Online Will Questionnaire

Making a Will is very important. Getting the right advice is even more important. At Rubin Lewis O’Brien we take the time to listen to you, understand your objectives and advise you how best to meet them – whether providing for a vulnerable beneficiary, reducing exposure to Inheritance Tax or minimising the effect of care home fees.

Our questionnaire is completely confidential, and your details will not be stored online, or ‘in the cloud’. Instead, we will be able to contact you to discuss how best to achieve your objectives and give a straight-forward price for the work involved.

We will be happy to hear from you if you have any questions when completing the questionnaire, or of you would like some guidance. In this case, just call our office on 01633 867000 and the Wills, Trusts and Probate team will be happy to assist.

Step 1 - Personal Details:

Title*

First Name(s)*

Surname*

Date of Birth*

Email*

Telephone*

Preferred time of contact

Address*

Postcode*

Do you have a spouse or partner?*

Yes
No

Would you like us to prepare a Will for them at the same time?*

Yes
No

Partner Details