Wills Questionnaire - McSherry Halliday

Step 1 of 11

Let's get to know you

A Will is an important document as it regulates the succession of your estate. It can often feel daunting considering how to deal with your estate and make provision for when you pass away.

This questionnaire is designed to help you consider how your estate should be dealt with. It should take approximately 15 minutes to complete and we will provide you with a quote shortly afterwards.

The fields marked with * must be completed.

Do you currently have a Will in place?

If yes, where is the principal Will stored?

Your full legal name*

This Will be the same name as shown on your passport, e.g. John James Smith

Your date of birth

Marital Status

Have you ever been married?

Please confirm if you are still married or if you are divorced

Your home address*

Street AddressAddress Line 2CityPostcode

Your Email address*

Your telephone number*

Your children

Please provide name (including middle names), address and age of all children. Please confirm if you have any estranged/predeceased children.

Your spouse/partner full legal name*

This will be the same name as shown on your passport, e.g. John James Smith. If not applicable please write "N/A" in the field.

Your spouse/partner home address*

If not applicable please write "N/A" in the field.

Street AddressAddress Line 2CityPostcode

Appointment of your executors

Your executors are responsible for winding up your estate and distributing this in accordance with the terms of your Will. An executor must be over the age of 16. It is prudent to appoint more than one executor in case your chosen executor cannot act for any reason (e.g. due to them predeceasing you, losing capacity or choosing to step down from appointment). If you wish to appoint more than one executor please indicate whether the additional executor is to be appointed jointly, or will be a substitute (i.e. they will only act if your first executor is unable or unwilling to act).

If you do not have a family member or friend who is able to act as a substitute, you may consider appointing our professional trustee company (McSherry Halliday Trustees Limited) as one of your executors. Please note that we would recommend that you only consider appointing our professional trustee company as your Executor as a last resort.

Once you have chosen how you would like your executors to be appointed please add the required details to the spaces provided.

Who would you like to appoint as your executor or executors?*

Please specify who you want to appoint as your executor or executors?

Executor 1

Full name

Address

Street AddressAddress Line 2CityPostcode

Relationship

Executor 1 (End)

Substitute Executor

Full name

Address

Street AddressAddress Line 2CityPostcode

Relationship

Substitute Executor (End)

Executor 2

Full name

Address

Street AddressAddress Line 2CityPostcode

Relationship

Executor 2 (End)

Details of estate

To enable us to provide you with comprehensive advice, it is important for us to be aware of the extent of your estate. Your estate may comprise heritable property (your house, if you own it) and land, your motor vehicle, any bank accounts, ISAs, stocks, shares or investments, business interest and any other asset held in your name. Please provide us with some further detail on the extent of your estate.

Do you own any heritable property or land?

If yes, please provide the address(es) of property and land. Please specify whether it is held in joint/sole names and provide a total value of your heritable property.

What is the value of all other moveable property? i.e. vehicles, caravans, personal effects of substantial value, bank accounts and investments (including stocks, shares, ISAs and premium bonds).

Do you own any foreign property?

If yes, please provide the address(es) of property and land and whether in joint/sole name.

Has a Will been prepared in another country to cover this property?

Do you have an interest in any business?

If your answer is yes, please provide brief details of the business and shareholding. We can discuss this further with you.

Do you have any life cover in place?

Is this joint life cover? If yes, who is joint policy holder?

If yes, please provide details and confirm the amount payable on death.

Do you have a private pension?

Provide details of the pension provider(s). Is the pension nominated to a particular person? If yes, to whom?

Are you due to inherit from another estate?

If yes please provide details and the approximate value of the estate you are due to inherit

Appointment of Guardians

Children attain the age of legal capacity in Scotland at 16. You may wish to appoint a guardian to look after your children if both of the child’s parents or legal guardians die and the child is under the age of 16. If you appoint two guardians they will be appointed jointly.

Please note that even if a guardian is appointed, this can be overturned/challenged by another party.

We normally include a trust provision within your Will so the share of anyone who is aged under 16 years old at the time of your death, is held in trust for their benefit until they reach the age of capacity or it is passed to a parent or guardian to manage on their behalf.

Would you like to appoint a guardian or guardians?*

Guardian 1

Full name

Address

Street AddressAddress Line 2CityPostcode

Relationship to you

Guardian 1 (End)

Guardian 2

Full name

Address

Street AddressAddress Line 2CityPostcode

Relationship to you

Guardian 2 (End)

Bequests of money to individuals or charities

If you wish to leave a specific sum of money to a named individual or charity please add the name and address details and the amount that you want to bequeath in this section. If the chosen beneficiary is a person and fails to survive you, then his or her legacy will form part of the residue of your estate (described in the next section).

Would you like to bequeath a cash legacy?*

Please specify how would you like to bequeath a cash legacy

Legacy Beneficiary 1

Full name

Address

Street AddressAddress Line 2CityPostcode

Relationship

Amount

Legacy Beneficiary 1 (End)

Legacy Beneficiary 2

Full name

Address

Street AddressAddress Line 2CityPostcode

Relationship

Amount

Legacy Beneficiary 2 (End)

Legacy Beneficiary 3

Full name

Address

Street AddressAddress Line 2CityPostcode

Relationship

Amount

Legacy Beneficiary 3 (End)

Who would you like to inherit the residue of your estate

After your executors have settled all debts, funeral expenses and monetary bequests, the remainder of your estate is known as the "residue". You may leave it to one or more individuals and/or to a charity - the choice is yours.

When considering the distribution of your estate, you should consider the following:

Your instructions below may not apply to your home (or other assets such as an investment account) if the title is held jointly with what is known as a "special destination" or a "survivorship destination". If your title deeds for your home contain what is known as a survivorship destination (normally written in the title deeds as "to A and B and to the survivor of them") then the property will pass automatically to the survivor on death and it does not then form part of your estate. Please provide us with a copy of your title, in order that we can check the position for you.
Legal rights exist in Scotland so that a person’s spouse, civil partner or children cannot be completely disinherited. In the case of a surviving spouse (or civil partner), he or she will have a legal rights entitlement to a share of the net moveable estate. Generally, the term 'moveable estate' includes all assets except land and buildings (except those used in a business). If there are surviving children the share will be one-third, but this increases to one-half if there are no surviving children.
Children will collectively have an entitlement to a share of the net moveable estate. If there is a surviving spouse or civil partner the share will be one-third, but this increases to one-half if there is no surviving spouse or civil partner.
Legal rights will apply even if you put in place a Will. However, those entitled to legal rights can either opt to claim their legal rights or alternatively take what has been left to them in the Will. They cannot claim both.

Which option best describes how you would like your estate to be divided? I would like the residue of my estate to be made over to*

Please specify who you want your estate to be divided between.

If the residue of your estate is to be made over to your spouse or civil partner or significant other please include his or her details below.

Spouse or civil partner or significant other

Full name

Address

Street AddressAddress Line 2CityPostcode

Spouse or civil partner or significant other (End)

If you have selected “other named individual or individuals” above please complete the section below and confirm what share of your estate he, she or they should receive.

Residuary Beneficiary 1

Full name

Address

Street AddressAddress Line 2CityPostcode

Relationship

Percentage share

Residuary Beneficiary 1 (End)

Residuary Beneficiary 2

Full name

Address

Street AddressAddress Line 2CityPostcode

Relationship

Percentage share

Residuary Beneficiary 2 (End)

Residuary Beneficiary 3

Full name

Address

Street AddressAddress Line 2CityPostcode

Relationship

Percentage share

Residuary Beneficiary 3 (End)

Please ensure the percentage shares for each residuary beneficiary above add up to 100%.

If a residuary beneficiary named above fails to survive you would you like his or her share to be made over to his or her children and other future generations?

If a beneficiary named above fails to survive without children would you like his or her share to be divided equally between the remaining beneficiary or beneficiaries named in this section?

Substitute beneficiary

Should any of your named beneficiaries predecease you, provision should be made to specify who you would wish their share to pass to. If no provision is made by you for that part of your estate, it may be distributed in terms of the default laws of succession. You may consider the following substitute positions:

Should any of your children predecease you, the share of the predeceasing child shall pass equally among your remaining children.
Should any of your children predecease you, leaving children of their own (your grandchildren) their share shall pass to their children.
For any other named beneficiaries, who are not your spouse or children, what should happen to their share?

What would be your preferred fallback position based on the three options above?*

If option 3, please provide details

Funeral instructions

Do you want your body to be buried or cremated?

Please provide details, if appropriate

Are there any other complicating aspects to your Will instruction?

Please let us know if any of the following questions apply to you, as this may have an impact on your Will instruction.

Complicating Aspects:

Complicating Aspects

Have you made any gifts in the last 7 years in excess of £3000 in any one year?

Is the value of your estate (including gifts made within the last seven years) after the deduction of debts and liabilities (such as a mortgage) over the inheritance tax threshold of £325,000?

Do you wish to attempt to disinherit a family member such as a child, spouse or civil partner?

Is a potential beneficiary in receipt of means tested benefits, and could an inheritance affect his or her entitlement?

Do you have children from a previous relationship?

Would someone be unhappy with the proposed terms of your Will and may seek to claim legal rights on your estate?

Is your concern to protect your estate from care home fees?

Have any of your beneficiaries had an advance sum of money from you during your lifetime?

Is any heritable property passing to a spouse or direct lineal descendants? If yes, the Residence Nil Rate Band may apply.

If you have made any gifts, please specify.

If you believe someone would be unhappy with the proposed terms of your Will, please provide details here.

We can discuss any complicating factors with you during your meeting.

Feedback and additional questions

Please let us know if you have any feedback, comments, questions or information that you think might be relevant.

Confirm instructions and accept terms

CAPTCHA

ConsentSection Break*

I accept McSherry Hallidays terms and conditions. I declare that I am providing instructions to prepare my Will and the information provided in this form has been completed to the best of my knowledge.

GDPR*

I have read and agree to the storage and use of my data in accordance with the Privacy Policy.
By submitting your email address and telephone number(s) to us you consent to us contacting you by email or telephone in order to enable us to deal with your query.

Phone

This field is for validation purposes and should be left unchanged.

Let's get to know you

Appointment of your executors

Executor 1

Executor 1 (End)

Substitute Executor

Substitute Executor (End)

Executor 2

Executor 2 (End)

Details of estate

Appointment of Guardians

Guardian 1

Guardian 1 (End)

Guardian 2

Guardian 2 (End)

Bequests of money to individuals or charities

Legacy Beneficiary 1

Legacy Beneficiary 1 (End)

Legacy Beneficiary 2

Legacy Beneficiary 2 (End)

Legacy Beneficiary 3

Legacy Beneficiary 3 (End)

Who would you like to inherit the residue of your estate

Spouse or civil partner or significant other

Spouse or civil partner or significant other (End)

Residuary Beneficiary 1

Residuary Beneficiary 1 (End)

Residuary Beneficiary 2

Residuary Beneficiary 2 (End)

Residuary Beneficiary 3

Residuary Beneficiary 3 (End)

Substitute beneficiary

Funeral instructions

Are there any other complicating aspects to your Will instruction?

Feedback and additional questions

Confirm instructions and accept terms

our services

our offices

Will questionnaire

Let's get to know you

Appointment of your executors

Executor 1

Executor 1 (End)

Substitute Executor

Substitute Executor (End)

Executor 2

Executor 2 (End)

Details of estate

Appointment of Guardians

Guardian 1

Guardian 1 (End)

Guardian 2

Guardian 2 (End)

Bequests of money to individuals or charities

Legacy Beneficiary 1

Legacy Beneficiary 1 (End)

Legacy Beneficiary 2

Legacy Beneficiary 2 (End)

Legacy Beneficiary 3

Legacy Beneficiary 3 (End)

Who would you like to inherit the residue of your estate

Spouse or civil partner or significant other

Spouse or civil partner or significant other (End)

Residuary Beneficiary 1

Residuary Beneficiary 1 (End)

Residuary Beneficiary 2

Residuary Beneficiary 2 (End)

Residuary Beneficiary 3

Residuary Beneficiary 3 (End)

Substitute beneficiary

Funeral instructions

Are there any other complicating aspects to your Will instruction?

Feedback and additional questions

Confirm instructions and accept terms