Will Kit

First Name:*
Middle Name:
Last Name:*
Date of Birth:*
MM slash DD slash YYYY
Email Address:*
Daytime Phone Number:*
Address:*
Do you have a spouse?*
If “Yes”, what is the full name and date of birth of your spouse?
If ‘Yes”, are you married or in a defacto relationship?
Who would you like to nominate as your executor(s)? State full name(s) and address(es)*
An executor is a person you nominate to see that your wishes as expressed in your Will are carried out after you die. You may choose more than one person.
Do you wish to nominate an alternate executor?*
If yes, state full name(s) and address(es)
Do you wish to make any specific gifts?*
Note: a person who receives something from your estate is known as a “beneficiary” Note: you would include any gifts to charities here. Example: (a) I wish to give my gold necklace to my aunt Mary June Smith of 1 Brown Street, Gracelands. (b) I would like to give $100,000.00 to the RSPCA
If yes, state full names and addresses of the person(s) who will be receiving the gift(s), and their relationship to you, if possible.
Do you have children?*
If “Yes”, provide their full names and dates of birth.
If any of your beneficiaries are under the age of 18, would you like to nominate an age when they will receive the gift?
Note: The gift is held in trust until nominated age is obtained.
If yes, state age:*
Who will receive the rest and residue of your estate and in what proportion?*
Example: I give the rest and residue to my children in equal shares. OR I give half of my rest and residue to my daughter Elsie Smith and the remainder to be divided between my other children equally
Do you need to include a “grandchildren” clause?*
Definition: if you have chosen one of your children to receive something from your estate, and he/she does not survive you, it is common to elect to have that child’s share pass to that child’s own children, ie your grandchildren.
If all your beneficiaries do not survive you, would you like to nominate who should receive your estate?*
Note: it is not necessary to provide for this event, however please note that if none of your chosen beneficiaries survive you, then who will receive your estate becomes a question for the Courts or statute law.
State who you would like to nominate if relevant:
Do you need to nominate a carer for your pet(s)?*
If yes, state full name and address of person(s) responsible if possible
If yes, do you wish to put aside any money for pet care from your estate?*
If yes, how much?
Do you have any burial or cremation wishes?*
Example: I wish to be cremated and my ashes scattered over Sydney Harbour.
If yes, state these wishes:
Extra Information
In this space, please provide any extra information that you consider important, for example, why you may be excluding a child from your Will.

Will Kit

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