Will & Estate Planning Questionnaire
The sensitive fact-find: family, assets in bands, wishes, and the complexities that matter.
6 questions · 1 page · about 5 minutes to answer · fully editable after you start
Estate instructions collected conversationally miss the complexities that invalidate simple wills: the previous marriage, the overseas property, the dependent with support needs. This questionnaire collects the picture privately first – family structure with the follow-up prompts that surface complexity, assets in comfortable bands, guardian and executor thoughts, and specific wishes.
Clients complete it at home where the family details are checkable; the drafting meeting then starts at decisions, not archaeology.
Template preview
This is a picture of every question as a respondent would see it, so nothing on it can be clicked or typed into. Use this template to get your own editable copy.
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Page 1
Your estate picture
This questionnaire asks about your family, your assets and your wishes. We use your answers to prepare advice on your will and estate plan. It takes about 5 minutes. If your matter is urgent, please contact us directly, as this form may not be read straight away. Please do not include card numbers or passwords.
Q1.Full name and marital status (including previous marriages)*
Q2.Children and dependents - names, ages, and any with particular support needs*
Q3.Estimated total estate (home, savings, pensions, business)*
- Under $100,000
- $100,000 to under $325,000
- $325,000 to under $1 million
- $1 million or more
- Genuinely unsure
Q4.Do any of these apply?
| No | Yes | Unsure | |
|---|---|---|---|
| Property or assets abroad | |||
| Business ownership | |||
| A previous will exists | |||
| Someone likely to contest |
Q5.Initial thoughts on executors and (if relevant) guardians*
Q6.Specific wishes, gifts, or exclusions you already know you want
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