Wills Enquiry Form

Making a Will doesn’t need to be complicated or expensive

If your affairs aren’t particularly complicated, complete the following form for a no obligation quote to draft your Will according to your wishes.

Steps:

1. Send us the online form with your details.
2. Once we check the form we will make contact with you to go through the detail
3. We will then provide you with a no obligation cost estimate.
4. If you agree to proceed we will prepare your Will.
5. Once your Will is prepared we will send it to you with simple instructions on how to sign it and keep it safe, or you can come into the office and sign it.

Contact Information

First Name: *

Last Name: *

Date of Birth: *

Telephone Numbers:

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Single Line Text *

Your Partner's Details (if any)

Partner's First Name:

Partner's Last Name:

Partner's Date of Birth:

Partner's Telephone Numbers:

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Email address: *

Address

Address Line 1

City

State

Beneficiaries

Please name all of your beneficiaries - include full name, date of birth and address (if known). Your beneficiaries could include your spouse/partner, and all the children and the children of any deceased child. CHECK TO ENSURE YOU HAVE SPELLED THE NAMES CORRECTLY. *

How do you want to distribute your estate? *

Leave everything to my spouse or partner, or if I outlive my spouse, then to my kids
Leave everything split equally to my children
Leave everything in the manner set out in the box below

Specific Gifts

You may wish to give a particular item or money to a particular person (eg: your wedding rings), or you may wish to leave money to a particular cause or charity. Please list in the box:

1. The item or money you wish to leave to a particular person(s) or organisation(s).
2. The full name(s) and address(es) of the person(s) or organisation(s).

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Executors and Trustees

An Executor is the person (or organisation) that you specify and entrust to carry out your wishes pursuant to your will when you pass away. We recommend that you nominate two executors, and talk to them to ensure they are happy to do this for you. Executors need to be someone you trust absolutely and without reservation. They can be a beneficiary, family member, relative or friend, your solicitor or accountant, or they can be an a private trustee company or the Public Trustee.

First Executor's Full Name *

First Executor's Address *

Second Executor's Full Name (if any) *

Second Executor's Address *

Guardian of minor children (if any)

A Guardian is the person you specify to look after your children, when both parents are dead and the children are under eighteen years of age.

Guardian's Full Name

Guardian's Address

Funeral Wishes

Funerals are often held before the Will is read. So you need to let other people know in advance what type of funeral you wish. Do you wish to be Buried? Cremated? Donate Your Body to Science?

Other Information

Anything else you wish to let us know?

Have you considered a Trust?

If you need to ensure that your estate is protected from claims by third party creditors, court or family law proceedings, you may wish to consider a Testamentary Trust. Testamentary trust can also be used for protecting vulnerable beneficiaries. If you want to set up a trust, please tick this box and we will contact you to discuss, as it will incur additional legal fees beyond the costs of a simple Will. Initial advice is free.

Checkboxes

Yes, please contact me regarding a Trust

Do you need a Power of Attorney?

A power of attorney is a legal document that gives someone else the power to make personal and/or financial decisions on your behalf. The power can be limited for a specific time, or it can be ‘Enduring’ which means that the power continues even if you lose the capacity to make the decisions yourself. For more information or if you want us to prepare a power of attorney document for you please mark the box below.

Checkboxes

Yes, please contact me regarding a Power of Attorney

Do you need an Enduring Guardian?

An enduring guardian can make lifestyle, health and medical decisions on your behalf if you lack the capacity to make those decisions yourself. A guardian acts as a substitute decision-maker and can consent to your future medical and dental treatment and accommodation arrangements. The appointment also authorises health care professionals to share your information with your guardian.

Checkboxes

Yes, please contact me regarding the appointment of an Enduring Guardian

Documents

If there are any documents you would like to enclose with these instructions please add them here.

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