WILLS QUESTIONNAIRE

Have you been married/entered into a civil partnership before? Yes     No

Do you intend to marry/enter into a civil partnership in the near future? Yes     No     N/A

Do you currently have a Will? Yes     No     With Mowbray Woodwards

Whereabouts of current Will?

Are you permanently resident in England and Wales? Yes     No

Please provide details of your assets and liabilities held by you and jointly.

*Please indicate if any policies have been nominated/written in to trust.

Please specify, if in the last 7 years, you have made any gifts of money or property which exceed the value of £3000.

Yes     No

You may wish to specify in your Will details of your funeral in addition to informing your immediate family.

Burial     Cremation     No Preference

Donations of organs for transplantation     For medical research

Your chosen guardians for any children under 18 in the event of your spouse/partner predeceasing you or you being a single parent.

Executors are responsible for carrying out the instructions in your Will. You can appoint your partner, family, friends, professionals and beneficiaries to act as executors. It is advisable to have at least two executors and/or to appoint substitutes.

I wish to appoint Mowbray Woodwards to act as my executors.

Solely     Jointly     As substitute executors     Not at all

Before dealing with the residue of your estate please list any specific sums of items e.g. jewellery that you wish to leave to a particular person.

The residue is the remainder of your estate after payments of bequests, debts and administration expenses.

Is your residuary estate to pass your spouse/partner/civil partner?

Yes     No     N/A

If your spouse/partner/civil partner dies before you, is it to then pass equally between your children?

Yes     No     N/A

If yes to questions 2, then at what age are they to benefit?

18     21     25     Other

If other please state

If yes to question 2, are your Grandchildren to benefit if any child dies before you?

Yes     No

If the above does not apply, please specify whom you wish the residue of your estate to pass to and in what shares. You may also wish to complete this section in case none of your above beneficiaries survive you.

Are any of your beneficiaries mentally or physically handicapped?

Yes     No

Is your ability to read or sign your Will affected by any physical condition?

Yes     No

Have you made a Lasting Power of Attorney?

Yes     No

If no, would you like to receive some further information about these documents?

Yes     No