Will enquiry form test

To get started, please let us know whether you live in Scotland or England?*
Your full legal name*
This will be the same name as shown on your passport, e.g. Susan Mary Smith
Your home address*
Street AddressAddress Line 2CityPostcode
Your Email address*
Your telephone number*

Appointment of your executors
Your executors are responsible for winding up your affairs and distributing your estate in accordance with the terms of your will. You should appoint more than one executor in case your chosen executor cannot act for any reason.
We recommend that you consider our professional trustee company (Gilson Gray Nominees Limited) as one of your executors. Our professional trustee company does not charge a fee for acting as an executor, unlike other banks or corporate trustees.
How many executors do you wish to appoint?*

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.
Would you like to appoint a guardian or guardians?*

Gifts of money to individuals or charities
Would you like to leave a specific item or sum of money to a named individual or charity?
- Yes
- No

Who would you like to inherit the residue of your estate
After your executors have settled all debts, funeral expenses and gifts of money, the remainder of your estate is known as the “residue”. You can leave it to one or more individuals or to a trust or to charity – the choice is yours.
Please describe in your own words, how you would like to residue of your estate to distributed

Funeral instructions
Do you want to specify funeral instructions? For example, you may wish for your body to be buried or cremated?

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*
- 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 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?
- Is someone, such as a family member, likely to challenge your will?
- Are you considering protecting your estate from care home fees?
- Do you own property or assets situated outside the United Kingdom?
- Do you own or have an interest in a private business, partnership or farm?
- More than one of the items above apply to me
- None of the above applies to me
Please add the full names and address (if known) of any individuals who may be named in your Will.

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
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Our fees
Based upon the information you have provided in the questionnaire, an indicative minimum cost for us to prepare your will and to provide you with the associated legal advice is £350 plus VAT. By ticking this box you accept that this is an indicative quote, and the total cost may increase depending upon your personal circumstances, such as the amount of work or time involved and any additional legal services you may instruct such as the preparation of a power of attorney.
- I agree
Consent*
- I accept to Gilson Gray LLP’s 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.

Appointment of your executors