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WILL AND/OR ENDURING POWER OF ATTORNEY INSTRUCTIONS This instruction sheet is designed to assist you in preparing for your Will with us. It is not necessary for you to have finally decided on your

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How to fill out will andor enduring power

01

Gather all necessary information including assets, debts, beneficiaries, and any specific instructions.

02

Seek legal guidance from a lawyer specializing in estate planning to ensure your will and/or enduring power is legally binding and reflects your wishes.

03

Begin drafting your will by clearly stating your name, the date, and your intention to create a will.

04

Specify how you want your assets to be distributed among your beneficiaries.

05

Include provisions for any debts or taxes that need to be paid from your estate.

06

Choose an executor to carry out your wishes and make sure to discuss this role with them.

07

Sign your will in the presence of witnesses to make it legally valid.

08

Review and update your will periodically to account for any life changes or new assets.

Who needs will andor enduring power?

01

Anyone who wants to ensure their assets are distributed according to their wishes after they pass away.

02

Individuals who want to appoint a trusted person to make decisions on their behalf in case they become incapacitated.

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What is will and/or enduring power?

Will and/or enduring power is a legal document that outlines the wishes of an individual regarding their assets and decision-making in case they become incapacitated.

Who is required to file will and/or enduring power?

Any individual who wishes to specify how their assets will be distributed after their death or how decisions will be made on their behalf if they become incapacitated.

How to fill out will and/or enduring power?

Will and/or enduring power can be filled out with the assistance of a legal professional or by using DIY kits available online. It is important to carefully consider all decisions and ensure the document meets all legal requirements.

What is the purpose of will and/or enduring power?

The purpose of will and/or enduring power is to ensure that an individual's wishes regarding their assets and decision-making are carried out in the event of their death or incapacitation.

What information must be reported on will and/or enduring power?

The document typically includes details of assets, beneficiaries, decision-makers, and any specific instructions or wishes of the individual.

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