Your Will - Client Questionnaire

Part A - You And Your Family

1. Your Details

Surname:

Forenames:

Address:

Are you (or member of your family) known by any other names and own any assets in a different name? If so, please detail below:

Date of Birth:

Telephone Number:

2. Your Husband/Wife/Partner

Surname:

Forenames:

Date of Birth:

Occupation:

3. Marriage/Partnership Details

Year of Marriage:

Has either of you been married before?:

Are you intending to marry/re-marry in the near future?:

Are you married to your partner?:

If you are a Widow/Widower, did you inherited your Wife/Husbandâ€™s estate?:

If you are a Widow/Widower, please confirm Wife/Husbandâ€™s date of death:

4. Your Children

Including your children from a previous marriage or relationship * Full names, dates of birth and address if different from yours

Name:

Date of Birth:

Address:

Name:

Date of Birth:

Address:

Name:

Date of Birth:

Address:

5. Other Children

Children of your Husband, Wife, Partner's previous marriage or relationships * Full names, dates of birth and address if different from yours

Name:

Date of Birth:

Address:

Name:

Date of Birth:

Address:

Name:

Date of Birth:

Address:

Please note:

Illegitimate and adopted children (but not stepchildren) generally have the same rights of inheritance as other children.
Children excluded from benefit under your Will may have a right to a share of your property in certain circumstances. Please as for advice if appropriate.