Estates & Tax Planning

Wills questionnaire

Please complete the questionnaire below. Couples should complete separate forms. Field marked with a * must be completed.

Family details

Your name *

Your address *

Your telephone no: *

Your e-mail: *

Full names of partner *

If you intend to marry in the near future, full name of husband/
wife to be

You can make a will 'in contemplation of marriage' which will not be revoked by that marriage

Please list full names and addresses of your children (and dates of birth if under 18)*

Do you have an existing Will? * Yes No

If yes, where is the original?

Will instructions

If you have children under the age of 18, you should appoint a guardian(s) for them. If applicable, please supply the guardians' full names and address(es) and check that they are willing to act.

Who will be your Executors?*
Please supply their full names and address(es) and check that they are willing to act. It is advisable to appoint 2 but not essential.

The Veale Wasbrough Executor and Trustee Company can act as an Executor.

If any of your Executors die before you, who would you like to act as an Executor in their place?
Please supply full names and address and check their willingness to act.

Have you any particular wishes regarding funeral arrangements?

Do you want your partner to receive everything you own if they survive you? *

NB: For questions 6-10 please provide full name(s) and address(es) for all beneficiaries.

Do you want to give a
specific sum of money to anyone?
If so, please supply details of the gift(s).
You should include any legacies to charities you support here. If you wish to benefit your old school, remember that most independent schools are registered charities. Please include charity registration number if possible.

Do you want to give any specific items to anyone?
If so, please supply an accurate description of the item(s).

Apart from the gifts in 6 and 7 above, who will benefit from the rest of your assets (the residue)?
This could be your partner, your children or another beneficiary, including a charity.
If more than one person is to benefit, in what shares?
Eg "40% to my son John and 60% to my daughter Jane".*

If your partner or any beneficiary of residue mentioned in 8 above should not survive you, who will inherit your estate?*

If none of your beneficiaries survive you, who will inherit your estate?*

If any beneficiary mentioned in 6 -10 above is under the age of 18 at the time of your death, at what age should they receive their inheritance?
Eg 18 or 21*

General

Provided a convenient appointment can be made, are you able to call in to the office to sign your Will? * Yes No

Would you like us to store your Will here, free of charge? *

Yes No

May we contact your Executors directly? We have a number of information sheets available which may be of interest to them. Yes No

Would you like us to send you information on Enduring Powers of Attorney? Yes No

To help us distinguish between forms submitted by individuals and those automatically generated by spam software, please type the word shown here into the box below.

Veale Wasbrough Lawyers, Orchard Court, Orchard Lane, Bristol BS1 5WS Tel: 0117 925 2020 DX7831 Bristol
Veale Wasbrough Lawyers, Central Court, 25 Southampton Buildings, Chancery Lane, London WC2A 1AL Telephone: 0203 008 6395
Augustines Injury Law, St Augustines Yard, Orchard Lane, Bristol BS1 5DE Telephone: 0117 314 5400
Convey Direct, Orchard Court, Orchard Lane, Bristol BS1 5WS Telephone: 0117 925 2525

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