Will Enquiry

Our expert team are here to help you with all aspects of planning for future generations and safeguarding your assets. Estate planning often involves the use of “trusts”.

Full Name(s)

Phone Number

Address

Occupation(s)

Do you already have a Will in place?

Yes, it needs amending/checking Yes, but I can't find it No Other

Do you have Enduring or Lasting Powers of Attorney?

Yes, Enduring Power of Attorney Yes, Lasting Powers of Attorney No Other

Have you been resident in the UK for the past 10 years?

Yes No

Are you Married or in a Civil Partnership?

Yes No

Do you have any children or dependents?

Yes No

Do you own your own Property?

Yes, on my own Yes, as Joint Tenants Yes, as Tenants in Common No Other

Do you own any other Property in the UK or Overseas?

Yes No

Do you own a Business / Shares in a Business or Agricultural Property?

Yes No Other

Are you Interested in Leaving any of your Estate to Charity?

Yes No

Please set out the value of your Assets (including: property, bank accounts, investments, and personal possessions)

Please provide details of any Pensions and Life Assurance Policies (including: value and nominated to anyone / written into Trust)

Do you propose excluding any family members or dependants in your Will?

Yes No

If you answered yes to the above question (excluding any family or dependants), please state who and why?

Have you made any Gifts or set up any Trusts in the last 7 years?

Yes No

Please provide details of any Liabilities (including: Mortgages and Loans)

Do you have a preferred Lawyer?

Alexandra Gordon Jo Masson Poppy Harvey

Legal Disclamer

I/We understand and consent to Tassells LLP having the information in this form.

Contact our team today to enquire about Will Enquiry

Alexandra Gordon

Jo Masson

Poppy Harvey

Specialist legal services in Private Client,
Property Law and Business Law.

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Tassells LLP
2 Jubilee Way
Faversham
Kent ME13 8GD

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