Will Questionnaire 1Details2Children3Executors4Charities, Gifts & Legacies5Provision6Consent7Preview This field is hidden when viewing the formtokenStandard Single Will This is a Will created by an individual to outline their wishes, and how they would like their Estate to be treated when they die. Your Estate is everything you own, including money, property and possessions. A Single Will is not limited to single people. You can write a Single Will if you are in a relationship, married or in a civil partnership. If your partner already has a Will or their wishes differ to yours then a Standard Single Will is your best option. Standard Mirror Will Mirror Wills are two practically identical Wills where one person in a couple leaves their Estate to the other in the event of their passing away. The most common Mirror Wills are when one partner/spouse leaves everything to their spouse and then to their children.Type of Will*Standard Single WillStandard Mirror WillYour DetailsBefore you begin please enter your email address:* Enter Email Confirm Email Do you currently have a Will?NoYes (held with your Firm)Yes (held elsewhere)Please select your preferred office*BradfordLeedsHarrogateIlkley(Please select)Title*MrMrsMsMissDrOtherTitle (Other) please enter:First Name(s)*Middle Name(s)Surname*Street 1*Street 2Town/City*County*Postcode*Date of Birth* DD slash MM slash YYYY Telephone Number*Occupation*Do you own any digital assets (i.e. Crypto Currency or Online Accounts)* Yes No Do you have any social media accounts?* Yes No Your spouse/partner's detailsDo you have a spouse/partner?*NoYesTitle*MrMrsMsMissDrOtherTitle (Other) please enter:First Name(s)*Middle Name(s)Surname*Same address as main applicant Same address as main applicant Street 1*Street 2Town/City*County*Postcode*Date of Birth* DD slash MM slash YYYY Telephone NumberEmail AddressOccupationMarital Status*Married/Civil PartnershipCohabitingSingleDivorcedWidowed ChildrenHow many children do you have?*0123456Child 1Title*MrMrsMsMissDrOtherTitle (Other) please enter:First Name(s)*Middle Name(s)Surname*Same address as main applicant Same address as main applicant Street 1*Street 2Town/City*County*PostcodeDate of Birth* DD slash MM slash YYYY At what age should they inherit?*Child 2Title*MrMrsMsMissDrOtherTitle (Other) please enter:First Name(s)*Middle Name(s)Surname*Same address as main applicant Same address as main applicant Street 1*Street 2Town/City*County*Postcode*Date of Birth* DD slash MM slash YYYY At what age should they inherit?*Child 3Title*MrMrsMsMissDrOtherTitle (Other) please enter:First Name(s)*Middle Name(s)Surname*Same address as main applicant Same address as main applicant Street 1*Street 2Town/City*County*Postcode*Date of Birth* DD slash MM slash YYYY At what age should they inherit?*Child 4Title*MrMrsMsMissDrOtherTitle (Other) please enter:First Name(s)*Middle Name(s)Surname*Same address as main applicant Same address as main applicant Street 1*Street 2Town/City*County*Postcode*Date of Birth* DD slash MM slash YYYY At what age should they inherit?*Child 5Title*MrMrsMsMissDrOtherTitle (Other) please enter:First Name(s)*Middle Name(s)Surname*Same address as main applicant Same address as main applicant Street 1*Street 2Town/City*County*Postcode*Date of Birth* DD slash MM slash YYYY At what age should they inherit?*Child 6Title*MrMrsMsMissDrOtherTitle (Other) please enter:First Name(s)*Middle Name(s)Surname*Same address as main applicant Same address as main applicant Street 1*Street 2Town/City*County*Postcode*Date of Birth* DD slash MM slash YYYY At what age should they inherit?*If a child dies before inheriting, should his/her share pass to his/her children? If a child dies before inheriting, should his/her share pass to his/her children? At what age should the grandchild inherit?DependentsDoes anyone else live with you?* No Yes How many dependents do you have?*123456Dependent 1Title*MrMrsMsMissDrOtherTitle (Other) please enter:First Name(s)*Middle Name(s)Surname*Date of Birth* DD slash MM slash YYYY Dependent 2Title*MrMrsMsMissDrOtherTitle (Other) please enter:First Name(s)*Middle Name(s)Surname*Date of Birth* DD slash MM slash YYYY Dependent 3Title*MrMrsMsMissDrOtherTitle (Other) please enter:First Name(s)*Middle Name(s)Surname*Date of Birth* DD slash MM slash YYYY Dependent 4Title*MrMrsMsMissDrOtherTitle (Other) please enter:First Name(s)*Middle Name(s)Surname*Date of Birth* DD slash MM slash YYYY Dependent 5Title*MrMrsMsMissDrOtherTitle (Other) please enter:First Name(s)*Middle Name(s)Surname*Date of Birth* DD slash MM slash YYYY Dependent 6Title*MrMrsMsMissDrOtherTitle (Other) please enter:First Name(s)*Middle Name(s)Surname*Date of Birth* DD slash MM slash YYYY Do you provide anyone with regular income or support?* No Yes How many people do you provide with regular income or support?*123456Supported Dependent 1Title*MrMrsMsMissDrOtherTitle (Other) please enter:First Name(s)*Middle Name(s)Surname*Same address as main applicant Same address as main applicant Street 1*Street 2Town/City*County*PostcodeDate of Birth* DD slash MM slash YYYY Supported Dependent 2Title*MrMrsMsMissDrOtherTitle (Other) please enter:First Name(s)*Middle Name(s)Surname*Same address as main applicant Same address as main applicant Street 1*Street 2Town/City*County*PostcodeDate of Birth* DD slash MM slash YYYY Supported Dependent 3Title*MrMrsMsMissDrOtherTitle (Other) please enter:First Name(s)*Middle Name(s)Surname*Same address as main applicant Same address as main applicant Street 1*Street 2Town/City*County*PostcodeDate of Birth* DD slash MM slash YYYY Supported Dependent 4Title*MrMrsMsMissDrOtherTitle (Other) please enter:First Name(s)*Middle Name(s)Surname*Same address as main applicant Same address as main applicant Street 1*Street 2Town/City*County*PostcodeDate of Birth* DD slash MM slash YYYY Supported Dependent 5Title*MrMrsMsMissDrOtherTitle (Other) please enter:First Name(s)*Middle Name(s)Surname*Same address as main applicant Same address as main applicant Street 1*Street 2Town/City*County*PostcodeDate of Birth* DD slash MM slash YYYY Supported Dependent 6Title*MrMrsMsMissDrOtherTitle (Other) please enter:First Name(s)*Middle Name(s)Surname*Same address as main applicant Same address as main applicant Street 1*Street 2Town/City*County*PostcodeDate of Birth* DD slash MM slash YYYY What is an Executor? An Executor is a person named in a Will who sorts out the Estate of the person who's died. What is a Trustee? A Trustee will take responsibility for money that’s been set aside in a Trust for someone else. They will manage the money for them and only use it in their best interest and obey the rules of the Trust. Professional Executors Examples of Professional Executors can be solicitors or accountants. Professional Executors tend to charge, but it can be helpful to have someone involved with specialist knowledge. What is an Executor? An Executor is a person named in a Will who sorts out the Estate of the person who's died. What is a Trustee? A Trustee will take responsibility for money that’s been set aside in a Trust for someone else. They will manage the money for them and only use it in their best interest and obey the rules of the Trust. What is a Guardian? The Guardian of a child has the right and responsibility to make decisions for that child. Professional Executors Examples of Professional Executors can be solicitors or accountants. Professional Executors tend to charge, but it can be helpful to have someone involved with specialist knowledge. Executor DetailsHow do you wish to appoint the surviving spouse/partner? I wish to appoint my surviving spouse/partner as my sole Executor I wish to appoint my surviving spouse/partner and other Executors Executor - Your SpouseTitle*MrMrsMsMissDrOtherTitle (Other) please enter:First Name(s)*Middle Name(s)Surname*Street 1*Street 2Town/City*County*Postcode*How many additional Executors?*01234How many Executors?*01234Executor 1Title*MrMrsMsMissDrOtherTitle (Other) please enter:First Name(s)*Middle Name(s)Surname*Street 1*Street 2Town/City*County*Postcode*Relationship to you?*Executor 2Title*MrMrsMsMissDrOtherTitle (Other) please enter:First Name(s)*Middle Name(s)Surname*Street 1*Street 2Town/City*County*Postcode*Relationship to you?*Executor 3Title*MrMrsMsMissDrOtherTitle (Other) please enter:First Name(s)*Middle Name(s)Surname*Street 1*Street 2Town/City*County*Postcode*Relationship to you?*Executor 4Title*MrMrsMsMissDrOtherTitle (Other) please enter:First Name(s)*Middle Name(s)Surname*Street 1*Street 2Town/City*County*Postcode*Relationship to you?*GuardiansHow many Guardians?*012Guardian 1Title*MrMrsMsMissDrOtherTitle (Other) please enter:First Name(s)*Middle Name(s)Surname*Street 1*Street 2Town/City*County*Postcode*Relationship to you?*Guardian 2Title*MrMrsMsMissDrOtherTitle (Other) please enter:First Name(s)*Middle Name(s)Surname*Street 1*Street 2Town/City*County*Postcode*Relationship to you?* Charities, Gifts & LegaciesLegacies and Gifts A Legacy is a Gift that you leave to someone or leave to a charity in your Will. A specific Gift is a particular item or sum of money that you wish to give someone/charity in your Will. Charities Giving money to charity (e.g. Cancer Research UK) in your Will is a great way to leave a positive legacy for the future. It can also reduce the amount of tax paid by the rest of your Estate so your family can get the most out of their inheritance. Your donation will either: be taken off the value of your Estate before Inheritance Tax is calculated reduce your Inheritance Tax rate, if 10% or more of your Estate is left to charity You can donate: a fixed amount an item what’s left after other gifts have been given out Would you like to add a Charity?*NoYesDo you own a company or shares in a family company?*NoYesAre you in a partnership?*NoYesAlert:For most clients who own assets such as this a Standard Will is not appropriate, please continue filling in this form and we will contact you to discuss your position further.CharitiesNameAmountAddressTax Free Tax Free CompanyAny gift of company? Any gift of company? NameCompany. No.*AddressPartnershipAny gift of company? Any gift of company? NameCo. No.AddressAlternatively, please set out below details of any items or cash gifts you wish to make to Legacies.How many Legacies do you require?*0123456Legacy 1Title*MrMrsMsMissDrOtherTitle (Other) please enter:First Name(s)*Middle Name(s)Surname*Street1*Street2Town/City*County*Postcode*Relationship to you?*Date of Birth* DD slash MM slash YYYY Amount of money*Details of gift*When should the gift be made?*On my deathOnly once both me and my spouse/partner have diedLegacy 2Title*MrMrsMsMissDrOtherTitle (Other) please enter:First Name(s)*Middle Name(s)Surname*Street 1*Street 2Town/City*County*Postcode*Relationship to you?*Date of Birth* DD slash MM slash YYYY Amount of money*Details of gift*When should the gift be made?*On my deathOnly once both me and my spouse/partner have diedLegacy 3Title*MrMrsMsMissDrOtherTitle (Other) please enter:First Name(s)*Middle Name(s)Surname*Street 1*Street 2Town/City*County*Postcode*Relationship to you?*Date of Birth* DD slash MM slash YYYY Amount of money*Details of gift*When should the gift be made?*On my deathOnly once both me and my spouse/partner have diedLegacy 4Title*MrMrsMsMissDrOtherTitle (Other) please enter:First Name(s)*Middle Name(s)Surname*Street 1*Street 2Town/City*County*Postcode*Relationship to you?*Date of Birth* DD slash MM slash YYYY Amount of money*Details of gift*When should the gift be made?*On my deathOnly once both me and my spouse/partner have diedLegacy 5Title*MrMrsMsMissDrOtherTitle (Other) please enter:First Name(s)*Middle Name(s)Surname*Street 1*Street 2Town/City*County*Postcode*Relationship to you?*Date of Birth* DD slash MM slash YYYY Amount of money*Details of gift*When should the gift be made?*On my deathOnly once both me and my spouse/partner have diedLegacy 6Title*MrMrsMsMissDrOtherTitle (Other) please enter:First Name(s)*Middle Name(s)Surname*Street 1*Street 2Town/City*County*Postcode*Relationship to you?*Date of Birth* DD slash MM slash YYYY Amount of money*Details of gift*When should the gift be made?*On my deathOnly once both me and my spouse/partner have died Beneficiary A Beneficiary is a person who has been named to inherit in a Will. This person may be left property, land, or money in the deceased's Will. Residuary Estate A Residuary Estate is a probate term that refers to the assets in a deceased person's Estate after all Gifts are bequeathed and debts, taxes, administrative costs, probate fees and court costs are paid.Default ProvisionIf I die first, I wish my surviving spouse/partner to receive all of my estate*YesNoAfter the above, I wish for my estate to be distributed as below:I wish for my estate to be distributed as below:Select number of beneficiaries*0123Beneficiary 1Title*MrMrsMsMissDrOtherTitle (Other) please enter:First Name(s)*Middle Name(s)Surname*Street 1*Street 2Town/City*County*Postcode*Relationship to you?*Who should benefit if they have already died? (i.e. any of their children)*What will they receive from your Residuary Estate? (e.g. "25%")*Beneficiary 2Title*MrMrsMsMissDrOtherTitle (Other) please enter:First Name(s)*Middle Name(s)Surname*Street 1*Street 2Town/City*County*Postcode*Relationship to you?*Who should benefit if they have already died? (i.e. any of their children)*What will they receive from your Residuary Estate? (e.g. "25%")*Beneficiary 3Title*MrMrsMsMissDrOtherTitle (Other) please enter:First Name(s)*Middle Name(s)Surname*Street 1*Street 2Town/City*CountyPostcode*Relationship to you?*Who should benefit if they have already died? (i.e. any of their children)*What will they receive from your Residuary Estate? (e.g. "25%")*Alert (!): You have selected no beneficiaries for your estate. Please double check the previous questions.Alternative BeneficiariesIf all the people you have just named, plus any children they may have had, pass away before you do, our Wills allow you to select your own alternative residuary beneficiaries, and this may be people, charities or political parties. Do you wish to select alternative beneficiaries?*YesNoSelect number of additional beneficiaries*0123Additional Beneficiary 1Title*MrMrsMsMissDrOtherTitle (Other) please enter:First Name(s)*Middle Name(s)Surname*Street 1*Street 2Town/City*County*Postcode*Relationship to you?*Who should benefit if they have already died? (i.e. any of their children)*What will they receive from your Residuary Estate? (e.g. "25%")*Additional Beneficiary 2Title*MrMrsMsMissDrOtherTitle (Other) please enter:First Name(s)*Middle Name(s)Surname*Street 1*Street 2Town/City*County*Postcode*Relationship to you?*Who should benefit if they have already died? (i.e. any of their children)*What will they receive from your Residuary Estate? (e.g. "25%")*Additional Beneficiary 3Title*MrMrsMsMissDrOtherTitle (Other) please enter:First Name(s)*Middle Name(s)Surname*Street 1*Street 2Town/City*CountyPostcode*Relationship to you?*Who should benefit if they have already died? (i.e. any of their children)*What will they receive from your Residuary Estate? (e.g. "25%")*Other wishesIf you have any particular wishes regarding your funeral, please set them out in the box below:Anything else you would like to tell us? Please detail in the box below:Please tick all that applyDo you consider anywhere other than England and Wales your permanent home? Do you consider anywhere other than England and Wales your permanent home? Do you own any property/assets abroad? Do you own any property/assets abroad? Do you own a business? Do you own a business? Do you own anything jointly with anyone (other than your spouse)? Do you own anything jointly with anyone (other than your spouse)? Are you excluding a child/spouse from your Will? Are you excluding a child/spouse from your Will? Details of exclusion*Please enter a brief description of who you would like to specifically exclude and the reason why.Do you want any of your assets to be held in Trust? Do you want any of your assets to be held in Trust? This field is hidden when viewing the formHIDDEN Do you and your partner want Mirror Wills? HIDDEN Do you and your partner want Mirror Wills? Have you (or your spouse) been married before? Have you (or your spouse) been married before? Have you made any cash gifts exceeding £3,000 in the past 7 years? Have you made any cash gifts exceeding £3,000 in the past 7 years? Details of cash gifts exceeding £3,000If you add up the value of everything you own (i.e. your house, other property, cash assets, shares, investments etc.) does it come to more than:If you add up the value of everything you own (i.e. your house, other property, cash assets, shares, investments etc.) does it come to more than £325,000 (if you are single, divorced, or widowed)* Yes No N/A If you add up the value of everything you own (i.e. your house, other property, cash assets, shares, investments etc.) does it come to more than: £650,000 (if you are married or in a civil partnership and you intend to leave your Estates to each other)* Yes No N/A Alert: You are nearly there but as you have ticked one of the above boxes, we consider you should seek professional legal advice so that you have the best will to suit your needs. Please continue filling in this form and we will contact you to discuss your position further. Please confirm you consent to us holding personal data in line with current General Data Protection Regulations, set out below. We will keep personal data and personal sensitive data about you in accordance with our Privacy Policy which can be found on our website. Our Privacy Policy sets out the type of personal data we keep and how long we keep it for. This includes any personal data we keep when your file is closed.I hereby give consent for my personal data and the data entered within this form to be held on file* I hereby give consent for my personal data and the data entered within this form to be held on file Date Consent Given (Client) DD slash MM slash YYYY Please carefully check all details below. Once checked, please press submit at the bottom of the page. {all_fields}Post Title
