Preparing Your Will

To prepare your will we need to know specific information about you, your family and your assets. The information you provide will be kept confidential and only used for the purpose of preparing your will. We suggest you keep a copy of form as the information will assist your executor(s) to identify your beneficiaries, assets and records and some questions have been included for this reason.

Your Personal Details

Name on Birth Certificate

Also known as

Former name

Residential address

suburb/town

state/territory postcode

Occupation

If retired, occupation prior

Gender

Preferred pronouns (if any)

Date of birth

Citizenship details

Medicare number

Name and address of GP

Street Number/Name

suburb/town Sate/Territory Postcode

Pension number and type*

*These details will assist your executor to administer your estate. In addition you should make sure your executor knows your tax file number as it can be very difficult to obtain this information after your death.

Life Partner Details (A life partner includes your spouse, de facto, domestic partner and significant other).

Name

Address

suburb/town State/Territory Postcode

Date of birth

Are you married to this person?

Yes no

If YES:

Date of marriage

Place of marriage

Please provide details of any former life partner(s) if you wish to include them in your will or you think that they may make a claim against your estate.

Name

Date relationship commenced

Date of separation

Is this former life partner alive?

Yes No Don't know

Were you married to your Former Life Partner?

Yes No

Years of marriage

Are you divorced?

Yes No

If YES, date divorced

Your Child(ren)

To avoid issues that have arisen in some wills it is important that we know details of all of your children (if any) and even if estranged and whether they are your biological children, step-children, donor-conceived or adopted.

Name

Date of birth

Names of parents

Name

Date of birth

Names of parents

Name

Date of birth

Names of parents

Name

Date of birth

Names of parents

Name

Date of birth

Names of parents

Guardian(s)

You can specify in your will the person(s) who you prefer to be the guardian of any children who are minors at the time of your death.

Details of your preferred guardian(s):

Name

Address

suburb/town state/territory postcode

Relationship to you (if any)

Name

Address

suburb/town state/territory postcode

Relationship to you (if any)

Name

Address

suburb/town state/territory postcode

Relationship to you (if any)

Family Documentation

Location of birth certificate / marriage certificate / citizen certificates / identity documents:

Location of any existing or previous wills

Date

Executor(s) for new will

Carefully consider who you would like to be your executor. They are someone you trust to fulfil your wishes as set out in your will and administer your estate.

Name

Address

suburb/town state/territory postcode

Relationship to you (if any)

Name

Address

suburb/town state/territory postcode

Relationship to you (if any)

Specific Gifts

Please list any specific gift you wish to make.

Name

Address

suburb/town state/territory postcode

Gift

Relationship to you (if any)

Name

Address

suburb/town state/territory postcode

Gift

Relationship to you (if any)

Name

Address

suburb/town state/territory postcode

Gift

Relationship to you (if any)

Balance (Residuary) of Your Estate

The residuary of your estate is everything remaining in your estate after specific gifts have been made and all debts paid. We need to know what assets you have to be able to properly advise you on the terms of your will and to understand how your residuary will be distributed after your death.

Who do you want the balance (residuary) of your estate to go to:

Name

Address

suburb/town state/territory postcode

% of estate

Name

Address

suburb/town state/territory postcode

% of estate

Name

Address

suburb/town state/territory postcode

% of estate

Financial Details

ABN (if any)

Accountant Name

Address

suburb/town state/territory postcode

Financial institution account details

Institution name:

Account name:

Branch

Account number:

BSB

Crypto currency details (eg bitcoin) if any

Make sure your executor is able to find your login and password details to access your account. For example, you place the details in a bank safety deposit box and tell the executor how to access the bank safety deposit box.

Location of accounting/financial records other than those held by your accountant

Name

Address

suburb/town state/territory postcode

Details of Any Company You Hold An Office In

Details of Any Trust You Have Any Involvement In

Details of Any Other Business Interests

Real Estate Details

We will conduct a title search of each property to confirm ownership.
Our title search will confirm the ownership of the land. If you hold the land as a joint proprietor any interest will pass to the surviving joint proprietor regardless of the terms of your Will. If held as tenants in common your interest will pass according to the terms of your will.

Address

suburb/town state/territory postcode

Volume and folio number

(if known)

Name of title

Mortgage details (if any)

Location of paper title

Address

suburb/town state/territory postcode

Volume and folio number

(if known)

Name of title

Mortgage details (if any)

Location of paper title

Other Assets

Debts and Other Liabilities (Credit Cards, Loans, Hire Purchase etc)

Superannuation

Money from your superannuation will not usually form part of your estate unless you have nominated your estate as beneficiary but even then, the nomination may not be binding. It is important to consider who is likely to receive your superannuation when considering how to gift your other assets in your will.

Life Insurance Policy

Usually the beneficiary named in your life insurance policy will receive any payout so the amount is not part of your estate.

Online presence

You may wish to leave a note to your executor(s) about what is to happen to any online accounts and provide them with any login details. You can also include the details of any web address below for convenience.

Funeral Preference

Give some consideration to your funeral arrangements to assist your loved ones to comply with your wishes. Loved ones may also need to know if you are a donor and details of any pre-arrangements.

Other Comments/Wishes

Is there anything else you would like to tell us which you think assists us to prepare your will?