How to set up a Will

How to set up a Will

To set up a Will, it’s always a good idea to get professional advice from an expert, and the team at Perpetual Guardian are here to help. To help guide you with your decision making, our Client Managers can offer you a complimentary consultation, either in person or over the phone. If you then decide to go ahead with us, your Client Manager will guide you through the entire process, so you can rest assured that your wishes will be carried out.

As a starting point before making your Will we suggest thinking about the following questions:

  • Who do you want to be the executor of your Will? Want to find out more about what an executor does and what you should consider before appointing yours? See our section on Estate Administration.
  • Do you have any specific funeral wishes? This can help your family with any decisions when it comes time to arrange your funeral.
  • If you have minor children or dependants, who do you want to appoint as their guardian?
  • Are there specific gifts you wish to make? Such as a gift of personal items such as jewellery, or a gift of money.
  • Who would you like the rest of your estate to go to once your specific gifts have been made?

If you’ve started thinking about those, get in touch to set up a Will with one of our experts.

Need some help?

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