Your 15-minute Will Info form

Fill some details out to let us know what type of Will you are looking to get. After you fill this out, one of our GetWill advisors will contact you shortly to discuss further.

We'll use your details to get in touch with you

Your assets

Owning any of the following can affect the type of will you get.

What you would like to happen when you die

You can still make specific gifts like sentimental items or one-off cash amounts to people or charities later. The things you own when you die are known as your 'estate'.

People expecting inheritance

The people you trust to manage your will

The people you trust to manage your will when you die are called 'executors'.

Additional information

We want to prepare as much as we can for our call with you

About you
Contact details
Children & Pets
Your assets
Inheritance
People expecting inheritance
Who will manage your Will
Additional information

Your contact details

Your title

Your first names (including middle names)

Your last name

Any other names you are known by (for example, your maiden name)

Your date of birth

Your email address

Your phone number

Your address (please include postcode)

Were you born in England or Wales?

Yes No

Have you been married or in a registered civil partnership before?

Yes No

Have you made any wills before?

Yes No

Children

Do you have any children?

Yes No

Pets

Do you have any pets?

Yes No

Your estate

What do you want to happen to your estate?

Leave it all to one person Leave it all to one charity Split it equally between some people or charities Split it unequally between some people or charities

Do you want to leave any specific gifts? If so, write them here.

People expecting inheritance

Are you leaving anyone out of your will that might expect to be included?

Yes No

Are you planning to leave someone less inheritance than they might expect?

Yes No

Choosing executors

Who would you like to chose to be your executor?

Choose family or friends I would prefer a professional executor Discuss later

Would you like a backup executor? For example, in case someone you have chosen is unable to be your executor.

Yes, choose family or friends Yes, I would prefer a backup professional executor No Discuss later

Additional information

Is there anything else you want us to know or any questions you have?

Yes No

Your 15-minute Will Info form

We'll use your details to get in touch with you

Your assets

What you would like to happen when you die

People expecting inheritance

The people you trust to manage your will

Additional information

Your relationship status

Which option best describes your relationship status?

Do you and your spouse own any joint assets together?

Do you and your civil partner own any joint assets together?

Do you and your partner own any joint assets together?

Do you and your spouse want to make your wills together?

Do you and your civil partner want to make your wills together?

Do you and your partner want to make your wills together?

Your contact details

Your title

Your first names (including middle names)

Your last name

Any other names you are known by (for example, your maiden name)

Your date of birth

Your email address

Your phone number

Your address (please include postcode)

Were you born in England or Wales?

Have you been married or in a registered civil partnership before?

Have you made any wills before?

Children

Do you have any children?

How many children do you have?

How many of your children are under 18?

Pets

Do you have any pets?

Your assets

Do you have any of the following?

How much do you think your assets are worth?

Your estate

What do you want to happen to your estate?

Give us the name of the person that should inherit your entire estate

Give us the name of the charity that should inherit your entire estate

Tell us the names of the people and/or charities that should inherit your estate in equal shares

Tell us the names of the people and/or charities that should inherit your estate. Also, tell us what each of those people should inherit - this can be specific amounts and/or shares.

If they die before you, who would you like to leave their share to?

If the charity closes down before you die, who would you like to leave their share to?

If any of those people die before you, or a charity closes down before you die, who would you like to leave their share to?

If any of those people die before you, or a charity closes down before you die, who would you like to leave their share to?

Do you want to leave any specific gifts? If so, write them here.

People expecting inheritance

Are you leaving anyone out of your will that might expect to be included?

Are you planning to leave someone less inheritance than they might expect?

Choosing executors

Who would you like to chose to be your executor?

Give us the details of the person, or people, you would like to appoint as executors.

Would you like a backup executor? For example, in case someone you have chosen is unable to be your executor.

Give us the details of the person, or people, you would like to appoint as backup executors.

Additional information

Is there anything else you want us to know or any questions you have?

Include anything else that you want to discuss on the call

When to contact you

What dates and times are good for us to contact you for your GetWill Writing appointment?

Location

5 Piccadilly Place, Manchester, M1 3BN

Call us

0161 528 4400

Email us

info@getwill.co.uk