Logo Logo Logo Logo Logo Logo
 
  • Home
  • About Us
  • Services
    • Wills
      • Information About Wills
      • Will Storage Information
      • Download Intestacy Flow Chart
    • Lasting Powers of Attorney
    • Funeral & Post Death Arrangements
    • Additional Services
  • FAQ
  • Testimonials
  • Contact Us
  • Home
  • About Us
  • Services
    • Wills
      • Information About Wills
      • Will Storage Information
      • Download Intestacy Flow Chart
    • Lasting Powers of Attorney
    • Funeral & Post Death Arrangements
    • Additional Services
  • FAQ
  • Testimonials
  • Contact Us
  • Home
  • About Us
  • Services
    • Wills
      • Information About Wills
      • Will Storage Information
      • Download Intestacy Flow Chart
    • Lasting Powers of Attorney
    • Funeral & Post Death Arrangements
    • Additional Services
  • FAQ
  • Testimonials
  • Contact Us
 

Will Questionnaire

All information will be treated in the strictest confidence.

Step 1 of 9

11%
  • - Assets outside the UK
    - Own a business or business interest that you wish to leave via your Will?
  • Sorry, since you own/have a share in a business/farm, we cannot continue to proceed with the online will

    To request a call back for an advised will, please email info@thewillforyou.com
  • Confirmation

  • You cannot proceed without confirming all of the above.
Save and Continue Later
  • Your Personal Details

  • Please state any other name, by which you are known and wish to make reference to:
  • Please enter your full home postal address
  • DD slash MM slash YYYY
Save and Continue Later
  • Executors & Trustees

    Please provide full name(s) and address(es) and their relationship to you.

    An executor is a person appointed by a testator to carry out the directions and requests in his will, and to dispose of the property according to his testamentary provisions after he has deceased.

    A trustee is an individual or corporation named by an individual, who sets aside property to be used for the benefit of another person, to manage the property as provided by the terms of the document that created the arrangement.

    Your Executor’s responsibilities include, but are not limited to the following:-
    · to find and identify the assets and also the debts/ liabilities of the estate;
    · to deal with the administration of the estate according to the law by collecting in these assets;
    · to establish the identity and whereabouts of the beneficiaries;
    · to apply for a Grant of Probate (this is the formal document which appoints the Executors and gives them permission to administer the Estate);
    · to gather in all the information about debts against the estate and arrange payment where applicable;
    · to prepare the accounts for the Estate and deal with HMRC in relation to Inheritance Tax.
  • Reserve Executors

Save and Continue Later
  • Children

  • This includes children legally adopted and children deceased who themselves have left children.
Save and Continue Later
  • Guardianship

    Please note that you can only appoint a Guardian for a child for whom you have parental responsibility. If you are separated or divorced from your spouse or partner and the child or children live with you, although you may nominate a Guardian to act in the event of your death, your ex-spouse or ex-partner may challenge the Appointment and apply for the role themselves. You cannot take this role away from another person if they have parental responsibility for the child in question.
  • Please provide full details: name, addresses & relationship to you, i.e. mother, brother, sister, godparent or friend.
  • Gifts

  • Please describe this clearly so that it can be easily identified.
Save and Continue Later
  • First level of residue

  • Please ensure that the percentages of your multiple beneficiaries add up to the total of 100%.
    Please enter a number from 1 to 100.
  • Please ensure that the percentages of your multiple beneficiaries add up to the total of 100%.
    Please enter a number from 1 to 100.
  • Please ensure that the percentages of your multiple beneficiaries add up to the total of 100%.
    Please enter a number from 1 to 100.
  • Please ensure that the percentages of your multiple beneficiaries add up to the total of 100%.
    Please enter a number from 1 to 100.
  • Please ensure this matches to 100% before proceeding.
  • Further Provisions

    Further Provisions, otherwise known as 2nd level of residue. This section is where you want your assets to go if the first level of residue has been deceased.
  • Please ensure that the percentages of your multiple beneficiaries add up to the total of 100%.
    Please enter a number from 1 to 100.
  • Please ensure that the percentages of your multiple beneficiaries add up to the total of 100%.
    Please enter a number from 1 to 100.
  • Please ensure that the percentages of your multiple beneficiaries add up to the total of 100%.
    Please enter a number from 1 to 100.
  • Please ensure that the percentages of your multiple beneficiaries add up to the total of 100%.
    Please enter a number from 1 to 100.
  • Please ensure this matches to 100% before proceeding.
Save and Continue Later
  • Funeral

Save and Continue Later
  • You will be provided with a card confirming your storage number and this can be given to your executors. This would be administered by The Will For You Ltd and the facility is provided by The Society of Will Writers. If this option is taken, the Wills will be checked for correct attestation/ validity as a free service before being sent into storage. Cost is payable by annual standing order of £35.00 per annum for single person facility.
Save and Continue Later
  • £ 0.00
  • You will be sent a short form to set up a Direct Debit for Secure Will Storage at £35.00 per annum via GoCardless separately.
  • This field is for validation purposes and should be left unchanged.
Save and Continue Later
© 2016 The Will For You Limited. Web Design & Development by IAK Media Ltd.