Anderson Partnership Solicitors
Will QuestionNaire

If you would like us to prepare a draft will for you, please answer the following questions and press “Submit” at the bottom when you have finished. We will contact you shortly afterwards to discuss your will in more detail. If you are unsure of any of the terms used in this form, please see the notes at the end.

1. FULL NAME
2. ADDRESS
Post Code:
3. DAYTIME TELEPHONE NUMBER
4. STATUS




 
5. EXECUTOR (1)*  
FULL NAME:
ADDRESS:
RELATIONSHIP:
(i.e. husband, wife, brother etc…)
EXECUTOR (2)*  
FULL NAME:
ADDRESS:
RELATIONSHIP:
(i.e. husband, wife, brother etc…)
 
* An Executor is the person(s) you nominate to ensure that your wishes, as recorded in your will, are carried out. Executors can also be beneficiaries or you can appoint Anderson Partnership to act as your Executors.
 
Do you wish to leave any specific gifts to any particular persons? If so, please provide their full names(s) and address(es) and details of the gift(s).
FULL NAME (1):
ADDRESS:
GIFT(S):
FULL NAME (2):
ADDRESS:
GIFT(S):
 

(Please continue on separate sheet if necessary)

   
7. Do you wish to leave any specific sums of money to any particular person(s)? If so, please provide their full names(s), address(es) and the full amount(s) involved.
FULL NAME:
ADDRESS:
AMOUNT: £
  (Please continue on separate sheet if necessary)
   
8. If you have any children under the age of 18 years, do you wish to appoint guardians? If so, please stipulate the person(s) names(s) address(es) and relationship to you.

FULL NAME (1):
ADDRESS:
RELATIONSHIP:
FULL NAME (2):
ADDRESS:
RELATIONSHIP:
 
9. After any legacies or debts have been paid out of your estate, the money that is left is called the Residue. Please stipulate who you would like to receive the Residue. If this is to be more than one person, in unequal shares, you need to stipulate the percentage each person is to receive.
FULL NAME (1):
ADDRESS:
PERCENTAGE: %
FULL NAME (2):
ADDRESS:
PERCENTAGE: %
   
10. Please list any close family members who you DO NOT for any particular reason wish to benefit from your estate.
FULL NAME:
FULL NAME:
   
11. Please indicate the approximate total amount of the value of your estate
ESTATE VALUE ESTIMATE: £
 

Notes:

1.Beneficiary – a beneficiary of a will is anyone who receives a benefit from the will which may be referred to as a “Gift”, “Bequest” or “Legacy”.

2. Legacy – a Legacy is a one–off payment to a person named in the will or organisation e.g. a named charity. A legacy usually refers to an amount of money.

3. Bequest – a Bequest usually relates to a specific item or article left in a will to a named person e.g. jewellery.

4. Guardian– a Guardian is the person(s) you nominate to look after your children

Please continue here as necessary if there is not enough room in the boxes above, confirming the number of the paragraph you are referring to:-