Hallett & Co Solicitors

Will Questionnaire

Personal Details Title *
Full Name *
Address *
Post Code *
Date of Birth *

Date of Birth

Marital Status *
Occupation *
Daytime Phone Number *
Mobile Number
Email Address *

Previous will made? *

Yes

If yes, where is it located?
Any codicil?

Family Details Full name of spouse/partner
Partner's Date of Birth

Partner's Date of Birth

Children

Child 1 Child's Full Name
Child's Date of Birth

Child's Date of Birth

Child 2 Child's Full Name
Child's Date of Birth

Child's Date of Birth

Child 3 Child's Full Name
Child's Date of Birth

Child's Date of Birth

Grand-Children

Grand Child 1 Grandchild's Full Name
Grandchild's Date of Birth

Grandchild's Date of Birth

Grand Child 2 Grandchild's Full Name
Grandchild's Date of Birth

Grandchild's Date of Birth

Grand Child 3 Grandchild's Full Name
Grandchild's Date of Birth

Grandchild's Date of Birth

Great Grand-Children

Great Grand Child 1 Great-Grandchild's Full Name
Great-Grandchild's Date of Birth

Great-Grandchild's Date of Birth

Great Grand Child 2 Great-Grandchild's Full Name
Great-Grandchild's Date of Birth

Great-Grandchild's Date of Birth

Great Grand Child 3 Great-Grandchild's Full Name
Great-Grandchild's Date of Birth

Great-Grandchild's Date of Birth

Other Family/Dependants

Dependant 1 Dependant's Full Name
Dependant's Address
Post Code
Their relationship to you

Will Details Who would you like to be the Executor of your Will?
Would you like to provide for the appointment of a custodian for your children?
Who would you like to benefit under the terms of your Will?

Would you prefer
Burial or Cremation? *

Burial

Cremation

Assets

Please list all solely or jointly owned assets (e.g. House, Savings, shares, bonds, Foreign Property and or/assets held in Trust etc.) giving appropriate values.

Asset 1 Asset Name
Asset Value

making a will

Will Questionnaire

Children

Grand-Children

Great Grand-Children

Other Family/Dependants

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