Wills Preparation – Thanks for coming to this page to get started. I developed this questionnaire to help my clients get started with their estate planning as many people just didn’t know where to start. My clients are so relieved to get our Will Questionnaire — it gives a chance to think through the different areas in order to make a Will …like Executors, Guardians, Beneficiaries, Special Gifts, and then some. The form is generally intended to make the process less stressful and it allows for you to capture a lot of ‘top of mind’ information, but offers the opportunity to confirm important details like peoples legal names. The Questionnaire is easily downloaded below. When we meet, this form will guide us through the various topics we need to cover to make the right Will for you.
I am an experienced, compassionate Notary in Victoria who loves my Wills and Estates practice. I look forward to meeting with you and getting to know you soon.
Click here: Will Questionnaire