Completing the Fact Find Questionnaire is the first step to getting your Will. The information you provide here will allow us to gain a better understanding of your situation and circumstances so that we can provide the best possible advice.
Please take a look at the support options below if you require help with completing the form.
Click on a section below for help with completing the form.
Please provide details about you, answering all of the mandatory fields (*).
If you are married, in a Civil Partnership or living with a partner you may want to take out a joint Will. Please provide details of your partner or Spouse.
Even if a joint Will is not required, this information is useful.
Beneficiaries are the people you wish to inherit your estate and assets. At this stage we just need the names and addresses of your primary beneficiaries.
If you have children under the age of 18 years you will need to appoint a legal guardian – someone will who take responsibility of raising your child(ren) in your absence.
We recommend discussing this with your family and friends and appoint someone who has similar morals, lifestyle and interests as you.
Please leave this blank if you do not know at this stage.
Executors are appointed to ensure that the instructions you leave in your Will are carried out.
Responsibilities include managing your estate, arranging your funeral, and applying for probate. Our guide to choosing executors contains further information about their role and responsibilities.