This online questionnaire is designed to allow you to send us information we need to prepare your Will but if you have any questions, please feel free to email or call us on 03 218 2182.
Each section has a field at the end where you can enter anything you want if you are unsure about what is being asked in the earlier parts of the section.
If you need to take a break you can do so, by clicking the Save and Continue Later link at the bottom of each page and you will receive an email with a link to allow you to resume where you left off. Your answers will all be saved automatically.
Once submitted, we will be in touch with the next steps to execute your will. We stress that until such time as you have submitted your will and we have been in touch, your will is not valid.
We charge $200.00 inclusive of GST and disbursements if the will is straightforward, however additional fees may apply which we would discuss after receiving the form submission from you.
Please fill out the form here
Maximum number of children reached.
Maximum number of guardians reached.
Maximum number of substitute guardians reached.
You need to appoint an Executor(s) and Trustee(s) of your Will and Estate. An Executor is responsible for bringing into action what your Will provides for. This includes getting in your assets, paying any debts and distributing assets. This could be a family member or a close friend.
A Trustee looks after longer term requirements like children’s deferred inheritances, life interests etc. Often the people are one and the same, but you can nominate different people and/or Trustee Corporations.
It is usual to appoint your spouse or partner in the first instance.
Maximum number of trustees reached.
Maximum number of substitute trustees reached.
Maximum number of items reached.
We want to understand if there are any other matters that may need to be taken into account.
