Will questionnaire

Assets

Home & other UK property*

Foreign property*

Personal belongings*

Digital assets*

Savings*

Shares/investments/bonds*

Business assets*

Insurance policies*

Mortgage/loans/credit cards and other debts*

Would you like to make a lasting power of attorney (LPA)?*

Yes
No

An LPA is a legal document that lets you nominate people to make decisions on your behalf if you become unable to make them for yourself either temporarily or permanently.

Is there is anything else you’d like us to know ahead of us meeting you (including any changes to your financial or personal circumstances now or in the near future)?

How did you hear about Willans?*

Other

We will need some further information from you when we meet. We will let you have details of this when we contact you to confirm the appointment.

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Creating a will

Before we meet to discuss your will, it would be useful if you could please complete this secure form for us to consider ahead of the appointment.

Assets