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ONBOARDING DETAILS / INSTRUCTIONS FOR PREPARATION OF A WILL
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Wills Client Form
Client Details:
Full Name
:
Street Address
:
Postal Address
:
Other name
:
Phone Number
:
Phone(Work)
:
Mobile
:
Email Address
:
Date of Birth
:
Age
:
Medical History
:
Details of assets and liabilities:
Please provide details of all of your assets including:
- Real property
- Household chattels
- Cash in the bank (name of bank, account type)
- Motor vehicles (make, model, year)
- Shares in public companies (list companies and broker)
- Shares in private companies
- Other significant assets such as jewellery, art etc
- Loans
Note:
- For each asset it is important to confirm the ownership and ascribe an approximate value.
- Please indicate if you jointly own any assets.
Assets- identify which assets are owned by the couple jointly and which are separately owned or owned by separate entities:
Real Property:
Asset
Owner
If co-owner, jointly tenancy or tenancy in common
Approximate Value
Ownership Verified? (e.g., by title search, bank statement etc)
Bank Accounts:
Asset
Owner
If co-owner, jointly tenancy or tenancy in common
Approximate Value
Ownership Verified? (e.g., by title search, bank statement etc)
Shares etc:
Life Insurance:
Asset
Owner
If co-owner, jointly tenancy or tenancy in common
Approximate Value
Ownership Verified? (e.g., by title search, bank statement etc)
Loans - Money owed by someone else to you:
Asset
Owner
If co-owner, jointly tenancy or tenancy in common
Approximate Value
Ownership Verified? (e.g., by title search, bank statement etc)
Motor Vehicle:
Asset
Owner
If co-owner, jointly tenancy or tenancy in common
Approximate Value
Ownership Verified? (e.g., by title search, bank statement etc)
Household Content (e.g. collectibles, jewellery, art etc):
Asset
Owner
If co-owner, jointly tenancy or tenancy in common
Approximate Value
Ownership Verified? (e.g., by title search, bank statement etc)
Other Assets:
Asset
Owner
If co-owner, jointly tenancy or tenancy in common
Approximate Value
Ownership Verified? (e.g., by title search, bank statement etc)
Any property outside Australia? If so please provide details:
Asset
Owner
If co-owner, jointly tenancy or tenancy in common
Approximate Value
Ownership Verified? (e.g., by title search, bank statement etc)
Liabilities:
Mortgage:
Debt
Creditor
Amount Owing
Margin Loan:
Debt
Creditor
Amount Owing
Other Loans – Money owed by you to someone else:
Debt
Creditor
Amount Owing
Trusts:
(Discretionary, Family, Unit or Hybrid)
List all trusts in which you have an interest (i.e., trustee, appointor, principal, beneficiary, unitholder etc.). Please UPLOAD copies of the trust deed & financial statements for each trust if available. If they are not available, you will need to obtain them and provide copies to us as soon as possible.
Files:
Name of Trust
Trustee (s)
Beneficiary (s)
Assets owned
Trust deed Available? Y/N
Companies:
List all companies in which you have an interest (i.e., shareholder, director, secretary). Please UPLOAD copies of the company Constitutions (formerly called, Memoranda and Articles of Association), if available. If they are not available, you will need to obtain them and provide copies to us as soon as possible. Alternatively, we will could obtain copies from ASIC.
Files:
Name of Company
Shareholders
Assets owned
Company constitution Available? Y/N
Superannuation:
Institutional or Industry Fund(s)
Files:
Name of fund
Trustee
Members
Value of membership account
Self-Managed Superannuation Fund(s):
Files:
Name of fund
Trustee
Members
Value of membership account
FAMILY TREE:
Please provide details of your family members. In addition to full name and age, the following information is requested.
- Spouse
- De facto spouse
- Children
- Step-children
- Former-spouse
- Dependants
- Date of marriage
- When relationship commenced
- Name of parent (of not current spouse)
- Degree of dependency, and nature of relationship
- Date of Divorce, details of property settlement, maintenance
- Degree of dependency, nature of relationship
Family members:
Spouse:
Name
Age
Dependant? Y/N
Special Needs
De Facto Spouse:
Name
Age
Dependant? Y/N
Special Needs
Former Spouse (s):
Name
Age
Dependant? Y/N
Special Needs
Children (from current relationship):
Name
Age
Dependant? Y/N
Special Needs
Children (from other relationship):
Name
Age
Dependant? Y/N
Special Needs
Step- children:
Name
Age
Dependant? Y/N
Special Needs
Dependants:
Name
Age
Dependant? Y/N
Special Needs
Other Relatives:
Name
Age
Dependant? Y/N
Special Needs
EXECUTORS:
Please provide details of the people that you wish to appoint as Executors. These are the people who will be responsible for administering your Estate.
Executor 1:
Name
:
Address:
:
Phone No:
:
Executor 2:
Name
:
Address:
:
Phone No:
:
Executor 3:
Name
:
Address:
:
Phone No:
:
Executor 4:
Name
:
Address:
:
Phone No:
:
If more than 1, how are they to act? (I.e. Executor 1 to act, but if he/she is unable to then Executor 2 and Executor 3 to act):
If 2 Executors:
Cascade - Executor 1 to act, but if he/she is unwilling or unable to then Executor 2, but if Executor 1 and 2 are unwilling or unable to act then Executor 3)
Jointly 1 - Executor 1 and 2 to act together (i.e. unanimously), but if: o they are unable to decide, Executor 3 to have casting decision; o either Executor 1 and 2 is unwilling or unable to act then Executor 3 to act with the other jointly (i.e. unanimously); or o both Executor 1 and 2, are unwilling or unable to act then Executor 3
If more than 2 Executors:
Cascade - Executor 1 to act, but if he/she is unwilling or unable to then Executor 2, but if Executor 1 and 2 are unwilling or unable to act then Executor 3)
Jointly 1 - Executor 1 and 2 to act together (i.e. unanimously), but if: o they are unable to decide, Executor 3 to have casting decision; o either Executor 1 and 2 is unwilling or unable to act then Executor 3 to act with the other jointly (i.e. unanimously); or o both Executor 1 and 2, are unwilling or unable to act then Executor 3
Jointly 2 - Executor 1, 2 and 3 to act together (i.e. unanimously)
Other:
DETAILS OF BENEFICIARIES:
Please provide the details of the people that you wish to provide gifts to from your Estate.
Name
Address
Age
Australia Resident for Tax purpose? Y/N
DISTRIBUTION:
Please provide details of any specific gifts you wish to provide. You do not have to provide specific gifts.
Special gifts:
Name
Address
Age
Australia Resident for Tax purpose? Y/N
Other clauses/ Additional Details:
Residue:
Beneficiary
Tick if non-resident( %)
Substitute beneficiaries:
PREVIOUS WILLS:
Have you previously made a will?
If you have previously made a Will please provide a copy.
Yes
No
Files:
Do you wish to include a provision that any gifts that you leave to your children will go to your grandchildren if your children pre-decease you?
Yes
No
Do you wish to appoint a guardian for any minor children?
Yes
No
Details:
Do you wish to specify details of your funeral arrangements?
Yes
No
Details:
Do you wish to set an age at which any children might benefit from your will that is older than 18? If yes, please confirm at what age you want children to receive the payment of the gift?
(Please bear in mind that we will usually include a provision that allows your executor to advance money to or on behalf of children for particular expenses such as education or medical treatment)