Reavey & Co Solicitors - Wills Questionnaire

Wills Questionnaire

Completing this form will help you work out what needs to be decided when making a will. When you submit the form we can prepare a draft for your approval. Thank you for taking the time to do this.

Your e-mail address must be valid for this correspondence to reach us.

1. Your Contact Details

Full Name		E-Mail Address
Telephone (Home)		Telephone (Work)
Address		Post Code

Northern Ireland Domicile ?

Yes No

2. Is there a previous Will ?	Yes No
If yes, where can it be found ?

3. Spouse's full name

Children's Full Names	Date of Birth	Children's Full Names	Date of Birth
1.		4.
2.		5.
3.		6.

Previous Spouse(s) ?

4. Executor's full names, addresses and relationship
(Note : an executor may also be a beneficiary)

(1)		(2)
Name		Name
Address		Address
Relationship		Relationship

Appoint a partner of this firm or other professional person to act as sole / co executor (click as appropriate)

Yes , appoint

5. Substitute executor's full name, address and relationship (if none check box on right)

None

Name		Relationship
Address

6. Full names, addresses and relationship of persons you wish to appoint as Guardians of your children (if N/A please click )

(1)		(2)
Name		Name
Address		Address
Relationship		Relationship

7. Burial / Cremation / other stipulations

8. Specific gifts

It is sensible for at least one of the Guardians also to be appointed as a trustee of specific gifts, if you intend to gift a significant number of items in your Will, this is generally better achieved by an informal side letter to be placed along side the Will; although not binding in Law your stated wishes would invariably be respected by the Executors.

(1) Description of article

Donee Information :

Name		Relationship
Address

(2) Description of article

Donee Information :

Name		Relationship
Address

9. Principal Residence - Is your property held under a Joint Tenancy or Tenancy in Common ?
Please click as appropriate :-Yes No Don't Know

(1) Address		Donee(s)
(2) Address		Donee(s)

10. How is any mortgage to be discharged ?
Who is your lender ?

11. Pecuniary (Money) Legacies ?

Amounts	Donees' Full Name	Addresses	Relationship

12. Gifts of residue

Donees' Full Names	Addresses	Shares	Relationship

Please press submit when you are ready to send the form to us. We will receive it and get back to you as soon as we can :-