YOUR LAST WILL AND TESTAMENT
You have asked us to draft your will. To do so, we need to ask you a series of questions to prepare your will. Before you start filling our questionnaire, you may need the following information/documents: Full contact details of your Executors; Trust Deeds (if any); company documents such as a shareholders agreements or franchise agreements (if any). We recommend you grab a cuppa as it may take 30 mins to complete. However, you can save this document as a draft at any time.
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A) YOUR PERSONAL DETAILS
Your Full Name:
Mr.
Mrs.
Ms.
Miss.
Dr.
Prefix
First Name
Middle Name
Last Name
Your Email:
example@example.com
Do you have any special needs, for example, blindness or an insufficient command of English?
Yes
No
If YES, please specify your special needs:
In some circumstances, for example, the elderly, you may need to provide a recent medical certificate of capacity from your doctor. If you have one, please upload here:
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B) OTHER NAMES
Please advise us of all other names you are known by, especially if land or other assets are recorded under those different names.
Are you known by any other name?
Yes
No
If YES, please state the other name(s) you are also known by:
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D) MARITAL STATUS
What is your present marital status?
Legally married
Civil union
De facto relationship
Living together
Separated
Divorced
Widowed
Single
Other
If you are married or in a de facto relationship, do you wish to appoint your partner as an executor and leave him/her the whole of your estate?
Yes
No
Not Applicable
Should your will be expressed to be made in contemplation of marriage? This means it will not be revoked in the event of a marriage taking place.
Yes
No
Not Applicable
If you are de facto, are you contemplating marriage soon? If so, when?
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D) HUSBAND/WIFE/PARTNER DETAILS
What is the full name of your husband/wife/partner:
Mr.
Mrs.
Ms.
Miss.
Dr.
Prefix
First Name
Middle Name
Last Name
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E) CHILDREN
Do you have any children?
Yes
No
If YES, please provide each child's full name, age, date of birth and address:
Do any of your children have a parent who is different to your current spouse/partner?
Yes
No
If YES, please indicate which children have a different biological parent and the full name of their biological parent:
Are any of your children adopted or are your step-children?
Yes
No
If YES, please indicate which of your children are adopted or are your step-children:
Are any of your children under a disability that requires special consideration of their future support?
Yes
No
If YES, please provide brief details:
Do you have a relationship property agreement with your current spouse/partner?
Yes
No
If YES, please upload your relationship property agreement here:
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F) EXISTING WILL
Do you have an existing will?
Yes
No
If YES, who holds the original of your will?
Do you have an overseas will?
Yes
No
If YES, in which city/country?
If you have a copy of your will, please upload here:
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Is your will to apply to all of your worldwide assets or only those in New Zealand?
Only New Zealand
All worldwide assets
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G) APPOINTMENT OF EXECUTOR(S)
An Executor is the person or persons who will prove the will, arrange burial or cremation, get in the assets and pay the debts, taxes, funeral and administration expenses. Once such administration is complete there is then a transition from the role of Executor to the role of Trustee. More than one Executor and Trustee can be appointed which allows for a combination of both family and professional Executors and Trustees.
Executor 1 Full Name:
Mr.
Mrs.
Ms.
Miss.
Dr.
Prefix
First Name
Middle Name
Last Name
Executor 1 Relationship to You:
i.e. my brother
Executor 1 Date of Birth:
-
Day
-
Month
Year
Executor 1 Phone:
-
Area Code
Phone Number
Executor 1 Email:
example@example.com
Executor 1 Occupation:
What city does Executor 1 live in?
Executor 2 Full Name:
Mr.
Mrs.
Ms.
Miss.
Dr.
Prefix
First Name
Middle Name
Last Name
Executor 2 Relationship to You:
Executor 2 Date of Birth:
-
Day
-
Month
Year
Executor 2 Phone:
-
Area Code
Phone Number
Executor 2 Email:
example@example.com
Executor 2 Occupation:
What city does Executor 2 live in?
Executor 3 Full Name:
Mr.
Mrs.
Ms.
Miss.
Dr.
Prefix
First Name
Middle Name
Last Name
Executor 3 Relationship to You:
Executor 3 Date of Birth:
-
Day
-
Month
Year
Executor 3 Phone:
-
Area Code
Phone Number
Executor 3 Email:
example@example.com
Executor 3 Occupation:
What city does Executor 3 live in?
If you have a copy of Executor 1, 2 or 3's passport and/or drivers licence, please upload here:
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INDEPENDENT EXECUTOR(S)
Gina Jansen Lawyers can be appointed as an independent Executor/Trustee of your will which allows a professional and independent person to assist your family with the administration of the estate. We recommend a professional Executor/Trustee be appointed to assist the Executors with independent decision making.
Do you wish to appoint Gina Jansen Lawyers as an independent Executor/Trustee?
Yes
No
TRUSTEES
If Trustees are to be appointed who are not the Executors, please provide their details.
Trustee 1 Full Name:
Mr.
Mrs.
Ms.
Miss.
Dr.
Prefix
First Name
Middle Name
Last Name
Trustee 1 Relationship to You:
i.e. my brother
Trustee 1 Date of Birth:
-
Day
-
Month
Year
Trustee 1 Phone:
-
Area Code
Phone Number
Trustee 1 Email:
example@example.com
Trustee 1 Occupation:
What city does Trustee 1 live in?
Trustee 2 Full Name:
Mr.
Mrs.
Ms.
Miss.
Dr.
Prefix
First Name
Middle Name
Last Name
Trustee 2 Relationship to You:
Trustee 2 Date of Birth:
-
Day
-
Month
Year
Trustee 2 Phone:
-
Area Code
Phone Number
Trustee 2 Email:
example@example.com
Trustee 2 Occupation:
What city does Trustee 2 live in?
If you have a copy of Trustee 1 or 2's passport and/or drivers licence, please upload here:
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H) APPOINTMENT OF TESTAMENTARY GUARDIAN(S)
Do you wish to appoint a Testamentary Guardian(s) for your children who are presently under the age of 18 years?
Yes
No
Not Applicable
If yes, please provide their details:
Guardian 1 Full Name:
Mr.
Mrs.
Ms.
Miss.
Dr.
Prefix
First Name
Middle Name
Last Name
Guardian 1 Relationship to You:
Guardian 1 Phone:
-
Area Code
Phone Number
Guardian 1 Email:
example@example.com
Guardian 1 Occupation:
What city does Guardian 1 live in?
Guardian 2 Full Name:
Mr.
Mrs.
Ms.
Miss.
Dr.
Prefix
First Name
Middle Name
Last Name
Guardian 2 Relationship to You:
Guardian 2 Phone:
-
Area Code
Phone Number
Guardian 2 Email:
example@example.com
Guardian 2 Occupation:
What city does Guardian 2 live in?
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I) FUNERAL DIRECTIONS
Do you wish to be buried or cremated?
Buried
Cremated
I do not wish to specify
Other
Do you have any special funeral directions (i.e. do you wish for your ashes to be scattered or to be buried in a specific place)?
Yes
No
If YES, please state your special funeral directions below:
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J) ORGAN DONATION OR MEDICAL RESEARCH
Do you wish to donate your body (or any body parts) for medical research, organ donation/transplant or otherwise?
Yes
No
If YES, please state details:
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K) LIST OF ASSETS
Please state the address of all New Zealand property you own and the approximate current value of each property:
Do any of these properties have a mortgage?
Yes
No
If YES, please state the property address, Bank and approximate amount owing:
Do you own any assets overseas?
Yes
No
If YES, please state what assets and if it is property, the address of each property:
Do you have an overseas lawyer and/or will?
Yes
No
If YES, please state the name and address of your overseas lawyer:
Do you have a life insurance/policy?
Yes
No
If YES, please state the name of the insurer, policy number and who owns each policy (if any):
Do you own stocks/bonus bonds?
Yes
No
If YES, please state the company you hold shares in and the number of the shares:
Upload your share information here:
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BANK ACCOUNTS. Please advise the name of your Banks and your account numbers:
KIWISAVER/SUPERANNUATION. Do you have Kiwisaver/superannuation funds?
Yes
No
If YES, please advise your provider name, account number and the amount currently in your Kiwisaver/Superannuation fund:
MOTOR VEHICLES. Please advise the registration, make, model & colour of all motor vehicles (including cars, motorbikes, trailer, trucks and caravans) that you presently own:
Please advise of any other Worldwide investments you may have and where:
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L) MAORI LAND
Do you have any interests in Maori land, Maori incorporation shares, any leasehold interests in a registered lease over Maori land and money held by the Maori Trustee derived from Maori land?
Yes
No
If YES, please specify:
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M) DOMAIN NAMES, WEBSITES, EMAIL ACCOUNTS & SOCIAL MEDIA ACCOUNTS
Do you own/host any digital assets?
Yes
No
If YES, please list the names of each website, email address and social media accounts:
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N) FINANCIAL OBLIGATIONS AND DEBTS
Please specify any financial obligations and debts you have (i.e., mortgage, loans, credit cards, cars etc):
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O) SPECIFIC GIFTS OR LEGACIES
Do you wish to make any specific gifts (legacies) of money and/or chattels?
Yes
No
CHATTELS. If YES, please list the name of each item clearly and the full name of the person who is to recieve it:
MONEY. Please list the amount or percentage of money and the full name of the person who is to recieve it:
If you are leaving a gift of money, if your estate does not have the funds to pay it, do you want the gift of money to lapse?
Yes
No
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P) LIFE INTEREST
A life interest allows a person the use of your property during the recipients lifetime. Once the recipient passes away, the property can be distributed to other beneficiaries under your will. You can ask us to terminate a life interest on the occurrence of another event; for example, re-marriage/de facto living arrangement of the recipient (limited interest).
Do you wish to leave a life interest?
Yes
No
If YES, please state the full name, address, occupation of the recipient and the property address:
If you wish to create a life interest, select the boxes you wish to apply to the life interest:
They may occupy - only use to live in.
Use/enjoy - can obtain rents for.
It terminates upon a re-marriage/de facto relationship.
They must maintain/insure the property at their cost.
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Q) RESIDUE OF YOUR ESTATE
The "residue" of your estate is the rest of your estate after the debts and specific gifts/legacies have been paid and provision made for any life or limited interest. Please state the personal details of the beneficiaries who you want to receive the residue of your estate.
Beneficiary 1 Full Name:
Mr.
Mrs.
Ms.
Miss.
Dr.
Prefix
First Name
Middle Name
Last Name
Beneficiary 1 Relationship to You:
Beneficiary 1 Date of Birth:
-
Day
-
Month
Year
Beneficiary 1 Phone:
-
Area Code
Phone Number
Beneficiary 1 Email:
example@example.com
Beneficiary 1 Occupation:
What city does Beneficiary 1 live in?
Beneficiary 2 Full Name:
Mr.
Mrs.
Ms.
Miss.
Dr.
Prefix
First Name
Middle Name
Last Name
Beneficiary 2 Relationship to You:
Beneficiary 2 Date of Birth:
-
Day
-
Month
Year
Beneficiary 2 Phone:
-
Area Code
Phone Number
Beneficiary 2 Email:
example@example.com
Beneficiary 2 Occupation:
What city does Beneficiary 2 live in?
Beneficiary 3 Full Name:
Mr.
Mrs.
Ms.
Miss.
Dr.
Prefix
First Name
Middle Name
Last Name
Beneficiary 3 Relationship to You:
Beneficiary 3 Date of Birth:
-
Day
-
Month
Year
Beneficiary 3 Phone:
-
Area Code
Phone Number
Beneficiary 3 Email:
example@example.com
Beneficiary 3 Occupation:
What city does Beneficiary 3 live in?
If you have more than three (3) beneficiaries, please provide the same details of all other beneficiaries:
Do you wish for all beneficiaries to receive the residue of your estate in equal shares or in specific share amounts?
Equal Shares
Specific Share Amounts
If you selected specific share amounts, please state the specific share amount each beneficiary is to receive:
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R) GIFT OVER
A gift over is where a child of yours may predecease you, leaving their own children.
If a child of yours predeceases you, and they have biological children, would you like that predeceased child's share to go to their biological children?
Yes
No
Not Applicable
If one of your children predeceases you, without children, would you like that child's share to go to your surviving children?
Yes
No
Not Applicable
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S) PROMISES
Have you made any verbal promises, whether enforceable or not, to leave property to someone?
Yes
No
If YES, please state the full name and address of the person you made that promise to and what the promise is:
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T) OMMITTING FAMILY
Please provide details on whether you are intentionally leaving out or excluding a family member from provision in your will. For example, not gifting to one of your children because you are estranged.
Are you omitting any of your family from provision in your will?
Yes
No
If YES, please indicate who you have omitted and the reasons why:
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U) SPECIAL PROVISIONS
Do you have any other special provisions you wish to make? For example, do you wish to leave a portion of your estate to a charity(s)?
Yes
No
If YES, please list the gift amount and the name of the charity who is to receive it:
We recommend that gifts to charities are for specific amounts, not percentages.
If you are leaving a gift of money to a charity, if your estate does not have enough funds to pay it, do you want the gift of money to lapse?
Yes
No
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V) FAMILY TRUSTS
Are you a Settlor of a Family Trust?
Yes
No
Are you a Trustee of a Family Trust?
Yes
No
If YES, please state the name of each Trust, the date it settled and its IRD number:
Please state the Trust name and the Settlor(s) of each Trust:
Please state the Trust name and the Trustee(s) of each Trust:
Upload copy of Trust Deed here:
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Is there a Settlor's Memorandum of Wishes?
Yes
No
If YES, upload copy of Settlor's Memorandum of Wishes here:
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Does the Trust own property?
Yes
No
If YES, please state the address of all properties owned by the Trust:
Does the Trust have any business income?
Yes
No
If YES, what is the name of the business?
Is the Family Trust a Trading Trust?
Yes
No
Is it registered for GST?
Yes
No
If YES, please state the GST number:
Does the Trust owe you money?
Yes
No
If YES, state how much and who to/from:
Do you want any debts owed to you by the Trust to be called up or forgiven by your Estate?
Called up
Forgiven
If so, please provide full details of the debt amount and who to:
If you are a Trustee, do you have a power of appointment in the Trust Deed to appoint another Trustee through your will?
Yes
No
If YES, do you want to nominate a person to become a Trustee through your will?
Yes
No
If yes, please provide their details.
Testamentary Trustee 1 Full Name:
Mr.
Mrs.
Ms.
Miss.
Dr.
Prefix
First Name
Middle Name
Last Name
Testamentary Trustee 1 Relationship to You:
Testamentary Trustee 1 Phone:
-
Area Code
Phone Number
Testamentary Trustee 1 Email:
example@example.com
Testamentary Trustee 1 Occupation:
What city does Testamentary Trustee 1 live in?
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W) COMPANY
Are you a Director of a company?
Yes
No
If YES, please state the name of all company(s) and their IRD numbers:
Are you a shareholder of any of these companies?
Yes
No
If YES, please state the company name and your shareholding in each company:
Is there a shareholder agreement?
Yes
No
If YES, upload a copy of the shareholder agreement here:
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Does the company have any assets?
Yes
No
If YES, please state:
Does any of your companies own property?
Yes
No
If YES, please state the address of all properties owned by each company:
Does the company have or given a lease on any property?
Yes
No
If YES, what is the address of the property and who is the tenant/landlord?
Upload a copy of all leases here:
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Does the company have any debtors?
Yes
No
If YES, please state who and how much is owed by the company:
Does the company have any creditors?
Yes
No
If YES, please state who and how much is owed to the company:
Does the company have any other liabilities?
Yes
No
If YES, please state who to and for how much, including any guarantees by directors:
Is the company a franchise?
Yes
No
If YES, please upload the franchise agreement here:
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X) ENDURING POWERS OF ATTORNEYS
Do you have Enduring Powers of Attorney?
Yes
No
If YES, who holds your original Enduring Powers of Attorney?
If NO, would you like us to prepare your Enduring Powers of Attorney?
Yes
No
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