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Wills questionnaire

We want to make sure your Will gives full expression to your own wishes and that it does not give rise to any unnecessary tax liability.  To help us in achieving those aims, it would be useful if you would complete our Wills questionnaire and return it to us ahead of your appointment.  The questions are numbered and you may find it convenient to use the same numbering in giving your replies.

In some circumstances it may be desirable to supplement your replies by discussion before the Will is drafted.  If you would prefer not to answer this questionnaire at all of course we respect your decision, but it may take more time for us to be able to complete our meeting with you to get all the relevant details prior to commencement of the drafting of the Will.

If you would like an estimate from us for the cost of drafting your Will, then please print off our Wills Questionnaire, complete and send the form to us for the attention of:

Warner Goodman LLP
66 West Street
Fareham
Hampshire
PO16 OJR

For more information please contact the team on 01329 222075 or emailing us at privateclientenquiry@warnergoodman.co.uk.

 

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