Get Will Questionnaire Form

Filling out a Will Questionnaire Form is a crucial step in preparing your will and ensuring that your wishes are honored after your passing. This comprehensive guide will walk you through each section of the form, providing clear instructions tailored to meet your needs.

Follow the steps to successfully complete the Will Questionnaire Form online.

1. Press the ‘Get Form’ button to retrieve the Will Questionnaire Form and open it in your preferred online editor.
2. In Section A, provide your personal information. Begin by entering your surname and forenames. Select your title from the options given, and fill in your full address. Add your phone numbers, date of birth, occupation, and marital status. If applicable, indicate whether you have an existing will and provide details about it.
3. Proceed to Section B, which focuses on your partner. If you are in a permanent relationship, enter their full name, marital status, date of birth, past marriages, and information about their children from previous relationships.
4. In Section C, provide information about your children, including their names, addresses, occupations, and ages. Ensure to list each child and provide details for any that have been adopted.
5. Section D relates to your estate. Indicate if you own a property, its ownership status, approximate value, and any mortgage details. Discuss whether you are self-employed or a majority shareholder in a company, and provide any overseas property details.
6. Section E pertains to your spouse or partner. Indicate whether you wish to leave your entire estate to them and whether they have a will. Specify their role as your executor.
7. In Section F, reaffirm your executor choices by naming at least two executors and providing their addresses and relationships to you.
8. For Section G, it is important to appoint guardians for your children if they are under 18. Provide their details and address any stepchild considerations.
9. Section H allows you to specify any gifts you wish to include in your will. List the intended recipients of gifts and any conditions regarding the gifts.
10. In Section I, provide specific medical care instructions, organ donation wishes, or funeral arrangements if applicable.
11. Upon completing all sections, save your changes. You may then download, print, or share the form as needed.

Start completing your Will Questionnaire Form online today for peace of mind.