When It Applies

Not For

• Using a template will as final legal advice.
• Estate-planning, tax, trust, matrimonial-property, maintenance, or succession decisions without tailored review.

Documents

• ID document
• Marriage or antenuptial contract
• Divorce order
• Family and dependant details
• Asset list
• Debt list
• Existing will or codicil
• Trust or business documents
• Beneficiary nominations
• Executor or guardian notes

Timeline

• Before consultation: define the will task and urgency.
• Before review: collect family, asset, debt, and existing-document records.
• During consultation: confirm what the will covers, signing, storage, and scope.
• Afterwards: protect the original and calendar review triggers.

Tips

• Tell the lawyer about previous wills and beneficiary nominations early.
• Keep minor children, dependants, foreign assets, and business interests visible in the summary.
• Ask where the signed original will should be stored.
• Do not assume every asset passes through the will.

Warning Signs

• There are minor children, foreign assets, trusts, business interests, or family conflict.
• A previous will, beneficiary nomination, or trust document may conflict with the new plan.
• You need urgent signing due to illness, travel, or a major transaction.
• You do not know where the original will is stored.