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Create a Will

Due to the size of this form, we recommend completing it on a desktop computer.

1Getting Started
2Your Details
3Current Relationship
4Past Relationships
5Assets & Liabilities
6Sole Executor/Beneficiary
7Joint Executor/Beneficiary
8Child Guardianship
9Leaving Gifts
10Debt and Assets
11Funeral Arrangements
12EPA & Legal Acts
13Sign & Send
  • Getting Started



    This is our standard will questionnaire that will ask you a range of questions about you, your family and your wishes.

    Only some of the details are compulsory, so if you’re not sure about anything it’s okay to skip it. If we need it later, our team will get in touch with you to discuss it.

    If you get stuck or need assistance, you are welcome to contact us for assistance with completing the form.

    Once your will is complete, you can either come in and see us or we can post it out to you for signing. Please note you will need two independent witnesses where you are - ideally two justices of the peace.

    If you choose to save and continue your form at a later date, we will look after the form and the data for 30 days or until you return and submit the form.

  • Please make sure you complete a Customer Due Diligence form before starting your Will. We cannot continue any work if this has not been completed and accepted.

    You can complete it here.