1. Will Questionnaire 03-Jan-161 of 4
© 2009 - 2016 Beneficent Law CIC
Registered Office: 10 Farnborough Drive, Doncaster, South Yorkshire. DN4 6PR
Company Registration No. 06724746
BBeenneeffiicceenntt LLaaww
Community Interest Company
Tel: 01302 534182
Fax: 01302 534182
Email: enquiries@beneficentlaw.co.uk
www.beneficentlaw.co.uk
Will Questionnaire
Please complete this form by typing or writing your answers to those questions which are relevant
to your particular circumstances and then return the completed form by email, fax or post. If
your system supports it, you can also submit the form to us online. If you are completing this
form for a couple who wish us to prepare very similar Wills, only one form is usually needed as the
second spouse/partner's details can be included on page 2 and you can tell us to prepare a mirror
Will for him or her at Question 22.
ABOUT YOU
QUESTIONS YOUR ANSWERS
1. Please tell us your full name, including any
middle names and your title: (e.g. Mr John
William Smith)
2. Please tell us your full postal address,
including your postcode: (e.g. 5 Old Street,
York, North Yorkshire, YO1 2AB)
3. Please tell us your email address: (The email
address you wish us to contact you at)
4. Please tell us a telephone number which we
can use to contact you if we have any
questions about your Will:
5. Please tell us your age now:
6. Please tell us your marital/family status: (i.e.
are you single, married, divorced, cohabiting or
in a civil partnership?)
7. If you are aware of any imminent changes in
your family circumstances, please tell us: (e.g.
getting married or divorced or expecting a child
etc.)
“not for profit, for good” ™
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2. Will Questionnaire 03-Jan-162 of 4
© 2009 - 2016 Beneficent Law CIC
Registered Office: 10 Farnborough Drive, Doncaster, South Yorkshire. DN4 6PR
Company Registration No. 06724746
ABOUT YOUR WILL
QUESTIONS YOUR ANSWERS
8. Please tell us if you have any special wishes
about your funeral arrangements: (e.g. I wish
to be buried at York Cemetery, I wish to be
cremated etc.)
9. If there is just one specific person who you
wish to inherit your entire estate, if he/she
survives you, please tell us this person’s full
name here: (Note. This may perhaps be your
wife, husband, partner, adult son or daughter
etc.) If this question isn’t relevant to your
circumstances, you can skip to question 14.
10. What is this person’s relationship to you?
(e.g. my wife)
11. Please tell us his or her address:
12. What is this person’s approximate age
now?
13. Where the entire estate is left to just one
person, this person would normally be named
as the sole executor of your Will (i.e. the
person who deals with everything). Is this your
wish? (Note. If not, you can tell us who the
executor(s) will be later)
If the questions we asked about naming a sole beneficiary/executor weren’t relevant to you OR if
you completed them but wish to make provision in your Will for what would happen if the person
named as sole beneficiary/executor should die before you or at the same time as you (say in a joint
accident) then please answer the following additional questions. (We recommend that everyone
does so).
QUESTIONS YOUR ANSWERS
14. Please tell us the full names, relationship to
you and addresses of two or more people who
you wish to be appointed as the executors of
your estate (the people who deal with
everything on your behalf):
(e.g. David William Smith, my son, 5 Old Street,
York, North Yorkshire and Peter Jones, my
wife’s brother, 8 Watson Drive, Leeds, West
Yorkshire)
(Note. You can appoint just one executor but
you should appoint two or more if any trust is
created by the Will, perhaps for young
children).
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3. Will Questionnaire 03-Jan-163 of 4
© 2009 - 2016 Beneficent Law CIC
Registered Office: 10 Farnborough Drive, Doncaster, South Yorkshire. DN4 6PR
Company Registration No. 06724746
15. If you have young children and wish to
appoint someone to be a legal guardian for
them, please tell us the full name, relationship
to you and address of this person:
(Note. You can appoint more than one person
but if the people you appoint do not live
together there may be disagreements about
where the children concerned reside).
The next question asks about any specific legacies (fixed sums of money) or specific gifts (like
jewellery, furniture or even a house) which you would like to include in your Will as gifts passing
separately from the residue/main part of your estate. (Please note that if the intended beneficiary
of the gift is the same person who will inherit the residue of your estate then there is no need to
include the gift or legacy here. Please also note that in order to pass by your Will the item gifted
must be in your sole name).
QUESTIONS YOUR ANSWERS
16. Please provide full details of any specific
gifts or legacies and say who will benefit by
telling us the full name, relationship to you and
address of each intended beneficiary:
(Note. If there is insufficient space here, you can
also include this information in a separate note
or email message or you can continue in any of
the unused boxes that follow)
The next questions ask about the residue of your estate (what is left after your funeral expenses
and any debts have been paid and also after any gifts or legacies have been transferred to the
people entitled to them).
QUESTIONS YOUR ANSWERS
17. Please tell us the full name, relationship to
you and approximate age (now) of each person
who you wish to receive a share of your estate:
(e.g. my son David William Smith aged 24 and
my daughter Angela Louise Smith aged 16)
(Note 1. If you named someone as a sole
beneficiary in Q.9 above, we mean if that
person is no longer alive)
(Note 2. If any of the people named here are
not relatives, please also tell us their address)

4. 03-Jan-164 of 4
© 2009 - 2016 Beneficent Law CIC
Registered Office: 10 Farnborough Drive, Doncaster, South Yorkshire. DN4 6PR
Company Registration No. 06724746
QUESTIONS YOUR ANSWERS
18. Is the estate to be shared equally between
the people you have named?
(Note. if not please tell us what the shares will
be)
19. If any of the people you have named are
minors, please tell us what age they will receive
their share if you die before they have reached
this age:
(Note. The usual ages specified are 18 or 21
and the executors, as trustees, will hold the
person’s share in the estate in trust until he or
she reaches the chosen age)
20. If any of these beneficiaries should die
before you or before they reach the specified
age, would you like any children of the
beneficiary to inherit his/her share?
(Note. If not, the share would normally just be
divided between any surviving beneficiaries)
21. If you wish to include a provision in your
Will to say what would happen if all of these
intended beneficiaries should die, either,
before you or with you (in the event of a
catastrophic accident, for example) please tell
us here:
(Note. This question is most relevant to people
who live with those who are the first and
second choice beneficiaries under the Will, like
parents who live together and with their young
children, for example)
ADDITIONAL COMMENTS
QUESTIONS YOUR ANSWERS
22. If you have any other comments in
response to any of our questions or anything
else to add concerning your Will, please tell us
here:
(Note. If you wish us to prepare an identical
Will for your spouse or partner please tell us
here as it will avoid the need to complete two
separate forms)
Thank you for your kind instructions.
Beneficent Law CIC
Will Questionnaire
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