Knowing where your Will is matters.
An original Will is an important document. Appropriate safekeeping and accurate custody records can help authorised people identify where it is held when it is needed.
Your original Will, properly protected.
Will & Legacy Co. aims to make original Will custody more organised through documented procedures, accurate records, and clear processes for authorised access.
Secure custody arrangements
Original Wills can be accepted for safekeeping under documented custody procedures and applicable service terms.
Custody records
A unique reference, receipt, custody status, and relevant custody events are intended to be recorded.
Digital custody information
Customers may be able to access a record of their Will and its custody status, subject to the service offered.
Review reminders
Reminders may encourage customers to review their estate arrangements after significant life changes.
Custody confirmation
A custody confirmation document can be issued when an original Will is actually accepted into custody.
Five steps to custody.
Make an enquiry
Contact us to discuss your custody requirements.
Confirm identity & requirements
We confirm identity and the details of the custody arrangement.
Arrange delivery or deposit
Arrange delivery or deposit of the original Will.
Record & secure
Record receipt and secure the document under the applicable custody procedure.
Receive confirmation
Receive confirmation and instructions for authorised enquiries.
Please note
Physical custody is not represented as available until the storage facility, procedures, insurance arrangements where applicable, and customer agreement are established. You should enquire about availability, eligibility requirements, and terms. An original Will is only considered in custody once it has actually been received and recorded.
Enquire about Will storage.
Tell us a little about what you need and we will explain the available options and next steps.