Invalid Input

If jointly owned; proportion owned by you (%)
Invalid Input

Approximate Value (£)
Invalid Input

Other Possessions
Sole or Jointly held?
Invalid Input

If jointly owned; please give their name
Invalid Input

If jointly owned; proportion owned by you (%)
Invalid Input

Approximate Value (£)
Invalid Input

Bank/Building Society Accounts
Sole or Jointly held?
Invalid Input

If jointly owned; please give their name
Invalid Input

If jointly owned; proportion owned by you (%)
Invalid Input

Approximate Value (£)
Invalid Input

Quoted Shares
Sole or Jointly held?
Invalid Input

If jointly owned; please give their name
Invalid Input

If jointly owned; proportion owned by you (%)
Invalid Input

Approximate Value (£)
Invalid Input

Unquoted Shares
Sole or Jointly held?
Invalid Input

If jointly owned; please give their name
Invalid Input

If jointly owned; proportion owned by you (%)
Invalid Input

Approximate Value (£)
Invalid Input

Unit Trusts
Sole or Jointly held?
Invalid Input

If jointly owned; please give their name
Invalid Input

If jointly owned; proportion owned by you (%)
Invalid Input

Approximate Value (£)
Invalid Input

PEPS and ISAs
Approximate Value (£)
Invalid Input

Insurance Policies
Sole or Jointly held?
Invalid Input

If jointly owned; please give their name
Invalid Input

If jointly owned; proportion owned by you (%)
Invalid Input

Approximate Value (£)
Invalid Input

Trust Property
Sole or Jointly held?
Invalid Input

If jointly owned; please give their name
Invalid Input

If jointly owned; proportion owned by you (%)
Invalid Input

Approximate Value (£)
Invalid Input

Business Assets
Sole or Jointly held?
Invalid Input

If jointly owned; please give their name
Invalid Input

If jointly owned; proportion owned by you (%)
Invalid Input

Approximate Value (£)
Invalid Input

Any Other Assets
Sole or Jointly held?
Invalid Input

If jointly owned; please give their name
Invalid Input

If jointly owned; proportion owned by you (%)
Invalid Input

Approximate Value (£)
Invalid Input

Details of Money Owed
Mortgage
Sole or Jointly held?
Invalid Input

If jointly owned; please give their name
Invalid Input

If jointly owned; proportion owned by you (%)
Invalid Input

Approximate Value (£)
Invalid Input

Loan
Sole or Jointly held?
Invalid Input

If jointly owned; please give their name
Invalid Input

If jointly owned; proportion owned by you (%)
Invalid Input

Approximate Value (£)
Invalid Input

Other Debts
Sole or Jointly held?
Invalid Input

If jointly owned; please give their name
Invalid Input

If jointly owned; proportion owned by you (%)
Invalid Input

Approximate Value (£)
Invalid Input

Have you made any gifts in the last seven years?
Invalid Input

If yes; please provide details below
Name of Individual in Receipt of Gift
Invalid Input

Relationship to you
Invalid Input

Amount (£)
Invalid Input

Date
Invalid Input

Name of Individual in Receipt of Gift
Invalid Input

Relationship to you
Invalid Input

Amount (£)
Invalid Input

Date
Invalid Input

11. Miscellaneous
Are you the beneficiary of a Trust Fund?
Invalid Input

A Lasting Power of Attorney (LPA) is a document which enables you to to nominate individuals to act on your behalf should you become unable to do so through physical or mental incapacity. Would you like more information about the preparation of these documents?
Invalid Input

Would you like us to store your Will for you at our premises?
Invalid Input

If you are not already a client of the firm, please can you indicate how you heard of Pothecary Witham Weld?
Invalid Input

Please give any additional information that you feel may be required to create your will.
Invalid Input

Please enter the text shown to submit your form(*)
Please enter the text shown to submit your form
Invalid Input

Please check all the above information is correct and click Submit to send this form to one of our solicitors to review.

You are here: Home