Where is the original held? Did you make an Enduring Power of Yes Yes Attorney before October 2007? No No Have you made a Lasting Power of Attorney in relation to: Yes Yes your property and affairs? No No Yes Yes your personal welfare? No No What is your reason for making a new will? (e.g. current will have never made a will before; wish to add/remove beneficiaries; marriage/divorce) Is there any particular urgency? Yes Yes (e.g. illness; hospital stay; No No marriage; travel) Brief details Is adequate provision for your Yes Yes spouse/civil partner of primary No No importance to you? Is the tax efficiency of your will Yes Yes very important to you? No No Are you concerned to provide for Yes Yes young or vulnerable members of No No your family? Any other factors? I understand that Russell-Cooke’s will be given on the basis of the information advice disclosed in this will questionnaire, and I agree to notify them of any significant changes before I sign my will. Signed …………………………............ ………………………..................... Date …………………………............ ………………………..................... (If remitting the will questionnaire by e-mail, a hard copy may be signed at the meeting)
Where is the original held? Did you make an Enduring Power of Attorney before October 2007? Yes No Yes No Have you made a Lasting Power of Attorney in relation to: your property and affairs? Yes No Yes No your personal welfare? Yes No Yes No What is your reason for making a new will? (e.g. current will have never made a will before; wish to add/remove beneficiaries; marriage/divorce) Is there any particular urgency? (e.g. illness; hospital stay; marriage; travel) Yes No Yes No Brief details Is adequate provision for your spouse/civil partner of primary importance to you? Yes No Yes No Is the tax efficiency of your will very important to you? Yes No Yes No Are you concerned to provide for young or vulnerable members of your family? Yes No Yes No Any other factors? I understand that Russell-Cooke’s advice will be given on the basis of the information disclosed in this will questionnaire, and I agree to notify them of any significant changes before I sign my will. Signed …………………………............ ………………………..................... Date …………………………............ ………………………..................... (If remitting the will questionnaire by e-mail, a hard copy may be signed at the meeting)
will-questionaire.docx