Will Questionnaire - Passmores Solicitors Barry

Will Questionnaire

Passmores are able to offer an Online Wills Service for clients who would like to make a Will but would prefer to deal with it on an online basis.

If you would like to proceed, the please complete the questionnaire below setting out your requirements and we shall get back to you as soon as we have reviewed it (your information will be sent to us using a secure server to ensure 100% confidentiality).

We will then advise you of our fixed fees for preparing the Will for you and for any other information needed for us to draft it on your behalf.

Once prepared (usually no longer than 7 days) we shall contact you to deal with its execution.  We suggest that execution takes place in our presence to ensure that it is carried out correctly.

You can then decide whether you would like the Will to be retained at our offices or whether you wish to take the original Will with you for your own safekeeping.

Will questionnaire

Please complete the following form and we will get back to you as soon as possible. All information entered is secure and will be kept confidential at all times.
  • Please enter your full name invluding any middle names.

  • An Executor is a person who will administer your estate and will give effect to the wishes in your Will. You can appoint more than one Executor if you wish (but no more than four can prove a Will) and they can be either lay/professional Executors or a combination of both. Please add the names and addresses of your chosen Executors. An Executor can also be a beneficiary of your Will.

  • You may decide to include funeral wishes in your Will such as cremation of burial, where your ashes are to be scattered or interred, the type of service you wish to have or any other details you think are necessary. There is of course no need to include this in your Will if you family already know what your wishes are in this respect.

  • You can leave gifts of your personal possessions or monetary gifts to particular beneficiaries if you wish. Gifts can also be made to charities of your choice. Please add details of the gifts you wish to make, if any and to whom.

  • If you have young children, you may want to appoint guardians in your Will who could care for your children in the event of your death, which would include making decisions about their health, welfare and education. Please add the name and address of your guardian or guardians.

  • This is the remainder of your estate after the payment of funeral expenses and any liabilities. The residue can be distributed to one beneficiary or divided between a number of beneficiaries in equal or unequal proportions. Please add the names and addresses of those who are to benefit and in what proportions. If children are to benefit, please state whether they are to benefit upon attaining 18,21 or 25 years old. The Executors who will also act as Trustees will hold funds upon trust for your children until they attain the age you have chosen.

  • You may also wish to state what is to happen to a beneficiaries share of your estate if they die before you. If they have children, their share could pass equally between them or if not, perhaps their share could go back into the estate and be divided equally between the surviving beneficiaries named in that clause.

  • Should you wish to include anything else in your Will, please note it here.

Passmores Solicitors is the trading name of Passmores Solicitors Limited, registered in England and Wales under Company Number 7284638.
The Registered Office is 21 Tynewydd Road, Barry, Vale of Glamorgan, CF62 8HB. The directors are Catherine Roblin, Sally Matthews, Charmaine Earley, Claire Grace and Carli Evans.
Passmores Solicitors Limited is authorised and regulated by the Solicitors Regulation Authority, number 571519.

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