Will Questionnaire

This questionnaire will provide us with some of the information required to draft a Will for an individual, or two mirror Wills for a couple. We will discuss this in detail at your interview, but it may help you to know what information we require. If there is anything you are unsure about, please do not worry and just leave it blank.

Personal Details

Your Full Name

Your Spouse/Partner name

Name by which you are normally known: (if different)

Name by which your spouse/partner normally known: (if different)

Your contact number

Your spouse/partner contact number

Your's postal address

Spouse/partner postal address

Your's occupation

Spouse/partner's occupation

Employer: (if employed)

Yours date of birth

Spouse/partner's employer: (if employed)

Spouse/partner's date of birth

Your's place of birth

Spouse/partner's place of birth

Your's Nationality

Spouse/partner's Nationality

Have you previously been widowed?

YES

Have your Spouse/partner previously been widowed?

YES

If YES please confirm date

If ‘NO’, are you intending to marry or enter into a civil partnership in the near future?

YES

If YES please confirm date

If ‘NO’, are your spouse/partner intending to marry or enter into a civil partnership in the near future?

YES

We shall prepare a Will for your spouse or Partner, unless you indicate that this is not required by ticking the box

Children

(including those of any spouse/partner/civil partner)

Please list all your children (if any) and identify clearly whether they are children of your current marriage or by any previous marriage or relationship. If you do not have children, we would normally make provision for any that you may have in the future, unless you advise us that this is not appropriate.

Full names and ages of children and confirmation of their relationship to you/your spouse/partner/civil partner:

Addresses (if different from your own)

Dependants

(including those of any spouse/partner/civil partner)

The law enables certain categories of potential claimants to apply to the Court for reasonable financial provision from a deceased person’s estate. The position should be evaluated when making a Will.

A spouse/civil partner of you or your partner from whom you or your partner are separated or in the process of divorcing:

Add answer here

A former spouse/civil partners of you or your partner who has not remarried:

Add answer here

Any person being wholly or partially maintained by you (or your partner). There is no need to mention children whose details have been set out in the previous section:

Add answer here

Assets and liabilities

Please list your assets & liabilities below:

Please indicate below as far as you can the present approximate value of assets held and outstanding liabilities by reference to the names in which they are held. If you are not sure of the amounts, please give estimates. If you are unsure as to any of the headings just leave them blank and we will discuss them with you. Please include online accounts.

*NOTE: Where your estate includes assets marked with an asterisk we normally recommend we provide further advice.

If you already have a foreign Will, please provide a copy.

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Funeral Wishes

You may wish to state in your Will how you want to dispose of your body, eg. cremation or burial.

Any more detailed wishes would usually be set out in a private side letter.

You

Your spouse/partner

Executors

Your first task is to choose executors, who will be responsible for collecting the assets of your estate, paying debts, funeral expenses, and taxes, and distributing the balance in accordance with your instructions.

Your's spouse or partner may be an executor. Most people then choose other family members or friends. Partners of Kang Asset Management are also willing to act as executors and may be named as first-choice executors or as substitutes. We will need your executors’ full names and address if you are not appointing Kang Asset Management.

Guardians

If you have a child or children under 18, it is important to appoint a guardian or guardians to look after them in case you and the other parent should die while they are still under age. Please give this some thought, if appropriate, and we will need their full names and addresses.

Gifts of cash or specific personal belongings

Before deciding to whom the main part of your estate should be left, you may consider making gifts of cash or your specific personal belongings. Please write below the full names and addresses of the recipients, and state the amount of money or describe clearly the items you wish each of them to receive.

Beneficiary’s full names and address:

Relationship to you:

Amount or description of item:

In case of Wills for couples, please tick one box only to indicate whether any cash legacies are to be paid under each Will, or once only on the first or second death. We generally advise they take effect on the second death in the case of spouses as this is more tax efficient.

Legacies under each Will

Legacies only on first death

Legacies only on second death (recommended for married couples/civil partners)

Gift of property

If you wish to make a specific gift of property in your Will or leave someone an interest in property, for example allowing an individual to live in your property for life, we will need to obtain a copy of the Title for the property from the Land Registry at a cost of £3.

We will also need to know:

Do you intend that gift to apply to any adjoining land?
Is there a mortgage on the property?
Should there be any conditions attached, i.e. The right to live in the property will end on remarriage?
Is the gift specific to this property or should it be more flexible and allow that individual to move and have the same arrangement over a new property?
If you give an individual a life interest, will they be able to afford to live in the property and pay the outgoings and insurance? Consider leaving them a cash gift in addition to the interest in a property.
Consider who would be the trustees. The partners of Kang Asset Management would need to charge fees for acting as trustees, so consider if you are happy for this to happen or would prefer other individuals of your choosing to act instead. We will only act on the condition that a clause is included providing that we can charge fees in the future for taking on this role.

Gift of property

Please indicate how you wish to leave the remainder of your estate in the space below. (Please note, for inheritance tax reasons, it is more tax efficient if the residuary estate is left to your spouse if they survive you.)

Signatures

Your Signature

Your spouse/partner's Signature

Where did you hear about us?

Do you have a Lasting Powers of Attorney?

Do you need any other service?

I/We instruct Kang Asset Management in this matter.

Thanks for submitting!

WILL QUESTIONNAIRE

Personal Details

The law enables certain categories of potential claimants to apply to the Court for reasonable financial provision from a deceased person’s estate. The position should be evaluated when making a Will.

A spouse/civil partner of you or your partner from whom you or your partner are separated or in the process of divorcing:

A former spouse/civil partners of you or your partner who has not remarried:

Any person being wholly or partially maintained by you (or your partner). There is no need to mention children whose details have been set out in the previous section:

Assets and liabilities

*NOTE: Where your estate includes assets marked with an asterisk we normally recommend we provide further advice.

If you already have a foreign Will, please provide a copy.

Contact Us:

+447951090727

WILL QUESTIONNAIRE

Personal Details

The law enables certain categories of potential claimants to apply to the Court for reasonable financial provision from a deceased person’s estate. The position should be evaluated when making a Will.

A spouse/civil partner of you or your partner from whom you or your partner are separated or in the process of divorcing:

A former spouse/civil partners of you or your partner who has not remarried:

​Any person being wholly or partially maintained by you (or your partner). There is no need to mention children whose details have been set out in the previous section:

Assets and liabilities

*NOTE: Where your estate includes assets marked with an asterisk we normally recommend we provide further advice.

If you already have a foreign Will, please provide a copy.

Any person being wholly or partially maintained by you (or your partner). There is no need to mention children whose details have been set out in the previous section: