Online Basic Will Application Form

Fill out the details below for us to begin to draft a new Will for you.

Please note that this form is used for basic Wills only and only for clients who are able to come in and sign their Wills at our office in Mount Eliza. If you require a testamentary trust or a complex Will please contact us to arrange an appointment to meet with us to discuss your needs.

The form below collects the information we need to draft a Will on your behalf. Please make sure you answer all questions accurately and leave any extra information in the comments box below.

About You

Salutation:

First Name:*

Middle Name:

Last Name:*

Email:*

Date of Birth:*

Gender:*

Male Female

Residential Address:*

Daytime Phone Number:*

Occupation:*

Marital Status:*

Have you ever used another name or been known by another name?*

Yes
No

If Yes enter details:

Do you have any children?*

Yes
No

If yes, please enter childrens full name and date of birth on separate lines:

Guardian of minor children

Do you wish to appoint a guardian for your minor children?

N/A
Yes
No

If yes, what is the full name, address and relationship to you of your intended guardian:

Executor(s)

Things to consider:
Make sure you have asked the proposed Executor if they are willing to act for you before appointing them.
They need to be over 18 and preferably under 70 and have the ability to carry out the duties of an Executor.
The Executor is responsible for seeing that the terms of the will are carried out and for applying for probate. In most circumstances, a husband and wife will appoint each other to act as Executor.
Please note that you may have more than one executor or alternate executor and more than this form provides for, if you wish to have more than two please make note of it at the end of this form.

Full Name of Executor 1:*

Address of Executor 1:*

Executor 1 Relationship to you:*

Executor 2 Full Name:

Address of Executor 2:

Executor 2 Relationship to you:

Alternate Executor(s)

An alternate executor is someone you nominate in the event that your nominated executor is unable or unwilling to act. We recommend having at least one alternate executor.

Full Name of Alternate Executor 1:*

Address of Alternate Executor 1:*

Alternate Executor 1 Relationship to you:*

Full Name of Alternate Executor 2:

Address of Alternate Executor 2:

Alternate Executor 2 Relationship to you:

Your Assets/Beneficiaries

Things to consider:

Most married couples leave their entire estate to the surviving partner. If the partner has already passed away then the estate would usually go to children, grandchildren, parents, siblings, relatives or charities.

If you have specific items or assets you wish to specific people then you can keep a separate list of these with your Will.

Make a list of what you wish to do with your assets on your death.*

Please list the full name, address and relationship to you of each intended beneficiary.

Prior Will(s)

Do you have any previous Wills?*

Yes
No

If yes, where are they located?

Do you wish us to obtain your prior will(s) for you?

Yes No

Any further general comments about your Will?

Keeping the Will:

We recommend that you keep the original with your personal papers. We note that we will hold a copy of your Will on our file should it be required.

To make it easier on your Executor you might wish to have a list of your assets and a list of people and organisations to be informed of your death kept with your Will.

ACKNOWLEDGEMENT & DISCLAIMER

This form allows you to enter the information required to legally generate a Will on your behalf in accordance with the information you provided on this page. It is your responsibility to check and ensure that all information is correct and true.

Following the filling out of this form we will contact you with your draft Will and to arrange an appointment to meet with you further to discuss your Will. If we feel your Will is not a "simple" Will we may require you to attend more than once at our office for further clarification on matters.

If you would prefer to prepare a Will with the benefit of our legal advice please phone the office to make a time for a meeting: 03 9787 0211.

USER ACKNOWLEDGEMENT
In clicking the submit button below I acknowledge:
• I have not been provided with any legal advice and I have decided to draft my legal document without receiving legal advice beforehand. I understand that there are risks involved in not obtaining legal advice in relation to the preparation of my legal document and I accept those risks;
• I have not been provided with any financial or tax advice. I understand that there are risks involved in not obtaining financial or tax advice in relation to the preparation of my legal document and I accept those risks;
• I accept that I am responsible to ensure the accuracy of the information provided in relation to my personal and financial affairs based on which my legal document has been generated. I accept that I am responsible for any unforeseen and/or undesirable consequences as a result of any inaccuracy in the information I provided during the online questionnaire;
• I accept that it is my responsibility to check the accuracy of the information I have provided in the form above.

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