WILL INSTRUCTIONS
NOTE

Completion of this form does not create a formal will. Upon receipt of your instructions, Dewar Law will draw the will and and send it to you for approval and/or discuss further (if necessary).

However, you can elect (below) to have the unsigned will treated as an "informal will" - so that it would have immediate operation even before it is signed.

Some of your assets (e.g. superannuation and real property owned as "joint tenant") may not be effected by the provisions of your will. Please contact us if you require further advice in relation to these assets.

COST - STANDARD WILLS

$450+GST for single standard will.
$700+GST for two standard reciprocal wills.

We can provide an estimate on request for non-standard wills.

Your full name *
Including middle names
Your answer
Occupation *
Your answer
Current residential address *
Your answer
Mobile phone no. *
Your answer
E-mail *
Your answer
EXECUTORS (PRIMARY)
In a standard husband/wife will, the primary beneficiary is the other partner.

Executors can also be beneficiaries.

You may choose one or more executors but more than two is not usually necessary.

Executor 1
Full name *
Your answer
Relation to you *
Current residential address
not required for family
Your answer
Executor 2
Full name
Your answer
Relation to you
Current residential address
not required for family
Your answer
EXECUTOR/S (BACK-UP)
In case the primary beneficiary is unwilling or unable to act as executor.
Executor 1
Full name *
Your answer
Relation to you *
Current residential address
not required for family
Your answer
Executor 2
Full name
Your answer
Relation to you
Current residential address
not required for family
Your answer
BENEFICIARY/S (PRIMARY)
In standard husband/wife will, the primary beneficiary is the other partner.
Beneficiary 1
Full name *
Your answer
Relation to you *
% entitlement to estate *
Required
If minor, age to receive entitlement
Your answer
Beneficiary 2
Full name
Your answer
Relation to you
% entitlement to estate
If minor, age to receive entitlement
Your answer
Beneficiary 3
Full name
Your answer
Relation to you
% entitlement to estate
If minor, age to receive entitlement
Your answer
Further information
e.g. additional beneficiaries, specific bequests
Your answer
BENEFICIARIES (BACK-UP)
If the primary beneficiary/s cannot receive estate, i.e. deceased.
In standard husband/wife will, the primary beneficiaries are the children (if any).
Beneficiary 1
Full name *
Your answer
Relation to you *
% entitlement to estate *
Required
If minor, age to receive entitlement
Your answer
Beneficiary 2
Full name
Your answer
Relation to you
% entitlement to estate
If minor, age to receive entitlement
Your answer
Beneficiary 3
Full name
Your answer
Relation to you
% entitlement to estate
If minor, age to receive entitlement
Your answer
Further information
e.g. additional beneficiaries, specific bequests
Your answer
GUARDIANS
For any non-adult children.
This is is a recommendation only and is not legally-enforceable.
*
Guardian 1
For any non-adult children.
This is is a recommendation only and is not legally-enforceable.
Full name
Your answer
Relation to you
Current residential address
not required for family
Your answer
Guardian 2
For any non-adult children.
This is is a recommendation only and is not legally-enforceable.
Full name
Your answer
Relation to you
Current residential address
not required for family
Your answer
Miscellaneous
Do you want your will prepared in accordance with the above instructions to operate immediately as an informal will? *
If "yes" then if for any reason you are unable to sign the will before your demise, the will may be able to be probated as if it had been signed.
Do you have any children that you have not named as a beneficiary? *
Do you share ownership of any land with someone other than your spouse (if any)? *
Joint tenancy or tenancy in common.
Any other comments or instructions
Your answer
Copyright: Dewar Law 2011
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