Questionnaire - Will Drafting Your details* First Email* Phone*Executors / TrusteesWho would you like to appoint as your Executor (the person responsible for carrying out your Will)?Who would you like to appoint as your Executor (the person responsible for carrying out your Will)?If so, please provide details.If your chosen Executor cannot act, who should be appointed as the Substitute Executor?Would you like a professional executor (e.g., law firm, trust company) to act instead or alongside your chosen executor?BeneficiariesWho are your main beneficiaries (persons who will inherit your estate)? Please provide their full names and relationship to you.Do you wish to give specific gifts (cash, property, jewellery, etc.) to any beneficiary? Yes No If so, please provide details.How would you like the remainder (residue) of your estate to be distributed after debts, taxes, and specific gifts are settled?If a beneficiary passes away before you (predeceases you), what should happen to their share? (e.g., pass to their children, be shared among other beneficiaries, etc.)Guardianship (if applicable)If you have minor children, who would you like to appoint as Guardian(s)?Would you like to appoint an Alternate Guardian if your first choice is unable to act?Other InstructionsDo you have any funeral or burial wishes (e.g., cremation, burial, religious rites)?Do you have any charitable donations you wish to make?Do you have any other instructions or wishes not covered above?Dateutm_mediumutm_sourceutm_campaignutm_termutm_contentutm_adgroupurl_link Δ
