Questionnaire – Sandsford Law

I confirm that
I have not been diagnosed with an illness recognised as being capable of affecting testamentary capacity (e.g. dementia, epilepsy, Parkinson’s disease etc)
I do not have concerns as to my mental capacity
No concerns have been expressed by anyone else as to my mental capacity (e.g. confusion, forgetfulness or a marked change in personality)
I have not had a recent physical or emotional traumatic event

Personal Information

Please tell us about the Testator ( the person for whom the Will is being made)

What is your full legal name?

Testator First Name

Testator Last Name

Date of Birth

What is your current residential address?

Find my address

Do you have a previous will? If so, would you like to revoke it?

Yes

Please upload previous will (optional)

Choose File

Guardianship (if applicable)

Do you have children under 18? If so, who would you like to appoint as their legal guardian(s) in the event of your death?

Can appoint Guardians to act as “substitute parents” and supervise the children’s schooling and welfare.

Yes, but I do not want to deal with guardianship in my will

Yes, and I wish to appoint guardian

Guardian`s Full Name

Address

Address Line 1

Address Line 2

City

Post Code

Relationship to you ?

If you are appointing guardians for minor children, would you like to leave instructions about their upbringing, education, or religious upbringing?

If a guardian can no longer act, do you have an alternate guardian in mind?

Yes

Alternate Guardian`s Full Name

Address

Address Line 1

Address Line 2

City

Post Code

Relationship to you ?

Pets

Do you have any pets?

Yes, but I don’t want to deal with their welfare in my Wil

Yes, and I want to appoint guardians for my pet(s)

Please list your pets

Pet Name

Pet Type

Add another Pet

Pet Name

Pet Type

Who would you like to look after your pet(s) after you are gone?

First Name

Last Name

Relationship to you

Would you like to set aside funds for their care?

Yes

Amount

Beneficiaries

Who do you wish to leave your estate to?

- Please list the names of beneficiaries and their relationships to you.
- How do you want your estate to be divided among your beneficiaries (e.g., equally, by percentage, or specific gifts to certain people)?

Select the Number of Beneficiaries

Beneficiary 1, full name eg Spouse / Partner / Children

Address

What Percentage do you want to leave to Beneficiary 1

Relationship to you

Beneficiary 2, full name eg Spouse / Partner / Children

Address

What Percentage do you want to leave to Beneficiary 2

Relationship to you

Beneficiary 3, full name eg Spouse / Partner / Children

Address

What Percentage do you want to leave to Beneficiary 3

Relationship to you

Beneficiary 4, full name eg Spouse / Partner / Children

Address

What Percentage do you want to leave to Beneficiary 4

Relationship to you

Beneficiary 5, full name eg Spouse / Partner / Children

Address

What Percentage do you want to leave to Beneficiary 5

Relationship to you

If one or more of your beneficiaries predeceases you, who would you like to inherit their portion of the estate?

Add Alternate Beneficiaries

Your estate covers all of your money and possessions – “all your worldly goods.”

Allocate Shares equally amongst remaining beneficiaries

Allocate to new beneficiaries

Not Applicable

Select the Number of Beneficiaries

Beneficiary 1, full name eg Spouse / Partner / Children

Address

What Percentage do you want to leave to Beneficiary 1

Relationship to you

Beneficiary 2, full name eg Spouse / Partner / Children

Address

What Percentage do you want to leave to Beneficiary 2

Relationship to you

Beneficiary 3, full name eg Spouse / Partner / Children

Address

What Percentage do you want to leave to Beneficiary 3

Relationship to you

Beneficiary 4, full name eg Spouse / Partner / Children

Address

What Percentage do you want to leave to Beneficiary 4

Relationship to you

Beneficiary 5, full name eg Spouse / Partner / Children

Address

What Percentage do you want to leave to Beneficiary 5

Relationship to you

Is there anyone you would like to specifically exclude from your will?

Add Excluded Beneficiaries

Excluded Beneficiary Full Name

Address

Reason for excluding

Relationship to you

Would you like to provide a written explanation for this exclusion to help prevent a legal challenge (such as a contentious probate claim)?

Residuary Estate

After all specific gifts have been distributed and debts paid, would you like to add new beneficiaries to receive the remaining balance (residuary estate)?

Yes

Select the Number of Beneficiaries

Beneficiary 1, full name eg Spouse / Partner / Children

Address

What Percentage do you want to leave to Beneficiary 1

Relationship to you

Beneficiary 2, full name eg Spouse / Partner / Children

Address

What Percentage do you want to leave to Beneficiary 2

Relationship to you

Beneficiary 3, full name eg Spouse / Partner / Children

Address

What Percentage do you want to leave to Beneficiary 3

Relationship to you

Beneficiary 4, full name eg Spouse / Partner / Children

Address

What Percentage do you want to leave to Beneficiary 4

Relationship to you

Beneficiary 5, full name eg Spouse / Partner / Children

Address

What Percentage do you want to leave to Beneficiary 5

Relationship to you

Executors

Who would you like to appoint as the executor(s) of your will? (An executor is the person responsible for carrying out your wishes after your death.)

Appoint your own Executors

Appoint Sandsford Law as Executors

First Name of Executor

Last Name of Executor

Address

Address Line 1

Address Line 2

City

Post Code

Would you like to appoint reserve executor(s) in case your primary executor is unable to serve?

Yes

Appoint Sandsford Law as Reserve Executors

First Name of Reserve Executor

Last Name of Reserve Executor

Address

Address Line 1

Address Line 2

City

Zip Code

Funeral Wishes

Do you have any specific wishes regarding your funeral arrangements (e.g., burial, cremation, location)?

I have no preference

I would like to be cremated

I would like to be buried

I would like a natural burial

I would like to donate my body to medical science

I also request

Would you like your executor to set aside money from your estate to cover funeral expenses?

Yes

Amount

Assets

Debts and Liabilities

Are there any debts, liabilities, or financial obligations that need to be settled from your estate before distribution to beneficiaries?

Yes

Please provide details below

Upload Supporting Documents (e.g., loan agreements, statements, etc) (Optional)

Choose File

Have you made any loans to family members or friends that should be forgiven or repaid upon your death?

Yes

Please provide details below

Are there any debts owed to you that should be collected by your estate?

Yes

Please provide details below

Digital Assets

Do you have any digital assets (e.g., online accounts, cryptocurrency) that need to be included in the will? If so, who should manage or inherit these?

Yes

Please provide details below

Do you have instructions for managing your social media accounts, email, or online subscriptions after your death?

Yes

Please provide details below

Would you like to leave instructions for accessing any password-protected digital assets or accounts?

Yes

Please provide details below

Properties

Property and Assets in the UK

Do you own any property or real estate? If so, would you like it sold and proceeds distributed, or left to a specific beneficiary?

Yes

Please provide details below

Do you have any bank accounts, savings, investments, or pensions? Who would you like these to go to?

Yes

Please provide details below

Foreign Property and Overseas Assets

Do you own any property or assets outside of the UK? If so, would you like to address how these should be handled in your will?

Yes

Please provide details below

Are there any other international considerations or laws (e.g., dual nationality) that might affect the distribution of your estate?

Yes

Please provide details below

Business

Business Interests (if applicable)

Do you have any business interests or shares in companies? How would you like these managed or distributed after your death?

Yes

Please provide details below

Family Business Succession (if applicable)

If you own a family business, do you have a succession plan in place for how ownership and management will transfer?

Yes

Please provide details below

Would you like to leave specific instructions regarding the sale or continuation of the business?

Yes

Please provide details below

Charitable Donations

Would you like to leave any portion of your estate to charities? If so, which charities and how much?

Yes

Please provide details below

Long-Term Care and Disability

Are there any vulnerable family members or beneficiaries with special needs that should receive specific care or provisions through your will?

Yes

Please provide details below

Would you like to set up a lasting power of attorney for health and welfare or property and financial affairs, in case you lose mental capacity before death?

Yes

We will arrange a free consultation with one of our Team for you.

Additional Questions

Are there any conditions or stipulations you would like to place on inheritances (e.g., age requirements)?

Yes

Please provide details below

Personal Messages and Wishes

Would you like to include a personal letter to any beneficiaries (non-legally binding) expressing your thoughts, memories, or wishes?

Yes

Please provide details below

Would you like to leave any guidance for how sentimental items (e.g., photo albums, letters, etc.) should be distributed or preserved?

Yes

Please provide details below

Witnesses

Have you considered who will act as witnesses to the signing of your will? (Note: They cannot be beneficiaries or the spouses of beneficiaries.)

Yes

Please provide details below

I have read and agree to the Terms and Conditions

Personal Information

Guardianship (if applicable)

Do you have children under 18? If so, who would you like to appoint as their legal guardian(s) in the event of your death?

Pets

Please list your pets

Who would you like to look after your pet(s) after you are gone?

Beneficiaries

Who do you wish to leave your estate to?

Will Contestation Considerations

Specific Gifts and Legacies

Residuary Estate

Executors

Funeral Wishes

Assets

Debts and Liabilities

Digital Assets

Properties

Property and Assets in the UK

Foreign Property and Overseas Assets

Business

Business Interests (if applicable)

Family Business Succession (if applicable)

Charitable Donations

Long-Term Care and Disability

Additional Questions

Personal Messages and Wishes

Witnesses