Assets(Required)
Details of all assets, owned individually and jointly, located in Australia and/or overseas, expected inheritances, joint assets and sole assets. For example, real estate, shares, bank accounts, personal effects.
Interest(Required)
Details of any interest that you have in any Family Trust, Unit Trust, Self-Managed Superannuation Fund, Company, Business, Partnership, Superannuation and Life Insurance Policy.
What are your wishes for your new will?(Required)
Please include the following: Preferred Executor Full Name, Preferred Executor Date of Birth, Preferred Executor Address, Substitute Executor Full Name, Substitute Executor Date of Birth, Substitute Executor Address
Details of your wishes:(Required)
For example: Specific Gifts (cash, jewelry, artwork etc), Funeral requests, Guardians of minor children, Right of residence
Distribution of Estate
Do you want a Testamentary Trust? If so, please specify the Trustee, Beneficiary, Purpose and Term.