WILLS - INSTRUCTIONS

Willmaker 1 - Name:

Willmaker 2 - Name:

Street address:

Email address:

example@example.com

Mobile:

Date of birth:

Date

Date of birth:

Date

Is there an existing will?

YesNo

If yes, client will arrange to cancel:

YesNo If no, see Authority to Release attachedIf you would like us to arrange for your old Will to be posted to our office please sign the attached authority form.

3.EXECUTOR (SEE INFORMATION NOTES)

Willmaker 1 - Executor Name:

Willmaker 2 - Executor Name:

Alternate executor:

Willmaker 1 - Alternative Executor Name:

Willmaker 2 Alternative Executor name:

4.GUARDIAN OF MINOR CHILDREN

Name:

Address:

Details:

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.

To:

Then to / or Children at age:

18212530

If Children/Child does not survive me then to Grandchildren (if any) at age

18212530

If no children/granchildren:

7. SUPERANNUATION/INSURANCE (SEE NOTES)

Super fund name:

Binding nomination required:

YesNo

Note: Binding nominations are usually required to be renewed every three years.

Instructed to do soClient will attend to

EXCLUDED PERSONS

Are there any direct relatives (children/spouse) that you have left out of this Will ?

YesNo

If yes, details:

Below are some reasons that might be appropriate for excluding the potential claimant from the will.

Adequate provision has been made for them during my lifetime.There has been no contact between us for many years and there is no relationship of love and affectionTheir circumstances are far better than those of the beneficiaries that I have nominated and therefore someThey have/will receive substantial gifts from the estate of my former spouse and my will takes this into account

When you make a will, you appoint an executor. The role of the executor is to deal with your estate after your death. Your estate consists of any money, houses, land, cars, shares, clothes, jewellery and any other goods owned by you at the time of your death.

The executor performs a number of duties in relation to the deceased including notifying financial institutions and relevant organisations, obtaining grant of probate if required, distributing assets as per Will and acting as trustee for any testamentary trusts set out in Will.

If your spouse or another person is to be named as your sole beneficiary in your will, it is often appropriate to name that person as your sole executor. There is nothing to prevent a beneficiary from being an executor. Otherwise you should appoint another adult - a member of your family, a friend or a professional adviser to act as executor.

If you're a parent, this is probably the biggest reason you'll want to create a Will: it's the best way you can make sure your children are taken care of.

Simply put, a Will allows you to name a guardian for your minor children. If you pass away before they're legally adults, a Will lets you decide who's going to look after your children when you're gone. Obviously, that's important. The laws that govern what happens if you die without a Will generally dictate your child will go to your spouse or your closest relative, such as a sibling or parent. For some of us, this is not the outcome we want. Choosing a guardian and setting it out legally makes sure your wishes are respected.

A beneficiary is a person named in the will who receives all or part of the deceased estate. For example i)your spouse ii)children and/or grandchildren iii)Other relatives iv)Friends v)charities

Although Superannuation is not included as an asset of the Will unless specifically listed as a beneficiary on your superannuation fund, it is a good time to review your super. Please check with your super fund that your beneficiaries are correct and ask them about doing a binding death nomination.

OTHER NOTES

WILLS - INSTRUCTIONS

EXISTING WILL

SPECIFIC GIFTS/DONATIONS

BENEFICIARIES OF THE RESIDUE

INFORMATION

EXECUTORS

GUARDIANSHIP

BENEFICIARIES

SUPERANNUATION