Wills Questionaire | McLennan Adam Davis

Full Name - including middle names(*)

Please let us know your name.

Date of Birth(*)

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Telephone number(*)

Please let us know your telephone number so we can contact you regarding this form.

Full Name of Spouse/Partner if not indicated above (*)

Please give full name of partner or write n/a if you do not have a partner.

Your Email(*)

Please let us know your email address.

Full Address

Please let us know your address.

Do you have any children?(*)

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Have you been married before?(*)

YesNo Please let us know if you have been married.

Any children to a previous marriage?

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Who do you wish as your Executors it is best to have at least two and preferably one of which should be a Solicitor (please provide full names and addresses) .(*)

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Do you own a property? If so, is the title drawn in the joint names of yourself and your husband/wife/Partner with a survivorship destination to pass to the other on the first death?

YesNo Invalid Input

If not, under survivorship who do you wish to leave your property/share of property to ?

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Is the property subject to a mortgage and is there a policy in place to clear same upon death?

YesNo Invalid Input

Is the bequest of the property to be free of mortgage / lending / heritable debt or not?

YesNo Invalid Input

If the beneficiary is a child/children under the age of 18 - at what age do you wish them to inherit. Normally 21 or 25

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To whom do you wish to leave the residue (remainder) of your estate to? (Full names and addresses)

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In the eventuality of that party/parties predeceasing you, or you all dying in a common calamity, would you then wish to build in a destination over and appoint the residue to another party only in that eventuality? If so to whom?

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Many clients leave their estates in the first instance to each other, whom failing, to their children, with a proviso if any child fails to survive then the issue of that child will take the relevant share. If this is how you would wish to proceed, please detail name, address and age of the children?

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Note : If you have a large Estate which may be subject to any Inheritance Tax, please advise the Solicitor as you may require to obtain independent advice from an Accountant in this regard.

(INHERITANCE TAX)

If the value of your estate is you are on your own exceeds £325,000 from April 2009, we will require to discuss potential IHT planning. If your estate including any assets held in trust and gifts made within seven years of death is more than the threshold, inheritance tax will be due at 40% on the amount over the nil rate band.

If you are a married couple as from 9 October 2007, spouses and civil partners are able to transfer their nil rate band allowance. IHT may not therefore be such an issue. Our attached leaflet clarifies the position further. You should however clarify matters with the party preparing your Will if you are uncertain about IHT in respect of your estate.

Regardless of the size of your estate it would be beneficial if you could provide brief details here.

What is the value of your house?

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Please state the value of any other Heritable property

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Please give details of the value of any Bank/Building - Society Accounts, Stocks & Shares or Unit Trusts

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Please give any details of any Life & Pension Benefits - Value thereof, Set up in Trust? , Death in Service benefits

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Is your Property Mortgaged?

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Please give any details on whether you have a life policy?

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Please state any other debts you may have

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Wills Questionnaire