5 questions before your consultation

Before your will consultation, it's important to think about the big decisions. Make notes about the questions below so you can talk through your wishes at your consultation.

Special gifts

Will you make any special gifts, e.g. an amount of money, jewellery, a family heirloom?

Beneficiaries

Apart from special gifts, who do you wish to leave your assets to? How do you want them to be divided?

Think about scenarios where a beneficiary may die before you – do you have a backup? What if an asset is to be divided equally between children and one dies before you – does their share go to your other children or theirs?

You should also know who could be entitled to a share of your assets if you don’t make arrangements.

Executor

Who will ensure the terms of your will are carried out? Watch our video on your options when choosing an executor.

Find out about choosing your executor

Guardians

A guardian represents your preferences for your kids if you’re no longer around. Naming a guardian is important if you have children 18 years of age or younger. There is a range of things to consider when choosing a guardian, such as their values, age, commitments and finances. It’s important to name a back-up as well, not to mention discussing the role with them in depth.

More on what you should consider when naming a guardian.

Funeral

There’s a lot to consider when it comes to your funeral and your remains. More than you might think.

Do you want to be buried or cremated? Would you like to donate your body or organs for medical use? You should think about where you’d like the service to be held, what kind of service it should be and who will lead it. You should also consider how the funeral will be funded.

Stating your preferences for your funeral takes the pressure off your loved ones at a difficult time. You can put your plans in your will, but you should also leave them with family or a friend.

More on planning your funeral.

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