Will and LPA Questionnaire Pack

You do not have to complete any forms before we speak. If you prefer, we can take your instructions together on a phone call, online call, or in person.

That said, many clients find it easier to provide the basic details in writing first, at their own pace. It means our time together is spent on your decisions and options, not dictating spellings, dates of birth, addresses, phone numbers, and middle names.

Make our time about your choices, not admin.

You’ll find the downloads below. Complete any of Parts 1, 2 and 3 that are relevant, or use Option B instead if you would rather talk everything through with me in a call or meeting.

Why this pack helps

It is designed to keep things easy and accurate:

• You can find answers without feeling rushed.
• Our meeting becomes more productive because the basics are already captured.
• It can prompt useful conversations with family members before you commit to final instructions.
• It helps you consider points you may not have thought about yet.
• It saves time overall and reduces follow-up questions later.

What’s included

Part 1: About You

Your personal details and contact preferences, plus a few questions to help me understand your circumstances and what you want help with. You can leave anything blank if you are unsure. We will complete it together.

Part 2: Wills

Your family tree, the people you may name in your Will, executors, guardians (if relevant), gifts, property wishes, and any wider planning points you would like me to consider.

Part 3: LPAs

Your attorney choices and the key decisions for Property and Financial Affairs and Health and Welfare. If you’re short on time, focus on the key attorney choices and the decisions that are highlighted in the form, and we will complete the rest together.

Option B: Quick People Details

This is an abridged alternative to Parts 1, 2 and 3. You do not have to complete it. It is most useful if you would rather dictate your instructions to me in a call or meeting, but still want the key spellings and people details written down first. You don’t need to use this layout if you don’t want to. You can email the details in any format that’s easiest for you.

How to use it

1. Choose one approach:
   • Preferred: complete any of Parts 1, 2 and 3 that are relevant to you.
   • Alternative: use Option B instead (this is a shorter substitute, not an extra form).
   • Complete what you can. Leave anything blank if you are unsure.
   • Get it back to me in whichever way is easiest:
   • Email it to me as an attachment
   • Bring a printed copy to our meeting
   • Post it to me
   • Take clear photos of the pages and email or message them over

Helpful notes before you start

• Every section is optional. If a question does not apply or you are not sure, skip it and we will complete it together.
• If you answer a question that involves a decision, we will still run through it together. I will explain the options and you will always have the chance to change your answer based on new information or a better understanding of the choices.
• Some sections include suggested options you can circle to save time. If a question does not apply, you can strike it through. If completing this on a computer, highlighting an option also works.
• These forms are in Word format because most clients find it easiest to type into. Formatting can look slightly different on some devices, but if it is legible to you, it is fine.
• If you would prefer PDFs or printed copies posted to you, just tell me.

Cases

“We wanted it to be quick, but accurate”

A couple were happy to talk everything through, but they did not want to spend meeting time spelling names and confirming dates. They completed the key sections in advance, and the meeting stayed focused on decisions.

“It sparked a proper family conversation”

A client started the questions and it prompted a half-hour conversation with their partner about who should do what, and what felt fair. That was a win, because it happened calmly, without any rush, and they came to our call with clearer questions.

“We thought it would be complicated”

A client worried about gifts, personal items, and what happens to the home. Writing down a few notes in Part 2 broke it into manageable choices, and the drafting became straightforward.

“Most of it was simple, except one detail”

Instructions were largely standard, but one beneficiary’s circumstances needed careful handling. The questionnaire surfaced it early, so we dealt with it properly without delay.

“We preferred to dictate it, but wanted a head start”

A client did not want to complete full forms. They used Option B to capture the basic people details, then dictated the rest to me in our meeting. It still saved time and kept the meeting focused on decisions.

FAQs
Do I have to complete these forms?
No. They are optional. We can take your instructions together on a phone call, online call, or in person.

Do I have to complete Parts 1, 2 and 3?
No. Complete only what’s relevant, or use Option B instead if you would rather talk it through.

What if I don’t know an answer?
Leave it blank. We will complete it together.

Can I send photos instead of scanning?
Yes. Clear photos of the pages are fine.

If you have any problems downloading, or you would like printed copies posted to you, just tell me.