Your Will, Your Way

Will Planning Tool

Free To Use

Use our will planning tool to start your will today.

How It Works

It's FREE with absolutely no obligation.

  1. Answer all the questions
  2. We will call you to answer any further questions and take additional information.
  3. We will proceed to put your wishes in place.
  4. We will then draft your will and send you a copy for your approval.
  5. Once you are happy with your draft we will send out your will to be signed.
  6. Time to get your will signed and witnessed.

Free home visits can be arranged to help with this process.

Your Will, Your Way.

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Will Planning Tool

Will Information

Your Details

Where you live

Where Your Assets Are

Your Partner

Your Children

Child name and who you want to be the guardian for each child

Your Home

Your Own Business

Your Pets

Name and type for each pet

Giving to Charity

Executors

Full name and address Minimum 1 Executor Maximum 4 Executor

Specific Gifts

For each gift provide the gift details of the gift and who you want to be the beneficiary. Include contact details.

Cash Gifts

For each cash gift provide the amount and who you want to be the beneficiary. Include contact details.

Exclusions

Please provide full name and any other details of each person.

Estate Distribution

This is the share to each beneficiary AFTER specific and cash gifts Please list the name and the percentage share you want each one to have.

What Happens Next

Once we have received your will information we will review it. We will then call you for verification purposes and to ask any questions that arise from our review. Please let us know the best time to call you in the box below.

Got a question?

We’re only a phone call away

Any questions? Our team of dedicated support staff are available 24hrs a day 7 days a week to help, advise and guide you.

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