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Important information for creating your will

Executors
A minimum of one and a maximum of four executors or trustees should be appointed. It is advisable to name at least two in case one is unable to act on your behalf when required. It is possible to appoint an executor to act solely or jointly with another executor. Please provide full names, addresses and occupations of each executor and state if they are to act jointly or solely.

Assets and Liabilities
Please list all you assets (property, bank accounts, shares) you own in Australia. Please provide as much detail as possible.

Residuary Estate
Residuary Estate is the balance of your estate after the payment of all testamentary expenses, e.g. funeral expense and executor commissions, duties, liabilities and specific bequests.

Important Information to create your will

1. What is your marital status?
Married Single Widow Divorced Separated De Facto
2. Please state your date and place of birth:
3. Other names you have been known by:
4. Please provide details of all your children:
Name
Date and place of birth
5. How do you wish to distribute your residuary estate?
Please give the full name and address of each beneficiary and specify the particular part or amount of your residuary estate you wish the beneficiary to receive.

General Matters

6. Have you lent anyone any money or given them a gift that you would like to be taken into account when your estate is distributed? If yes, please give details.

7. Is there a debt owing to you that you do not want repaid after your death? If yes, please give details.

8. Is there anyone other than your spouse or children whom you currently support or help to support?

i. If yes, please provide the full name, address, occupation and relationship to you for each dependent (if known).

9. Do you have a family trust or company?

Yes No

If yes, please provide details below.

10. Do you wish to be an organ donor?

Yes No

11. Do you wish to leave your body to medical science?

Yes No

12. Please list all your personal assets at their present value:

i. Property

ii. Car

iii. Shares, bonds and unit trusts

iv. Insurance policies

v. Superannuation

vi. Bank and building society accounts

vii. Furniture

viii. Household effects

ix. Jewellery

x. Other (e.g. beneficiary in other state, debts owed to you etc)

xi. Jointly owned assets /p>

xii. Approximate value of current assets

13. Please list all your personal liabilities:

i. Mortgages

ii. Loans

iii. Credit Card Debts

iv. Other debts (e.g. tax owed, lease agreement etc)

*Note: The accompanying Will Instruction Forms are for Standard Wills. Should you wish us to draft a more complicated Will for you, please consult with our principal lawyer Mr. Peter Nevile on +61 3 9664 4703 or at peter.nevile@nevile.com.au for further information on protecting your assets.*

    

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