The Will Makers’ Details

We need this information to help complete your Wills.

Full Name of Will Maker #1

First

Middle

Last

Full Name of Will Maker #2

First

Middle

Last

Contact person's Email address

Contact person's Phone Number

Current residential address of Will Maker #1

Address Line 1

City

State / Province / Region

Do Will Maker #1 and #2 live at the same address?

Yes.
No.

Current residential address of Will Maker #2

Address Line 1

City

State / Province / Region

Date of Birth of Will Maker #1

Date of Birth of Will Maker #2

Are Will Maker #1 & #2 Married or in a De Facto relationship with one another?

Yes.
No.
It’s complicated.

Appoint an Executor

In this section tell us who you would like to appoint as your executor. Your executor is the person responsible for administering your estate. You will be asked to nominate a substitute executor if your first named executor is unwilling or unable to act in a later section of the form.

You may appoint more than one executor if you wish.

If you are a couple and wish to appoint your spouse to act as your executor (provided they survive you), then answer ‘Yes’ to the next question.

Do Will Maker #1 and Will Maker #2 wish to appoint each other as that person's executor?

Yes, as long as they survive me.
No, we wish to appoint other people to act as our executor.

Full Name of Executor for Will Maker #1

Full Name of Executor for Will Maker #2

Appoint a Substitute Executor

In this section tell us who you would like to appoint as your substitute executor(s) in the event that the above named executor(s) are unable or unwilling to act (for example, if they predecease you). You may appoint more than one substitute executor if you wish.

Full Name of Substitute Executor for Will Maker #1

Does Will Maker #2 wish to appoint the same substitute executors as Will Maker #1

Yes.
No, Will Maker #2 wants to appoint different substitute executors.

Full Name of Substitute Executor for Will Maker #2

Specific Gifts

Does Will Maker #1 or Will Maker #2 wish to leave a specific gift of property or money to a beneficiary, for example, jewellery, antiques or a set amount of money?

Yes
No – We’d prefer just to divide up our estate without any specific gifts.

Specific gifts – Tell us what specific gifts Will Makers #1 and #2 would like to leave and who you would like those gifts to go to (for example – 'Belinda would like all her jewellery to go to our daughter Bethany', or 'We would like to leave our grandchildren Cooper and Isaac $10,000 each')

Residue of your Estate

The residue of your estate is the balance of your estate after your executor has paid any debts, and distributed any specific gifts.

Do Will Maker #1 and #2 wish to leave the whole of their estate to the survivor?

Yes – the survivor of Will Maker #1 and Will Maker #2 will inherit the other person’s estate.
No – we don’t want to leave the whole of our estate to the survivor.

Does Will Maker #1 wish to leave the residue of their estate to one person, or more than one person?

One person – provided they survive Will Maker #1.
More than one – Will Maker #1 would like to divide their estate between multiple beneficiaries.

Full name of beneficiary of Will Maker #1

Relationship to Will Maker #1

For example – spouse / daughter / friend.

Share of Residue

For example – one half, or 1/5 share or 25%

Alternate beneficiary – In the event that the sole beneficiary does not survive Will Maker #1, tell us how Will Maker #1 would like to divide their estate. You may select multiple alternate beneficiaries.

Full name of alternate beneficiary

Relationship to you

For example – spouse / daughter / friend.

Share of Residue

For example – one half, or 1/5 share or 25%

If any of your abovementioned beneficiaries dies leaving children, would Will Maker #1 like those children to take the share their parent would have received had they survived Will Maker #1?

Yes – their kids should receive the share of the beneficiary who died before Will Maker #1.
No – If the beneficiary dies before Will Maker #1 then that share comes back to the estate to go to the other beneficiaries.

Are Will Maker #2's beneficiaries the same as Will Maker #1's beneficiaries listed above?

Yes – our beneficiaries are the same.
No – Will Maker #2 wishes to leave their estate to different beneficiaries / in a different way to Will Maker #1.

Will Maker #2's beneficiaries – Tell us how Will Maker #2 would like to gift / divide their estate.

Direction for Cremation or Burial

In this section you can give a direction to your executor as to your burial or cremation. If no direction is made the decision as to funeral / cremation will be left to your executor.

Upon Will Maker #1's death the executor is to:

Arrange for Will Maker #1’s burial in accordance with any additional details given below.
Arrange for Will Maker #1’s cremation and deal with the ashes in accordance with any details given below.
Will Maker #1 does not wish to make any directions at this stage.

Upon Will Maker #2's death the executor is to:

Arrange for Will Maker #2’s burial in accordance with any additional details given below.
Arrange for Will Maker #2’s cremation and deal with the ashes in accordance with any details given below.
Will Maker #2 does not wish to make any directions at this stage.

Any further directions regarding burial or cremation

For example – ‘John would like to be buried at ______ cemetery’ or ‘Judith’s ashes are to be scattered into the ocean’.

Additional Information

In this section you can let us know if you have any instructions for your Wills that you have not been able to enter above. If so, let us know about your circumstances and we will draft your Wills to carry out your intentions. We can also discuss this via email, telephone or in person.

Anything else you think we should know?

Make a Power of Attorney or Enduring Guardian

Your Will deals with what will happen to your assets after death, however there may become a point in time where you are alive but unable to manage your financial affairs or health decisions. For this you can appoint an Enduring Power of Attorney or Enduring Guardian.

Would you also like us to draft a Power of Attorney or Appointment of Enduring Guardian for you?

Not at this stage thanks.
Yes, I would like to make an Enduring Power of Attorney (Financial Decisions) and/or Appointments of Enduring Guardians (Health Decisions).

Important Note – These instructions do not form your Will until the Will is finalised by our office.

– To meet the formal requirements of the Succession Act it is important that your Wills be finalised by our lawyers and then signed in accordance with the Act.

– By submitting this form you acknowledge that you do NOT intend these instructions to form your Wills until your Wills are finalised and signed.

a residential Executor

Informal will (copy)

We do not intend these instructions to form our Wills if one of us dies before signing the Will prepared by the lawyers at Wollongong Wills & Estates.

Our Costs and Next Steps

– We will charge you $770 for our lawyers to prepare a standard legal Will. Our costs are payable upon signing of the Wills.

– In some instances our standard Will may not meet your requirements, such as in the case of testamentary trusts. We will let you know if our standard legal will does not address your circumstances, and the costs if you wish to proceed with finalising your more complex Will. You will not be charged for any work if you do not wish to proceed.

– Once you hit the ‘Submit’ button below one of our lawyers will prepare a draft version of your Wills which shall be sent to you to review, together with any additional questions to help us finalise your Wills.

I have read and understand your costs and next steps

I have read and understood your costs and next steps.

Wills for 2 people

Looking to make just 1 will?

Looking to make a Power of Attorney or Appoint an Enduring Guardian?

The Will Makers’ Details

We need this information to help complete your Wills.

Appoint an Executor

In this section tell us who you would like to appoint as your executor. Your executor is the person responsible for administering your estate. You will be asked to nominate a substitute executor if your first named executor is unwilling or unable to act in a later section of the form.

You may appoint more than one executor if you wish.

If you are a couple and wish to appoint your spouse to act as your executor (provided they survive you), then answer ‘Yes’ to the next question.

Appoint a Substitute Executor

In this section tell us who you would like to appoint as your substitute executor(s) in the event that the above named executor(s) are unable or unwilling to act (for example, if they predecease you). You may appoint more than one substitute executor if you wish.

Specific Gifts

Residue of your Estate

The residue of your estate is the balance of your estate after your executor has paid any debts, and distributed any specific gifts.

Alternate beneficiary – In the event that the sole beneficiary does not survive Will Maker #1, tell us how Will Maker #1 would like to divide their estate. You may select multiple alternate beneficiaries.

Direction for Cremation or Burial

In this section you can give a direction to your executor as to your burial or cremation. If no direction is made the decision as to funeral / cremation will be left to your executor.

Additional Information

In this section you can let us know if you have any instructions for your Wills that you have not been able to enter above. If so, let us know about your circumstances and we will draft your Wills to carry out your intentions. We can also discuss this via email, telephone or in person.

Make a Power of Attorney or Enduring Guardian

Your Will deals with what will happen to your assets after death, however there may become a point in time where you are alive but unable to manage your financial affairs or health decisions. For this you can appoint an Enduring Power of Attorney or Enduring Guardian.

Important Note – These instructions do not form your Will until the Will is finalised by our office.

– To meet the formal requirements of the Succession Act it is important that your Wills be finalised by our lawyers and then signed in accordance with the Act.

– By submitting this form you acknowledge that you do NOT intend these instructions to form your Wills until your Wills are finalised and signed.

Our Costs and Next Steps

– We will charge you $770 for our lawyers to prepare a standard legal Will. Our costs are payable upon signing of the Wills.

– Once you hit the ‘Submit’ button below one of our lawyers will prepare a draft version of your Wills which shall be sent to you to review, together with any additional questions to help us finalise your Wills.

Wills, POA & Guardianship

Other Services

Contact Us

Wills for 2 people

Looking to make just 1 will?

Looking to make a Power of Attorney or Appoint an Enduring Guardian?

The Will Makers’ Details

We need this information to help complete your Wills.

Appoint an Executor

In this section tell us who you would like to appoint as your executor. Your executor is the person responsible for administering your estate. You will be asked to nominate a substitute executor if your first named executor is unwilling or unable to act in a later section of the form.

You may appoint more than one executor if you wish.

If you are a couple and wish to appoint your spouse to act as your executor (provided they survive you), then answer ‘Yes’ to the next question.

Appoint a Substitute Executor

In this section tell us who you would like to appoint as your substitute executor(s) in the event that the above named executor(s) are unable or unwilling to act (for example, if they predecease you). You may appoint more than one substitute executor if you wish.

Specific Gifts

Residue of your Estate

The residue of your estate is the balance of your estate after your executor has paid any debts, and distributed any specific gifts.

Alternate beneficiary – In the event that the sole beneficiary does not survive Will Maker #1, tell us how Will Maker #1 would like to divide their estate. You may select multiple alternate beneficiaries.

Direction for Cremation or Burial

In this section you can give a direction to your executor as to your burial or cremation. If no direction is made the decision as to funeral / cremation will be left to your executor.

Additional Information

In this section you can let us know if you have any instructions for your Wills that you have not been able to enter above. If so, let us know about your circumstances and we will draft your Wills to carry out your intentions. We can also discuss this via email, telephone or in person.

Make a Power of Attorney or Enduring Guardian

Your Will deals with what will happen to your assets after death, however there may become a point in time where you are alive but unable to manage your financial affairs or health decisions. For this you can appoint an Enduring Power of Attorney or Enduring Guardian.

**Important Note** – These instructions do not form your Will until the Will is finalised by our office.

– To meet the formal requirements of the Succession Act it is important that your Wills be finalised by our lawyers and then signed in accordance with the Act.

– By submitting this form you acknowledge that you do NOT intend these instructions to form your Wills until your Wills are finalised and signed.

Our Costs and Next Steps

– We will charge you $770 for our lawyers to prepare a standard legal Will. Our costs are payable upon signing of the Wills.

– Once you hit the ‘Submit’ button below one of our lawyers will prepare a draft version of your Wills which shall be sent to you to review, together with any additional questions to help us finalise your Wills.

Important Note – These instructions do not form your Will until the Will is finalised by our office.