13531 CHSW Generic Questionnaire by xuyuzhu

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									Questionnaire for Wills
If there is anything of which you are unsure, then please ask at our meeting.
We understand that you may prefer to discuss some information in person.
If any part of the form is not applicable then please simply mark it N/A and move on to the next part.
If you prefer, you may complete section A & B only and return the form for further discussion.


A. Personal Information

ABOUT YOU
Your full name (including any alias)


Address




Contact details (email and phone)




Date of birth

ABOUT YOUR HUSBAND /
WIFE / PARTNER
Full name (including any alias)


Address




Contact details (email and phone)




Date of birth

Marital status (single / widow(er) /
married / divorced / cohabitee /
civil partner)

Are you thinking about
getting married?
B. Children
Details of all your children. (Please specify if any of the children are stepchildren, adopted, disabled, etc.)

1st child                                                           2nd child
Full name                                                           Full name

Address                                                             Address



Date of birth                                                       Date of birth

Specific comments                                                    Specific comments


3rd child                                                           4th child
Full name                                                           Full name

Address                                                             Address



Date of birth                                                       Date of birth

Specific comments                                                    Specific comments



If you would prefer to discuss the following details during our meeting, please return the form completed
up to this stage to the address below and we will contact you to arrange a meeting.
C. Previous Wills And Codicils
HAVE YOU MADE WILLS
PREVIOUSLY?

UK
Who prepared your existing
Wills/Codicils?

Dates they were prepared

Copies attached

Foreign
Who prepared your existing
Wills/Codicils?

Dates they were prepared

Copies attached

D. Burial/Cremation Wishes
Do you wish for your body to be
buried or cremated?

Do you have any specific wishes
regarding your burial/cremation? If yes,
please give brief details of your wishes



E. Executors/Trustees
We would recommend that you appoint a minimum of two executors and a maximum of four people to act as your
executors. Beneficiaries are able to act as executors and if your affairs are complicated you might consider appointing a
solicitor or accountant as well as, or instead of family members.You can appoint replacement executors in case your original
choices are unable to act. (Please indicate your preference clearly.)
For each executor please let us have their full names and addresses.

Executor 1                Name
                          Address


                          Postcode
Executor 2                Name
                          Address


                          Postcode
F. Guardians
If you have children under 18 then it is wise for you to appoint guardians to have responsibility for them and direct their
education if you are not able to do so. If you are married, your surviving husband or wife will have parental responsibility
for any children you have had together. However you may wish to consider who would look after your children if something
happened to you both.

Guardian 1                       Name
                                 Address


                                 Potscode


G. Assets

It helps us in advising you to have an idea of the size of your estate. Any information you give us will be kept completely
confidential.
Please complete the following as best you can, but precise balances and account numbers are not necessary. If you want
us to give you tax planning advice then we will need you to provide additional financial information (see supplemental
questionnaire at the bottom of this form).
Please state if any assets are owned jointly with someone else.
In each case give the approximate value and (in the case of your house or business) and loans or mortgages.

YOUR HOME If owned jointly with others please
specify whether you own it as ‘joint tenants’ or
‘tenants in common’
If you own your home as joint tenants then both of you own
the whole of the property, so when one partner dies, the
other automatically becomes the sole owner of the home.This
would be usual practice between a husband and wife and
transfer of ownership cannot be altered by a Will.
As tenants in common, you each own a share of the property
(typically split half and half) and this can be given away under
the terms of a Will.

Contents of your home




Do you own works of art or valuable antiques?
G. Assets continued

Other property




Chattels (jewellery, artwork,
personal effects, etc)




Any other assets
Please provide a brief description




H. Specific Legacies/Gifts

Please give details of specific gifts you would like to make, either of money or of a specific item. If you would like
to make a gift of money to a charitable organisation such as CHILDREN’S HOSPICE SOUTH WEST or a church, please also
detail this in one of the boxes below.

Gift                                                           Beneficiary Name
                                                               Beneficiary Address



                                                               Registered Charity Number (if known / applicable)


Gift                                                           Beneficiary Name
                                                               Beneficiary Address



                                                               Registered Charity Number (if known / applicable)


Children’s Hospice SW: If you have decided to leave a legacy to Children’s Hospice South West, please confirm whether
you are willing for this information to be disclosed to Children’s Hospice South West, once your Will has been executed

  Yes                           No
I. Residuary Estate
Please give details of the individuals that you would like to share the residue of your estate. The residue means whatever is
left once all taxes, bills and legacies have been paid.

Beneficiary Name
Beneficiary Address


Registered Charity Number (if known / applicable)


Beneficiary Name
Beneficiary Address


Registered Charity Number (if known / applicable)


Beneficiary Name
Beneficiary Address


Registered Charity Number (if known / applicable)


Beneficiary Name
Beneficiary Address


Registered Charity Number (if known / applicable)


Beneficiary Name
Beneficiary Address


Registered Charity Number (if known / applicable)


Beneficiary Name
Beneficiary Address


Registered Charity Number (if known / applicable)


Beneficiary Name
Beneficiary Address


Registered Charity Number (if known / applicable)
J. Substitute Beneficiaries

Should the residuary beneficiary or beneficiaries named above die before you or fail to survive you for 30 days
(to cover the possibility of a joint accident), please indicate by ticking the appropriate option below
what should happen to that beneficiary’s share.

Would you like to divide it equally
between that beneficiary’s children,
if any, that survive you?

Would you like to add the share to the
shares of the other beneficiaries in the
same proportions?

Do you have other wishes? If so,
please set out in your own words the
alternative people you would wish to
benefit and the proportion they are to
receive (please state their full names
and relationship to you).




Thank you for completing this questionnaire. Please sign and date below.




Print name ………………………………………………………………...



Signed by ………………………………………………………………...                                           Date ……………………………………………..
Supplemental Questionnaire
If you would like us to offer you advice regarding tax planning (in particular planning to mitigate the effects of Inheritance
Tax – IHT) we will need to have additional details surrounding your financial situation. As a start would you please provide the
information requested below so that we have a clearer idea about the approximate size of your estate and the likely exposure
to IHT. Once you have provided us with this information we will be able to give an outline of the sort of tax planning
measures we might wish to consider with you and an estimate of the likely fees involved.


Please give an estimate of the value of
the assets and liabilities in your estate

Your home approx value £

Is there any mortgage on your home
and if “Yes” approx how much?

Do you own your home on your
own or jointly either with your
spouse / partner?

Do you own any other property such
as holiday homes, buy to let properties,
investment property or commercial
property? In each case we need to know
approximate the value of each and the
amount of borrowing secured against it

Cash investments

Quoted stock and shares

Insurance bonds

National Savings Accounts

Premium bonds
Shares in private companies or
companies quoted on the Alternative
Investment Market.This includes any
business you own, which is run through
a company. Please specify how long you
have owned these shares
A business, or an interest in a business
including a share of a partnership.
Please specify how long you have owned
your business or interest in a business

A farm including land used for
agricultural purposes. Please specify for
how long you have owned the farm/land

Do you own assets abroad? If yes please
provide as much detail as you can

								
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