Will Vault
Once you have completed your Will, if you wish to take advantage of our Will Vault service, then simply follow these steps.
Please Note: Only the will maker or executor(s) and trustee(s) will be able to gain access to and retrieve your original Will. If you or your executor(s) and trustee(s) wish to retrieve an original Will which has been stored away, the Will Vault Request Form included inside your product will need to be completed and sent to us.
Step 1.
Complete and sign the Will Vault Deposit Form included inside your product. If you have misplaced it, or wish to obtain another copy please contact us here.
Step 2.
Make at least two copies of your Will for yourself and additional copies for each of your executor(s) and trustee(s) and arrange for all copies to be legally certified. Let your family and executor(s) and trustee(s) know where your original Will is kept. You should store away the copy inside the box supplied with your Will to help you avoid misplacing same.
Step 3.
Place your original Will together with the Will Vault Deposit Form in an envelope and send to the address provided in your product. Once received, our company will store away your Will and provide written confirmation. If you have not received any confirmation within 21 days of delivery based on tracking details, please contact us here.