Foreign Domiciled Persons Will questionnaire

To complete this questionnaire, simply download your own PDF version using this link.

If you require any further information please do not hesitate to contact us.

1. Personal details


Full name
 
                                                               

Maiden or former names
 
 

Current address
 
 

Date of birth
 
 

Place of birth
 
 

Marital status
 
 
Have you been previously married or in a civil relationship?

Yes

No


If yes, when was this dissolved?
 
 

Home telephone number
 
 

Mobile number
 
 

Email address
 
 

Domicile (your permanent home) - please provide details
 

 

2. Existing Wills


Do you have any existing Wills?
 

Yes

No


If yes, where are they held?
(We will need either originals of these or copies - please contact Ogier to discuss further)
                                                              

3. Your family
 


Full name (including maiden name) of spouse/civil partner
 
                                                               

Address of spouse/partner
 
 

Full names of children and their dates of birth
 
 

Address of children (if different from your own)
 
 

Full name and address of any other dependents such as step-children
 
 

4. Your capacity

In order to make a valid Will and reduce the chance of your Will or Wills being challenged on the grounds of lack of mental capacity, it is important that you let us know whether you have ever suffered from, or been diagnosed with, a medical condition that might impact your capacity. If so, we may need to obtain a letter from your doctor confirming your capacity to make a Will or ask that your doctor acts as one of the witnesses to your Will.


Do you suffer from a medical condition that might effect your ability to make a valid Will?
 

Yes

No


If yes, please provide further details and the name of your doctor
 
                                                              

5. Executor

You are required to appoint an executor of your Will covering your Jersey estate who will carry out your wishes in accordance with the terms of your Will. An executor will apply for a Grant of Probate to your movable Will and is responsible for gathering in and accounting for all of your Jersey assets and settling any debts and then distributing the balance.

Please note that in Jersey, the executor of a Will is required to make an actual physical appearance in the Royal Court of Jersey in order to make the application for the Grant of Probate to your Will. They will therefore need to travel to Jersey for this purpose, or appoint a local agent, such as Ogier, to act on their behalf by way of Power of Attorney. It can therefore be easier to appoint a local agent, such as Ogier, as executor of your Jersey Will in the first instance.

Ogier has an executorship company that is set up to provide professional  executor services if required, however there are costs involved with this that are usually deducted from the estate funds in due course.


Would you like to name Ogier as your executor?
 

Yes

No                                                          


If no - executor name and address
 
 

Substitutional executor name and address (in case the first named person predeceases you or is unable or willing to act). Ogier can act in this regard if required.
 
 

6. Your Jersey estate

Assets

Please outline the extent of your Jersey-based assets (bank accounts, investments, life policies, chattels, vehicles etc.) where they are based and how they are held (jointly/sole name).

Beneficiaries

Do you wish to make any gifts of specific items of sums of money to people or charities from your Jersey assets? If yes, please give details:

Beneficiary name Relation  Address Details of item/cash amount
       
       
       
       

If you have a spouse, civil partner or partner, do you intend for these gifts to be immediately payable on your death or only if your spouse, civil partner or partner die before you?

Who are the intended beneficiaries of your residual movable estate - that is, the rest of your movable estate after any gifts/legacies mentioned above have been paid out?

Beneficiary name Relation Address Age Name of property and percentage to inherit
         
         
         
         

In the event that the person/s named above do not survive you, who would you wish to benefit in their place?

Beneficiary name Relation Address Age Name of property and percentage to inherit
         
         
         
         

Any other details?

About Ogier

Ogier provides practical advice on BVI, Cayman Islands, Guernsey, Jersey and Luxembourg law through its global network of offices. Ours is the only firm to advise on these five laws. We regularly win awards for the quality of our client service, our work and our people.

Disclaimer

This client briefing has been prepared for clients and professional associates of Ogier. The information and expressions of opinion which it contains are not intended to be a comprehensive study or to provide legal advice and should not be treated as a substitute for specific advice concerning individual situations.

Regulatory information can be found at www.ogier.com

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