Plan clearly for the people and property that matter.

Making or updating a will

A will records how you want your estate dealt with after death. A useful consultation usually starts with your personal circumstances, dependants, assets, existing will (if any) and the people you want to nominate for key roles.

When people commonly review a will

• Marriage, divorce or a significant family change.
• The birth or adoption of children.
• A material change in assets, property or business interests.
• A move, new estate-planning concern or an old will that no longer reflects your wishes.

Estate-related guidance after a death

When someone dies, the immediate priority is to establish what documents exist and what the estate consists of. Contact the firm to confirm the scope of assistance available for the specific estate and the documents required.

What to have ready

• Identity details and relevant family information.
• An existing will, if one exists.
• A high-level list of major assets and liabilities.
• For a deceased estate, available death, identity, marriage and asset documents.

Frequently asked questions