Instructions to your Executor
Leave all the required directions to your executors so that they can properly administer your estate without waste.
Name
First Name
Last Name
Email
example@example.com
Number
Please enter a valid phone number.
Format: 0000000000.
Executor Name
First Name
Last Name
Email
example@example.com
Phone Number
Please enter a valid phone number.
Format: 0000000000.
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Family and friends
It is important for your executor to know who your family and friends are, and how to contact them in the event of your passing.
Family members
Friends
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In your care
Do you have any children that still require care?
Yes
No
Children in your care
Please list and describe any children in your care and their needs.
Are their any others still under your care?
Yes
No
Others in your care.
Please list any others you are taking care of, and list their needs.
Do you have any pets?
yes
No
Name any pets you are taking care of and describe any care they may need.
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Employment information
Are you currently working
Yes
No
Employer
Employer Number
Please enter a valid phone number.
Format: 0000000000.
Employer Email
example@example.com
Job/ Position
Information that may be relevant or where to find relevant information
Eg Long service leave etc
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Do you own a Business
Yes
No
Business name
Business Succession planning information, or where to find it
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Important documents
Do you have physical will documents?
Yes
No
Where is your original Will kept?
Do you have virtual will documents?
Yes
No
How to access virtual/digital documents or vault?
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Do you have any ongoing subscriptions?
Yes
No
List any ongoing subscriptions that will need to be canceled.
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Do you have any valuables that need to be secured?
Yes
No
Describe any valuables that may need to be secured.
list any important valuables that need to be secured or require attention.
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Is your property co owned?
Yes
No
Name of co-owner
First Name
Last Name
Phone Number
Please enter a valid phone number.
Format: 000 000-0000.
Email
example@example.com
Address
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
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Do you have any potential disputes that may need to be addressed?
Yes
No
What is the nature of this dispute?
Submit
Should be Empty: