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First Name:
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Last Name:
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Date of Birth:
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Street Address:
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Postal Address (if different):
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Phone Number:
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Email Address:
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Occupation:
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Executor(s)

Who would you like to appoint as your Executor/s? This is the person who will look after your Estate (you may have up to three people as joint Executors)
Executor 1 First Name:
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Executor 1 Last Name:
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Executor 1 Address:
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Executor 1 Relationship To You:
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Executor 2 First Name:
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Executor 2 Last Name:
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Executor 2 Address:
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Executor 2 Relationship To You:
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Alternate Executor/s

Alternate Executor 1 First Name:
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Alternate Executor 1 Last Name:
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Alternate Executor 1 Address:
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Alternate Executor 1 Relationship To You:
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Alternative Executor 2 First Name:
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Alternative Executor 2 Last Name:
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Alternative Executor 2 Address:
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Alternate Executor 2 Relationship To You:
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Details of Specific Bequests (ie jewellery), Gifts or Donations:
Please include full name of beneficiaries and relationship. You can press the green plus button to add a new item.
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Residuary Estate (the remainder of your estate):

Should you wish for your estate to go to your children then grandchildren please complete below. If you wish for your estate to go to someone else, please complete Other.
Children:
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First Name:
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Last Name:
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Then to/or Grandchildren:
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First Name:
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Last Name:
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Then to/or Other:
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Name & Relationship:
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Superannuation/insurance details

Super Fund:
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Binding nomination done?
A binding nomination is done through your super fund and means that your super must be distributed in accordance with your wishes. If this has not been done, you should contact your super fund to arrange.
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  • Yes
  • No
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Family Provision

Is it likely that a family provision order may be made under the Administration and Probate Act 1958? Is there someone that you believe may contest your Will?
  • - select a option -
  • Yes
  • No
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If yes, please provide details:
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List Assets:
Please include details including estimated values
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Burial/Cremation Wishes:
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Guardian of Children & Relationship
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Signature:
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Powers of Attorney

You should consider have Powers of Attorney prepared. These documents allow you to appoint attorneys to make decisions on your behalf (financial, medical and lifestyle) when you are no longer able to. If Powers of Attorney are not prepared when you have capacity to do so, your family may find it very difficult to assist you when the time comes. Should you wish to have your Powers of Attorney prepared, please complete the below information.
Our discounted costs for returning clients:

Will, Enduring Power of Attorney and Medical Power of Attorney: $440 including GST

Will & One Power of Attorney: $330 including GST

Financial Power of Attorney

Attorney’s Details
Attorney 1 Name, Address & Relationship:
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Attorney 2 Name, Address & Relationship:
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Attorney 3 Name, Address & Relationship:
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If more than one Attorney then the Attorneys will be acting:
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Alternate Attorney 1 Name, Address & Relationship:
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Alternate Attorney 2 Name, Address & Relationship:
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If more than one Alternate Attorney then the Attorneys will be acting:
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Do you want this Power of Attorney to include lifestyle decisions when you are no longer able to make these decisions for yourself (ie where you live, who you come into contact with)
Field is required!

Medical Power of Attorney

It is advisable to have one Medical Attorney and one Alternate Medical Attorney. This makes the medical decision making process easier for your Attorneys.

Attorney's Details

Attorney's Name, Address & Relationship:
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Attorney Date of Birth:
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Attorney Phone Number:
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Alternate Attorney's Details

Alternate Attorney's Name, Address & Relationship:
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Alternate Attorney Date of Birth:
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Alternate Attorney Phone Number:
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