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Family Protection Will Questionnaire

Thank you for expressing an interest in our specialist will service. At Wollens, we understand that when it comes to choosing a solicitor, many people might think all law firms are pretty much the same. We believe we’re the best choice for you. Not just for advice on individual matters, but also as a long-term partner for all your legal affairs. Our diverse team of brilliant people provide the full spectrum of legal services and specialist expertise across all private matters.

Your will is one of the most important documents you will ever sign, and we believe that it should receive the care and attention it deserves.

We are pleased to be able to offer you a number of will packages, offering fixed fees for the three main types of will we are asked to provide.

Please complete the form below in order for us to prepare your new will document for you. once you have submitted the form it will be held securely for one of our solicitors to review and respond to you accordingly with the next steps in this important process.

Please note: you will need to complete this form in full prior to submitting so please ensure you have the following documentation available so that you can complete the form. If you have made a will before, it is helpful to provide us with a copy of that – if it is not held by us.

  • FULL names and addresses of all beneficiaries.  If beneficiaries are under 18, their dates of birth are required.
  • FULL names and addresses of all proposed executors that you propose to appoint
  • Full postal addresses or descriptions of any land or property owned
  • Estimated or recent valuations for each property
  • Name address and relationship to you of any co-owners for each property
  • Most recent mortgage statement or details of mortgage company and outstanding amount for each mortgaged property 
  • Details of any personal belongings, furniture, valuable items worth over £5,000 and an estimated total value of all personal effects
  • Copies of bank statements and investment statements and details of any joint ownership
  • Name and address of any financial advisers or financial planners that you use
  • Name and address of any accountants that you use
  • Details of any funeral policy purchased
  • FULL names and address of any guardians you wish to appoint.  Details of their relationship to you.

Contact Us

North, South, East or West. Wherever you are, we’ve got you covered. Contact us today for an informal chat, without obligation. We look forward to hearing from you.

South Devon
01803 213251

Exeter
01392 274006

North Devon
01271 342268

FAMILY PROTECTION WILL INSTRUCTION ENQUIRY FORM

* denotes required field

Have you already made a will or codicil?*

Have you married or formed a civil partnership since you made your last will?

Please select all of the following options that you have chosen for your funeral*

Are you expecting to get married or enter into a civil partnership in the near future? (we can add an extra clause to ensure that your will continues to be effective.)

Are you acting as a guardian for someone else's children?

Do you want to give all or some of your personal possessions to a particular person or a group of people? You can ask your executors or your surviving spouse to deal with this according to your written wishes if you like. *

Who would you prefer to deal with this gift following your written wishes? Please select one of the below?

Who should pay for the costs of packing, shipping and insurance? Please select one of the below.

Do you want to make any cash gifts?

Do you want to make a gift of your available inheritance tax nil rate band to a trust? Remember that if you do not make a gift of any unused nil rate band, it can be added to your spouse or civil partner's nil rate band to reduce the tax bill when they die.*

Have you previously been widowed or remarried? (If so, you may have more than one available nil rate band)

If you make large gifts in your lifetime and do not survive a further seven years, the recipient may need to pay any extra inheritance tax that is charged as a result. Do you want the recipient to pay this extra tax or should it be paid from your estate? Please select one of the following options*

Gifts in your will. Do you want the beneficiary to pay the inheritance tax on their gift or your estate? Please select one of the following options*

Are any of your beneficiaries likely to become divorced or bankrupt in the near future? *

Do you want to ensure that any children from a previous relationship are provided for when you die?

Have you made an Enduring Power of Attorney or a registered Lasting Power of Attorney? *

I give Wollens consent to add me to their mailing list*

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