Questionnaire

Please complete the questionnaire form below and submit it to Make My Will Solicitors. Susan will contact you within 48 hours.

 

Your Name (required)

Your Address (required)

Contact Number (required)

Email Address(required)

Date of Birth(required)

PPS Number(required)

Is there a previous Will?(required)
 yes no



Marital status (if married/separated, please provide spouse’s name)(required)
 Married Single Divorced Separated Widowed


Children (names and ages)

Any dependents over 18?
 yes no



Assets:



House(s) – joint/sole name? mortgage?

Land – joint/sole name? mortgage?

Bank accounts (bank & branch, sole/joint account?)(This information is to assist your executor(s) only; valuations are not required)

Credit Union/Post Office/Building Societies/Prize Bonds/Life Policies/Pensions/shares

Car/jewellery/personal possessions to be left

Executor(s) – name & address

Trustees, if applicable

Testamentary Guardians of children under 18, if applicable

Charitable legacies, if applicable

Preferred method of contact (e-mail or phone) and preferred time(s)

When you have submitted this information, we will contact you within 48 hours to discuss your wishes and provide you with our payment details before drafting your Will. As soon as we have confirmation of payment, your draft Will will be sent to you via e-mail, or post if desired, for your approval. As soon as you have approved the draft Will, the original will be sent to you for execution.




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