Will Instruction Sheet

An up to date Will is one of the most important documents that you can have. It allows you to specify how you will provide for your loved ones and how your affairs should be managed. This instruction sheet will enable us to prepare your will and we will contact you with a quote before we are engaged.

Your Details

Surname:

First & middle names (required):

Occupation:

Address:

E-mail Address (required):

Phone Number:

Your spouse or partner

Surname:

First & middle names:

Occupation:

Address:

Your spouse is:

Are you living with your partner or separated?

Are you getting married soon?

DATE:

Do you intend your will to apply after your marriage or civil union?

Your children.
Full Name/Date of Birth/Name of Parent (if not your current partner)

Who is to be your Executor/Trustee – This is someone who will be responsible for carrying out your wishes. This can be one or more person, your solicitor or a combination of both.

Surname:

First & middle names:

Occupation:

Address:

Their relationship to you:

Do you want more than one Executor/Trustee or a substitute person if your first choice is not available?

Surname:

First & middle names:

Occupation:

Address:

Do you wish this person to be:

Their relationship with you

Who do you wish to leave your Assets to? (Assets are anything you own which has a value (monetary or sentimental)) Please specify their full name, address and relationship to you (They will be referred to as Beneficiaries). Think about how you may like to divide your assets (in equal or unequal shares).

Do you wish to make any special gifts or money or assets to someone in your Will? Please specify their full name, address and relationship to you. (They will be referred to as Beneficiaries)

If you have any child or children under 18 – who do you wish to appoint as guardian?

Full Name:

City in which they live:

Relationship to you:

Substitute guardian or guardians (who else would do this should your first choice not be available).

Full Name:

City in which they live:

Relationship to you:

Do you wish to be buried or cremated? Any special requests i.e military funeral? Ashes scattered?

Do you wish to donate your body for medical research, organ transplant or otherwise for the benefit of medical science?

Will Instruction Sheet

Palmerston North Office

Pahiatua Office