Will instructions: assets and liabilities questionnaire | Practical Law

Will instructions: assets and liabilities questionnaire | Practical Law

An assets and liabilities questionnaire for a client to fill in before an initial meeting to take will instructions. The questionnaire is designed to capture relevant information to enable the will drafter to provide comprehensive advice on what should be included in the will. It should be used in conjunction with Standard document, Will instructions: questionnaire.

Will instructions: assets and liabilities questionnaire

Practical Law UK Standard Document 9-616-6315 (Approx. 18 pages)

Will instructions: assets and liabilities questionnaire

Maintained, England, Wales
An assets and liabilities questionnaire for a client to fill in before an initial meeting to take will instructions. The questionnaire is designed to capture relevant information to enable the will drafter to provide comprehensive advice on what should be included in the will. It should be used in conjunction with Standard document, Will instructions: questionnaire.