Will Questionnaire

(Single Applicant)

To start the process of creating your Will please complete the following multi-page form as fully as you can. It will take around 15 minutes to complete, and must be submitted in one visit.

Mandatory fields are marked with a * symbol and must be completed to submit the form.

Your Personal Details
Have you been asked to complete this by an advisor?
If you add your email address we will send a copy of your completed form on submission.
Please include your postcode.
Please select the appropriate choice.

If you are married and living with your spouse or living with a partner he/she is strongly advised to make a will as well.

Divorce or Remarriage – Generally divorce treats a former spouse as if he or she had predeceased you so that no gift will pass to them nor can they act as executors even if named as such. In other respects, however, the rest of the Will, remains valid.

If you have made a Will and then marry or remarry, the Will may be cancelled and the rules of intestacy would apply. However, a valid Will can be made taking into account a planned marriage or remarriage which you should indicate below if appropriate.