Seatons Solicitors (01536) 201214

WILL QUESTIONNAIRE

Personal Details :

Full Name
Full Address
Home Phone
Work Phone
Mobile Phone
FAX
E-mail
	Male Female
Are you married ?	Yes No
Are you separated ?	Yes No
Are you contemplating a divorce ?	Yes No
Are you living with someone ?	Yes No
Are you contemplating marriage ?	Yes No
Are you providing financial support for anyone ?	Yes No
If you have answered YES to any of the questions above, please give details here

Under the Inheritance (Provision for Family and Dependants) Act
1975 it is possible for an adult or child dependant to make a claim
against your estate even if you have not made any provisions for
them in your Will.
This usually applies if you are providing any financial support for
another person, for example paying maintenance either for your
ex-spouse or for any children.

Previous Will

Have you made a Will before ?	Yes No
If YES please send us a copy, or provide details of where it is stored

Inheritance Tax

Is the total value of your estate likely to exceed £200,000 ?
Yes No
If so, you will need Inheritance Tax planning advice.

Funeral Arrangements

Do you wish to be buried ?	Yes No
Do you wish to be cremated ?	Yes No
Do you want any other Funeral instructions to be included in your Will ? (e.g. Hymns/Arrangements)

Executors and Trustees

Executors ensure that your wishes are carried out when you die. They have the job of winding up the estate and collecting in all of the assets. They will either distribute the monies in accordance with the Will, or alternatively, hand the money over to the Trustees who will look after the monies for the good of the beneficiaries e.g. children under 18.

Executors and Trustees are normally the same people. We advise that you should appoint a firm of solicitors and one family member to be the Executors and Trustees. The family member should be somebody who is sensible and trustworthy, and who can sort matters out on a practical level such as arranging the funeral.

We can act as professional and independent Executors and Trustees who can deal with any legal aspects that might crop up.
Do you wish to appoint the partners of Seatons Solicitors as Executors and Trustees of your will ?
Yes No

If you wish to appoint any others as Executors and Trustees of your Will, please give their names and addresses below.

Name and Address of first Executor and Trustee
Name and Address of second Executor and Trustee

Guardians of your Children

Guardians are the people who will look after your children after your death (if they are still under 18). It is important that you appoint someone whom you really trust, and you feel that the children will be comfortable with.

Please list your children's names and dates of birth
Please give the names and addresses of the Guardians you would like to appoint

Specific Gifts to Individuals and Charities

A legacy is a gift of either personal property (e.g. photographs, jewellery, etc) or a sum of money. Legacies can be given to children, grandchildren, friends, relatives or charities.

Please give details of any specific Legacies you wish to specify.
Details must include the details of the item or amount of money, and the recipients name and address.

General Residue

After the funeral account, any debts, taxes and gifts have been paid most people prefer to leave the bulk and remainder of their estate to their partner/spouse first. Do you want to do this ?
Yes No

If your partner/spouse should die before you, do you want your estate to pass to any children that you might have in equal shares?
Yes No

Your beneficiaries will normally be entitled to a share of your estate when they reach eighteen years of age. However, some people think that eighteen is too young for somebody to receive what can potentially be a large sum of money. You can choose when your beneficiaries receive their share of your estate at any age between eighteen and twenty five.
At what age do you want your children to take the full benefit of their inheritance ? e.g. 18, 21 or 25 years

If any of your children die before you and they leave children of their own (your grandchildren) do you want your grandchildren to take the share of your estate that your child would normally have taken had he/she survived you ?
Yes No

If your spouse/partner and children and grandchildren should all die before you, or if you do not wish to make provision for them, then please state to which individuals or charities you would wish your estate to go, and in what shares.

Please state Names and Addresses of beneficiaries and the share of your estate to go to each of them.

Flexibility

Your beneficiaries are not entitled to a share of your estate until they reach the age of eighteen. The monies therefore have to be looked after and invested until they are old enough to claim their share.
We advise that you build into your Will clauses that allow flexibility relating to the investments and advancement of monies to child beneficiaries. This gives your Executors and Trustees the power to invest your estate in whatever way they feel is appropriate at the time, and also to advance sums of money to child beneficiaries if appropriate.
For example, sometimes a child or grandchild might want a small sum of money to help them with their schooling, or for a holiday. We can discuss the flexibility with investment and advancement with you in more detail if required.

Yes No	I would like flexibility in my Will regarding investment of monies for children/grandchildren.
Yes No	I would like flexibility in my Will regarding advancements i.e. early payments for education, etc.
Yes No	I do not want them to get anything until they reach the specified age, no matter what they need.

Additional Wishes

If you wish anything else to be put in your Will, please provide details here.

Our Costs are from £50 including VAT for a single Will and from £80 for a double Will, assuming the Wills are fairly straightforward. Please send us your instructions by filling in the form and clicking the button above. Then post a cheque payable to
"SEATONS SOLICITORS" to

1 Alexandra Road
Corby
Northants
NN17 1PE

and we will draft your Will for you.

If your Will is complicated we will let you know in advance of any additional costs and you can then choose whether or not you wish to proceed.

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