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Create A Draft Will

Contact Details

We are collecting this information to include in your draft Will.

Name

First Last

Phone

Address

Street Address Address Line 2 City State Postcode Country

Are you an existing Client?

Yes

Do you have an existing will?

Yes

Where is the original Will?

Please nominate your Executor

The Exectutor/s are the person or persons you wish to appoint to manage your estate.

Executor Name

First Last

Executor Address

Street Address Address Line 2 City State / Province / Region ZIP / Postal Code Country

Do you wish to add an alternate executor?

Yes

Alternate Executor Name

First Last

Alternate Executor Address

Street Address Address Line 2 City State / Province / Region ZIP / Postal Code Country

Do you wish to add a further alternate executor?

Yes

Further Alternate Executor Name

First Last

Further Alternate Executor Address

Street Address Address Line 2 City State / Province / Region ZIP / Postal Code Country

Do you wish to nominate any bequests?

Bequests are specific gifts or donations that you wish to make

Yes

Please write bequest details below

Please nominate the beneficiary/beneficiaries of the balance of your estate

List the people that you wish you leave the balance of your estate to and identify the share or $ amount to go to each of your named beneficiaries (include beneficiaries full names). If any amounts to children or grandchildren, at what age do you wish for them to take their share e.g. 18, 21, or any other age?

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