Will and Testament
Why a Will is important.
Preparing a Will is a daunting and emotional prospect for most people, and therefore it is not surprising that so many of us rather opt to avoid the topic altogether.
However, ensuring that you have a valid Will in place is the best way to protect your loved ones from the financial and emotional implications of dealing with your passing without you leaving a valid Will, which often leads to unnecessary confusion and hardship for those left behind.
Our objective is to provide sound advice, to ensure that your Will achieves your desired outcome when you are no longer there to speak for yourself. We see poorly drafted Wills too often, which can have disastrous repercussions for your estate and beneficiaries.
Our legal advisors at Portfolium Fiduciary Services, are skilled in creating professional, legally binding Wills. They have the experience and expertise to not only suggest solutions, but also to implement an estate planning strategy that fits your individual needs.
A poorly drafted Will will simply fail to protect you and your estate.
Do any of the following scenarios apply to you?
If yes, it is advisable to have a Will in place to protect your loved ones after you pass.
You are married
Without a Will in place, your spouse may not automatically inherit your entire estate after you have passed away.
You have grandchildren
You may want to consider nominating your grandchildren as beneficiaries in your Will to ensure that they will inherit directly from you.
You have children
Ensuring that your children are properly cared for after you pass is arguably the most important matter to deal with in your Will, especially if they are still minors or have special needs. Without a Will, your children’s specific needs may not be adequately addressed.
You are in a relationship
Not having a Will in this instance may have the effect that your partner will not inherit anything from your estate.
You are a property owner
If you are a property owner it is important to specify who you wish to inherit or reside in your property after you have passed away.
You decide who inherits
You do not want the laws of intestate succession to decide who inherits your estate. Having a Will is the only way that you will be in control to name your beneficiaries and to specify how they will benefit from your estate.
We ensure that your Will delivers the outcomes when you cannot speak for yourself.
Why us?
We excel at dealing with complex estates. Regardless of how you choose to engage with us, our team of friendly, experienced legal advisors will guide you through the complexities of preparing your Will. They will provide you with real life scenarios to help you understand how to optimally structure your Will.
There is no such thing
as a standard Will.
Can I use a standard Will?
Because every person’s situation is unique, your Will is personal to your circumstances and your wishes.
During the preparation of your Will, you need to consider questions such as:
Who will look after your children?
What will happen to your home?
What will happen to your pets?
What taxes will be payable on your estate?
These are just some of the points that we will cover with you as part of our service. If you have an initial question about preparing a Will you can obtain free initial guidance from our legal advisors, so please get in touch by completing the contact form below.
What prevents you from implementing your Will?
It is Complicated
There is no need to struggle through endless forms when preparing your Will. Our friendly legal advisors provide simple to follow advice to help you make the right decisions.
I am too Busy
Our knowledgeable and friendly legal advisors are available to discuss your wishes at a time that will be convenient for you.
It is to Expensive
Our services will give exceptional value for money, with competitive rates that put you in control of the process.
Steps to create your Will
#1
Complete the Will form
Get started by completing the form and we will contact you to schedule a consultation session with one of our legal advisors.
During the consultation session, we will discuss your concerns and answer your questions. We will also listen to your wishes and discuss your options. Depending on your circumstances we might discuss further estate planning services such as trusts.
#2
Consult with
a legal advisor
#3
Prepare draft Will
Following the consultation session, your Will is drafted by our Legal team and sent to you for approval within 21 days of your appointment. Clear guidelines for signing and witnessing will be provided.
Let’s get your Will in order
Please follow this link to complete the Will form here.
On completion of the form, one of our friendly consultants will contact with you to schedule a consultation session. If you have any questions or need assistance to complete the form, please contact Portfolium Fiduciary Services.