FinalWord Wills | Prospective Client Intake

Jurisdiction & Applicable Law

This determines whether your will is prepared under England & Wales, Scotland, or Northern Ireland law.

Where do you normally live?*

Which legal system should your will be prepared under?*

Do you own property or significant assets outside your main place of residence?

If yes, list the country/countries (optional)

Service Type*

Preferred Contact Method

Best Time(s) for a Telephone Consultation (optional)

Full Legal Name*

Date of Birth*

Email*

Telephone*

Residential Address*

Postcode*

Marital Status

Full Legal Name*

Date of Birth*

Email

Telephone

If you selected Mirror Wills, please complete the second testator details.

Fees are waived where FinalWord Wills is appointed as the primary executor. Supplementary executors may also be appointed.

Appoint FinalWord Wills as Primary Executor?*

Supplementary Executor(s) (Optional)

Spouse / Civil Partner (if applicable)

Children (names and ages)

Who Should Benefit from Your Estate? (brief)*

No valuations required at this stage. This is an overview only.

Property (addresses / ownership type)

Other Assets (brief)

Anything you want us to know before the consultation?

I confirm I am completing this voluntarily, I have capacity to make a will, and the information provided is accurate to the best of my knowledge.*

I consent to FinalWord Wills contacting me by telephone and/or email about this enquiry and to open a client file based on this intake.*