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How 1Life helps you create a personalised will

15 September 2023
1 minute read
mother and daughter on a couch

No two Wills are going to be alike, and you need your will to reflect your personal circumstances. You might own a business, have assets in a trust, or been in a former marriage.

The first step in the 1Life Wills and Estate Plan process, is to complete a one-page questionnaire together with your financial adviser. The answers provide an accurate snapshot of all the details of your estate. This snapshot then allows the system to customise your Will to your specific environment and provides the basis for our fiduciary specialists to validate your Will.

Based on your answers in the initial questionnaire, the system will then adapt the rest of the questionnaires to get more complete information. For example, if you select the option that you have policies in place, the system will then request more detail when you list your assets later in the process.

Should some of the detail you supply be of such a complex nature as to require expert advice, your financial adviser will be on hand to assist.

To make sure your estate is wrapped up quickly and efficiently (and to avoid conflict), your Will needs to be correctly drawn up and the executor of your estate needs to have all the right information at his or her fingertips.

The detail from the questionnaire enables us as the executor of your estate to do just that. Your estate cannot be finalised without all accounts being settled and any money owed being paid. You also want to make sure all assets are distributed, and nothing is missed or left for beneficiaries to potentially argue over.

This is another example of how 1Life marries the power of technology with personal and professional support to give you the peace of mind that your estate will be properly managed, and your loved ones will not have to deal with the added stress of complications arising from your estate.

Learn more here or contact your financial adviser.

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