Start Will – Secure A Will

Start Your Will

Name
First Last
Email
Date of Birth*
Address
Street Address Address Line 2 City State / Province / Region ZIP / Postal Code Country
Have you made a Will previously?*
Name of Husband / Wife / Partner?*
Your marital status?*
Do you have children?*
Would you like to add more children?*
Do you have grand children?*
What assets consist of your estate, e.g. house(s), money, shares etc
What is the rough value of the entire estate?
Please select your housing status.
Do you have any deed of trust affecting the property?
Who would like to appoint as your Executors/Trustees? Minimum 1 required although we would recommend 2 people. We need their full names and addresses
Please enter the name of your Trustee / Executor. Enter Name & Address: Trustee / Executor Name(1):
Address:
We recommend 2 Trustees / Executors. Do you want to add one more?
Would you like to make a specific gift to anyone?
Would you like to leave some money to charity?
How would you like the rest of the assets distributed? E.g. first to the wife/husband and then to the children? In what shares between the children? That would be most tax efficient although please obtain advice from an accountant/ financial adviser!
If any one of the beneficiaries passes away before you, what would you like to do with their shares?
Do you have children under the age of 18?*
Do you have any specific funeral wishes?*
Donation*