Wills form The information provided in this form is confidential and will be used solely for the purpose of providing legal services to you. If you are a couple completing this form, please complete one form each.Our Wills form does not have a save feature so please allow enough time to complete it before submitting.If you run out of time, please submit what you have completed and we can cover off the missing details with you in due course. Full Name(s) (as appears on your official ID) * First Name Last Name Address * Email * Contact Phone Number * Date of Birth * Occupation * Do you have a current Will? If so, where is this located? Full names of any children and their ages – please state if they are children from an earlier relationship or your current relationship Relationship Status * Full Name(s) of Partner (as appears on official ID) (if applicable) First Name Last Name Occupation of Partner Address of Partner Date de facto relationship began (living together for 3 years or more – if applicable) Date of Marriage (if applicable) Date of Separation (if applicable) Do you have a Family Trust? If so, what is the name of the Family Trust and where are the documents held? Full Name, Occupation and Location of Executor/s (person or people you want to leave in charge of carrying out your Will instructions) Assets you have (property, shares, interest in a business, interest in a Family Trust, money in any bank accounts, vehicles, boats, investments, KiwiSaver) Liabilities you have Any specific items or money you would like to give to someone in particular? Please advise who you would like to leave the balance of your Estate to under your Will Is there a minimum age you want a recipient to reach before receiving from your Estate? Who would you want to care for your children (under the age of 18 years) in the event both of their natural parents were not alive? Do you have any specific instructions to leave regarding your children? Any specific funeral arrangements? Any specific burial or cremation instructions? By completing this form, I agree I am instructing The Firm to draft a Will for me, and I have read and accept their Letter and Terms of Engagement. I understand The Firm may contact me for further information to complete my Will. * View the letter and terms of engagement here. I/we agree Thank you!
