Comprehensive Will
Your legacy deserves a carefully considered plan.
For clients with trusts, companies, multiple properties and complex estate planning needs.
You have worked hard to build your assets and provide for your family. When your affairs include several properties, a business, trust arrangements and a range of investments or personal assets, your will needs to fit into a wider estate plan.Our Comprehensive Will service helps you bring your wishes and planning needs together, identify where specialist input is required, and give your family a trusted place to turn.
Is this service for you?
Our Basic Will service is designed for clients with limited assets and uncomplicated personal circumstances. It may suit someone with personal belongings, savings and a simple plan for their beneficiaries.
How we can help you
Put your wishes in writing
Record who you would like to inherit your assets and nominate someone to administer your estate.
Make provision for your loved ones
Set out your wishes for the people who matter most to you.
Keep your will safe
Have your original will securely stored in one designated place, so your family knows where it is held.
Keep it up to date
Review your will when your family, finances or circumstances change.
One place for safekeeping and family support
One place for safekeeping. One number for your family to call.
During a difficult time, knowing where to turn can make a meaningful difference. Your family can contact us for help locating your will, understanding the next steps and connecting with the appropriate people involved in the estate process.
A personal point of contact when your family needs support.
Take the first step today Contact us to discuss your basic will and safekeeping arrangements. We’ll explain what is included, any costs involved and how to get started.