Separate caring from managing money
The person you would choose to care for a child and the person you would trust to manage an inheritance may be different. Record the roles separately and discuss them with the people involved.
A guardian nomination is not a promise that a particular person will be appointed. Family circumstances, another parent’s rights and the local process matter. Ask a professional how your wishes should be recorded for your situation.
Make alternatives part of the conversation
Consider what you would want if your first choice is unable or unwilling to help. Include the needs of each child rather than assuming every child has the same circumstances.
If a child or other dependant needs ongoing care or receives benefits, flag that early. Do not choose a trust clause, distribution age or financial arrangement solely from an example.
- List children and dependants clearly, including any relevant previous relationships.
- Record proposed carers and alternatives.
- Separate gifts from questions about who manages an inheritance.
- Check life-insurance and account nominations with the relevant provider.
- Write down decisions that need local professional review.
Prepare now; complete each later step deliberately
The questionnaire can help turn an unfinished conversation into an organised brief. Availability for drafting and the supported family circumstances are checked separately. Never choose a different location or omit complexity just to continue.
After a draft is reviewed, arrange the applicable signing procedure and record where the original is kept. Review the plan after births, relationship changes, moves or changes in the people you have nominated.
Sources and review scope
Prepared 9 September 2026. Public preparation information, not individual professional review. Source links do not imply endorsement of Pactlio.