Wills questionnaire


Please complete and then click the 'Submit' button. If you should run out of space whilst completing any of the sections, please use the "Any other relevant information" box after Section 16.

General Information
• The current Inheritance Tax threshold is £325,000. Gifts to spouses are usually exempt, but gifts on death to other individuals are taxed at 40% on the excess above the threshold
• On marriage your Will is automatically cancelled unless it specifically states that it was made in expectation of your forthcoming marriage to that person
• On divorce gifts to your spouse and his/her appointment as executor are cancelled, but the rest of the will remains in force
• If you make no financial provision for a close relative or partner it is possible that he/she could make a claim against your estate

If you require further advice on any of the above, or on completing this questionnaire, please do not hesitate to contact us on 0114 418 4000.
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YOU AND YOUR FAMILY
Section 1: Your details
  Surname
  First names
  Address
  Day time telephone no.
  Home telephone no.
  Date of birth
  Occupation
Section 2: Your husband/wife/partner
  Surname
  First names
Date of birth
Occupation
Are you or your Husband/Wife/Partner known by any other names?
If so, please give details
Section 3: marriage/partnership details
Do you intend to marry in the near future? Yes No
Have you been married before? Yes No
Section 4: your children
Please indicate if any are from a previous marriage or relationship  
  First child  
  Surname
  First names
  Address
  Date of birth
Second child  
Surname
First names
Address
Date of birth
Third child  
Surname
First names
Address
Date of birth
Fourth child  
Surname
First names
Address
Date of birth
Are the children of you both? Yes No
If no, please give details:

Please note: Illegitimate children and adopted children (but not stepchildren) are included in the definition of children unless the Will says otherwise
Note: That in the case of more than four children please advise how many children, in total Total number of children
YOUR HOME AND OTHER ASSETS
Section 5: your home
Is your home:  
Owned in your name alone? Yes No
Owned in joint names with your husband/wife/partner? Yes No
Owned in the name of your husband/wife/partner alone? Yes No
Rented? Yes No
Section 6: your business
Do you have a business Yes No
If yes, please give details:
Section 7: your main assets
Please list your main assets and give approximate values:   Value
Asset £
Asset £
Asset £
Asset £
Asset £
Asset £
Asset £
Section 8: joint assets
Do you have any jointly owned assets?
If yes, please give a general description, their approximate values and the name(s) of the other owner(s).		   Value
Asset £
Name(s) of other owner(s)  
Asset £
Name(s) of other owner(s)  
Asset £
Name(s) of other owner(s)  
Asset £
Name(s) of other owner(s)  
Asset £
Name(s) of other owner(s)  
Section 9: do you own any assets abroad?
If yes, please give details:   Value
Asset £
Asset £
Asset £
FUNERAL, EXECUTORS, GUARDIANS
Section 10: funeral
  You may specify in your will if you wish to be:  
  Buried
  Cremated
  No preference
Section 11: executors
You should appoint executors to carry out the instructions in your Will. You may appoint up to four executors and it is sensible to have at least two. You may wish to appoint your husband/wife/partner as the only executor initially if you intend to leave the whole estate to him/her, but you should name other executors to act if he/she is unable to do so. The Partners of Taylor&Emmet LLP will be pleased to act as your executors, either alone or with a member of your family or a friend.

Please tick one of the following options:
  Option 1
I wish my Husband/Wife/Partner to be my sole executor, but if he/she dies before me I wish the persons name below to be my executors
  Option 2
I wish the persons named below to be my executors
Option 3
I wish Taylor&Emmet and the persons name below to be my executors
Option 4
I wish Taylor&Emmet LLP to be my executors
Name
Address
Name
Address
Section 12: guardians
You may want to appoint one or two people to act as guardian(s) for children under 18. The appointment will usually only take effect if you and the child’s other parent are both dead, although the position may be different if you are a single parent. You should ask people to agree to take on this responsibility before appointing them.
Name
Address
Name
Address
BENEFICIARIES
The main part of your estate is called ‘the residue’. (This is dealt with at Question 15). Before giving away the residue you may wish to make certain gifts of cash or personal belongings to individuals from amongst your family and friends, or to charities. The people or organisations you leave your estate to are known as ‘beneficiaries’.
Section 13: cash gifts
Please give the name and address of the beneficiary, the amount to be given and the age of anyone who is under 18.
Name  Age
 Address   Amount £
Name  Age
 Address   Amount £
Name  Age
 Address   Amount £
Name  Age
 Address   Amount £
Name  Age
 Address   Amount £
Section 14: specific gifts
Please give the name and address of the beneficiary, a full description of the item to be given (to enable it to be identified) and the age of anyone who is under 18. Please note, if you sell or replace the item, the beneficiary will not receive the replacement or the cash equivalent.
Name  Age
 Address Item
Name  Age
 Address Item
Name  Age
 Address Item
Name  Age
 Address Item
Name  Age
 Address Item
Section 15: The residue
This is the remainder of your estate after taking into account the gifts made in questions 13 and 14.
Please state below who is to receive the residue on your death.
The following three options are the more common provisions made. If you wish to use one of these, tick the appropriate box(es). If not, please go to question 18.
Option 1
Everything to my husband/wife/partner but if he/she dies before me then to my children in equal shares
Option 2
Everything to my children in equal shares
Option 3
If any of my children die before me leaving children of their own, that child’s share to go to his/her children
At what age are your children/grandchildren to inherit? Please tick  
18
21
25
Section 16: if none of the above apply
Please set out below who is to receive the residue and, if more than one person or organisation is named, in what shares. Please also state the age of anyone who is under 18.
Name  Age
 Address   Share
Name  Age
 Address   Share
Name  Age
 Address   Share
Name  Age
 Address   Share
Name  Age
 Address   Share
ANY OTHER RELEVANT INFORMATION
Date of completion of this form



This questionnaire is NOT a Will. If you require any assistance in completing this form, please contact Taylor&Emmet LLP wills, probate, tax & trusts’ department on 0114 218 4000.
 
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