CLIENT QUESTIONNAIRE by Th811TeR

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									                                           LONGMORES

                              WILL QUESTIONNAIRE
PART A :                       About you

SECTION 1



Full Name:          ....................................................................................

Address:          ........................................................................................

            ..............................................................................................

             ..............................................................................................

Postcode: ...........................................................................................

E- mail address:

Home Telephone Number: ................................................................
.
Mobile Telephone Number: ................................................................

Work Telephone Number: .................................................................

Date of Birth: .......................................................................................

Occupation ..........................................................................................

Marital Status: .....................................................................................

Have you been married before? .........................................................
SECTION 2 – Your Family



Spouse/Partner

Full Name ...............................................................................................

Address ..................................................................................................

................................................................................................................

................................................................................................................

Postcode ................................................................................................


Home Telephone number ......................................................................

Mobile Telephone number .....................................................................

Work Telephone number .......................................................................
Email address ........................................................................................

Date of Birth ...........................................................................................

Occupation : ..........................................................................................

Marital Status ........................................................................................

Children

Name ...........................................................................................

Address ...............................................................................................

.............................................................................................................

Date of Birth .........................................................................................


Name .....................................................................................................

Address .................................................................................................

................................................................................................................

Date of Birth ...........................................................................................
SECTION 3 – Your Advisors

Please provide details for any professional advisors who help look after your
affairs e.g Accountant, Financial Advisors
PART B: Your Estate

Please provide details of the assets in the names of each party and how they
are held (eg. joint names or individually).

You need not obtain precise balances/valuations as these details are only for
guidance purposes.

Inheritance Tax may be payable on your estate and you may wish to discuss
this further. Please indicate if this is the case.

Please include details of:

   1.   Property (value, address, ownership)
   2.   Savings and Investments (approximate figures)
   3.   Cars.
   4.   Personal possessions/Antiques
   5.   Life Insurance/Death in Service
   6.   Pension funds
   7.   Business Assets (name and nature of business)
   8.   Foreign Property
PART C:             Executors and Guardians

Section 1 – Executors

Executors are the people that you choose to appoint who will deal with the
administration of your estate.

They are responsible for collecting all of your assets, paying any debts and
taxes, and then distributing your estate in accordance with your Will. Your
choice of executors is important and they should be people that you trust and
in whom you have confidence.

Anybody over 18 can be an executor.


1. Name: ...........................................................................................

    Address:..........................................................................................

    Postcode:........................................................................................

    Relationship (if any) to you:.............................................................


2. Name: ..............................................................................................

    Address: ...........................................................................................

    Postcode: ..........................................................................................

    Relationship (if any) to you: ................................................................

3. Name: .................................................................................................

    Address: ..............................................................................................

    Postcode: ............................................................................................

    Relationship (if any) to you: .................................................................


4. Name ...................................................................................................

    Address: ...............................................................................................

    Postcode: .............................................................................................

    Relationship (if any) to you: ..................................................................
Section 2 – Guardians

If you have children under the age of 18 you may want to include the
appointment of one or two people to act as guardian or guardians for them.
Such appointment usually only takes effect if both parents have died. You
should seek the consent of your chosen guardians before appointing them.




1. Name ...................................................................................................

     Address: ...............................................................................................

....................................................................................................................

     Postcode ...............................................................................................

     Relationship (if any) to you: ...................................................................




2. Name ......................................................................................................

     Address: ..................................................................................................

......................................................................................................................

     Postcode .................................................................................................

     Relationship (if any) to you .....................................................................
PART D:      Distribution of your Estate

Cash Gifts


Please provide details of any cash gifts that you wish to make on your death.
Please include:-

1)    Name and address of beneficiary (or registered office for Charity, if
      known)

2)    Relationship to you, e.g., nephew/niece etc., if applicable

3)    Amount of gift

4)    Please state if any named beneficiary is under 18
Specific Items

Please provide details of any specific personal possessions that you wish to
make on your death. Please include:-

1)     Name and address of beneficiary (or registered office for Charity, if
       known)

2)     Relationship to you, e.g., nephew/niece etc., if applicable

3)     Description of item

Please note that if the item mentioned is sold or replaced then the gift will fail.
It is not necessary to list every item as those not mentioned will form part of
the balance of your estate
Balance of Estate

Please state what should happen to the balance of your estate. You should
set out what should happen on your death (e.g. all to spouse), what should
happen on the second death (if applicable) and what should happen if a gift
fails. It is not necessary to list every possible scenario and this can be
discussed in more detail.

Please include names and addresses for anybody not already mentioned, and
their relationship to you (if appropriate)

Please state at what age any child beneficiaries should inherit eg 18, 21 or 25.
Please be aware that these funds are available for the maintenance,
education and benefit of minor beneficiaries, before the age specified, at the
discretion of your Trustees.




Please feel free to contact Richard Horwood at our offices if you wish to
discuss any aspect further or to arrange an appointment on 01992 300333 or
email: rmh@longmores-solicitors.co.uk

								
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