Will Maker’s Details

We need this information to help complete your Will.

Full Name of Will Maker

First

Middle

Last

Email address

Phone Number

Current residential address

Address Line 1

City

State / Province / Region

Date of Birth

Marital Status

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. Your substitute executor will be appointed if your first named executor is unwilling or unable to act. You may appoint more than one executor if you wish.

Full Name of Executor

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

Specific Gifts

Would you like to leave a specific gift of property or money to a beneficiary, for example, jewellery, antiques or a set amount of money?

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

Specific gifts – Tell us what specific gifts you would like to leave and who you would like those gifts to go to (for example – 'I would like all my jewellery to go to my daughter Bethany', or 'I would like to leave my 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.

Would you like to leave the residue of your estate to one person, or more than one person?

One person – provided they survive me.
More than one – I would like to divide the residue between beneficiaries.

Full name of beneficiary

Relationship to you

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 you, tell us how you would like to divide your 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%

or like

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

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

Direction for Cremation or Burial

In this section you can give a direction to your executor as to your burial or cremation. This section is not a required field. If no direction is made the decision as to funeral / cremation will be left to your executor.

Upon my death I would like my executor to:

Arrange for my burial in accordance with any additional details given below.
Arrange for my cremation and deal with my ashes in accordance with any details given below.
I don’t wish to make any directions at this stage.

Any further directions regarding burial or cremation

For example – ‘I would like to be buried at ______ cemetery’ or ‘My 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 Will that you have not been able to enter above. If so, let us know about your circumstances and we will draft your Will 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 Will 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 Will until your Will is finalised and signed.

Informal will (copy)

I do not intend these instructions to form my Will if I die before signing the Will prepared by the lawyers at Wollongong Wills & Estates.

Our Costs and Next Steps

– We will charge you $440 for our lawyers to prepare a standard legal Will. Our costs are payable upon signing of the Will.

– 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 Will which shall be sent to you to review, together with any additional questions to help us finalise your Will.

I have read and understand your costs and next steps

I have read and understood your costs and next steps.

Make a Will for 1

Looking to make wills for 2 people?

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

Will Maker’s Details

We need this information to help complete your Will.

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. Your substitute executor will be appointed if your first named executor is unwilling or unable to act. You may appoint more than one executor if you wish.

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 you, tell us how you would like to divide your 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. This section is not a required field. 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 Will that you have not been able to enter above. If so, let us know about your circumstances and we will draft your Will 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 Will 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 Will until your Will is finalised and signed.

Our Costs and Next Steps

– We will charge you $440 for our lawyers to prepare a standard legal Will. Our costs are payable upon signing of the Will.

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

Wills, POA & Guardianship

Other Services

Contact Us

Make a Will for 1

Looking to make wills for 2 people?

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

Will Maker’s Details

We need this information to help complete your Will.

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. Your substitute executor will be appointed if your first named executor is unwilling or unable to act. You may appoint more than one executor if you wish.

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 you, tell us how you would like to divide your 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. This section is not a required field. 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 Will that you have not been able to enter above. If so, let us know about your circumstances and we will draft your Will 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 Will 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 Will until your Will is finalised and signed.

Our Costs and Next Steps

– We will charge you $440 for our lawyers to prepare a standard legal Will. Our costs are payable upon signing of the Will.

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

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