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Will Online Form Provided by LGM Advisors

Will Online Form

LGM Advisors provides an online form for the submission of wills. For more information on wills, contact LGM Advisors today.

    1. Personal Details

    Your Name:
    Street address:
    Postal address: As above or
    Email address*:
    Preferred method of correspondence:
    EmailPostal AddressStreet Address

    Contact Numbers:

    Mobile:
    Home:
    Fax:
    Occupation:
    Date of birth:

    2. Existing Will

    Is there an existing will?
    YesNo
    If yes, will you arrange to cancel the existing will:
    YesNo
    Existing will to be revoked by this will:
    YesNo

    Other arrangements:

    Is there another will intended to apply to overseas assets?
    YesNo

    3. Executor/trustees

    Name:
    Address:

    Alternate Executor

    Name:
    Address:

    Further Alternate Executor

    Name:
    Address:

    4. Testamentary guardian of minor children

    Name:
    Address:

    5. Specific bequests

    Specific bequests, gifts, donations
    Details:
    Right of residency
    Details:
    Then to:
    Residual estate:
    Other beneficiary:

    6. Beneficiaries of the residue

    It must be remembered that the provisions of a will do not affect the disposal of joint tenancy property or superannuation accounts. Joint tenancy property can only be dealt with if the joint tenancy is first severed into a tenancy in common. Superannuation needs to be dealt with by binding nomination. Please contact us if you are unsure whether any property which you hold is held as a joint tenancy or a tenancy in common.
    To:
    Then to / or
    Children

    at age:

    Including children of spouse or partner
    Equally between all children
    ½ to children and ½ to spouse’s children
    ½ does not survive then to the other half

    ½ does not survive then to:

    Then to / or
    Grandchildren

    at age:

    Including grandchildren of spouse or partner
    Equally between all grandchildren
    ½ to grandchildren and ½ to spouse’s grandchildren
    ½ does not survive then to the other half

    ½ does not survive then to:

    Then to / or
    Other

    7. Superannuation/insurance

    Super fund name:

    Details:

    Binding nomination required:
    YesNo

    Note: Binding nominations are usually required to be renewed every three years.
    You would like our assistance with this
    You will attend to

    Insurance company:

    Details:

    8. Joint tenancies

    Any joint tenancies to be severed (please contact us if you are not sure of whether there is a joint tenancy that needs to be severed):
    YesNo

    If yes, details:

    9. Other information

    Has anyone been promised a benefit under the will?
    YesNo

    Are any Family Court orders still on foot, has a binding financial agreement been entered into, is there a registered relationship under the Relationships Act 2008 or an unregistered domestic partner?
    YesNo

    Are there any other matters which might affect the dispositions in the will?
    YesNo

    Have you consulted an accountant?
    YesNo

    Details:

    10. Burial, cremation, medical research

    Would you like to detail any specific burial, cremation or medical research provisions?
    YesNo

    If yes, details:

    Would you like to make provision for any ongoing cemetery or crematorium fees?
    YesNo

    If yes, details:

    Your Name*(required)
    Your Email*(required)
    Your Number*(required)

    Subject

    Your Message