Will Questionnaire for 2 persons who are Partners

SHOARNS SOLICITORS

WILL QUESTIONNAIRE FOR TWO PERSONS LIVING AS PARTNERS (SHORT FORM)

(Designed to be printed out and completed by hand)

Past experience preparing many wills for clients has shown that completing this questionnaire provides all or most of the the information necessary to make wills for most clients.
A set of notes is available containing general information to supplement this questionnaire. Please ask for this or check our internet web site if it has not been provided.
Just fill in all you can - as best you can. The questions are designed to prompt you. Some sections may already be completed for you but may be corrected or amended of course.
It is assumed that Partners want"mirror" wills i.e. both want,broadly ,to leave their estates to the survivor and then to their children and/or agreed beneficiaries - there may be some differences in detail between the two of you and you should both indicate this variance as required.
There are several sections below that you will need to complete:-
- A. PERSONAL INFORMATION ABOUT THE FIRST OF YOU COMPLETING THIS QUESTIONNAIRE
- B. PERSONAL INFORMATION ABOUT YOUR PARTNER
- C. GENERAL QUESTIONS ABOUT YOU & YOUR PARTNERS AFFAIRS
- D. PROPOSED DISTRIBUTION OF YOUR ESTATES
- NOTES/CONTINUATION SHEET

A. PERSONAL INFORMATION ABOUT THE FIRST OF YOU COMPLETING THIS QUESTIONNAIRE

First name(s): ________________________________________________

Surname: ____________________________________________________

Address: _____________________________________________________

Occupation: __________________________________________________

Formal title: __________________________________________________

Are you? MALE/FEMALE

Date of Birth: _______________ [Essential for Enduring Powers of Attorney]

Are you domiciled in England & Wales NO/YES

Do you have property or assets outside U.K.? NO/YES ___________________

Have you made a will before?: NO/YES _____________________________

Do you wish to express any wishes concerning the use of your body:-

(i) For medical research purposes YES/NO

(ii) For transplants of parts of your body for the benefit of others YES/NO

(iii) For corneal grafting from your eyes YES/NO

Do you wish to be BURIED/CREMATED/DO NOT MENTION

Do you wish to make a direction concerning your funeral arrangements NO/YES

_____________________________________________________________

Do you wish to make a direction as to disposal of your ashes or burial of your body: NO/YES _________________________________________________

Do you require an Enduring Power of Attorney to apply in the event of becoming incapable of managing affairs? YES/NO

B. PERSONAL INFORMATION ABOUT YOUR PARTNER

Partners first name(s): ___________________________________________

Partners surname: ______________________________________________

Partners Occupation: ____________________________________________

Partners Formal title: ___________________________________________

Is Partner? MALE/FEMALE

Partners Date of Birth: ____________________

Is Partner domiciled in England & Wales NO/YES

Does your Partner have property or assets outside U.K.? NO/YES ____________________________________________________________

Has Partner made a will before?: NO/YES [please supply a copy or original]. If so where is it?_________________________________________________

Does Partner wish to express any wishes concerning the use of their body:-

(i) For medical research purposes YES/NO

(ii) For transplants of parts of their body for the benefit of others YES/NO

(iii) For corneal grafting from their eyes YES/NO

Does Partner wish to be BURIED/CREMATED/DO NOT MENTION

Does Partner wish to make a direction concerning their funeral arrangements NO/YES____________________________________________________

Does Partner wish to make a direction as to disposal of their ashes or burial of their body: NO/YES _____________________________________________

Does your Partner require an Enduring Power of Attorney to apply in the event of becoming incapable of managing affairs? YES/NO

C. GENERAL QUESTIONS ABOUT YOU & YOUR PARTNERS AFFAIRS

Do you wish me to retain final will(s) for safe-keeping? NO/YES [A copy will be supplied]

Do you have an Accountant?: NO/YES _____________________________

____________________________________________________________

Do you have your own business NO/YES ____________________________

Legal aid required? NO/YES/ WEEKLY INCOME £ ____________________

Are you (and any Partner)? MARRIED/PARTNERS LIVING AS MAN & WIFE

Are you making this will expecting shortly to get married? NO/YES

Details of your children (your children by any partner assumed if you do not say):-

FULL NAME 1 _________________________________________________

AGE: 0-17 18+ MALE/FEMALE

ADDRESS: ___________________________________________________

FULL NAME 2 _________________________________________________

AGE: 0-17 18+ MALE/FEMALE

ADDRESS: ___________________________________________________

FULL NAME 3 _________________________________________________

AGE: 0-17 18+ MALE/FEMALE

ADDRESS:_______________________________________________________________

FULL NAME 4 _________________________________________________

AGE: 0-17 18+ MALE/FEMALE

ADDRESS: ___________________________________________________

FULL NAME 5 _________________________________________________

AGE: 0-17 18+ MALE/FEMALE

ADDRESS: ___________________________________________________

Ownership of main private house address:-

_____________________________________________________________

House in name of? _____________________________________________

Who is the co-owner of house : PARTNER/OTHER ____________________

Is the house jointly owned on deeds as: JOINT TENANTS/TENANTS IN COMMON/NOT KNOWN

Please give details of any other freehold or leasehold property you own or co-own:-

___________________________________________________________

Have you made any substantial lifetime gifts of property or money? NO/YES/DETAILS:-

___________________________________________________________

Are you interested in advice on Inheritance Tax (assets over say £250,000) NO/YES

If you require advice on Inheritance Tax please give approximate details of major current asset values:-

ASSETS

£ Main private house residence

Other assets:-

£ Life Insurance

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£ APPROXIMATE GROSS VALUE OF ALL YOUR ASSETS

LESS POTENTIAL LIABILITIES:-

£ Mortgage on house

Other liabilities:-

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£ APPROXIMATE NET VALUE OF ALL ASSETS

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D. PROPOSED DISTRIBUTION OF YOUR ESTATES

GIFT/LEGACY TO THIRD PARTY EVEN IF ANY PARTNER SURVIVES (OPTIONAL):

Full name of your beneficiary 1:___________________________________

Age: 0-17 18+

Address: ____________________________________________________

Relationship:_________________________________________________

Gift/legacy(£):_________________________________________________

Additional wording for Gift/Legacy: ________________________________

Full name of your beneficiary 2:____________________________________

Age: 0-17 18+

Address: _____________________________________________________

Relationship:__________________________________________________

Gift/legacy(£):_________________________________________________

Additional wording for Gift/Legacy: _______________________________

Ful name of your beneficiary 3:___________________________________

Age: 0-17 18+

Address: ____________________________________________________________

Relationship:__________________________________________________

Gift/legacy(£):_________________________________________________

Additional wording for Gift/Legacy: ________________________________

Full name of your beneficiary 4: __________________________________

Age: 0-17 18+

Address: ____________________________________________________

Relationship:_________________________________________________

Gift/legacy(£):________________________________________________

Additional wording for Gift/Legacy: ________________________________

_____________________________________________________________

YOUR PRINCIPLE EXECUTOR

Do you wish to appoint any Partner to be your Executor YES/NO _________________________________________ ________________________________

EXECUTOR OR EXECUTOR(S) (WITH ANY PARTNER)

Full name Executor 1:___________________________________________

Relationship:__________________________________________________

Address:_____________________________________________________

Full name Executor 2:___________________________________________

Relationship:_________________________________________________

Address:_____________________________________________________

SUBSTITUTE EXECUTOR OR EXECUTORS

Full name Executor 1 ____________________________________________

Relationship ___________________________________________________

Address ______________________________________________________

Full name Executor 2 ____________________________________________

Relationship ___________________________________________________

Address _____________________________________________________

GUARDIANS OF CHILDREN (OPTIONAL)

It is assumed that any Partner will act as Guardian to any minor children however parents should consider appointing Guardian(s) for minor child(ren) after they are both dead:

Full names Guardian 1 ___________________________________________

Relationship ___________________________________________________

Address _____________________________________________________

Full names Guardian 2 __________________________________________

Relationship __________________________________________________

Address ______________________________________________________

GIFT/LEGACY TO OTHERS BY YOU IF YOU DIE AFTER ANY PARTNER (OPTIONAL):

Full name of your beneficiary 1 ____________________________________

Age: 0-17 18+

Address _____________________________________________________

Relationship ___________________________________________________

Gift/legacy(£) __________________________________________________

Additional wording for Gift/Legacy _________________________________

_____________________________________________________________

Full name of your beneficiary 2:____________________________________

Age: 0-17 18+

Address ______________________________________________________

Relationship ___________________________________________________

Gift/legacy(£) __________________________________________________

Additional wording for Gift/Legacy _________________________________

_____________________________________________________________

Full name of your beneficiary 3 ___________________________________

Age: 0-17 18+

Address _____________________________________________________

Relationship __________________________________________________

Gift/legacy(£) _________________________________________________

Additional wording for Gift/Legacy ________________________________

____________________________________________________________

Full name of your beneficiary 4 ____________________________________

Age: 0-17 18+

Address ______________________________________________________

Relationship __________________________________________________

Gift/legacy(£)__________________________________________________

Additional wording for Gift/Legacy _________________________________

_____________________________________________________________

REMAINDER OF ESTATE LEFT TO CHILDREN

Is it your wish that:

(i) if you and any Partner have a child or children who are living at your death that they are to inherit the remainder (residue) of your Estate in equal shares and;(ii) that should any such child die before you leaving a child or children then the latter will inherit equally their deceased's parents' share

YES/NO

_____________________________________________________________

REMAINDER OF ESTATE LEFT TO OTHERS

If you die without leaving children who attain 18 or any Partner who survives you the remainder of your estate after payment/distribution of any legacies, payment of debts and taxes is to be be distributed between the following one or more beneficiaries:-

Full name 1 __________________________________________________

Age: 0-17 18+

Address: _____________________________________________________

Any relationship: ______________________________________________

Share e.g. 25% ________________________________________________

Full name 2 __________________________________________________

Age: 0-17 18+

Address _____________________________________________________

Relationship _________________________________________________

Share e.g. 30% _______________________________________________

Full name 3 __________________________________________________

Age: 0-17 18+

Address ______________________________________________________

Relationship: _________________________________________________

Share e.g. 20% ________________________________________________

Full name 4 __________________________________________________

Age: 0-17 18+

Address _____________________________________________________

Relationship __________________________________________________

Gift/share e.g. 25% ______________________________________________

DEATH OF NAMED RESIDUARY LEGATEE

If any such persons dies before you:-

Leaving children - are they to inherit parents share?: YES/NO

Childless - divide their share equally amongst other shares?: YES/NO

AGE OF MAJORITY (IF YOU HAVE CHILDREN OR YOUNG POTENTIAL BENEFICIARIES)

If a trust were to arise because of a beneficiary was too young to inherit by law at what age would you like the trust to cease and for that child to inherit absolutely?:-

Age: 18 21 25

NOTES/CONTINUATION SHEET:-

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