Step 1 - Personal Details

Step 1 - Personal Details > Step 2 - Financial Details > Step 3 - Your Will > Step 4 - Preview and Confirm

Please complete as much of this Questionnaire so that we can help you put in place your Will as quickly and as efficiently as possible. One of the Team will contact you within 24 hours to discuss your requirements or to confirm your appointment.

1.1 Personal Details

Name:

Address:

Postcode:

Home phone no:

Mobile phone no:

Marital Status:

Date of Birth:

Nationality:

Occupation:

Email Address:

1.2 Partner Details

Name:

Address:

Postcode:

Date of Birth:

Nationality:

Occupation:

Year of Marriage:

Married previously?:

1.3 About your Children

	Child 1	Child 2	Child 3	Child 4
Name
Address
Date of Birth
No. of Children

Other Children

Please provide further details of any other children and indicate if any children are step-children or adopted. Please also feel free to include more specific details of your grandchildren if relevant.

1.4 Existing Will

Do you have an existing will? If so, where is it lodged?