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Estate Planning: Preparing for your Will Appointment June, 2023How to Prepare for a Will Appointment with Your Lawyer This info sheet sets out the information we need to know about to advise you and
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01
Gather all necessary information such as assets, debts, and beneficiaries.
02
Decide how you want your assets to be distributed.
03
Choose an executor to carry out your wishes.
04
Consult with a lawyer or use a DIY will kit to draft your will.
05
Sign the will in the presence of witnesses to make it legally binding.

Who needs making a will a?

01
Anyone who wants to ensure their assets are distributed according to their wishes after they pass away.
02
Individuals with children who want to designate guardianship and provide for their children.
03
Those with complex financial situations or blended families may also benefit from making a will.
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A will is a legal document that specifies how a person wants their assets to be distributed after their death.
Any individual who wants to ensure their assets are distributed according to their wishes.
You can fill out a will by consulting with a lawyer or using an online template to ensure all necessary information is included.
The purpose of making a will is to clearly outline how your assets should be distributed after your death.
Information such as the names of beneficiaries, details of assets, and appointment of an executor must be included in a will.
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