Draft Your Will – Patrick Hogan & Co. Solicitors

Name (as on birth certificate)

First Last

Email

Contact Number

Occupation

Age

Address

Street Address City ZIP / Postal Code

Have you capacity to make a will?

Yes
No

Please confirm you are acting freely and voluntarily and free from influence?

Yes
No

Have you made a previous will?

Yes
No

Are you married?

Yes
No

Are you separated, divorced or in a Civil Partnership?

Yes
No

Have you children?

Yes
No

Please provide following information about your children:

Name	Address	Age

Have you made any promise to any relative in relation to the disposition/gift/inheritance of property?

Yes
No

Who would you like to appoint as Executor(s) of your will? (i.e. the person(s) appointed to deal with your estate after your death)

Name	Address

Do you wish to appoint any Trustees to hold property on trust for any beneficiary?

Yes
No

Will you need to appoint Guardians in respect of children under 18 or dependants (who would you like to take care of your children on a daily basis should you and your spouse predecease them?)

Yes
No

Do you have any wish to give instructions regarding your funeral, for example, cremation, direction for ashes, burial plot, undertaker, inscription on headstone?

Yes
No

We shall obtain details of all your assets and liabilities, for example, house, lands, machinery, stock, jewellery, cash at bank, savings, investments, shares, mortgages, loans, others when you attend with us.

Who would you like to leave your house/property/lands to?

To	Property	Purpose

Would you like to leave a sum of money/cash gift to anyone?

To	Amount	Purpose

Would you like to leave any personal property or sentimental items to anyone?

To	Amount / Item	Purpose / Value (if any)

Would you like to leave anything to charity?

Yes
No

Who would you like to leave the remainder of your estate to?

All my children in equal shares
Others

In favour of	Amount / Item

Have you made any lifetime or previous gifts to any person you wish to benefit under the proposed will?

Yes
No

Are you aware of any tax liabilities of proposed beneficiaries?

Yes
No

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