Wills and Estate

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  • Personal Information
  • Details of Children
  • Asset & Liability
  • Will Directions
  • POA & DOG
  • Advanced Care Directive
  • Review

About You

About Your Partner

Details of Children


First Child


If the child is under 18, who is to be the guardian?

Second Child


If the child is under 18, who is to be the guardian?

Third Child


If the child is under 18, who is to be the guardian?

Fourth Child


If the child is under 18, who is to be the guardian?

First Child


If the child is under 18, who is to be the guardian?

Second Child


If the child is under 18, who is to be the guardian?

Third Child


If the child is under 18, who is to be the guardian?

Fourth Child


If the child is under 18, who is to be the guardian?

Children from earlier relationship


First Child


If the child is under 18, who is to be the guardian?

Second Child


If the child is under 18, who is to be the guardian?

Third Child


If the child is under 18, who is to be the guardian?

Fourth Child


If the child is under 18, who is to be the guardian?

First Child


If the child is under 18, who is to be the guardian?

Second Child


If the child is under 18, who is to be the guardian?

Third Child


If the child is under 18, who is to be the guardian?

Fourth Child


If the child is under 18, who is to be the guardian?

Asset & Liability


Real Property - 1


Full name of registered owners

%

Full name of registered owners

%

Real Property - 2


Full name of registered owners

%

Full name of registered owners

%

Real Property - 3


Full name of registered owners

%

Full name of registered owners

%

Funds in banks, building societies, credit unions or other financial institutions - 1 


Full names of account holder

Full names of account holder

Funds in banks, building societies, credit unions or other financial institutions - 2


Full names of account holder

Full names of account holder

Funds in banks, building societies, credit unions or other financial institutions - 3


Full names of account holder

Full names of account holder

Investments - 1


%
%

Investments - 2


%
%

Investments - 3


%
%

Motor Vehicle - 1


If subject to lease/finance, name of financier/lender

If subject to lease/finance, name of financier/lender

Motor Vehicle - 2


If subject to lease/finance, name of financier/lender

If subject to lease/finance, name of financier/lender

Motor Vehicle - 3


If subject to lease/finance, name of financier/lender

If subject to lease/finance, name of financier/lender

Interest in a business including a business operated by you as a sole trader, in a partnership or through a proprietary company or a trust - 1


Interest in a business including a business operated by you as a sole trader, in a partnership or through a proprietary company or a trust - 2


Interest in a business including a business operated by you as a sole trader, in a partnership or through a proprietary company or a trust - 3


Superannuation


Name of Fund holder

Name of Fund holder

Household content & other


Liabilities


Name of person/entity owed money

Name of person/entity owed money


Name of person/entity owed money

Name of person/entity owed money

Will Directions


Full Name of Executor

Full Name of substituted/other Executor

Full Name of substituted/other Executor

Funeral Wishes


Specific Beneficiary - 1


Specific Beneficiary - 2


Specific Beneficiary - 3


Residiaul Benecfiary


Gifts


Full Name of Executor

Full Name of substituted/other Executor

Full Name of substituted/other Executor

Funeral Wishes


Specific Beneficiary - 1


Specific Beneficiary - 2


Specific Beneficiary - 3


Residiaul Benecfiary


Gifts


POA & DOG


Personal details


Name of Attorney / Guardian


Name of Other or Substitute Attorney / Guardian


Name of Other or Substitute Attorney / Guardian

Name of Attorney / Guardian


Name of Other or Substitute Attorney / Guardian


Name of Other or Substitute Attorney / Guardian

Advanced Care Directive


Personal details


Name of Guardian

Name of Guardian

Personal Values


Resuscitation and palliative care


Your Information

Full Name:
Address:
Status:
Contact:
Email:
Birthdate:
Occupation:

Partner Information

Full Name:
Address:
Status:
Contact:
Email:
Birthdate:
Occupation:


Details of Children - You

1st Child

Name:
Address:
Birthdate:
Over 18:
Guardian:
Occupation:
Special Needs:

2nd Child

Name:
Address:
Birthdate:
Over 18:
Guardian:
Occupation:
Special Needs:

3nd Child

Name:
Address:
Birthdate:
Over 18:
Guardian:
Occupation:
Special Needs:

Details of Children - Partner

1st Child

Name:
Address:
Birthdate:
Over 18:
Guardian:
Occupation:
Special Needs:

2nd Child

Name:
Address:
Birthdate:
Over 18:
Guardian:
Occupation:
Special Needs:

3nd Child

Name:
Address:
Birthdate:
Over 18:
Guardian:
Occupation:
Special Needs:

Children from earlier relationship - You

1st Child

Name:
Address:
Birthdate:
Over 18:
Guardian:
Occupation:
Special Needs:

2nd Child

Name:
Address:
Birthdate:
Over 18:
Guardian:
Occupation:
Special Needs:

3nd Child

Name:
Address:
Birthdate:
Over 18:
Guardian:
Occupation:
Special Needs:

Children from earlier relationship - Partner

1st Child

Name:
Address:
Birthdate:
Over 18:
Guardian:
Occupation:
Special Needs:

2nd Child

Name:
Address:
Birthdate:
Over 18:
Guardian:
Occupation:
Special Needs:

3nd Child

Name:
Address:
Birthdate:
Over 18:
Guardian:
Occupation:
Special Needs:

Comment:

Additional Comments:


Asset & Liability

Assets - You

Real Property - 1

Name:
Address:
% Share:
Type of ownership:

Real Property - 2

Name:
Address:
% Share:
Type of ownership:

Real Property - 3

Name:
Address:
% Share:
Type of ownership:

Funds in banks, building societies, credit unions or other financial institutions - 1

Account Holder:
Bank:
BSB & Account No.:

Funds in banks, building societies, credit unions or other financial institutions - 2

Account Holder:
Bank:
BSB & Account No.:

Funds in banks, building societies, credit unions or other financial institutions - 3

Account Holder:
Bank:
BSB & Account No.:

Investments - 1

Name and type of investment:
Full name of all owners:
Number of shares held:
Your % share:

Investments - 2

Name and type of investment:
Full name of all owners:
Number of shares held:
Your % share:

Investments - 3

Name and type of investment:
Full name of all owners:
Number of shares held:
Your % share:

Motor Vehicle - 1

Full name of registered owner/s:
Make, Model & year:
If subject to lease/finance, name of financier/lender:

Motor Vehicle - 2

Full name of registered owner/s:
Make, Model & year:
If subject to lease/finance, name of financier/lender:

Motor Vehicle - 3

Full name of registered owner/s:
Make, Model & year:
If subject to lease/finance, name of financier/lender:

Interest in a business including a business operated by you as a sole trader, in a partnership or through a proprietary company or a trust - 1

Name of Business or Company:
Business Type:
If trust, name of trust and type of trust:

Interest in a business including a business operated by you as a sole trader, in a partnership or through a proprietary company or a trust - 2

Name of Business or Company:
Business Type:
If trust, name of trust and type of trust:

Interest in a business including a business operated by you as a sole trader, in a partnership or through a proprietary company or a trust - 3

Name of Business or Company:
Business Type:
If trust, name of trust and type of trust:

Superannuation

Name of Fund holder:
Membership No.:

Household content & other

List of general items:
Any other assets:

Liabilities

Name of person/entity owed money -1

Name:
Amount owed:
Reason for liability:

Name of person/entity owed money -2

Name:
Amount owed:
Reason for liability:

Name of person/entity owed money -3

Name:
Amount owed:
Reason for liability:

Assets - Partner

Real Property - 1

Name:
Address:
% Share:
Type of ownership:

Real Property - 2

Name:
Address:
% Share:
Type of ownership:

Real Property - 3

Name:
Address:
% Share:
Type of ownership:

Funds in banks, building societies, credit unions or other financial institutions - 1

Account Holder:
Bank:
BSB & Account No.:

Funds in banks, building societies, credit unions or other financial institutions - 2

Account Holder:
Bank:
BSB & Account No.:

Funds in banks, building societies, credit unions or other financial institutions - 3

Account Holder:
Bank:
BSB & Account No.:

Investments - 1

Name and type of investment:
Full name of all owners:
Number of shares held:
Your % share:

Investments - 2

Name and type of investment:
Full name of all owners:
Number of shares held:
Your % share:

Investments - 3

Name and type of investment:
Full name of all owners:
Number of shares held:
Your % share:

Motor Vehicle - 1

Full name of registered owner/s:
Make, Model & year:
If subject to lease/finance, name of financier/lender:

Motor Vehicle - 2

Full name of registered owner/s:
Make, Model & year:
If subject to lease/finance, name of financier/lender:

Motor Vehicle - 3

Full name of registered owner/s:
Make, Model & year:
If subject to lease/finance, name of financier/lender:

Interest in a business including a business operated by you as a sole trader, in a partnership or through a proprietary company or a trust - 1

Name of Business or Company:
Business Type:
If trust, name of trust and type of trust:

Interest in a business including a business operated by you as a sole trader, in a partnership or through a proprietary company or a trust - 2

Name of Business or Company:
Business Type:
If trust, name of trust and type of trust:

Interest in a business including a business operated by you as a sole trader, in a partnership or through a proprietary company or a trust - 3

Name of Business or Company:
Business Type:
If trust, name of trust and type of trust:

Superannuation

Name of Fund holder:
Membership No.:

Household content & other

List of general items:
Any other assets:

Liabilities

Name of person/entity owed money -1

Name:
Amount owed:
Reason for liability:

Name of person/entity owed money -2

Name:
Amount owed:
Reason for liability:

Name of person/entity owed money -3

Name:
Amount owed:
Reason for liability:

Your additional comments:


Will Directions - You

Number of Proposed Executor:
Full Name of Executor:
Address:
Relation to you:

Full Name of substituted/other Executor:
Address:
Relation to you:

Full Name of substituted/other Executor:
Address:
Relation to you:

Funeral Wishes

Buried or Cremated:

Specific Beneficiary - 1

Name of Beneficiary or class of beneficary:
Address (if a particular person):
Relation to you (if a particular person):
Asset to be distributed to identified beneficiary or beneficiaries:

Specific Beneficiary - 2

Name of Beneficiary or class of beneficary:
Address (if a particular person):
Relation to you (if a particular person):
Asset to be distributed to identified beneficiary or beneficiaries:

Specific Beneficiary - 3

Name of Beneficiary or class of beneficary:
Address (if a particular person):
Relation to you (if a particular person):
Asset to be distributed to identified beneficiary or beneficiaries:

Residiaul Benecfiary

Name of Beneficiary or class of beneficary:
Address (if a particular person):
Relation to you (if a particular person):
Asset to be distributed to identified beneficiary or beneficiaries:

Gifts

Any gifts to charity or not for profit organisation?:
Name of primary charity:
Address of primary charity:
Name of primary charity:
Address of primary charity:

Will Directions - Partner

Number of Proposed Executor:
Full Name of Executor:
Address:
Relation to you:

Full Name of substituted/other Executor:
Address:
Relation to you:

Full Name of substituted/other Executor:
Address:
Relation to you:

Funeral Wishes

Buried or Cremated:

Specific Beneficiary - 1

Name of Beneficiary or class of beneficary:
Address (if a particular person):
Relation to you (if a particular person):
Asset to be distributed to identified beneficiary or beneficiaries:

Specific Beneficiary - 2

Name of Beneficiary or class of beneficary:
Address (if a particular person):
Relation to you (if a particular person):
Asset to be distributed to identified beneficiary or beneficiaries:

Specific Beneficiary - 3

Name of Beneficiary or class of beneficary:
Address (if a particular person):
Relation to you (if a particular person):
Asset to be distributed to identified beneficiary or beneficiaries:

Residiaul Benecfiary

Name of Beneficiary or class of beneficary:
Address (if a particular person):
Relation to you (if a particular person):
Asset to be distributed to identified beneficiary or beneficiaries:

Gifts

Any gifts to charity or not for profit organisation?:
Name of primary charity:
Address of primary charity:
Name of primary charity:
Address of primary charity:

Your additional comments:


POA & DOG - You

Name of Attorney / Guardian:
Residential Address:
Relationship to you:
Contact numbers:
Email:
Date of Birth:
Occupation:

Name of Other or Substitute Attorney / Guardian:
Residential Address:
Relationship to you:
Contact numbers:
Email:
Date of Birth:
Occupation:

Name of Other or Substitute Attorney / Guardian:
Residential Address:
Relationship to you:
Contact numbers:
Email:
Date of Birth:
Occupation:

POA & DOG - Partner

Name of Attorney / Guardian:
Residential Address:
Relationship to you:
Contact numbers:
Email:
Date of Birth:
Occupation:

Name of Other or Substitute Attorney / Guardian:
Residential Address:
Relationship to you:
Contact numbers:
Email:
Date of Birth:
Occupation:

Name of Other or Substitute Attorney / Guardian:
Residential Address:
Relationship to you:
Contact numbers:
Email:
Date of Birth:
Occupation:

Your additional comments:


Advanced Care Directive - You

Personal details

Name of Guardian:
Contact Number of Guardian:
Email of Guardian:
Address of Guardian:

Personal Values

If I can no longer recognise my family and loved ones, I would find life:
If I no longer have control of my bladder and bowels, I would fine life:
If I cannot feed, wash, or dress myseld, I would find life:
If I cannot move myself in or out of bed and must rely on other people to reposition me, I would find life:
If I can no longer eat or drink and need to have food given to me through a tube in my stomach, I would find life:
If I cannot have a conversation with others because I do not understand what people are saying, I would find life:

Resuscitation and palliative care

If I am not expected to recover, or if my life is unbearable as indicated in my Personal Values above then if my heart or breathing stops:
If I am not expected to recover, or if my life is unbearable as indicated in my Personal Values above then the following treatements would be unacceptable to me (mark "X" for those that apply):
Artificial Ventilation througha tube (life supprt):
Renal dialysis (kidney function replacement):
Life prolonging treatement that requires continuous administration of a drug:
Other (please insert):

Advanced Care Directive - Partner

Personal details

Name of Guardian:
Contact Number of Guardian:
Email of Guardian:
Address of Guardian:

Personal Values

If I can no longer recognise my family and loved ones, I would find life:
If I no longer have control of my bladder and bowels, I would fine life:
If I cannot feed, wash, or dress myseld, I would find life:
If I cannot move myself in or out of bed and must rely on other people to reposition me, I would find life:
If I can no longer eat or drink and need to have food given to me through a tube in my stomach, I would find life:
If I cannot have a conversation with others because I do not understand what people are saying, I would find life:

Resuscitation and palliative care

If I am not expected to recover, or if my life is unbearable as indicated in my Personal Values above then if my heart or breathing stops:
If I am not expected to recover, or if my life is unbearable as indicated in my Personal Values above then the following treatements would be unacceptable to me (mark "X" for those that apply):
Artificial Ventilation througha tube (life supprt):
Renal dialysis (kidney function replacement):
Life prolonging treatement that requires continuous administration of a drug:
Other (please insert):

Your additional comments: