Below are the details that we will require when preparing your Will.  You may wish to use this sheet as a prompt when planning your Will.  You may also like to read about Testamentary Trusts, which could suit your needs better than a simple Will.  

1. Date of instructions:
2. Your (Testator/rix) details:
   
   Full Name:
   Address:
   Occupation or Description:
   Home Phone No:
   Business No:
   
3. Details of executors:
   
   1st Executor:
   Full Name:
   Address:
   Relationship with Client (if any):
   Co-Executor (if any):
   Full Name:
   Address:
   Relationship with Client (if any):
   
   Alternate Executor(s) (if 1st executor and co-executor predecease etc.):
   Full Name of 1st Alternate executor:
   Address:
   Relationship with Client (if any):                                           
   Full Name of 2nd Alternative executor:
   Address:
   Relationship with Client (if any):
   
4. Specific gifts (eg. jewellery, house contents, real property, etc.):
   
   Full details of Specific Asset(s) bequeathed:
   Full name of Beneficiary:
   Relationship to Client (if any):
   
5. Pecuniary legacies:
   
   Amount Bequeathed:
   Full Name of Beneficary:
   Relationship to Client:
   
6. Guardianship of infant orphan children:
   
   Full Name of Guardian Appointed:
   Relationship of Guardian to Client:
   Alternate Guardian (Full Name):
   Relationship of Alternative Guardian to Client:
   
7. Distribution of residuary estate:
   
   Full name of Residuary Beneficiary(ies), address, relationship to client and share in estate:
   
   If Residuary Beneficiary does not survive client,
   Full Name(s) of Alternative Beneficiaries and relationship to client:
   
8. Any expression of wish or desire (eg: funeral arrangements, donation of body for research etc):
   
9. Instructions regarding execution of Will:
   
   At our office? (where/when)
   
   Or will call when ready?
   
   Or send to client?
   
10. Instructions regarding safe custody of the Will:
    
    This Will is to be retained at:
    
11. Instructions regarding retrieving and destroying any former Will (when new Will has been executed):
    

   For more information or to make an appointment please contact us.