Wills

Introduction

This online questionnaire is designed to allow you to send us information we need to prepare your Will. if you are completing this on behalf of the person making the Will, please note we refer to “you” in this questionnaire as that person.

There are some compulsory questions – these are noted with an asterisk (*).

There is guidance and pop up information within the questionnaire to help you along.

There are 9 Sections. Each Section has a General or Additional Comments field at the end. This allows you to enter anything you want, and you should feel free to use this if you have any doubts or are unsure about what is being asked in the earlier parts of the Section.

If you need to take a break from the questionnaire you can do so, by clicking the Save and Continue Later link at the bottom of each page and you will receive an email with a link to allow you to resume where you left off. Your answers will all be saved automatically.

Once you have completed the questionnaire click the SUBMIT button on the last page (Section 8 – Any other matters) and an email will be sent to you and us with your answers.

We will follow up with you as required and contact you to organise how the completed Will can be “executed” (signed with witnesses present – a legal requirement).

At any stage you can contact us with questions on 06 353 1191.

By using this online Will form, our office will prepare a draft Will for you to review and if in order sign.

We stress that until such time as you have signed your Will (with two witnesses who are not beneficiaries of the Will) your new Will, will not be valid.

Please note that if you have a partner or spouse, and if that person wants to create a “Mirror Will” (which means their intentions will closely match yours) then we will need only your questionnaire completed. There is a question in Section 3 which covers this.