Wills questionnaire

Required fields are marked with an Icon : Required Information

Your Details

Surname
Forenames
Address
Postcode
Telephone (Home)
Telephone (Work)
Email
Marital Status

Your Spouse or Partner's Details

Surname
Forenames
Address (if different from above)

Children

Number of Children

Funeral Wishes

You may wish to specify in your Will if you wish to be buried or cremated. If you have a preference for either of these please indicate. (Tick box as appropriate).

Burial Cremation Other (give details below)

Please specify any special wishes such as place of burial, medical research etc

Your Executors

Name
Address

Name
Address

Name
Address

Name
Address

Guardians Names of people you wish to appoint as guardians of your minor children

Name
Address

Specific Gifts

Amount of cash or description of gift

Name
Details

Name
Details

Name
Details

Name
Details

Name
Details

The Remainder of your Estate after above Gifts have been distributed

Please state who is to receive the remainder of your estate and who is to receive it if that person or those persons die before you. If you name more than one person please indicate whether you wish them to share equally in the residue or whether you wish them to take a specific share. If children are to inherit, please indicate at what age would you like them to receive the assets, eg 18, 21 or 25.

Name
Share

Name
Share

Name
Share

Name
Share

Your Home Do you own your own home?

Yes No

Other Principal Assets

Please provide brief details of any other major assets which you have. Use a separate sheet of paper where necessary. In each case give brief details, including its value and whether you share the ownership of it with anyone else.

Stocks / Shares
Unit Trusts
Bank Accounts
Building Society Accounts
National Savings Accounts
Premium Bonds
Life Policies
Business Property
Agricultural Property
Foreign Property
Other

Other Matters

If there are any other matters which have not been dealt with elsewhere in this form, then please give details below.

Band Hatton
1 Copthall House
Station Square
Coventry CV1 2FY
DX:11 207 - Coventry1

T: 024 7663 2121
F: 024 7622 9038
E: law@bandhatton.co.uk

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