Cohen Arnold Will Instruction Questionnaire

Please complete as fully as you can. If you are unsure about any question, you can leave it blank and discuss it with us.

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1. Personal Details

Full Legal Name *

This field is required

Other names used

Date of birth *

This field is required

Home address *

This field is required

Marital status *

This field is required

Nationality & domicile

2. Family & Dependants

Spouse/partner name

Spouse/partner date of birth

Children (names & dates of birth)

Please list each child on a separate line with their date of birth.

Any dependants with special needs or vulnerabilities?

Children from previous relationships?

3. Executors & Guardians

Executors (names and addresses)

Please list in priority order.

Appoint a Partner at Cohen Arnold

Reserve executors

Guardians for minor children

Reserve guardians

4. Specific Gifts

Specific gifts / legacies

5. Main Estate (Residue)

Who should inherit the remainder of your estate? *

This field is required

If they die before you, who should inherit instead?

6. Property & Assets (Summary)

A full list can be provided later; this is just an overview.

Properties owned

Business interests / companies

Bank accounts / investments

Life insurance or pensions

Pensions usually do not pass by Will but are still useful to know about.

Foreign assets

7. Funeral & Religious Wishes

Burial / cremation preference

Burial

Cremation

Not sure

Religious or cultural requirements

Any other funeral wishes?

8. Trusts & Protection (Optional)

Some people choose to use trusts in their Will (for example, to protect young or vulnerable beneficiaries or to provide a life interest for a spouse). If you are not sure, you can leave this blank and we will advise you.

Do you wish to consider trusts for minor children?

Do you wish to consider a life interest for your spouse/partner?

Do you wish to consider a discretionary trust (asset protection)?

Any comments or concerns about trusts or protection?

9. Additional Notes / Special Circumstances

Additional notes

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Cohen Arnold Will Instruction Questionnaire

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