After creating a Will, it is also helpful to record your personal wishes so your Executors know your preferences and reasoning to help guide them to make important decisions when you die.
To access the interactive version, save the document to your computer as you’ll need Adobe Acrobat to complete it online.
If you prefer a hard copy or an e-signature version, please let your adviser know.
When you have completed this document, it is really important to sign and date it. Keep it in a secure place at all times as it will contain sensitive and confidential information. We recommend you store this alongside your Will but do not attach it as this may invalidate the Will.
If you have questions, please contact us, we are always happy to help you.