Wills and estate planning questionnaire
Gathers family, assets and wishes before a wills appointment, so the first meeting focuses on decisions rather than data collection.
About 8 min to complete. legal, wills, estate planning.
Use this templateQuestions in this template
- Your full name
- Your relationship status
- How many children do you have?
- Are any of them under 18?
- Who would you want to look after them?
- What do you own?
- Who would you like to carry out your wishes (your executor)?
- Tell us what matters most about who receives what.
- Would you like to leave a gift to a charity?
- Do you already have a will?
Related templates
Plan for the people you love.
This questionnaire helps your solicitor prepare. It takes about eight minutes and you can save and return.