Enquire about your Will & Trust

SECTION 1 - ABOUT YOU

The more details you give, the faster it is for us to help you.

When you have completed the form, you can (a) Submit it to us to begin your planning and we'll get back to you within 1 business day, or (b) Save your details and complete them later. You will need to register as a User in order to save and later retrieve your details.

SECTION 2 - EXECUTORS

It’s quite typical to name your spouse or a beneficiary as your Executor. If you wish for an independent person to act, you can appoint Riverside Trustees as Executor.

SECTION 3 - GUARDIANSHIP OF MINOR CHILDREN

If you have children below 21, who do you wish to be their Guardian in case both parents are not around?

SECTION 4 - BENEFICIARIES

SECTION 5 – YOUR IMMEDIATE GIFTS

What assets would you like to give away immediately upon passing?

SECTION 6 – STAGGERRED GIFTS (through a Trust)

Do you wish to stagger any gifts? For example: “I wish to give the proceeds of my insurance policy (Asset) to my children (Beneficiaries) $3,000 per month until my youngest child is 30 years of age (Duration).

SECTION 7 – ABOUT YOUR ASSETS

Tell us about your properties:

Tell us about your Investment: