What are the steps to make a Will with Murnane Legal?

These are the steps we go through with our clients to make their Will.

1. MAKE CONTACT

Get in touch! We can be contacted by telephone, email or direct messaging through social media.

2. QUICK PHONE CHAT (THIS IS FREE)

We’ll arrange a time to have a brief phone chat. During this call, we can talk about what your requirements are, discuss fixed fees and answer any questions. We can also let you know if we require any documents from you before we go any further. (This call is free, and you are not obligated to proceed with us.)

3. PHONE, ZOOM OR IN-PERSON MEETING TO GATHER INFORMATION AND PROVIDE ADVICE

This is our ‘official’ meeting, where we will ask you a lot of questions in order to gather all the information needed to prepare your documents. We will also advise on strategies such as minimising family provision claims, asset protection for beneficiaries, executor and attorney selection and potential opportunities to minimise the tax paid by your beneficiaries.

4. WE PREPARE YOUR DOCUMENTS

Please allow about seven days to prepare your documents.

5. SECONDARY MEETING (IF REQUIRED)

Once your documents are prepared, we may have a short meeting or telephone call to review the draft documents and make any necessary amendments.

6. SIGNING OF DOCUMENTS

Once your documents are in order, we will arrange a mutually convenient time to have them signed in both the presence of your lawyer (us) and another witness. This can take place at our Port Melbourne office, your home or other venue if preferred.

7. COPY OF DOCUMENTS PROVIDED

You will be provided with your copy of the executed documents by email.