Client information form

The following Wills & Probate precedent provides comprehensive and up to date legal information covering:

  • Client information form

Client information form

GENERAL INFORMATION

ClientSpouse/civil partner
Name
Address
Telephone number
Mobile number
Email address
DOB
ChildrenNamesDOB
Previous marriage(s) Yes (provide details)/No
Previous WillsYes (provide details including date)/No/Retrieve
Lasting Power of Attorneys (LPAs) or enduring power of attorney (EPA)Yes (provide details)/No/Retrieve
Dependants (other than children)Yes/No
Anti money laundering documents received and checks completed
Yes/NoDetails
Potential capacity issues
Potential health
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