Will Preparation Form

Capture everything your firm needs to draft a will — the client, executors, assets and any specific wishes — in one place.

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Description

A will preparation form gathers the full picture your firm needs to draft a client’s will accurately. Instead of teasing details out over several meetings, you get their personal details, who they want as executors, the assets in play and any specific wishes or exclusions — all captured cleanly before drafting begins.

It records the client’s full name, date of birth, address, occupation and marital status, their choice of primary and alternate executor, and the assets they hold. A field for specific wishes or exclusions captures anything unusual, while an ID or deeds upload and a signature keep the instructions properly evidenced.

Customize the asset types and fields to match your firm, restyle it in your brand colors, and embed it on your site so clients can set out their wishes any time.

Form fields

Everything the Will Preparation Form above collects — 12 fields, so you can see exactly what it captures before you make it your own.

Will Preparation Questionnaire

Full Name
Name
Date of Birth
Date
Current Residential Address
Short Answer
Occupation
Short Answer
Marital Status
Single-Select
Do you have any specific wishes or exclusions?
Long Answer
Primary Executor's Full Name
Short Answer
Alternate Executor (optional)
Short Answer
Do you have any of the following assets?
Multi-Select
Upload ID Proof or Deeds
Short Answer
Email
Email
Client Signature
Short Answer

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Template FAQs

Common questions about the Will Preparation Form — what it captures, when to use it, and how to make it your own.

What is a will preparation form?

It’s a form that captures everything a solicitor needs to draft a client’s will. It records personal details, chosen executors, assets and any specific wishes or exclusions, so the firm can prepare an accurate will without dragging the detail out across several appointments.

What details does it collect?

The client’s full name, date of birth, address, occupation and marital status, their primary and alternate executor, and the assets they hold. A field for specific wishes or exclusions captures anything particular, and an ID or deeds upload with a signature evidences the instructions.

When should a client complete it?

Before drafting begins — ideally ahead of the first substantive meeting. Setting out their details, executors and wishes in advance means that meeting is spent on advice and nuance rather than basic data-gathering, and the will can be drafted more quickly and accurately.

Who is this form for?

Solicitors and private client teams who prepare wills, and the clients making one. It suits any firm that wants a client’s wishes and asset picture captured thoroughly up front, so drafting starts from a complete, considered set of instructions rather than a rough sketch.

Why ask clients to name an alternate executor?

An executor can die before the client, move away or be unwilling to act when the time comes. Naming an alternate means the will still has someone ready to carry out the client’s wishes, avoiding delay or a court application to appoint someone if the first choice can’t serve.

Is this form free to use?

Yes — it’s free. Create a Fun Forms account, customize the asset types and fields to match how your firm drafts wills, restyle it to your brand, and embed it on your website with no coding. Instructions then arrive in one place, ready to draft from.

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