Please complete this questionnaire and submit it to us by clicking on the SUBMIT button at the end of the form. We will use your answers to these questions to prepare your Will. Once submitted, we will be in touch with you to discuss your Will preparation further.

If you need assistance or have any questions, please call us on 0121 788 1234.

First, let’s get to know you

This is the name on your passport or driving licence.
Please provide your full name
We'll never share your email with anyone else.
Please provide your email
Please provide your date of birth

If you would like to have a Joint Will for you and your partner please fill in the details below. If the Will is just for you, you can leave this blank.

This is the name on thier passport or driving licence.
Please provide your partner's full name
Please provide your partner's date of birth

We will send a copy of the will to this address

Please provide your address
Please provide a town or city
Please provide your postcode

If you don't have any children please leave this section blank.

eg. Mr John H Smith, 48

Your estate is made up of the things you own when you die — any property, bank accounts, savings and belongings you'll have.

It's hard to predict what you'll own when you die. So, rather than list all the things that you own now, you can leave your whole estate to the people or charities you choose.

If you have any sentimental items you want to pass on, or one-off cash amounts you want to leave, we'll ask for details of these when we call..

Please use full names of people and charities

The people you trust to manage your will when you die are called 'executors'.

What executors do

Executors are responsible for sorting out what you own when you die. They find details of everything you own, pay off any debts and distribute what's left. It can be complicated — there's usually legal and financial matters to sort out — and it can take months to finish everything that's needed.

Who you can choose

You can choose between one and four executors to act at any one time. If you choose more than one, they’ll decide between them how to split the responsibility. Many people choose at least two executors, in case the first is unable to do it.

You can choose:

  • family or friends, even if you've already named them in your will
  • a legal professional or firm, such as a family solicitor

Please use full names of executors and/or firms

Owning any of the following can affect the type of will you get.

We'll put extra time aside to discuss this on the call.

Tick the boxes that apply to you:

We want to prepare as much as we can for our call with you.

Tell us if there's anything else you want us to know or any questions you have.

Thank you for providing initial information for us to start preparing your will. We will be in touch with you soon to arrange a call to discuss your application further.

Please note that we are unable to prepare wills for non UK residents or for estates worth over £400,000.

We will contact you on this number to prepare your will.
Please provide a contact phone number
By submitting this form you are agreeing that we can contact you by phone and email.