First Name
Last Name
Email
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Phone
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Are you over 18 and mentally capable of making a Will (Testamentary Capacity)?
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Yes
No
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Are you currently married, in a civil partnership, or cohabiting?
Single
Married
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Have you been married or been in a civil partnership before?
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Please specify whether you've been divorced or widowed.
Divorced
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Do you have children, stepchildren or dependents?
0
1
2
3
4
5
5+
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Do you own any property (either solely or jointly)?
No
Yes (Solely)
Yes (Jointly)
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What is the approximate value of your assets?
Below £325k
Between £325k-650k
Between £650k-£1m
Over £1m
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Do you have assets or property outside of England and Wales?
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No
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Do you own or have a share in a business or farm?
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No
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Have you gifted any money in the last 7 years or lent money to anyone during your lifetime which has not been repaid?
Yes
No
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Are you planning to leave your estate to just one person or a small group of clearly defined individuals (e.g. spouse and/or children)?
Yes
No
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Do you want to exclude anyone who might reasonably expect to inherit from your estate (e.g. a child or spouse)?
Yes
No
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Are you planning to leave gifts to charities?
Yes
No
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Do you want to include any specific wishes (e.g. guardianship of children, funeral directions, pet care)?
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No
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Do you want to set up any trusts (e.g. for children, vulnerable beneficiaries, or to delay inheritance)?
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No
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Is anyone you’re leaving money to vulnerable, disabled, or financially irresponsible?
Yes
No
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Do you know who you want to appoint as your executors?
Yes
No
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Are there likely to be any disputes or tensions among your family or beneficiaries?
Yes
No
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