Simple Will Checklist

Please complete as much of the checklist as possible. If we have any questions, we will get in touch with you to make sure we completely understand your wishes.

Full Name/s:

Date/s of Birth:

Address:

Telephone:

Email:

Do you have an existing Will/s?

Yes

Name of your spouse or partner (if any or "as above"):

Names and ages of children (if any):

Names and ages of others who are financially dependent on you:

Question 1 - Who do you appoint as your Executors and Trustees?

If you are appointing more than one Executor, how do you wish for them to make decisions? i.e. Unanimous joint decision, or First Executor, and THEN if the first executor is unable to act in the position of executor, then the second executor etc.

Executor 1

Full Legal Name:

Relationship of that person to you:

Address:

City

State/Province

Zip/Postal

Country

Telephone Number:

To act as:

Executor 2

Full Legal Name:

Relationship of that person to you:

Address:

City

State/Province

Zip/Postal

Country

Telephone Number:

To act as:

Executor 3

Full Legal Name:

Relationship of that person to you:

Address:

City

State/Province

Zip/Postal

Country

Telephone Number:

To act as:

Question 2 - What are your Assets and Possessions?

Inclusive of: Property of all kinds – Shares, Money, Chattels, personal belongings e.g. stamp collection.

Question 3 - Who are you leaving your Property and possessions to?

Beneficiary 1

Full name of beneficiary:

Relationship of that person to you:

Address of that person:

City

State/Province

Zip/Postal

Country

What property do you wish to leave to that person:

Notes/comments:

Beneficiary 2

Full name of beneficiary:

Relationship of that person to you:

Address of that person:

City

State/Province

Zip/Postal

Country

What property do you wish to leave to that person:

Notes/comments

Beneficiary 3

Full name of beneficiary:

Relationship of that person to you:

Address of that person:

City

State/Province

Zip/Postal

Country

What property do you wish to leave to that person:

Notes/comments:

Beneficiary 4

Full name of beneficiary:

Relationship of that person to you:

Address of that person:

City

State/Province

Zip/Postal

Country

What property do you wish to leave to that person:

Notes/comments:

Beneficiary 5

Full name of beneficiary:

Relationship of that person to you:

Address of that person:

City

State/Province

Zip/Postal

Country

What property do you wish to leave to that person:

Notes/comments:

Please tick if applicable:

I have more than 5 (five) beneficiaries

Question 4 - Minor Children: Do you need to make provisions for a Guardian of your children who are under 18 years old?

Question 5 - Would you like to include burial/cremation/ceremony details into your Will?

Do you have any further specific instructions for your Will?

Enduring Power of Attorney

Question 6 - Who do you appoint as your Attorney?

If you are appointing more than one Attorney, how do you wish for them to make decisions? i.e. Jointly, severally or First attorney, and THEN if the first attorney is unable to act in the position of attorney, then the second attorney etc.

Attorney 1

Full legal name:

Relationship of that person to you:

Address of that person:

City

State/Province

Zip/Postal

Country

Telephone number:

To act as: To act as:

Attorney 2

Full legal name:

Relationship of that person to you:

Address of that person:

City

State/Province

Zip/Postal

Country

Telephone number:

To act as: To act as:

Attorney 3

Full legal name:

Relationship of that person to you:

Address of that person:

City

State/Province

Zip/Postal

Country

Telephone number:

To act as: To act as: