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solicitors
will questionnaire
1. Full name:
First Name
Middle Names
Surname
2. Address:
Address
Town
County
Postcode
Telephone
Fax
E-Mail
3. Burial or Cremation
Burial
Cremation
4. Spouses Full Name:
First Name
Middle Names
Surname
5. Names and ages of children of present marriage:
6.Have you or your spouse been married before?
Yes
No
7. If the answer to 6 is yes, names and ages of children of previous marriage and your spouses:
Self:
Spouse:
8. Names and addresses of proposed executors:
First executor
First Name
Middle Names (if available)
Surname
Address:
Address
Town
County
Postcode
Second executor
First Name
Middle Names (if available)
Surname
Address:
Address
Town
County
Postcode
9. Names and addresses of proposed guardians (only relavant if there are infant children):
First guardian
First Name
Middle Names (if available)
Surname
Address:
Address
Town
County
Postcode
Second guardian
First Name
Middle Names (if available)
Surname
Address:
Address
Town
County
Postcode
10. Pecuniary legacies, amount full name and address of legatee:
11. Specific legacies of property, full name and address of legatee:
12. Beneficiaries of the rest of the estate (residue):
13. Substitute beneficiaries of residue:
14. At what age do you wish your children to inherit residue:
Age
15. Who will receive residue should both your spouse and children die before you?
Approximate value
Assets
You
Your spouse
Tick if owned jointly
House
Contents
Car
Jewellery
Cash at bank
Cash at building society
Quoted stocks and shares
Partnership share or value of a sole business
PEPs and ISAs
TESSAs
Unlisted stocks and shares(eg private company)
Other Assets, including non-UK (please specify below)
Liabilities
Other (please specify below)
Please list life assurance policies stating:
Life insurance company
Policy number
Sum assured
Premiums
Purpose of policy
Whether or not in trust
Pension Death Benefits:
Pension scheme or policy
Amount of death benefit
Widow's or widowers pension
Is the death benefit in trust?
Nomination form completed
17. Have you or your spouse made any substantial gifts in the last 7 years?
North Devon Solicitors and Estate Agents - Seldons
18 The Quay
Bideford, Devon
EX39 2HF
Tel: 01237 479121
15 The Quay
Bideford, Devon
EX39 2EZ
Tel: 01237 477997
Email:
solicitors@seldons.co.uk
estateagents@seldons.co.uk
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