Wills

Get your Will started with our easy to follow questionnaire.

1Introduction

2Will Maker

3Partner Details

4Children

5Executor & Trustee Details

6Organ Donation, Burial & Cremation

7Guardianship

8Distribution of Estate

9Any other matters

Introduction

This online questionnaire is designed to allow you to send us information we need to prepare your Will. If you are completing this on behalf of the person making the Will, please note we refer to “you” in this questionnaire as that person.

There are some compulsory questions – these are noted with an asterisk (*).

There is guidance and pop up information within the questionnaire to help you along.

There are 9 Sections. Each Section has a General or Additional Comments field at the end. This allows you to enter anything you want, and you should feel free to use this if you have any doubts or are unsure about what is being asked in the earlier parts of the Section.

If you need to take a break from the questionnaire you can do so, by clicking the Save and Continue Later link at the bottom of each page and you will receive an email with a link to allow you to resume where you left off. Your answers will all be saved automatically.

Once you have completed the questionnaire click the SUBMIT button on the last page (Section 9 – Any other matters) and an email will be sent to you and us with your answers.

We will follow up with you as required and contact you to organise how the completed Will can be “executed” (signed with witnesses present – a legal requirement).

If you know the person at Evans Henderson Woodbridge who you want to prepare the Will, or is your usual contact here, then you can select that person in the questionnaire. They will receive a copy of your submitted answers and will follow up with you. If you don’t have a regular contact here then we will be in touch to arrange that for you.

At any stage you can contact us with questions.

Save and Continue Later

Section 3 - Partner Details
Do you have a partner?*
- Yes
- No
Name of Partner
First Name*
Middle Name
Surname*
Occupation
Gender*
- Male
- Female
Nature of your relationship with the partner
General or Additional Comments
If you want to add anything more related to the above questions please do so here.

Save and Continue Later

Section 4 - Children's details
Do you have children from your current relationship?*
- Yes
- No

Child Details

First Name	Middle Name	Last Name	Gender	Date of Birth	If Date of Birth not known, current age	Actions

There are no Children.

Do you have children from any past relationships?*
- Yes
- No

Child Details

First Name	Middle Name	Last Name	Gender	Date of Birth	If Date of Birth not known, current age	Actions

There are no Children.

General or Additional Comments
If you want to add anything more related to the above questions please do so here.

Save and Continue Later

Section 5 - Executor and Trustee Details
You need to appoint an Executor(s) and Trustee(s) of your Will and Estate. An Executor is responsible for bringing into action what your Will provides for. This includes getting in your assets, paying any debts and distributing assets. This could be a family member or a close friend, or we could provide this service for you. A Trustee looks after longer term requirements like children’s deferred inheritances, life interests etc. Often the people are one and the same, but you can nominate different people and/or Trustee Corporations.

Who do you want to appoint as your Executor(s)

Executor First Name	Executor Middle Name	Executor Last Name	Relationship of Executor to you	Actions

There are no Executors.

Do you want to appoint the same Executor(s) as your Trustee(s)
- Yes
- No
Who do you want to appoint as your Trustees
- Appoint only a person or more than one person (not a Trustee Corporation)?
- Appoint only a Trustee Corporation
- Appoint a person or more than one person and a Trustee Corporation
Appoint only a person or more than one person (not a Trustee Corporation)?

Trustee Details

Trustee First Name	Trustee Middle Name	Trustee Last Name	Relationship of Trustee to you	Actions

There are no Trustees.

Appoint only a Trustee Corporation
Name of Trustee Corporation
Appoint a person or more than one person and a Trustee Corporation

Trustee Details

Trustee First Name	Trustee Middle Name	Trustee Last Name	Relationship of Trustee to you	Actions

There are no Trustees.

Name of Trustee Corporation
Do you want to appoint a person(s) to act as substitute Trustee(s) if your earlier selections are unable to perform the task?
- Yes
- No

Substitute Trustee Details

Trustee First Name	Trustee Middle Name	Trustee Last Name	Relationship of Trustee to you	Actions

There are no Substitute Trustees.

General or Additional Comments
If you want to add anything more related to the above questions please do so here.

Save and Continue Later

Section 6 - Organ Donation, Burial and Cremation
Do you want to donate any body organs for grafting or transplant purposes?
- Yes
- No
Do you have any instructions over which parts of your body?
Do you want to donate any body organs for medical or scientific education and research?
- Yes
- No
Do you have any instructions over which parts of your body?
Do you want to be buried or cremated?
- Buried
- Cremated
Do you have any instructions on the place of your burial?
Do you have any instructions for the interment or scattering of your ashes?
General or Additional Comments
If you want to add anything more related to the above questions please do so here.

Save and Continue Later

Section 7 - Guardianship
Do you have a child or children under 18 AND want to appoint a guardian or guardians for them?
- Yes
- No

Guardian Details

Guardian First Name	Guardian Middle Name	Guardian Last Name	Relationship of Guardian to you	Actions

There are no Guardians.

If none of the guardian(s) are able to perform their role do you want to appoint a substitute guardian(s)
- Yes
- No

Substitute Guardian Details

Guardian First Name	Guardian Middle Name	Guardian Last Name	Relationship of Guardian to you	Actions

There are no Substitute Guardians.

General or Additional Comments
If you want to add anything more related to the above questions please do so here.

Save and Continue Later

Section 8 - Distribution of Estate
Before you answer the next question, do you want to include a provision to distribute minor assets like jewellery in accordance with your known wishes.
- Yes
- No
Do you have any particular things or money you want to give to any person or organisation (e.g. charities) before the remainder of your Estate is dealt with?
- Yes
- No

Item List

Item Description	Amount $ (if relevant)	Who will receive this item	Nature of relationship to you ( if relevant)	Actions

There are no Items.

How would you like the remainder of Estate to be distributed
- All to my partner
- All to my partner but if they die before me then to my children equally
- Same as preceding option but adding an equal share for any child’s children if such child also dies before me
- None of the above
If you answered None of the above, please provide details here of your instructions in distributing the remainder of your Estate
General or Additional Comments
If you want to add anything more related to the above questions please do so here.

Save and Continue Later

Section 9 - Any other matters

We want to understand if there are any other matters that may need to be taken into account.
Are you known by any other name?
- Yes
- No
Other name(s) I am known by
Are there any special circumstances affecting you? For example – are you blind, deaf, unable to read, unable to sign?
- Yes
- No
What are these circumstances?
Do you have a family trust and/or own or have a shareholding in a private business?
- Yes
- No
Please provide brief details of these
Have you promised to leave anything to anyone not already mentioned earlier?
- Yes
- No
Please provide details
General or Additional Comments
If you want to add anything more related to the above questions please do so here.

Save and Continue Later

Wills

Introduction

Section 2 - Will Maker Details

Section 3 - Partner Details

Section 4 - Children's details

Section 5 - Executor and Trustee Details

Section 6 - Organ Donation, Burial and Cremation

Section 7 - Guardianship

Section 8 - Distribution of Estate

Section 9 - Any other matters

Follow us on Facebook

Marton Office

333 Wellington Road, Marton 4710

Feilding Office

12 MacArthur Street, Feilding 4702

Hunterville Office

5A Bruce Street, Hunterville 4730

To Send Us Mail

PO Box 326 (DX PA84502) MARTON 4741

Feilding
Office

Wills

Introduction

Section 2 - Will Maker Details

Section 3 - Partner Details

Section 4 - Children's details

Section 5 - Executor and Trustee Details

Section 6 - Organ Donation, Burial and Cremation

Section 7 - Guardianship

Section 8 - Distribution of Estate

Section 9 - Any other matters

Follow us on Facebook

Marton Office

333 Wellington Road, Marton 4710

Feilding Office

12 MacArthur Street, Feilding 4702

Hunterville Office

5A Bruce Street, Hunterville 4730

To Send Us Mail

PO Box 326 (DX PA84502) MARTON 4741

FeildingOffice

Feilding
Office