Wills Get your Will started with our easy to follow questionnaire. 1 Introduction2 Will Maker3 Partner Details4 Children5 Executor & Trustee Details6 Organ Donation, Burial & Cremation7 Guardianship8 Distribution of Estate9 Any other matters Introduction This online questionnaire is designed to allow you to send us information we need to prepare your Will. If you are completing this on behalf of the person making the Will, please note we refer to “you” in this questionnaire as that person. There are some compulsory questions – these are noted with an asterisk (*). There is guidance and pop up information within the questionnaire to help you along. There are 9 Sections. Each Section has a General or Additional Comments field at the end. This allows you to enter anything you want, and you should feel free to use this if you have any doubts or are unsure about what is being asked in the earlier parts of the Section. If you need to take a break from the questionnaire you can do so, by clicking the Save and Continue Later link at the bottom of each page and you will receive an email with a link to allow you to resume where you left off. Your answers will all be saved automatically. Once you have completed the questionnaire click the SUBMIT button on the last page (Section 9 – Any other matters) and an email will be sent to you and us with your answers. We will follow up with you as required and contact you to organise how the completed Will can be “executed” (signed with witnesses present – a legal requirement). If you know the person at Evans Henderson Woodbridge who you want to prepare the Will, or is your usual contact here, then you can select that person in the questionnaire. They will receive a copy of your submitted answers and will follow up with you. If you don’t have a regular contact here then we will be in touch to arrange that for you. At any stage you can contact us with questions. Section 2 - Will Maker DetailsFirst Name*Middle Name(s)Surname*OccupationYour Email* Phone (Home and/or mobile)*Date of Birth*Day12345678910111213141516171819202122232425262728293031Month123456789101112Year202120202019201820172016201520142013201220112010200920082007200620052004200320022001200019991998199719961995199419931992199119901989198819871986198519841983198219811980197919781977197619751974197319721971197019691968196719661965196419631962196119601959195819571956195519541953195219511950194919481947194619451944194319421941194019391938193719361935193419331932193119301929192819271926192519241923192219211920Gender*MaleFemaleIs this your first Will*YesNoPlease enter the details of your most recent earlier will, it's certain or likely location and datePrevious Will detailsIf you can send us a copy, you can upload it hereDo you have a Lawyer or regular contact at Evans Henderson WoodbridgeYesNoSelect ContactJohn HendersonDavid WoodbridgePhil PaytonChris CantillonFrank SherriffJenny PainTeresa CunninghamBonnie BoydPlease advise how you would prefer to be contacted by us after submitting this questionnaire.By PhoneBy EmailYour best contact numberThe best time to contact youMorningLunchtimeAfternoonEveningGeneral or Additional CommentsIf you want to add anything more related to the above questions please do so here. Section 3 - Partner DetailsDo you have a partner?*YesNoName of PartnerFirst Name*Middle NameSurname*OccupationGender*MaleFemaleNature of your relationship with the partnerLiving togetherNot living togetherMarried living togetherCivil union living togetherMarried but separatedCivil union but separatedGeneral or Additional CommentsIf you want to add anything more related to the above questions please do so here. Section 4 - Children's detailsDo you have children from your current relationship?*YesNoChild Details First Name Middle Name Last Name Gender Date of Birth If Date of Birth not known, current age Actions Edit Delete There are no Children. Add Child Maximum number of children reached. Do you have children from any past relationships?*YesNoChild Details First Name Middle Name Last Name Gender Date of Birth If Date of Birth not known, current age Actions Edit Delete There are no Children. Add Child Maximum number of children reached. General or Additional CommentsIf you want to add anything more related to the above questions please do so here. Section 5 - Executor and Trustee DetailsYou need to appoint an Executor(s) and Trustee(s) of your Will and Estate. An Executor is responsible for bringing into action what your Will provides for. This includes getting in your assets, paying any debts and distributing assets. This could be a family member or a close friend, or we could provide this service for you. A Trustee looks after longer term requirements like children’s deferred inheritances, life interests etc. Often the people are one and the same, but you can nominate different people and/or Trustee Corporations.Who do you want to appoint as your Executor(s) Executor First Name Executor Middle Name Executor Last Name Relationship of Executor to you Actions Edit Delete There are no Executors. Add Executor Maximum number of executors reached. Do you want to appoint the same Executor(s) as your Trustee(s)YesNoWho do you want to appoint as your TrusteesAppoint only a person or more than one person (not a Trustee Corporation)?Appoint only a Trustee CorporationAppoint a person or more than one person and a Trustee CorporationAppoint only a person or more than one person (not a Trustee Corporation)?Trustee Details Trustee First Name Trustee Middle Name Trustee Last Name Relationship of Trustee to you Actions Edit Delete There are no Trustees. Add Trustee Maximum number of trustees reached. Appoint only a Trustee CorporationName of Trustee CorporationAppoint a person or more than one person and a Trustee CorporationTrustee Details Trustee First Name Trustee Middle Name Trustee Last Name Relationship of Trustee to you Actions Edit Delete There are no Trustees. Add Trustee Maximum number of trustees reached. Name of Trustee CorporationDo you want to appoint a person(s) to act as substitute Trustee(s) if your earlier selections are unable to perform the task?YesNoSubstitute Trustee Details Trustee First Name Trustee Middle Name Trustee Last Name Relationship of Trustee to you Actions Edit Delete There are no Substitute Trustees. Add Substitute Trustee Maximum number of substitute trustees reached. General or Additional CommentsIf you want to add anything more related to the above questions please do so here. Section 6 - Organ Donation, Burial and CremationDo you want to donate any body organs for grafting or transplant purposes?YesNoDo you have any instructions over which parts of your body?Do you want to donate any body organs for medical or scientific education and research?YesNoDo you have any instructions over which parts of your body?Do you want to be buried or cremated?BuriedCrematedDo you have any instructions on the place of your burial?Do you have any instructions for the interment or scattering of your ashes?General or Additional CommentsIf you want to add anything more related to the above questions please do so here. Section 7 - GuardianshipDo you have a child or children under 18 AND want to appoint a guardian or guardians for them?YesNoGuardian Details Guardian First Name Guardian Middle Name Guardian Last Name Relationship of Guardian to you Actions Edit Delete There are no Guardians. Add Guardian Maximum number of guardians reached. If none of the guardian(s) are able to perform their role do you want to appoint a substitute guardian(s)YesNoSubstitute Guardian Details Guardian First Name Guardian Middle Name Guardian Last Name Relationship of Guardian to you Actions Edit Delete There are no Substitute Guardians. Add Substitute Guardian Maximum number of substitute guardians reached. General or Additional CommentsIf you want to add anything more related to the above questions please do so here. Section 8 - Distribution of EstateBefore you answer the next question, do you want to include a provision to distribute minor assets like jewellery in accordance with your known wishes.YesNoDo you have any particular things or money you want to give to any person or organisation (e.g. charities) before the remainder of your Estate is dealt with?YesNoItem List Item Description Amount $ (if relevant) Who will receive this item Nature of relationship to you ( if relevant) Actions Edit Delete There are no Items. Add Item Maximum number of items reached. How would you like the remainder of Estate to be distributedAll to my partnerAll to my partner but if they die before me then to my children equallySame as preceding option but adding an equal share for any child’s children if such child also dies before meNone of the aboveIf you answered None of the above, please provide details here of your instructions in distributing the remainder of your EstateGeneral or Additional CommentsIf you want to add anything more related to the above questions please do so here. Section 9 - Any other matters We want to understand if there are any other matters that may need to be taken into account.Are you known by any other name?YesNoOther name(s) I am known byAre there any special circumstances affecting you? For example – are you blind, deaf, unable to read, unable to sign?YesNoWhat are these circumstances?Do you have a family trust and/or own or have a shareholding in a private business?YesNoPlease provide brief details of theseHave you promised to leave anything to anyone not already mentioned earlier?YesNoPlease provide detailsGeneral or Additional CommentsIf you want to add anything more related to the above questions please do so here.
