Estate planning requirements for a single, individual person

This form is for a single person, with or without children, looking for estate planning advice.

If you are living with someone in a close and personal relationship, or you are still living under the same roof but have separated, please fill out the couples form. If you are not married and living with someone who is a flatmate or friend, the single form is the best option.

Estate Planning Individual

YOUR INFORMATION

Your name

Name of person filling out this form

First Name

Last Name

Phone

Mobile or landline (if landline please include area code)

WILLMAKER'S DETAILS

Are you filling this form out for yourself or another person?

Please choose between the dropdown options

Your full name, or the full name of the person this advice is for

Please provide first name, any middle names, and surname, in the order you would like it to be printed on any documents

Your date of birth

YYYY

Address

Address 1

Address 2

City

State/Province

Zip/Postal Code

Country

What do you want to achieve with this advice

Other

What you want to achieve with this advice

CHILDREN

Do you have any children?

If you answered yes to having children please fill out this box below.

Please provide the NAME, DATE OF BIRTH and whether each child is your biological, step, adopted or foster child.

YOUR WISHES

To whom do you wish to leave your assets and personal belongings upon your death

Please include whatever level of detail you are comfortable providing at this stage

Assets and Gifts

Please let us know the assets you would like to dispose of upon your death and how you would like to dispose of those assets, including to whom those assets would pass upon your death. Any infromation you provide is confidential and subject to the rules of legal privilege. This website also has an SSL certificate, a digital certificate that authenticates a website's identity and enables an encrypted connection. However if you prefer, you can provide this information in person at a later date.

Estate planning requirements for a single, individual person

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