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will INSTRUCTIONS FORM

Instructions for your will

A Will comes into effect upon your death. It helps to ensure your Estate passes to the people or organisations that you want, in the manner that will be most beneficial to them.

You can provide us with all the details we need to complete your Will from the comfort of your own lounge room with our fast and straightforward online process. Once you have provided the details to us, a lawyer will draft your Will within 72 hours ready for your input and approval.

Your details

You can complete this form together as a couple. However, if there are significant differences in your assets, holdings and/or wishes, it may be better to complete this form twice.

Street address
Suburb
Postcode
State

ASSETS

An item or resource that you own or control with a monetary value

Whether the asset is owned by one person or more, equally or unequally

Provide address for physical items. Otherwise leave blank.

Property: Land, business premises or residential premises?
Bank account: Include bank and account name
Shares, Superannuation or Trust: Provide name

Asset 1
Asset 2
Asset 3
Asset 4
Asset 5

ADD MORE ASSETS

Please Note:

1) Superannuation and Life Assurance do not usually form part of an estate and are not subject to the provisions of your Will unless you nominate your estate as the beneficiary. Please ensure that you have advised any Trustee of such Funds in writing as to how you would like the proceeds of such policies distributed upon your death.

2) Jointly owned assets (unless held as Tenants in Common) do not form part of your estate and are not subject to the provisions of your Will, as the survivor automatically becomes the sole owner of such assets upon your death

LIABILITIES

A debt that you owe

Whether the liability is owned by one person or more, equally or unequally. Leave blank if unsure.

Provide address for Mortgages. Otherwise leave blank.

List bank name. For Guarantees, list reason and names.

Liability 1
Liability 2
Liability 3
Liability 4
Liability 5

ADD MORE LIABILITIES

EXECUTOR(S)

You need to nominate a person to be executor.  You may, if you wish, appoint more than one person to act jointly as your executors (maximum of 4 individuals). An executor is the person entrusted with the significant responsibility of administering your estate by selling or transferring assets, paying liabilities and distributing the estate in accordance with your Will.

FIRST EXECUTOR

Street address
Suburb
Postcode
State

ADD ANOTHER EXECUTOR

SECOND EXECUTOR

Street address
Suburb
Postcode
State

ADD A REPLACEMENT EXECUTOR

REPLACEMENT EXECUTOR

Street address
Suburb
Postcode
State

SECOND REPLACEMENT EXECUTOR

Street address
Suburb
Postcode
State

BENEFICIARIES

These are the people who are to receive a benefit under your Will. If you have a spouse or domestic partner, it is usual to leave most (if not all) property to that person. However, this is not essential and you may want to make some specific gifts. You also need to make provision for replacement beneficiaries (i.e. perhaps your children) if the first beneficiary dies before you. You should also name a third lot of beneficiaries (i.e.perhaps your (future) grandchildren) if any one or more of the second lot of beneficiaries dies before you.              

Beneficiary 1
Beneficiary 2
Beneficiary 3

INITIAL BENEFICIARY OR BENEFICIARIES

Initial Beneficiary 1
Initial Beneficiary 2

ADD REPLACEMENT BENEFICIARIES

REPLACEMENT BENEFICIARY OR BENEFICIARIES

Replacement Beneficiary 1
Replacement Beneficiary 2
Replacement Beneficiary 3

ADD FURTHER REPLACEMENT BENEFICIARIES

FURTHER REPLACEMENT BENEFICIARY OR BENEFICIARIES

Further Replacement Beneficiary 1
Further Replacement Beneficiary 2
Further Replacement Beneficiary 3

Note: If a charity is to be a beneficiary under your Will, you can indicate in your Will, a specific use of such funds by that charity or if such funds are to be used for the general purpose of the charity.

CHILDREN

If you have children or grandchildren under the age of eighteen (18) years, then their share in your estate will need to be held in trust (although money will be released from their trust account for their personal needs, education, clothing, sports activities and the like).

Age
Child/grandchild 1
Child/grandchild 2
Child/grandchild 3
Child/grandchild 4
Child/grandchild 5

ADD FURTHER CHILDREN / GRANDCHILDREN

Child/grandchild 6
Child/grandchild 7
Child/grandchild 8
Child/grandchild 9
Child/grandchild 10

If the other parent dies before you, then you will need to appoint a preferred guardian or guardians (and a replacement guardian or guardians incase the preferred one/s are unable or unwilling to be guardian/s).

ADD PREFERRED GUARDIAN

PREFERRED GUARDIAN

Street address
Suburb
Postcode
State

ADD REPLACEMENT GUARDIAN

REPLACEMENT GUARDIAN

Street address
Suburb
Postcode
State

FURTHER QUESTIONS

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