Advice on Will Drafting & Updating
Ensure Your Wishes Are Clearly Defined and Properly Structured
A will is one of the most important documents in your financial plan — but having one in place isn’t always enough.
Why Will Drafting & Updating Matters
Tailored Advice on Drafting or Updating Your Will.
Whether you’re putting a will in place for the first time or reviewing an existing one, we help you make informed decisions — and, where needed, work alongside legal professionals to ensure everything is implemented correctly.
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Advice on Will Drafting & Updating
Make Sure Your Will Still Reflects Your Life
Your will should evolve as your life changes.
At Financial Future Planners, we help you review your current will — or plan for a new one — by looking at your full financial picture. This ensures your wishes are clear, your intentions are practical, and your estate plan works effectively alongside your investments, risk cover, and long-term goals.
Is Your Will Still Relevant and Aligned With Your Financial Plan?
A will that isn’t aligned with your current circumstances can create unnecessary complications.
Many people have a will in place — but haven’t reviewed it after major life changes such as marriage, divorce, children, or new assets. Others focus only on the legal document, without considering how it fits into their broader financial plan.
At Financial Future Planners, we focus on the bigger picture — helping you ensure your will is not only valid, but also relevant, practical, and aligned with your financial strategy.
Our Will Planning Advisory Services
Guidance on Valid Will Structure
The Challenge:
A will may be legally valid but still unclear, outdated, or not aligned with your intentions.
Our Approach:
We help you think through key decisions — such as how your estate should be distributed, how beneficiaries are provided for, and how your wishes are structured — before implementation.
Your Outcome:
Clarity and confidence that your wishes are well thought through and properly defined.
Coordination with Legal Professionals
The Challenge:
Drafting or updating a will without proper guidance can lead to gaps or unintended consequences.
Our Approach:
Where needed, we work alongside or refer you to trusted legal professionals to ensure your will is correctly drafted and legally compliant.
Your Outcome:
A seamless process where your financial plan and legal documentation are fully aligned.
Executor and Practical Planning Guidance
The Challenge:
Choosing an executor and planning the practical side of your estate is often overlooked or misunderstood.
Our Approach:
We guide you through selecting an appropriate executor and ensuring your plan is practical, efficient, and easy to administer.
Your Outcome:
A smoother estate process that reduces complexity and stress for your loved ones.
Frequently Asked Questions
Do you draft wills directly?
Our focus is on providing financial guidance and structuring advice. Where required, we work with or refer you to legal professionals to handle the formal drafting process.
Why is financial advice important when drafting a will?
A will forms part of your broader financial plan. Without proper guidance, it may not align with your assets, investments, or long-term goals.
How often should I review my will?
You should review it after major life events or significant financial changes.
What happens if my will is outdated?
It may no longer reflect your wishes or current circumstances, which can lead to unintended outcomes.
Can you work with my existing attorney?
Yes. We can collaborate with your legal advisor to ensure everything is aligned.
Is this service confidential?
Yes. All discussions are handled with complete confidentiality and professionalism.
Put the Right Structure Behind Your Wishes
A well-considered will starts with the right advice.
Book a will planning consultation today with Financial Future Planners and ensure your wishes are clearly defined, properly structured, and aligned with your financial future.
Hi, I’m Lesley MacWilliam CFP® – a Certified Financial Planner
I have been helping my clients secure a worry-free financial future for more than 25 years.
Schedule your free consultation today and start building the secure, financial future you work so hard for! Empower your tomorrow, starting today—with Financial Future Planners.