Wills Information

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. 

Relationship status

Children/Dependants

Existing Will

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

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

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.

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

Business

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