The goals you have for the administration of your estate will affect what information is required to plan your Will. Therefore, the goal setting step needs to be completed in conjunction with the collection of required information.

Things to consider as part of the goal setting stage are who or what organizations you want to benefit from the distribution of your estate, your obligations to others, how gifts should be carried out (i.e. gifts of specific items, cash legacies, percentage of residue), and whether the gifts should be direct or subject to a trust. There is no one size fits all solution. Will and estate planning is very personal and should reflect the beliefs and goals of individual clients. Lawyers are trained to develop and implement customized Will and estate planning solutions. DIY forms do not offer the same range of options and cannot provide you with professional advice to help you with the process.