Family Will

Joint Will / Mirror Will

Does your spouse know what your wishes are?

Joint and Mirror Wills help married couples coordinate their estate planning and record how their assets should pass between the surviving spouse and their intended beneficiaries.

Key Benefits

Family asset protection

Coordinated Estate Planning

Allows spouses to plan their estates together and align their succession wishes.

Plan for the Surviving Spouse

Clearly address how assets are intended to pass to or be managed for the surviving spouse.

Shared Beneficiary Planning

Coordinate provisions for children and other intended beneficiaries.

Jointly Held Assets

Address jointly held assets alongside assets individually owned by each spouse.

Individual Assets

Allow each spouse’s separate assets and testamentary wishes to be appropriately addressed.

Reduced Uncertainty

Provides greater clarity to the family by recording the spouses’ intended succession arrangements.

Our Process

From joint consultation to execution guidance, we ensure both spouses have coordinated estate protection.

Step 01

Joint Consultation

Consult with the clients to understand their family structure, assets and shared succession objectives.

Step 02

Family & Asset Mapping

Identify jointly held assets, individually owned assets, intended beneficiaries and other relevant family considerations.

Step 03

Structure Discussion

Explain the distinction between a Joint Will and Mirror Wills and discuss the structure appropriate to the couple’s circumstances.

Step 04

Coordinated Drafting

Prepare the Joint Will or respective Mirror Wills, ensuring that provisions work together as intended.

Step 05

Individual Review & Approval

Review the testamentary wishes of each spouse and share the final draft(s) for their individual approval.

Step 06

Execution Guidance

Provide clear guidance to both spouses on signing, witnessing and other applicable execution requirements.

Step 07

Registration Guidance

Where registration is desired, provide guidance on the applicable process for the relevant Will(s).

Step 08

Digital Copy Delivery

Provide digital copies of the final Will(s) for the client’s records.

Take the First Step Towards Securing Your Family's Future.

Find your legacy or speak to our Will drafting experts today.