Creating a Will

Everyone should have a Will in place to ensure any assets are distributed the way you want and to protect your loved ones from any potential legal or financial difficulties.

Your Will should be reviewed when you go through big life changes such as purchasing property, getting married, separated or starting a family.

The cost for a straight-forward Will costs between $395 and $595 for an individual or $650 and $850 for a couple with straight-forward mirror Wills. (Please note additional charges may apply for more complex Will instructions or if a Will is required urgently. If this is the case, we will outline these to you, so you can decide whether to proceed or not).

To get started, please complete the Will instruction form below and then we will get in touch to discuss these with you.

This form is designed to give us enough information to send you a draft Will. It does not matter if you cannot complete all the boxes or your instructions do not fit into this format, as this is a starting point only.

Your full name

Address

Phone number

Email address

Occupation

Marital Status

Spouse's full name

Do you have any children/grandchildren?

If you have children/grandchildren, please list the name/s of your children and/or grandchildren and their ages

Do you wish your spouse/partner to be an Executor/Trustee if she/he is still alive?

An Executor/Trustee is your personal representative who will carry out your wishes as stated in your Will. We suggest that you appoint two Executors/Trustees

Full name of Executor (other than your spouse)

Relationship to Executor (eg sister, brother, friend)

Full name of Executor (other than your spouse)

Relationship to Executor (eg sister, brother, friend)

State what gifts you wish to make (if any). For example, do you have any items of sentimental value such as jewellery that you would like to give to someone? Please specify full names of the recipient and details of items you wish to leave that person

I wish to leave everything to my spouse/partner

Should my spouse/partner die before me, I want to leave everything to the children in equal/unequal shares

Do you have a family trust that you'd like everything to go to?

If you have a trust, who would you like to pass on your power of appointment to (ability to appoint and remove the trustees)?

Note: We will also need a copy of the Trust Deed

If your spouse/partner and children/grandchildren do not survive you, who do you wish to leave your estate to and in what shares? Please specify full names and the relationship of those beneficiaries to you, ie brother/sister, family friend.

If you have a child or children under 18 years of age, you will need to appoint a Testamentary Guardian. Please provide their full name and relationship to you

Name and relationship of second testamentary guardian

Do you wish the second guardian to act only if the first guardian is unable or unwilling to?

Do you wish to be buried or cremated?

Outline any specific funeral or burial instructions

Please complete these details only if there is more than one person requiring a Will. Otherwise, please leave blank and scroll down to the bottom, to submit this form.

Full Name - person 2

Address

Address - person 2

Phone number - person 2

Email address - person 2

Occupation - person 2

Marital Status - person 2

Your spouse's full name

Do you have children/grandchildren?

If you have children/grandchildren, please list the name/s of your children and/or grandchildren and their ages

Do you wish your spouse/partner to be an Executor/Trustee if she/he is still alive?

An Executor/Trustee is your personal representative who will carry out your wishes as stated in your Will. We suggest that you appoint two Executors/Trustees

Full name of Executor (other than your spouse)

Full name of Executor 2 (other than your spouse)

I wish to leave everything to my spouse/partner

Should my spouse/partner die before me, I want to leave everything to the children in equal/unequal shares

Do you have a family trust that you'd like everything to go to?

If you have a trust, who would you like to pass on your power of appointment to (ability to appoint and remove the trustees)?

Note: We will also need a copy of the Trust Deed

If you have a child or children under 18 years of age, you will need to appoint a Testamentary Guardian. Please provide the full name of the guardian and their relationship to you

Do you wish the second guardian to act only if the first guardian is unable or unwilling to?

Do you wish to be buried or cremated?

Outline any specific funeral or burial instructions