Will Instruction Sheet

    Husband

  • Full Name *
  • Occupation *
  • Date Of Birth *
  • Marital Status *
  • Address *

    Wife

  • Full Name *
  • Occupation *
  • Date Of Birth *
  • Marital Status *
  • Address *
  • *


Executor / Executrix


Please insert the full name and address of the person whom you wish to act as your Executor / Executrix (male / female).

    Husband

  • Full Name of Executor/Executrix *
  • Address of Executor/Executrix *
  • Full Name of Executor/Executrix *
  • Address of Executor/Executrix *

    Wife

  • Full Name of Executor/Executrix: *
  • Address of Executor/Executrix: *
  • Full Name of Executor/Executrix: *
  • Address of Executor/Executrix: *

This person will be responsible for administering and managing your estate to make sure your beneficiaries receive what you have left them. You should get their agreement to act beforehand.

You should nominate two additional Executors in case for any reason your first Executor is unable or unwilling to act. You should also get their agreement to act beforehand. Please insert their full names and addresses.

    Husband

  • Full Name of Additional Executor/Executrix *
  • Address of Additional Executor/Executrix *
  • Full Name of Additional Executor/Executrix *
  • Address of Additional Executor/Executrix *

    Wife

  • Full Name of Additional Executor/Executrix *
  • Address of Additional Executor/Executrix *
  • Full Name of Additional Executor/Executrix *
  • Address of Additional Executor/Executrix *


Guardians


Please insert details of any persons you would like to act as Guardians to your children fewer than 18, if you or your partner should both die. Please insert their full names and addresses, including postcode. You should also get their agreement to act beforehand.

    Husband

  • Full Name *
  • Address *

    Wife

  • Full Name *
  • Address *


Legacies


Legacies are gifts of property (other than land or buildings).

They can be Specific, for example my Rembrandt painting.
Or general, a 24-piece dinner set. Or Pecuniary, $100 from my Westpac account.

Specific gifts will fail if you do not still own them at the date of your death. If you do not want them to fail you should provide for a substitute, for example, "or such other paintings as I own on the date of my death". General gifts will not fail if you do not own them at the date of your death. Your executor(s) will have to purchase them using money from your estate. If there is insufficient money then the gift will fail.

  • Husband and Wife Name *


Charitable Legacies


You can leave gifts of money or property (land or otherwise) to a charity. Please provide the full name, address and registered charity number of the charity you wish to leave a gift to.

    Husband

  • Full Name of Registered Charity *
  • Address of Registered Charity *
  • Registered Charity Number *
  • Type of Gift *

    Wife

  • Full Name of Registered Charity: *
  • Address of Registered Charity *
  • Registered Charity Number *
  • Type of Gift *


Property


Property means land or buildings such as a house or flat etc. Please insert the full address of the property you wish to give, and who is to receive the gift.

    Husband

  • Full Address of Property *
  • Name of Person to receive the Gift *

    Wife

  • Full Address of Property *
  • Name of Person to receive the Gift *


Residue


Please provide the name and address of the person or persons to whom the rest of your estate will pass (this includes your superannuation). You should include the full names and addresses of each person receiving a share of the residue.

    Husband

  • Full Name *
  • Address *

    Wife

  • Full Name *
  • Address *

Details of children’s full names and dates of birth

    Husband

  • Child’s Name *
  • Child’s date of birth: *
  • Child’s Name *
  • Child’s date of birth: *
  • Child’s Name *
  • Child’s date of birth: *
  • Child’s Name *
  • Child’s date of birth: *
  • Child’s Name *
  • Child’s date of birth: *

    Wife

  • Child’s Name *
  • Child’s date of birth: *
  • Child’s Name *
  • Child’s date of birth: *
  • Child’s Name *
  • Child’s date of birth: *
  • Child’s Name *
  • Child’s date of birth: *
  • Child’s Name *
  • Child’s date of birth: *

Details of beneficiaries:

    Husband

  • Beneficiary’s Name *
  • Address of Beneficiary *
  • Beneficiary’s Name *
  • Address of Beneficiary *
  • Beneficiary’s Name *
  • Address of Beneficiary *

    Wife

  • Beneficiary’s Name *
  • Address of Beneficiary *
  • Beneficiary’s Name *
  • Address of Beneficiary *
  • Beneficiary’s Name *
  • Address of Beneficiary *

Are there any potential persons who may challenge your will?

    Husband

  • Person’s Name *
  • Person’s Address *

    Wife

  • Person’s Name *
  • Person’s Address *


Funeral Details


    Husband

  • Buried *
  • Cremated *

    Wife

  • Buried *
  • Cremated *

Under the section of the Will that deals with funeral details please select whether you wish to be buried or cremated. You can also use this section of the Will to specify any special details relating to your funeral.

    Husband

  • Notes *

    Wife

  • Notes *

Acknowledgement

I confirm the above are my instructions and my last wishes.

    Husband

  • Signature *
  • Date *

    Wife

  • Signature *
  • Date *


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