Making a will might seem like a big and expensive task—it isn't. It can be simple and straightforward if you follow the six simple steps below:

1. Preparation

Preparation should take around 25 minutes. You’ll need to consider who will be your beneficiaries, what valuable assets you own, who you would like to receive them, who will be your executor, who you want to care for any minor children and what you would like for your funeral. See this article for 5 things to think about when making your will.

2. Consultation

Online, complete the document in your own time. In person, one of the Public Trust experts will lead you through the process of preparing your will, and answer any questions you may have. This can take from 20 minutes online for a simple will, to 1.5 hours in person for a complex will.

3. Review & approval (in person only) 

Public Trust will prepare and check your will and then send it to you for approval before signing. This usually happens 3-5 working days after your consultation, and is your chance to ensure everything is correct.

4. Signing & safe storage

If you create your will in one of Public Trust customer centres they’ll help you witness and sign your will before storing it in our vault if that is what you want. This takes around 15 minutes, and they’ll give you a copy to take home with you. Online wills also need to be printed out and signed in front of two witnesses.

5. Have things changed?

It is recommended reviewing your will every year to make sure it’s still up to date.
It's important to review your will regularly, especially after any significant events or changes in your life like welcoming a new baby, ending or starting a relationship, and buying or selling a home or business. Pubic Trust will send you a reminder to check your will after a year.

Don't Wait Any Longer - Get Started Now

Making a will is also very affordable. You can choose from a basic package for your straightforward needs or a standard one which is the most common package includes everything from the Basic Will. Or if you want to make a more complex, the Comprehensive package may be the one for you. 

If you don't know which option best suits your needs, then answer some quick questions here and Public Trust will help you determine which option is right for you.

6. But please remember to use the discount codes below

At HealthCareplus, we can make it even more affordable for you as you can get a 20% Member-Only discount:

HCP20 for Wills and EPA’s
HCPM20 for mirror Wills and EPA’s