Complete Will
More to consider. A plan that reflects your life.
A more detailed will for your family, property and business interests.
As your life grows, your estate planning needs can become more complex. A second home, investment property, business interests or more detailed family wishes may call for a more comprehensive approach to your will.Our Complete Will service helps you consider these needs and record your wishes clearly, with secure safekeeping and one trusted point of contact for your family.
Who this service is for
Clients who own more than one property, have a business or shareholding, want to make specific gifts, or need to consider children, dependants or a blended family.
How we can help you
Plan for multiple asset
Set out your wishes for your home, additional properties, investments and other assets.
Consider your business interest
Discuss your wishes for your ownership interests and identify where separate succession planning or specialist advice may be needed.
Provide for your family
Consider the needs of your beneficiaries, including children and dependants, and discuss suitable arrangements.
Look at the wider picture
Identify matters such as estate costs, available funds and existing agreements that may affect how your wishes can be carried out.
Keep your wishes current
Review your will as your property, business or family circumstances change.
Safe storage and support for your family
One place for safekeeping. One number for your family to call.
We keep your original will securely stored, so your family knows where it is held. When the time comes, they can contact us for help locating it, understanding the next steps and connecting with the appropriate estate professionals.
Let us help you plan with confidence Contact us to discuss your circumstances. We’ll explain the scope of the Complete Will service, any specialist input required and the costs involved before you proceed.