Foreign Domiciled Persons Will questionnaire

To complete this questionnaire, download your own PDF version.

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

Personal details

Existing wills

Your family

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.

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.

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:

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?

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

Any other details?

About Ogier

Ogier is a professional services firm with the knowledge and expertise to handle the most demanding and complex transactions and provide expert, efficient and cost-effective services to all our clients. 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 under Legal Notice