Will Instruction Form
Your Details  
Title
Given Name(s):      
Surname:      Maiden Name (if applicable):
Are you known by any other name?
Home Address:  
 
Postcode:
Postal Address:
 
Postcode:
Phone No: (Home)      (Work)       (Mobile)
Email:
Date of Birth:
Marital Status:      Occupation:
 
Partner's/Spouse's Details  
Title
Given Name(s):      
Surname:      Maiden Name(if applicable):
Home Address:  
 
Postcode:
Date of Birth
 
Children 
Number of Children
 
Assets
List details of your assets in general terms (eg. House in joint names, bank accounts, shares, motor vehicles, family trust companies, etc.) NB. Specific details are not required (ie account numbers, values)
 
Executor
The Executor is the person(s) responsible for looking after your estate and distributing your assets according to the instructions contained in your Will. This could be your spouse, sibling, or if you wish, your solicitor
Full Name:
Address:
Postcode:
Relationship to you:
Please also nominate an alternate person to act as Executor should the above person predecease you or not be in a position to fulfil the role of Executor:
Full Name:
Address:
Postcode:
Relationship to you:
 
Gifts and Bequests
Do you wish to give any cash bequests?
Do you wish to bequest any specific personal belongings?
In your own words please describe how you would like your Estate to be distributed and any other special provisions.
Age for Beneficiaries to access assets?
 18      21     25      other (please specify)
Are you omitting any person who may be entitled to claim? (ie. Is there a particular person that you wish to exclude from your Will?) Yes      No
If yes, please provide details of person (full name, address & relationship to you) and reason for omission:
Do you wish to include specific instructions in your Will regarding your funeral (eg burial location, cremation) or donation of body parts:
 
Previous Will
Location of previous Will:      Date (year):
NB. Please prepare letter authorising collection or destruction.
Melbourne Lawyers
Proposed Storage of Will
Bank Solicitor Home Other
 


NB. We recommend that you review your Will every two years, or when significant financial or family changes occur. Some life events such as marriage and divorce automatically invalidate certain aspects of your Will.

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