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Will Questionnaire

Can we help you with your will?

Will Questionnaire

Please complete the Wills Questionnaire form below. Once this information is completed we can draft your Will(s). If we require any further information, we will contact you for clarification.

Please complete the Wills Questionnaire form below. Once this information is completed we can draft your Will(s). If we require any further information, we will contact you for clarification.
Your Details
Your Name
Your Spouse or Partner's full name
Who is this Will for?

If you have selected option 2 or 3, please confirm consent to giving instructions in each other’s presence. If you have selected option 3, please complete separate questionnaires.

Your Full Address
Do you regard England & Wales as your home and do you pay your taxes there?

Please also specify which are in your sole name & which are held jointly

Please also specify which are in your sole name & which are held jointly

Do you own property overseas?
  1. Have you included its value in reply to Q8? 2. The value will count towards the value of your estate for UK tax but there may be additional taxes to pay abroad and this will/may not be recognised abroad as certain Countries have fixed laws of succession. You must take local advice.
Who would you like to be your Executors?

These should be people you can rely on to carry out your wishes. The Directors in JB&G can be appointed as your Executors and will see to it that your wishes are carried out.

Do you have children under 18?

Please insert their full names including any middle names and ages in the box.

Do you wish to appoint Guardians?

Please insert their names and addresses in the box. Unless you have chosen the Partners in the firm as your executors, your executors can also act as your guardians.

Do you wish to leave somebody a gift of money?

Please insert the full name(s), address(es) and the amount you wish to leave to each person in the box.

Do you wish to leave somebody a gift (other than money)?

Please insert the full name(s), address(es) and describe the item(s) you wish to leave to each person in the box.

Residue

"Residue" is what is left after gifts of money and objects, tax, funeral expenses, payment of any debts or mortgages, and administration costs.

Residue
Do you initially wish to leave residue to a Spouse/Partner?

If yes, please insert their full name and address in the box. If you do not have a spouse or Partner, insert "n/a" and move on to (b).

Please insert their name(s) and address(es) in the box with the percentage or fraction of your estate that you wish to leave.

If they should die before you, do you wish to leave their share to?

Please insert their name(s) and address(es) in the box with the percentage or fraction of your Estate that you wish to leave.

Special Instructions

Special Instructions

Whilst we will include any wishes in the Will, you should also make your wishes known to your family / friends as arrangements are often made before wills are read.

Would you like Jackson Barrett & Gass to provide assistance to your chosen executor in administering the Estate

You will have the peace of mind of knowing that the people who prepared your Will and knew what your wishes were, will carry them out.

General

General
Would you like Jackson Barrett & Gass to prepare a Lasting Power of Attorney

If yes, please insert your chosen Attorneys full name, address & date of birth in the box. Attorneys are people you choose to carry out your wishes when you become unable to do so.

If yes, please insert your chosen Attorneys full name, address & date of birth in the box. Attorneys are people you choose to carry out your wishes when you become unable to do so.

If yes, please insert your chosen replacement Attorneys full name, address & date of birth in the box. If you do not nominate a replacement, & your Attorney is unable to act, your LPA is effectively cancelled.

If yes, please insert the name of the person to notify by including their full name & address in the box. This is a safeguard against fraud.

How would you like to sign your will?

Financial Advice

Financial Advice
Would you like us to recommend an Independent Financial Advisor for investment advice or a free review of your investments

Are you worried about the volatility of the stock market, your pension and retirement plans? Has market volatility caused an imbalance in your portfolio and does your portfolio still match your attitude to risk? If you would like a review please insert "yes" in the box and we will contact you.

Inheritances

Inheritances
Do you consider your Will requirements to be urgent

Summary

Thank you for completing the above information which should allow us to draft your Will(s). If we require any further information, we will contact you for clarification. We aim to forward draft Wills within 7 working days of receipt of questionnaires or instructions. We further aim to execute original Wills within 7 working days of draft approval or forward original Wills within 7 working days of draft approval.
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