Wills & Estate Planning - Client Instruction Form
Please complete these details to the best of your ability
CONTACT DETAILS
If different from above
If different from above
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RELATIONSHIP DETAILS
PREVIOUS WILLS / CODICILS
CHILDREN
Child A
Child B
Please enter your name!
Child C
Please enter your name!
Child D
Please enter your name!
Step Children
Step Child A
Step Child B
EXECUTOR/S
Executor 1
Executor 2
Executor 3
ASSETS
Property 2
Property 3
Shareholdings
Other Assets
Debts owing to you
LIABILITIES
SUPERANNUATION
If yes, please list the beneficiaries and their relationship to you
LIFE INSURANCE
BUSINESS INTERESTS
If your business is a Partnership or Company, who are the other interested parties?
GUARDIAN OF CHILDREN
Please provide details
Guardian 2
In the event that the individual/s names named above are unable or unwilling to act as Guardian, please provide details of an alternative Guardian, if any:
FAMILY TRUSTS
Who would you appoint as your successor Appointor/Guardian?
SPECIFIC GIFTS
RESIDUARY ESTATE
Your residuary Estate consists of all assets remaining after debts are paid and any specific gifts are made. Who will benefit from your Residuary Estate?
TESTAMENTARY TRUST
FAMILY PROVISION ACT
DISPOSAL OF BODY
MISCELLANEOUS (optional clauses)
ENDURING POWER OF ATTORNEY (EPA)
ENDURING POWER OF GUARDIANSHIP (EPG)
ADVANCE HEALTH DIRECTIVE (AHD)
Treatment Decision 1
Treatment Decision 2
Treatment Decision 3
AUTHORITY TO RELEASE INFORMATION
If you require additional space, please enter under the notes field at the end.