Your Details - Person 1

Your Title

Your first names

Including any middle names.

Your last name

Any other names you're known by

For example, your maiden name.

Your date of birth

Your email address *

We’ll only use this to send you updates about your will

Your phone number

We’ll only use this to contact you about your will

Address line 1

Address line 2

Address line 3

Postcode

Were you born in either England or Wales?

Yes
No

Which country were you born in?

Have you been married or in a registered civil partnership before?

Yes
No

Have you made any wills before?

Yes
No

Your Details - Person 2

Your Title

Your first names

Including any middle names.

Your last name

Any other names you're known by

For example, your maiden name.

Your date of birth

Your email address *

We’ll only use this to send you updates about your will

Your phone number

We’ll only use this to contact you about your will

Address line 1

Address line 2

Address line 3

Postcode

Were you born in either England or Wales?

Yes
No

Which country were you born in?

Have you been married or in a registered civil partnership before?

Yes
No

Have you made any wills before?

Yes
No

Children

Do you have any children?

Yes
No

Including any step children or foster children.

Pets

Do you want to include any pets in your will?

Yes
No

Your will can make sure the animals in your life are properly cared for.

Your Assets

Owning any of the following can affect the type of will you get.

We'll put extra time aside to discuss this on the call.

How much do you think your assets are worth?

People expecting inheritance

Are you leaving anyone out of your will that might expect to be included?

Yes
No

Are you planning to leave someone less inheritance than they might expect?

Yes
No

For example, because you already gifted them money before as part of their inheritance.

Who will manage your will

Who would you like to chose to be your executor?

Choose family or friends
Legal services

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