Please complete the following if you have an existing Will
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
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
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.
Please list your assets within the trust, with approximate market values of each.