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:


Including children of spouse or partner Equally between all children ½ to children and ½ to spouse’s children

Including grandchildren of spouse or partner Equally between all grandchildren ½ to grandchildren and ½ to spouse’s grandchildren

Then to / or

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)

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