Step 4 - Inform Key Individuals

Inform your appointed executor and beneficiaries about the existence and location of your will.

Step 3 - Sign and Store Your Will Safely

Ensure your will is legally valid by signing it in the presence of witnesses and storing it securely. Bond Optimiser offers secure document storage options.

Step 2 - Draft and Review Your Will

Work with our legal experts to draft a will that reflects your wishes and ensures smooth handling of your mortgage and other assets.

Step 1 - Book a Consultation

Schedule a free consultation with one of our estate planning partners.