Will Questionnaire

Name Required

Address Required

Date of Birth Required

Occupation Required

Tel no (home/work/mobile) Required

Email Required

Status Required Single Married Divorced Widow Partner

Are you about to marry or divorcing? Required

Name of husband/wife/partner: Required

Will they be making a similar will? Required

Children (list in order of age and provide their date of birth if under 25)

Is there any other person to whom you are morally or legally obliged to support? Required

Have you made an earlier will? If so, please provide a copy to Stennett & Stennett here

Their role is to administer your affairs on your death. Who do you wish your executor/s to be? Give their names and addresses

Who do you wish as your substitute executor should your main executor become unwilling or able to help?

State the address of your home? Is it freehold or leasehold?

Is it held in your sole name or jointly/ If jointly with whom is it held and do you own is as joint tenants or tenants in common? Please provide a copy of the deeds.

List other property owned and their approximate value including:
Bank Accounts
Building Society Accounts
Shares
Pension funds
Life insurance policies
Car
Business

List your debts

Do you have any specific requirements regarding your funeral (e.g. burial or funeral)?

Do you wish to appoint a guardian for children under 18 or with special needs? If so please give their name/s and addresses. They can be your executors.

List any specific property that you wish to give and to whom and for how long?

List gifts of money, saying who wish to give to and the amount of the gift

The residue will be what remains of your assets after payments of debts, funeral expenses and specific and money bequests.

List the beneficiaries you wish to give the residue to, and their addresses.

Are the gifts to be in equal shares? If not list the percentages.

Further gift of residue should any main beneficiary die before you.

If you have you decided not to give to a spouse or a child or someone you have supported financially, explain why.