Professional Advisor Resources

Professional Advisors are key to helping people decide where best to leave their legacy. Thank you for being part of this supportive network. These resources may provide a useful starting point for a discussion about giving.

Please feel free to call us for more information or make contact our Professional Services Ambassador, Stuart Spicer who will be more than happy to assist you with free, independent advice.


  • Memorandum of Wishes
    ( pdf - 182.52 KB )

  • Suggested clauses for wills
    ( pdf - 183.26 KB )