HERITANT · Wills

Wills & Testamentary Planning.

Considered Will preparation, review, registration and execution assistance designed around your assets, beneficiaries, family circumstances and succession intentions.

HERITANT

From Planning
to Implementation.

Will planning

A Will should clearly reflect your intentions.

A Will is an important estate-planning document through which a person can record how they intend their estate to be dealt with after their lifetime.

The appropriate provisions depend on the person's assets, beneficiaries, family circumstances, responsibilities and succession objectives.

What we consider

Important matters in Will planning.

Beneficiaries

Identifying the persons or beneficiaries intended to receive assets under the Will.

Assets & Bequests

Considering relevant assets and the manner in which specific or residual bequests are intended to operate.

Executors

Considering the person or persons intended to carry out the administration of the estate.

Minor Children

Considering guardianship and succession arrangements where minor children are involved.

Existing Documents

Reviewing an existing Will and related estate-planning documents where relevant.

Execution

Guidance regarding applicable signing, witnessing and other execution requirements.

Our assistance

Will-related assistance.

The exact assistance required will depend on whether a new Will is being prepared, an existing Will is being reviewed or changes are required because circumstances have changed.

Preparation of a new Will

01

Review of an existing Will

02

Revision or replacement of an existing Will

03

Consideration of beneficiaries and bequests

04

Executor-related provisions

05

Guardianship considerations for minor children

06

Consideration of vulnerable beneficiaries where relevant

07

Execution and witnessing guidance

08

Important consideration

A Will should be prepared and reviewed in the context of the client's actual family circumstances, assets and intentions. Significant changes in those circumstances may make it appropriate to review existing testamentary arrangements.

Consultation

Discuss your Will and succession intentions with us.

Book a Consultation