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Estate Planning Questionnaire

1. PERSONAL DETAILS

YOUR FULL NAME

ADDRESS (CURRENT)

ADDRESS (PERMANENT)

COUNTRY OF : (A) DOMICILE  
  (B) RESIDENCE  
TELEPHONE NO DATE OF BIRTH
MARITAL STATUS DATE OF MARRIAGE
 

2. WIFE / HUSBAND / PARTNER

NAME DATE OF BIRTH
ADDRESS
 

3. CHILDREN (NAMES, ADDRESSES AND DATES OF BIRTH)

(i)
(ii)
(iii)
(iv)
DO YOU HAVE ANY CHILDREN WHO HAVE PREDECEASED YOU?
 

4. AMOUNT OF ESTATE

(a) HOUSE   £
  JOINT TENANCY WITH WIFE ? YES NO  
  OR TENANTS IN COMMON ? YES NO  
  MORTGAGE ? YES NO  
  IF "YES", NAME OF LENDER
  ADDRESS OF LENDER
  MORTGAGE ACCOUNT NO.
(b) SECOND HOME / TIMESHARE   £
(c) BUILDING SOCIETY / BANK DEPOSITS   £
(d) STOCKS & SHARES   £
(e) NATIONAL SAVINGS / CERTIFICATES / PREMIUM BONDS   £
(f) GOVERNMENT SECURITIES   £
(g) HOUSE CONTENTS (incl. cars, boats, etc)   £
  JOINTLY OWNED ? YES NO  
(h) LIFE ASSURANCE   £
(i) OTHER VALUABLE ASSETS
(j) DO YOU HAVE AN INTEREST IN ANY BUSINESS?
(k) ANY EXPECTED INHERITANCE FROM A RELATIVE ?   £
(l) ARE YOU IN RECEIPT OF INCOME FROM A TRUST FUND ?   £
 

5. EXECUTORS / TRUSTEES

WHOM DO YOU WISH TO ADMINISTER YOUR ESTATE ?
EBS TRUSTEES LIMITED YES NO
OTHER
 

6. BEQUESTS

(a) DO YOU WISH ANYONE TO BE LEFT SPECIFIC GIFTS OR BEQUESTS (eg. grand piano to eldest daughter, house to younger son, jewellery to a friend)?
(b) DO YOU WISH ANY PERSON OR CHARITY TO BE LEFT A SPECIFIC SUM OF MONEY?
 

7. BENEFICIARIES

(a) WHO IS TO BENEFIT FROM YOUR REMAINING ESTATE (NAMES, ADDRESSES AND PROPORTIONS) ?

(b) IF ANY OF THE ABOVE DIE BEFORE YOU, WHO DO YOU WISH TO REPLACE THEM, OR IS THEIR SHARE TO BE INCLUDED AS PART OF THE RESIDUE OF THE ESTATE FOR THE BENEFIT OF THE SURVIVING BENEFICIARIES ?
 

8. GUARDIANS

(a)

IN THE EVENT THAT BOTH HUSBAND AND WIFE DIE LEAVING YOUNG CHILDREN, WHO DO YOU NOMINATE TO BE GUARDIANS OF YOUR CHILDREN (FULL NAMES AND ADDRESSES) ?

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Lanark
ML11 7NE

t: 01555 678900   f: 01555 678910

Email:
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