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Will Preparation and Estate Planning
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What Is A Will?
When And Why To Make A Will
When Do You Need A Grant Of Representation?
How To Administer An Estate
Leaving Assets Without A Will
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The Founders
The Logo
Menu
What we Do
Future Planning
Will Preparation and Estate Planning
Estate Protection and Enforcement
Probate and Estate Administration
Financial & Retirement Planning
Succession Planning
Pension Advisory and Verification
Estate Administration
Ins & Outs of Estate Administration
What Is A Will?
When And Why To Make A Will
When Do You Need A Grant Of Representation?
How To Administer An Estate
Leaving Assets Without A Will
Powers of Attorney
Living Wills
EQ APPS
EQ Will Calculator
EQ Wills
EQ Estate Gateway
Publications
About Us
The Founders
The Logo
Do You Need a Will?
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*Do you have a
Will?
--Select--
--Select--
Yes
Yes
No
No
Has it been updated since your last major life event (birth, death of beneficiaries, marriage, divorce, change in jobs of yourself or beneficiaries)?
--Select--
--Select--
Yes
Yes
No
No
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Next
Do you own
property?
--Select--
--Select--
Yes
Yes
No
No
Is it owned solely by you?
--Select--
--Select--
Yes
Yes
No
No
Is/Are the person(s) who it's held jointly with the person(s) you’d like to inherit that property on your death?
--Select--
--Select--
Yes
Yes
No
No
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Next
*Do you own
shares/stocks?
--Select--
--Select--
Yes
Yes
No
No
Are they owned solely by you?
--Select--
--Select--
Yes
Yes
No
No
Is/Are the person(s) who it's held jointly with the person(s) you’d like to inherit those shares on your death?
--Select--
--Select--
Yes
Yes
No
No
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Next
*Do you own
mutual funds?
--Select--
--Select--
Yes
Yes
No
No
Are they owned solely by you?
--Select--
--Select--
Yes
Yes
No
No
Is/Are the person(s) who it's held jointly with the person(s) you’d like to inherit those mutual funds on your death?
--Select--
--Select--
Yes
Yes
No
No
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Next
*Do you have any
life insurance policies?
--Select--
--Select--
Yes
Yes
No
No
Do you have a beneficiary named on each policy?
--Select--
--Select--
Yes
Yes
No
No
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Next
*Do you have any
pension plans, deferred annuity plans (with an insurance company or Bank like TISP or Future Cash) or other employment benefit plans?
--Select--
--Select--
Yes
Yes
No
No
Do you have a beneficiary named on each such pension plan or policy?
--Select--
--Select--
Yes
Yes
No
No
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Next
*Do you have
bank accounts?
--Select--
--Select--
Yes
Yes
No
No
Are they in your sole name?
--Select--
--Select--
Yes
Yes
No
No
Is the person(s) who its held jointly with the person(s) you’d like to inherit those funds on your death?
--Select--
--Select--
Yes
Yes
No
No
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Next
*Do you own any
vehicles, boats or other such type of machinery?
--Select--
--Select--
Yes
Yes
No
No
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Next
*Do you own
specific assets
(piano, jewelry for eg.) which you would like to leave for a designated person(s) after your demise?
--Select--
--Select--
Yes
Yes
No
No
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Next
*Do you have any
safe deposit boxes?
--Select--
--Select--
Yes
Yes
No
No
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Next
Do you own any
foreign assets eg property, vehicles, shares, bank accounts
in your sole name?
--Select--
--Select--
Yes
Yes
No
No
Back
Next
You do not need a will!
You MAY need a Will and should book a consultation with us!
You DEFINITELY need a Will! Please proceed to complete the EQ Wills Generator.
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