Create a Will

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.
Are you currently a client of CS Law?*
- Yes
- No
Your Name*
First Last
Phone Number
Client/Matter Number

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Your Details
Have you completed your Customer Due Diligence form?
- Yes
- No
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.
Full Legal Name*
Title First Middle Last
Address*
Street Address City Postcode Country
Phone Number*
Email Address*

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Current Relationship
Are you currently in a relationship?*
- Yes
- No
Please provide your spouse's or partner's details below.
Their Full Legal Name
Title First Middle Last
Are they known by any other names?
Select the type of relationship
Date of Marriage
Date the relationship started?
Date the relationship started?
Is there any existing pre-nuptial, matrimonial property or property sharing agreements relating to your relationship?
- Yes
- No
Does CS Law hold this agreement? Please provide details.
Do you have children with your current spouse/partner?
- Yes
- No
Please provide the names and ages of children
Full Name Age
Have you legally adopted any of your spouse/partners children?
- Yes
- No
Please provide the names and ages of children
Full Name Age
Do you have any other children/financially dependent children living with you?
- Yes
- No
Please provide the names and ages of children
Full Name Age

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Past Relationships
Are there any past relationships you would like to list?*
- Yes
- No
Their Full legal name
Title First Middle Last
Are they known by any other names?
Select the type of relationship
Date of Marriage
Date the relationship started?
Date the relationship started?
Date of separation
Is there any existing pre-nuptial, matrimonial property or property sharing agreements relating to your relationship?
- Yes
- No
Does CS Law hold this agreement? Please provide details.
Do you have any children with your former spouse/partner?
- Yes
- No
Please provide the names and ages of children
Full name Age
Have you legally adopted any of your spouse's/partner's children?
- Yes
- No
Please provide the names and ages of children
Full name Age

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Assets and Liabilities

Assets and approximate values

If jointly owned, please give the value of your share
Home
Vehicles
Chattels
Loans
Bank Accounts
Life Insurances
Bonus Bonds
Heirlooms & Taonga
Investments
Other
Liabilities and approximate values
Mortage
Loans
Hire Purchase
Other

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Sole Executor/Beneficiary

An executor is the person who signs all the legal paperwork and deals with all of your assets in accordance with your Will.

A beneficiary is the person or persons who inherit your assets and money.
Do you want your spouse/partner to be the sole executor/and sole beneficiary should they survive you?
- Yes
- No

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Joint Executor/Beneficiary

If your spouse/partner dies before you or you'd like someone else appointed, add their details below.

We suggest that you have two executors.

Your Executors

Full Name	Address	Phone number	Email Address	Relationship with you
					Edit Delete
There are no Executors.

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Child Guardianship
Do you need/want to appoint guardians for any children under 20 years of age?
- Yes
- No
Guardians for your children
Full Name
Edit

Delete
There are no Guardians.

Full Name
	Edit Delete
There are no Guardians.

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Leaving Gifts
Do you wish to leave specific gifts/money to people?
- Yes
- No
We recommend uploading a document below with these arrangements listed.
Upload file
Drop files here or

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Debt and Assets

Making special arrangements for your family.
Do you have any loans to children, a trust that you wish to have forgiven on your death, or a loan that needs to be counted against a beneficiaries share of your estate?
- Yes
- No
Do you need to make special provision for investing money for your beneficiaries who are underage or need assistance?
- Yes
- No
Do you need to have the family home held on trust to allow a family member to continue to live there?
- Yes
- No
You will need to speak with CS Law directly to create this. Either complete this form now and we will be in touch or choose the 'Save & Continue' option down below to speak with us now.
Who would you wish to leave the residue of your assets to?
Full Name
Edit

Delete
There are no Beneficiaries.
If one of the above people passes before you, would you like their children to inherit their share?
- Yes
- No
If one of the above people above passes away before you without children, do you want that person's share added to the shares of the other people named above?
- Yes
- No
If you've answered No to the above questions, please write your wishes below
Do all of your beneficiaries have full legal capacity?
- Yes
- No
If no, please provide details
If children are beneficiaries, at what age do you want them to receive their inheritance?

Full Name
	Edit Delete
There are no Beneficiaries.

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Funeral Arrangements
What are your wishes?
- Cremation
- Burial
Do you have any specific instructions you want to share?

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EPA & Legal Acts

Feel free to discuss with us any legal concerns you may have and we can work through them together.
Do you have a current Enduring Power of Attorney?
- Yes
- No
Please provide details
If you wish to discuss creating an EPA let us know, we are happy to assist with this. You can either contact us directly or fill in this form.
Do you believe any of your will arrangements may cause problems with a current or former spouse when you pass?
- Yes
- No
Has a family member been excluded and could therefore make a claim against your estate?
- Yes
- No
Have you made any promises to anyone to reward them in your will for work carried out or services rendered to you during your lifetime?
- Yes
- No

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Sign & Send

Please note that you will have to sign your will in person before it can become a legal document.

We take privacy seriously at CS Law and you can read our privacy policy here.
Is there anything else you feel we should know, or that you'd like to discuss?
Your Full Name*
First Last
Email*
Today's Date*

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Create a Will

Getting Started

Your Details

Current Relationship

Please provide your spouse's or partner's details below.

Past Relationships

Assets and Liabilities

Assets and approximate values

Liabilities and approximate values

Sole Executor/Beneficiary

Joint Executor/Beneficiary

If your spouse/partner dies before you or you'd like someone else appointed, add their details below.

Child Guardianship

Leaving Gifts

Debt and Assets

Making special arrangements for your family.

Funeral Arrangements

EPA & Legal Acts

Sign & Send

Full name	Age

Full name	Age