- Our Team
We are pleased to offer you our convenient will creation service in which you can enter much or sometimes all the information we need to create your new will, all in your own home and at a time that suits you.
There is no cost or obligation involved in completing the questionnaire below, which should only take you around 15 minutes.
We suggest that before you start you jot down and have handy;
• the full names of people and organisations who will (or may) benefit under your will, or who may have roles (like executors and guardians).
• details of your important assets
• (if available) electronic copies of any existing wills or trust deeds to upload
A couple of important points;
• You can pause the questionnaire at any time and come back to it later. If you do this you will receive an email with a link to resume the questionnaire.
• There are help options available in the questionnaire, but if at any stage you get confused or uncertain about what is being asked, then please feel free to either just call us on 06 358 2076 to discuss, or enter brief details of your overall intentions and we can clarify things with you later. The questionnaire has been designed to make this straightforward wherever possible.
Once you have submitted this questionnaire, we will;
• double check that we know of no potential issue in our acting for you in the preparation of this will (if there is we will notify you and immediately delete all the information you have provided in the questionnaire); and
• be in touch to clarify any information, confirm our costs (or an estimate of them) and confirm if you would like us to proceed.
We will then prepare the will for you to check, and arrange a time and venue to get the will signed.