Online Wills Questionnaire For Italian Assets

Please complete this online questionnaire as fully as possible. This will enable us discuss and understand your wishes. We will then be able to fully prepare your will. If your partner also requires a Will please complete one form each.

PART A - YOU AND YOUR FAMILY 1. YOUR DETAILS Client Reference Email Forenames Surname Address (Inc. Country) Postcode Telephone Number Date of Birth Occupation Nationality Do you intend to remain resident in England and Wales? Are you (or any member of your family) known by any other names and do you own any assets in a different name? If so, please give full details below 2. YOUR PARTNER Forenames Surname Date of Birth Occupation Relationship to you 3. MARRIAGE/PARTNERSHIP DETAILS Year of marriage Please tick this box if you are not married to your partner Please tick this box if you are intending to marry Has either of you been married before? 4. YOUR CHILDREN Including your children from a previous marriage or relationship – full names, dates of birth and address if different from yours. a). Name Date of Birth Address Nationality b). Name Date of Birth Address Nationality c). Name Date of Birth Address Nationality d). Name Date of Birth Address Nationality 5. CHILDREN OF YOUR PARTNERS PREVIOUS MARRIAGES OR RELATIONSHIPS Full names, dates of birth and address if different from yours a). Name Date of Birth Address Nationality b). Name Date of Birth Address Nationality c). Name Date of Birth Address Nationality d). Name Date of Birth Address Nationality Please note: Illegitimate and adopted children (but not step children) generally have the same rights of inheritance as other children. Children excluded from benefit under your will may have a right to claim a share of your property in certain circumstances. Pleas ask for advice, if appropriate. PART B - YOUR HOME AND YOUR ASSETS Please note: Jointly owned assets generally pass to the joint owner automatically and cannot begiven away by will. 1. DO YOU OWN ANY ITALIAN ASSETS? Please give details of any properties owned abroad and of any bank accounts and other assets PART C - BENEFICIARIES The main part of your estate is called "the residue". (This is dealt with in question 3.) Before giving away the residue you may wish to make certain gifts of cash or personal belongings to individual children, grandchildren and friends or to charities of your choice. These will be known as "beneficiaries". 1. CASH GIFTS Please give the name and address of any beneficiary and amounts to be given, with the age of anyone who is under 18. a). Name Address Amount Instructions b). Name Address Amount Instructions c). Name Address Amount Instructions d). Name Address Amount Instructions e). Name Address Amount Instructions f). Name Address Amount Instructions 2. GIFTS OF ARTICLES Please give the names and addresses of people to whom you wish to leave specific items, and a full description of the article, to enable it to be identified. Please note that if you sell or replace one of these items, the beneficiary will get nothing – he or she will not be given the substituted item or the cash equivalent. a). Name Address Amount Instructions b). Name Address Amount Instructions c). Name Address Amount Instructions d). Name Address Amount Instructions e). Name Address Amount Instructions f). Name Address Amount Instructions 3. THE RESIDUE This is all that you own except jointly owned property and the gifts made in question 1 and 2. Please state below who is to receive it if they die before you. If there are gifts to children, we may suggest a provision that if any of them dies before you, leaving children of there own, those children (your grandchildren) will inherit their parents share. The following are the common provisions made. If you wish to use one of these please indicate in the space provided. If not, please go to question 4. (a) Everything to my partner named at question 2 above, outright, but if they are deceased then to my children, named at question 4 above, equally (b) Everything to my children, named at question 4 equally You may choose the age at which your children will receive their entitlement (c) To my husband partner named at question 2 , but if they have died before me to the person(s)/organisation(s) detailed below.If not in equal shares, then show the share each is to take 4. IF NONE OF THE ABOVE CHOICES ARE APPROPRIATE Please set out below who is to receive the residue and, if more than one person on organisation is involved, in the shares? a). Name Address Share Instructions b). Name Address Share Instructions c). Name Address Share Instructions d). Name Address Share Instructions 5. WHO IS TO BENEFIT IF THE RECIPIENTS DIE BEFORE YOU? a). Name Address Share Instructions b). Name Address Share Instructions c). Name Address Share Instructions d). Name Address Share Instructions Data Protection: By submitting this form, I confirm that I have read your Terms and Conditions of Business and I agree to be primarily responsible for legal fees in accordance with your Client Care Letter.