Using GM Legacy platform
- How does the new Testamentary Trust (TT) feature differ from the old one?
- Is there Professional Indemnity Insurance (PII) coverage for GM Legacy users when using the platform to facilitate Will writing?
- What is a Standby Trust? What should I do if I want to include Precepts Trustee Ltd Standby Trust in my Will through GM Legacy?
- What is the difference between a simple Will by GM Legacy and a complex Will?
- What does GM Legacy's online Will include?
- What information should I get from my client before writing a Will?
- Is there a limit to how many times I can edit my draft Will?
- I have finished drafting my Will. What should I do now?
- How to print your client(s)’ Will from GM Legacy?
- Can I generate a final Will before my client has made payment?
- How can I delete a Will from the online platform?
- The data in my final Will is incorrect. How can I update the data?
- I entered the wrong amount for the payment link. How do I change it?
- What should I do if my client wants to rewrite their Will?
- Does GM Legacy store my information collected?
- What is a Schedule of Assets?
- Why must the testator sign an attestation disclaimer?
- Gifting to a Charitable Organisation
- Can I assign specific assets to different people or organisations?
- Why can’t I simply include a joint account in my Will and direct that it be distributed equally among my children?
- Do existing Precepts clients receive a discount for add-on services?
- My client has appointed Precepts Trustee Ltd as executor and trustee, what should I do next?
- If the testator appoints Precepts Trustee as the final substitute executor and trustee, is an appointment fee still required?
- My client has purchased the Will custody service through GM Legacy Platform, what should I do next?
- Can GM Legacy staff sign as witnesses to my Will?
- Does GM Legacy include a residuary clause in the Will?
- Including Funeral Wishes in Your Will
- Meaning of “Children” in a Will & Treatment of Stepchildren