Wills & Estate Planning
A guided questionnaire that gathers everything we need to prepare your Will and Powers of Attorney — so your appointment is spent on advice, not paperwork.
Longer if you are doing it together as a couple.
Your answers are saved in this browser as you go.
Credited against your final account.
Drafts are prepared for T. David Marshall’s review.
How it works
A deposit opens the file and is credited against your final account. Then: your details, your family, who you want to act for you, and how you want your estate divided. Skip anything you are unsure about — we will go through it with you.
Your answers come straight through to the firm. You can keep a copy for yourself at the same time, and we are in touch within two business days to book your appointment.
Your Will, your Continuing Power of Attorney for Property and your Power of Attorney for Personal Care are drafted on the firm’s precedents and reviewed by the lawyer.
We read the drafts through with you, make any changes, and witness the signing at our Caledonia office.
Full legal names — including middle names — and dates of birth for your spouse, your children, and anyone you want to appoint. Names have to match identification when a Will is proved, so a nickname or a first name alone is not enough. If you have an existing Will, a marriage contract, or shares in a private company, note that too.
Section 1