Will Questionnaire

Step 1 of 7

Section 1: Personal Information

1.1 Basic Details

First name Last name

Address

Address Line 1 City/Town State / Province / Region ZIP / Postal Code Country

1.2 Contact Information

Telephone number

Mobile Number

Email

1.3 Additional Details

Occupation

Marital Status

Spouse's full name

Date of Marriage

Section 2: Children
2.1 Children's Details
Do you have children

Yes

No
Number of children
For each child
Child 1's full name
Child 1's date of birth

Child 1's current age
Child 1's address (if different from yours)
Street Address City State / Province / Region ZIP / Postal Code Country

Child 2's full name
Child 2's date of birth

Child 2's current age
Child 2's address (if different from yours)
Street Address City State / Province / Region ZIP / Postal Code Country

Child 3's full name
Child 3's date of birth

Child 3's current age
Child 3's address (if different from yours)
Street Address City State / Province / Region ZIP / Postal Code Country

Child 4's full name
Child 4's date of birth

Child 4's current age
Child 4's address (if different from yours)
Street Address City State / Province / Region ZIP / Postal Code Country

2.2 Guardianship (for minor children)
A guardian is a person (or people) who are named in a will to take care of a minor child or children if their parents pass away.
Guardian's Full Name
Guardian's Address
Street Address City State / Province / Region ZIP / Postal Code Country

Relationship to You

Section 3: Assets and Liabilities
3.1 Particulars of Assets
Assets are valuable items or interests owned by an individual, which may include property, cash, investments, personal belongings, and any rights that can be transferred or inherited.
Do you have any assets to include in your will?

Yes

No
List of Assets with Approximate Values

3.2 Particulars of Liabilities
Liabilities are debts or financial obligations that a person owes to others. In the context of estate planning, liabilities refer to any outstanding debts or obligations that a person has at the time of their death, which must be settled before distributing assets to beneficiaries as outlined in their will.
Do you have any liabilities?

Yes

No
List of Liabilities

3.3 Joint Property
Joint property includes assets like real estate, bank accounts, and investments that are held jointly with another person, often a spouse, partner, or family member.
Do you own any joint property?

Yes

No
Details of Joint Property
3.4 Pension Scheme Benefits and Life Assurance
Pension scheme benefits refer to the funds or income accumulated in a pension plan over an individual’s working life, which are used to support them in retirement. There are different types of pension schemes in Ireland, including state pensions, workplace pensions, and personal pensions.

Life assurance (often called life insurance in other regions) is a policy that provides a lump sum payment to designated beneficiaries upon the policyholder’s death. Life assurance can be an essential part of estate planning, as it offers financial support to loved ones, helping them cover expenses, debts, or ongoing living costs.
Do you have pension scheme benefits?

Yes

No
Details of Pension Scheme Benefits
Do you have life assurance policies?

Yes

No
Details of Life Assurance

Section 4: Beneficiaries
4.1 Primary Beneficiaries
Primary Beneficiaries are the individuals or entities designated to receive specific assets, portions of the estate, or inheritance directly from the deceased's estate.
Do you have primary beneficiaries in mind?

Yes, to split everything equally among my children

Yes, I have a list

No
Number of beneficiaries
For each beneficiary:
Beneficiary's Full Name
Beneficiary's Address
Street Address City State / Province / Region ZIP / Postal Code Country

Relationship to You
Percentage of Estate
Beneficiary 2's Full Name
Beneficiary 2's Address
Street Address City State / Province / Region ZIP / Postal Code Country

Beneficiary 2's Relationship to You
Beneficiary 2's Percentage of Estate

Section 5: Will Instructions
Have you made a previous will?

Yes

No
Location where will is held
Section 6: Executors
Executor of a will is the person appointed under a will to look after the affairs/estate of the deceased person and make sure their wishes, as set out in their will, are put into place.
Do you have a person in mind to act as your executor?

Yes

No
Number of Executors
For each executor:
Executor's Full Name
Executor's Address
Street Address City State / Province / Region ZIP / Postal Code Country

Executor's Relationship to You
Executor 2's Full Name
Executor's Address
Street Address City State / Province / Region ZIP / Postal Code Country

Executor's Relationship to You
Executor 3's Full Name
Executor's Address
Street Address City State / Province / Region ZIP / Postal Code Country

Executor's Relationship to You

Section 7: Funeral Arrangements and Last Wishes
7.1 Funeral and Burial Arrangements
Do you have specific instructions regarding your funeral or grave arrangements?

Yes

No
Funeral Type

Grave Arrangements

Other Specific Instructions
7.2 Last Wishes and Cultural Considerations
Would you like to list individuals to be notified or invited?

Yes

No
Would you like to have a wake?

Yes

No
Preferred Location for Wake
Would you like any religious or cultural rituals to be observed?

Yes

No
Special Instructions for Announcements
Other Wishes or Instructions

Final Section: Review, Declaration, and Copy Confirmation
Please confirm that all the information provided is accurate to the best of your knowledge
I confirm the information is correct
Signature
Date of Completion

A copy of the completed form will be sent to the email address provided.

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The Essential Will Questionnaire: Your First Step in Estate Planning

Section 1: Personal Information

Section 2: Children

Section 3: Assets and Liabilities

Section 4: Beneficiaries

Section 5: Will Instructions

Section 6: Executors

Section 7: Funeral Arrangements and Last Wishes

Final Section: Review, Declaration, and Copy Confirmation