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3 SIMPLE STEPS
1
WILL BUILDER
A short telephone consultation to get to know you and take your instructions.
( 30 Minutes )
2
WILL CONFIRMATION
A meeting with your case advisor to review and confirm your decisions.
( 60 Minutes )
3
WILL SIGNING
Your advisor will oversee and assist the signing and witnessing of your legal document*
( 30 Minutes )
*subject to geographical location
WHY MAKE A WILL?
If you don't make a will, your money, property and possessions will be distributed according to the rules of intestacy on your death which means your estate may not go to who you would have chosen.
Further issues can arise if you have a child under the age of 18. Should the worst happen and you have not appointed a legal guardian for your child in a will, the decision on who becomes their carer is left to chance or to the courts.
By simply making a will, you assist your loved ones by reducing their administrative duties and relieving of them of a heavy burden.

WHAT DO I NEED TO THINK ABOUT?
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