Wills Form

As difficult as it can be to consider death, it’s vitally important to take the time to plan ahead, ensuring that your estate is in order and that your wishes are clearly documented.

To start the process, we ask that you fill out this brief “Will Information” form, once submitted someone will be in touch with you shortly.

"*" indicates required fields

Name(s)*

Occupation(s)*

Home address(es)*

Preferred phone number*

Other phone numbers

Preferred email*

Other emails

Relationship status

Duration of the relationship

Children/Dependants

If you have children from a previous marriage/partnership, please list their full names and ages

If you are supporting anyone including children, step children or parents, please list their full names, and ages

Existing Will

Please complete the following if you have an existing Will

When was this done?

Where is the original of this held?

We would like to see a copy of this Will. If necessary we can arrange to up lift this Will from whoever holds it for you

Assets

Please list your present significant assets, with approximate market values of each. This will help us determine whether any other advice is required on issues not previously raised. eg. house(s), investments, life insurance policies, cars or boats

List

Asset Description

Asset Value

Trust

Do you have any interest in a Trust? If so, please describe the Trust, list the assets that the Trust currently holds and your interest in that Trust.

Name

Date created

Names of Trustees

Please list your assets within the trust, with approximate market values of each.

List

Asset Description

Asset Value

Business

Do you own or part-own a business?

What is the business name?

If yes, is this as a shareholder in a company, a partner or sole-trader?

What is the nature of the business?

Do you intend your interest in the business to be passed on in your will?

How did you hear about us?*

Please specify

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