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Preparing, signing and keeping your Will

Check the prepared document

Read the Will you receive. Check names, appointments, beneficiaries and whether the drafting reflects your instructions. Raise corrections before signing rather than amending a document informally.

Follow the execution guidance

Completing the questionnaire is not the same as executing a Will. Follow the signing and witness guidance supplied with the reviewed document; discuss any difficulty with signing or understanding it before proceeding.

Make the document findable

Keep the executed original securely and let an appropriate trusted person know where it can be found. Keep a clear distinction between working drafts and the signed document.

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What We Leave

Wills, trusts and thoughtful succession planning.

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