Last Will & Testament – Instructions

We have created a throrough online form so you can instruct us on the preliminary content relating to your will. Once you have submitted the form we will provide a draft and discuss the document more fully with you.

It will take about 20 minutes to complete the form. However, you can save your progress and come back to it later if you get interupted or want to think about part of it. Although there are 19 steps not all of them may be relevant so jsut answer No to those questions and it will progress.

The form information is submitted via a secure SSL site so your data is protected.

– Step 1 of 19

Testator Details The person making a Will, that is you, are called a Testator. This page relates to your details.

Name *

First

Middle

Last

Testator Contact Details

Phone *

Email *

Existing Will Questions

Do you have an existing Will? *

Location of Original Will *

Testator Details

DOB *

Place of Birth *

Marital Status *

Previously Married *

Capacity Question Are you aware of any physical or mental condition that you may suffer from that could be said to affect your capacity to fairly and properly determine how your estate should be dealt with?

Capacity Answer *

Capacity Concerns *

Testator Address *

Address Line 1

Address Line 2

City

State / Province / Region

Postal Code

Country

Funeral Arrangements Do you give specific directions to your executor in relation to your funeral and earthly remains?eg being cremated, buried at sea

Funeral Arrangements *

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Power of Attorney A power of Attorney is very important in the instances that you lose capacity to make decisions yourself. An Attorney may assist with financial matters and more importantly, access medical records and deal with Centerlink if you become incapacitated due to illness.

POA Questions

Do you have an existing Power of Attorney? *

Would you like to arrange one? *

Location of Original Power of Attorney Document *

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Spouse Details This page relates to your Spouse’s details. Uf you are Married, in a De Facto relationship or simply have a close loved one then select yes. Otherwise select No and then next.

Do you have a Spouse or Partner *

Spouse Name *

First

Middle

Last

Spouse Details

Spouse DOB *

Spouse Place of Birth *

Spouse Marital Status *

Previously Married *

Spouse Address *

Address Line 1

Address Line 2

City

State / Province / Region

Postal Code

Country

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Dependant Details This page relates to your financial dependants. This is generally those under the age of 18 however if you have a person who is dependent upon you due to illness or disability please enter their details. details. Uf you are Married, in a De Facto relationship or simply have a close loved one then select yes. Otherwise select No and then next.

Dependant Switch *

First Dependant *

First Dependant Details

First Dependant Name *

First

Middle

Last

First Dependant DOB *

Second Dependant *

Second Dependant Details

Second Dependant Name *

First

Middle

Last

Second Dependant DOB *

Third Dependant *

Third Dependant Details

Third Dependant Name *

First

Middle

Last

Third Dependant DOB *

Other Dependants *

Please list their names and dates of birth

Testator Trust & Special

Do you require a specific Trust to be set up? *

Are there any special considerations of a Dependant? *

Please describe any special considerations of your dependants *

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Executor & Trustee Please nominate an executor who you wish to look after your affairs. You can name more than one however this affects how they can manage your estate. You can appoint a single executor however we suggest that you also appoint a back up executor. You can also appoint more than one executor to make decisions together. We can discuss this further once we receive this initial information.

Executor Name *

First

Middle

Last

Executor Address *

Address Line 1

Address Line 2

City

State / Province / Region

Postal Code

Country

Joint Executor A joint Executor means that all Executors MUST agree on any matters in relation to your estate. If you are unsure about this select yes and complete the Executor’s details and we will discuss the matter with you.

Joint Executor *

Joint Executor Name *

First

Middle

Last

Joint Executor Address *

Address Line 1

Address Line 2

City

State / Province / Region

Postal Code

Country

Alternative Executor We strongly recommend that you appoint an Alternative Executor in the instance that your primary executor becomes incapacitated.

Would you like to appoint an Alternative Executor *

Alternative Executor Name *

First

Middle

Last

Alternative Executor Address *

Address Line 1

Address Line 2

City

State / Province / Region

Postal Code

Country

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Real Property Real Property is your home, investment properties or land. It does not refer to belongings such as paintings, jewellery and other personal effects.

Do you own your own home? *

Percentage of Property in your Name

Selected Value: 50

Primary Residence Address *

Address Line 1

Address Line 2

City

State / Province / Region

Postal Code

Country

Do you have an investment property? *

Percentage of Investment Property in your Name

Selected Value: 50

Investment Property Address One *

Address Line 1

Address Line 2

City

State / Province / Region

Postal Code

Country

Do you have a second investment property? *

Percentage of second Investment Property in your Name

Selected Value: 50

Investment Property Address Two *

Address Line 1

Address Line 2

City

State / Province / Region

Postal Code

Country

Do you have any other investment properties? *

Other Investment Properties *

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Superannuation & Managed Products Please complete the details of any superannuation accounts or managed investment funds you may have. This includes any Unit Investment Trusts or similar products.

Do you have a Superannuation or Managed Investment Account? *

Superannuation & Managed Product Name

Investment Institution Name *

Policy Number *

Superannuation & Managed Product Info

Super Amount *

Life Insurance Attached *

Life Insurance Amount *

Do you have another Superannuation or Managed Investment Account? *

Superannuation & Managed Product Name Second

Second Investment Institution Name *

Second Policy Number *

Second Superannuation & Managed Product Info

Second Super Amount *

Second Life Insurance Attached *

Life Insurance Amount (copy) *

Do you have any another Superannuation or Managed Investment Accounts? *

List of other Superannuation or Managed Accounts *

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Life Insurance & Funeral Insurance Please complete the details of any Life Insurance policies or funeral insurance policies you may have.

Do you have a Life or Other Insurance Policy? *

Life or other Insurance Product Details

Life or other Insurance Institution *

Life or other Insurance Policy Number *

Life Insurance Amount *

Do you have another Life or Other Insurance Policy? *

Second Life or other Insurance Product Details

Second Life or other Insurance Institution *

Second Life or other Insurance Policy Number *

Second Life Insurance Amount *

Do you have any another Life or Other Insurance Policies? *

List of other Life or Other Insurance Policies *

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Share Holdings Please complete the details of any Share Holdings you may have.

Do you have any Share Holdings? *

Share Holdings

Name of Shares *

Name of Shares 2

Name of Shares 3

Number of Shares *

Number of Shares 2

Number of Shares 3

Do you have any other Share Holdings? *

Other Shares *

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Trusts & Other Interests Please complete the details of any Family Trust you may have or business interest that you have or share ownership of.

Do you have a Trusts or Other Interests? *

Layout

Entity Type *

Entity Type 2

Entity Type 3

Percentage Owned

Selected Value: 50

Percentage Owned 2

Selected Value: 50

Percentage Owned 3

Selected Value: 50

Name of Entity including ACN or ABN *

Name of Entity including ACN or ABN 2

Name of Entity including ACN or ABN 3

Do you have any other Trusts or Other Interests? *

Other Trusts or Entities *

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Beneficiaries Please complete the details of any Beneficiaries. This will include their details and any specific bequests to them. The order of your Beneficiaries does not affect their rights.

Beneficiary One

Beneficiary Name *

First

Middle

Last

Beneficiary Contact

DOB *

Phone *

Marital Beneficiary *

Beneficiary Email *

Confirm Email

Beneficiary Address *

Address Line 1

Address Line 2

City

State / Province / Region

Postal Code

Bequests or Gifts *

Passes To *

Beneficiary Two

Second Beneficiary *

Beneficiary Name 2 *

First

Middle

Last

Beneficiary Contact 2

DOB Beneficiary 2 *

Phone Beneficiary 2 *

Marital Beneficiary 2 *

Beneficiary Email 2 *

Confirm Email

Beneficiary 2 Address *

Address Line 1

Address Line 2

City

State / Province / Region

Postal Code

Bequests or Gifts 2 *

Passes To 2 *

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Beneficiary Three

Third Beneficiary *

Beneficiary Name 3 *

First

Middle

Last

Beneficiary Contact 3

DOB Beneficiary 3 *

Phone Beneficiary 3 *

Marital Beneficiary 3 *

Beneficiary Email 3 *

Confirm Email

Beneficiary 3 Address *

Address Line 1

Address Line 2

City

State / Province / Region

Postal Code

Bequests or Gifts 3 *

Passes To 3 *

Beneficiary Four

Fourth Beneficiary *

Beneficiary Name 4 *

First

Middle

Last

Beneficiary Contact 4

DOB Beneficiary 4 *

Phone Beneficiary 4 *

Marital Beneficiary 4 *

Beneficiary Email 4 *

Confirm Email

Beneficiary 4 Address *

Address Line 1

Address Line 2

City

State / Province / Region

Postal Code

Bequests or Gifts 4 *

Passes To 4 *

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Other Beneficiary We will discuss their details during the drafting process.

Other Beneficiaries *

Please list the names of other Beneficiaries. *

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Special Gifts If you have not listed something in the previous sections relating to a specific gift then please consider that now. It is importnant to consider special gifts to specific beneficiaries. For example you may wish to bequeth a family heirloom such as an engagement ring to someone in particular. This minimises any disputes relating to your estate. Perhaps more importantly, these items will not form part of the residual of the estate which may then be liquidated by the executor and lost to prosperity.

Special Gifts *

Special Gifts Details *

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Unusual Gifts Please complete this section if there is something more unusual you would like your executor to consider. If you have a pet that you would like to direct your estate to give to someone for example or donation to a charity.

Unusual Gifts *

Unusual Gifts Details *

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Former Spouse If you wish to bequeth anything to a former spouse then please complete this section. It is not a legal requirement to do so. Simply select No if you do not wish to do so.

Former Spouse *

Former Spouse Details *

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Deliberate Exclusions If you wish to deliberately exclude someone from your will please complete this section. An example of this may be an estranged family member, such as sibling or child, that you have lost contact with due to personal reasons. Although this may not completely guarantee they will not make a challenge to the will, if the reasons for their exclusion are incorporated into the will, the Court will take that into consideration. If nothing is there then it may increase the probability of that party sucessfully challenging the will.

Deliberate Exclusion *

Deliberate Exclusion Details *

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Signature Information By signing this document you are confirming that the information compelted is true and accurate to the best of your knowledge. Please rest assured that this is not your final will and we will draft and consult with you once we receive the intial information.

Signature

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Simply Amazing

I would like to add that the services Heritage Conveyancing have provided my family over the last year or so, have been outstanding. Nicole in particular has been simply amazing, especially in light of my communication difficulties.

Every single member of your firm who I had contact with, either in person or on the phone, was friendly and courteous at all times and exhibited exemplary professionalism.

I will recommend your firm without hesitation to anyone I know who requires conveyancing or similar services. You may share this email with anyone you choose. Thank you so very much.

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