Will Consultation Full Name* Address*Date of birth* MM slash DD slash YYYY PPS number* Occupation* Marital Status*MarriedSingleSeparatedWidowedDivorcedHusband’s / Wife’s name Date of marriage MM slash DD slash YYYY Has spouse executed will?YesNoIf Yes where is it held? Particulars of any instructions as to Funeral/Grave/ArrangementsIs there a previous will?*YesNoIf Yes where is it held? Executor(s)Executor 1 Executor 2 What is your relationship to the above named person(s)? ChildrenNames & Addresses (present ages in brackets) Notes on children Adopted/Foster/Step-Children/Non-Marital Children:Other Close next of kin/dependant.:If any child or your spouse are not included in the will, please set out clearly reasons whyAdvice given on S.98 (where applicable)YesNoIs a Trustee neededYesNoAssetsParticulars of Assets in Ireland (with approx. Values)Details of Foreign assetsParticulars of Liabilities (with approx values)House and ContentsLocation of DeedsDetails of any Shares held?Bank AccountsJoint Property (incl. Bank accounts)Pension Scheme Benefits (Any reference)Details of Life Assurance Policies, Location of Policy DocumentsYour Accountant’s address if applicableSpecific bequests: (jewellery, cars etc)Any Charitable Bequests*YesNoDetails of Charity & amount of bequestHow will the Residue of your Estate be distributed? More forms: Client Instruction Sheet For Debt CollectionHouse Purchase FormHouse Sale FormPersonal Injury ConsultationProbate Short ConsultationWard of Court ConsultationWill Consultation
