Preparing your will

Preparing your will

Complete this form as much as you are able. Oakhill Lawyers will then contact you to obtain any further information and to confirm the fees payable before proceeding with the draft documents.
Personal and identity details
Full name

First NameMiddle NameLast Name
Have you been known by a previous name? If so insert details
previous name
Residential address

Street Address

Street Address Line 2
CityState / ProvincePostal / Zip Code
Occupation
Gender
Date of birth

DayMonthYear
2 digit day, 2 digit month, 4 digit yearDate
Place of birth
Email
example@example.com
Phone Number
Please enter a valid phone number.Format: 0000 000 000.
GP details

Name

Address
Phone numberEmail address
Accountant details

Name

Address
Phone numberEmail addressPostal / Zip Code
Tax file number
Relationship and family details
Life partner details
Full Name
Life partner phone number
Please enter a valid phone number.Format: 0000 000 000.
Life partner date of birth

DayMonthYear
2 digit day, 2 digit month, 4 digit yearDate
Are you married to this person?
Child 1 - Name
Child 1 - Date of birth

MonthDayYear
2 digit month, 2 digit day, 4 digit yearDate
Child 1 - Parents names
Child 2 - Name
Child 2 - Date of birth

MonthDayYear
2 digit month, 2 digit day, 4 digit yearDate
Child 2 - Parents names
Child 3 - Name
Child 3 - Date of birth

MonthDayYear
2 digit month, 2 digit day, 4 digit yearDate
Child 3 - Parents names
If you have more than 3 children insert the above details for all other children in the space below
Guardians and executors
Guardian 1 - Name
Full name
Guardian 1 - Address

Street Address

Street Address Line 2
CityState / ProvincePostal / Zip Code
Guardian 1 - Relationship to you
Guardian 2 - Name
Full name
Guardian 2 - Address

Street Address

Street Address Line 2
CityState / ProvincePostal / Zip Code
Guardian 2 - Relationship to you
Is Guardian 2 to act jointly with Guardian 1 or as an alternative to Guardian 1?
Executor 1 - Name
Full name
Executor 1 phone
phone
Executor 1 email
example@example.com
Executor 1 - Address

Street Address

Street Address Line 2
CityState / ProvincePostal / Zip Code
Executor 1 - Relationship to you
Executor 2 - Name
Full name
Phone Number
Please enter a valid phone number.Format: 0000 000 000.
Email
example@example.com
Executor 2 - Address

Street Address

Street Address Line 2
CityState / ProvincePostal / Zip Code
Executor 2 - Relationship to you
Do you wish to appoint more than 2 executors? If so provide their details in the space below.
Are your executors to act jointly, by majority or is executor 2 or 3 to be an alternative for executor 1?
Specific gifts and beneficiaries
Do you want to specify any specific gifts in your will? This may include gifts of sumd of money or a percentage of your estate or it may include gifting specific items of property, jewellery, family heirlooms etc. If so provide details below (name and description of gift) - If not your will can refer to a letter of wishes that you can change at anytime outlining specific gifts.
Do you want to leave anything to charities?
If so, provide details (name of charity and amount of percentage or amount)
Residual beneficiaries - Who is to receive your estate after all specific gifts are made, all debts and libilities have been paid and all charitable bequests have been made? This will usually be your spouse and if your spouse has died your children in equal shares. If any of your children have died leaving children then their share of your estate would ordinarily go to their children. If you are happy with this, please write ‘Spouse then children'. Otherwise please specify you wish to receive the residue of your estate.
Spouse then children or specify who is to receive your residual estate
Default beneficiary - in the event all those who are specified as your residual beneficiaries have died who do you wish to receive your estate? This is optional but bear in mind that if nothing is specified the default beneficiary will be your the next of kin.
Assets, liabilities, business interests, and superannuation
Address of property 1 and volume and folio number - If known
Property address and title details (if known)
Location of original title 1 (this will be with your lender if you have a mortgage)
Name(s) on title 1
If you own the property together with another person do you hold the property as tenants in common or joint tenants (please note that we will arrange a title search to confirm these details)
Name of mortgagee (lender) and loan account number
If you have more than 1 property please provide relevant details for subsequent properties below.
Address, title details, location of title, names on title, whether held jointly or tenants in common, name of mortgagee and loan account number.
Bank accounts - Name of bank
Bank account numbers(s)
Account held jointly or in sole name?
Name of superannuation fund and member number
Have you made a binding death benefit nomination?
Please upload a copy of your binding death benefit nomination (if applicable)

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Debts and liabilities - tick all that apply and provide relevant details below
Provide relevant details of debts and liabilities
Company details – Ifyou are a director or shareholder of a Pty Ltd company please provide details.
Name of company and position (director, secretary, shareholder)
Trusts – Do you have a family trust or an interest in a unit trust or other type of trust? Provide details below.
Insert name of trust and your position (trustee, appointor, beneficiary)
Upload copies of trust deeds, amending deeds, trust financials

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Other business interest – These may include partnerships, joint ventures or whether you operate a business as a sole trader. Provide details below.
Funeral, document locations, and final confirmation
Funeral preference
Funeral/memorial – specify details for your end of life celebration or funeral. Eg. Do you wish to have a formal funeral? Or would you rather a memorial? Do you wish to be buried anywhere in particular or do you have a preference for where your ashes be scattered?
Organ donation - registered for organ donation?
Location of existing wills
You may upload a copy of your existing will here.

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Digital assets – this section is to list all your digital assets such as online accounts, social media accounts etc. and any instructions to your executors about how you would like these handled.
Additional information and comments
If you have any questions or other matters you wish to raise with us or include in your will please list them here.
Power of attorney/Appointment of medical treatment decision maker
Do you have an enduring power of attorney and appointment of medical treatment decision maker? Tick relevant boxes.
Please provide a copy of your existing enduring power of attorney and/or appointment of medical treatment decision maker.

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If you wish to make a new enduring power of attorney please complete the below questions. Note you can appoint more than one person to act as your attorney and they can act jointly or jointly and severally or there can be a first appointed attorney and an alternative attorney(s)

Attorney 1 Full name and addressAttorney 2 Full name and address
How are your attorneys to act?
If you wish to appoint more than 2 attorneys insert their details and how they are to act in the space below

Attorney 3 Full name and address, to act jointly/severally/alternativeAttorney 4 Full name and address to act jointly/severally/alternative
When do you wish your enduring power of attorney to commence? Immediately or only if you do not have decision making capacity. (note if you choose immediately then your attorney can act with your direction if you have capacity or can act without your direction if you do not have capacity).
Medical treatment decison maker

Specify below who you wish to appoint as your medical treatment decision makers(s). Note, only one person can be appointed to act at a time, therefore you will choose a first appointed medical treatment decision maker and subsequent ones.
Medical treatment decision maker 1

Full nameDate of birth
Medical treatment decision maker 1 phone Number
Please enter a valid phone number.Format: 0000 000 000.
Medical treatment decision maker 2

Full nameDate of birth
Medical treatment decision maker 2 phone Number
Please enter a valid phone number.Format: 0000 000 000.
Medical treatment decision maker 3

Full nameDate of birth
Medical treatment decision maker 3 phone number
Please enter a valid phone number.Format: 0000 000 000.
Signature
Date

DayMonthYear
2 digit day, 2 digit month, 4 digit yearDate
Confirmation
Should be Empty:

Preparing your will

Personal and identity details

Relationship and family details

Guardians and executors

Specific gifts and beneficiaries

Assets, liabilities, business interests, and superannuation

Funeral, document locations, and final confirmation

Power of attorney/Appointment of medical treatment decision maker

Medical treatment decison maker