1. YOUR FULL NAME, ADDRESS AND CONTACT TELEPHONE NUMBER/EMAIL ADDRESS

2. PLEASE GIVE A BRIEF SUMMARY OF YOUR ASSETS WITHIN THE ISLE OF MAN AND THEIR APPROXIMATE VALUE

3. FULL NAME OF ALL THOSE PERSONS YOU WISH TO BENEFIT together with their addresses and their relationship to you.

What do you want them to inherit - a named asset, a proportion of your assets (if so how much), or all your estate in the Isle of Man after testamentary expenses?
If you want children to inherit please give details as to what age you want them to inherit at if they are under 18 (ie 18 (minimum), 21,25 etc).

If you have (or may have in the future) grandchildren do you wish them to inherit their respective parent's share should that parent die before you or do you want your remaining children to inherit that child's share?

4. THE FULL NAMES AND ADDRESSES OF EXECUTORS

These are the people who ensure that the terms of your Will are carried out. They should be people you have confidence in and can rely upon to carry out the terms of your Will. Whilst your Husband/Wife/Partner can act in this capacity for you, we would recommend that you also appoint at least one person to act should your Husband/Wife/Partner die before you or simultaneously with you.

If you have children under the age of 18 at the time of your making the Will, you should appoint 2 executors. The task of being an executor is not an easy one, and we would suggest that you discuss this with your chosen executors before appointing them, and also, perhaps, consider leaving them something for the work they will have to do.

You should consider having at least one Manx resident executor, so that probate and other documents can be quickly signed and decisions taken. Furthermore you should remember that your estate is "resident" for tax purposes in the country in which the executors reside. The Isle of Man only levies income tax at a maximum rate of 20% making it a very tax efficient country for estate management. Conti Advocates are happy to advise and assist executors of estates, or to act as professional executors should you want.

5. IF THERE ARE ANY CLOSE FAMILY MEMBERS YOU SUPPORT FINANCIALLY WHO YOU DO NOT WISH TO MAKE PROVISION FOR IN YOUR WILL, PLEASE GIVE DETAILS as to their full names, addresses, relationship to yourself and whether you want a clear statement in your Manx Will that it is your intention not to leave them any assets. Be aware that certain close family members whom you have maintained financially may be able to attempt to have part or all your Manx Will set aside.

6. HAVE YOU EVER MADE ANY SUBSTANTIAL GIFTS TO ANY OF YOUR
CHILDREN ie providing the deposit for a house, buying a car, paying for through university which your other child or children may not have had? If so, do you want this to be taken into consideration when dividing up your assets between your children, or not? Please give details as to which child received what substantial financial help during your lifetime.

[Please check your answers to this questionnaire carefully before sending your replies to us as an email. Conti Advocates shall draw the will according to the plain English interpretation of the information provided by you and consequently can assume no responsibility for any default in Wills prepared using the Wills Questionnaire occasioned by failure on your part to carefully complete this Will Questionnaire with correct information].

Your draft Will will be emailed to you. Once you have approved the draft Will, your Will will be sent to you by post with full instructions as to execution

We do provide a free Wills storage facility to clients who have made Wills with us. Normally, our clients do use this facility and we would send you a photocopy of the Will for your information.

Please give instructions in your e-mail if you do not want to use the free Wills storage facility.