Hello there. |
Our online estate planning self-assessment will assist you to determine whether your personal and financial affairs can be managed by a standard Will.
If your personal or financial circumstances involve complexities that make a standard Will inappropriate, or inappropriate without accompanying specialist advice, the system will identify those complexities and provide to you details of the issues you need to address. You can elect to obtain a written copy of the report at no cost.
Our online Will service is for people who want a standard Will and whose affairs are relatively straight forward.
If the estate planning self-assessment determines that a standard Will is appropriate for you then you can elect to proceed with the preparation of a Will online.
Let’s begin with the estate planning self-assessment. |
Our online estate planning self-assessment will assist you to determine whether your personal and financial affairs can be managed by a standard Will.
If your personal or financial circumstances involve complexities that make a standard Will inappropriate, or inappropriate without accompanying specialist advice, the system will identify those complexities and provide to you details of the issues you need to address. You can elect to obtain a written copy of the report at no cost.
Our online Will service is for people who want a standard Will and whose affairs are relatively straight forward.
If the estate planning self-assessment determines that a standard Will is appropriate for you then you can elect to proceed with the preparation of a Will online.
Let’s begin with the estate planning self-assessment. |
Our phone Will service is for people who want a standard Will and whose affairs are relatively straight forward. This self-assessment will confirm whether a phone Will is right for you or whether you really should be seeing a lawyer to prepare your Will. It will only take a few minutes to complete. |
| Name of S&G staff member completing checklist:* | |
Instructions for the S&G staff member completing this self-assessment:
1. Get the client's name and phone number and insert those details in the first 2 boxes below (in case your call drops out).
2. Explain that the purpose of this checklist is to verify that the client's affairs are not too complex to do a Will over the phone.
3. Ask the client the question in the 3rd box below. |
| Client's name:* | |
| Client's phone number:* |
Please remember to include the STD code or mobile prefix |
| Are you wanting to do an online Will for:* | |
Instructions for the S&G staff member completing this checklist:
1. Mention to the person on the phone (the "intermediary") that, for ethical reasons, we prefer to speak directly to the person whose Will we are preparing (the "end client"). Ask if they're available to speak to you.
2. If they're not available, ascertain why (eg are they overseas, are they physically or mentally incapacitated, do they have problems speaking English, are they simply shy, etc?). Also, ascertain what authority the intermediary has to represent them (eg is the intermediary the end client's spouse, parent or child?).
3. If you can't speak to the end client and the intermediary still wants to proceed with the checklist, use your judgment to determine whether that is appropriate.
4. If you decide it is appropriate, mention to the intermediary that, while they can complete the checklist to determine if a phone Will is suitable for the end client, we will need to speak directly to the end client when we come to prepare their Will. Answer the next question below 'Yes' to continue this checklist.
5. If you decide it is NOT appropriate, depending on the reasons, consider making an appointment for the end client to see an estate planning lawyer in their local S&G office. Answer the next question below 'No' to cancel this checklist.
6. If you do get to speak to the end client, go back and change the client's name and the answer to the question immediately above to 'Yourself'.
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| Continue checklist interview?* | |
| In that case, you will need to answer the questions in this self-assessment on that other person's behalf rather than for yourself. So that we can make this checklist more user friendly and interactive, please tell us ... |
| What given name does that other person most commonly use?* |
Eg Fred or Wilma |
| What gender are you?* |  |
| Are you over 18 years of age?* | |
| How did you hear about this service? |
This is used purely for reporting purposes |
| Are you a past or current client of: (you may select more than one) |
This is used purely for reporting purposes |
| What is your post code? |
This is used purely for reporting purposes |
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| Click the 'Next' button below to continue. |