New Client Questionnaire
Are you applying as a couple? Yes No
Your Details
Full Name including title*
Previous Name
Address*
Time at address*
Country of Origin*
Telephone*
Email Address *
Date of Birth *
Current Age*
Employment status * Select... Retired Employed Business Owner Home maker Other
Relationship status * Select... Single Married Civil Partnership Cohabiting Widow / Widower Separated Divorced
Are you planning to marry or enter into a civil partnership? Select... Yes No
Have you been widowed? Select... Yes No
If Yes, did the estate pass fully to you? Select... Yes No
Your Family
How many children do you have?* Select... 0 1 2 3 3+
Number of surviving parents?
Number of siblings?
Number of grandchildren?
Any likely issues/conflict over Will?
Details
Your Will
Do you have a Will in place? Yes No
Do you have a foreign Will? Yes No
What are your main reasons for making a Will or changing your current one?
Your Property & Assets
Do you own any Foreign property? Select... Yes No
Do you own a business? Select... Yes No
Assets
Understanding the value and make up of your estate is important. Please include approximate values and for jointly owned assets, use a half share.
Home Ownership* Select... Sole Joint Tenants in Common No Property
Other Property Ownership * Select... Sole Joint Tenants in Common No Property
Your Foreign Assets Value*
Bank Accounts Value*
Investments Value*
Crypto Currency Value*
Possessions Value*
Life Insurance Value (payable to Estate)*
Other Assets Value
Total Value
Additional Information
Pensions (excluding State)
Death in Service Benefit
Have you nominated these?
Do you have a Financial Advisor? Select... Yes No
Liabilities
Mortgage(s)
Credit Cards
Loans
Other debts
Total liabilities
People to include in your Will
Person 1
Full Name including title
Address
Relationship
Reasons for inclusion (Tick all that apply) Executor Guardian Beneficiary
Person 2
Full Name including title
Address
Relationship
Reasons for inclusion (Tick all that apply) Executor Guardian Beneficiary
Person 3
Full Name including title
Address
Relationship
Reasons for inclusion (Tick all that apply) Executor Guardian Beneficiary
Person 4
Full Name including title
Address
Relationship
Reasons for inclusion (Tick all that apply) Executor Guardian Beneficiary
Person 5
Full Name including title
Address
Relationship
Reasons for inclusion (Tick all that apply) Executor Guardian Beneficiary
Person 6
Full Name including title
Address
Relationship
Reasons for inclusion (Tick all that apply) Executor Guardian Beneficiary
Gifts you wish to make
Gifts you wish to make
Gifts your partner wishes to make
Gifts you wish to make
Your Trusts and LPA
Have you set up any Trusts? Select... Yes No
Are you the beneficiary of any Trust? Select... Yes No
Do you have a Lasting Power of Attorney? Select... Property & Finance only Property & Finance and Health & Welfare Enduring Power of Attorney No
Your Partner's Trusts and LPA
Have you set up any Trusts? Select... Yes No
Are you the beneficiary of any Trust? Select... Yes No
Do you have a Lasting Power of Attorney? Select... Property & Finance only Property & Finance and Health & Welfare Enduring Power of Attorney No
Your Health
Do you have any health problems that make your Will urgent? Select... Yes No
If Yes, please provide details
Have you been diagnosed with any memory problems, cognitive impairment, or psychiatric illness? Select... Yes No
If Yes, please provide details
Your Partner's Health
Does your partner have any health problems that make your Will urgent? Select... Yes No
If Yes, please provide details
Has your partner been diagnosed with any memory problems, cognitive impairment, or psychiatric illness? Select... Yes No
If Yes, please provide details
Other Information
Are there any other details that are relevant to your Wills?
Other Information for your Partner
Are there any other details that are relevant to their Wills?
