Standard Will
Who might it be appropriate for?
The "Standard" Will will be appropriate for many
people. The "Standard" Will is more a reference to the
interview process, rather than the final contents of the Will
itself. The final contents of your Will depend upon your
circumstances, family relationships, financial situation and
objectives.
The interview with me addresses all these aspects. Some
aspects may be quite easy to deal with and some aspects may require
advice and assistance from me.
The advantage of this approach is that it allows you:
- to ensure that all necessary matters are considered;
and
- to make informed decisions.
If you carry on a business or have associated entities such as
family companies or family trusts, then the "Standard Plus" option
is applicable.
With sufficient details of your assets and liabilities, I will
be able to make recommendations concerning Estate Planning issues
relevant to you, if requested.
Read about the information requirements and checklist.