Will Instruction Form

  • Basic Will instruction form

  • Summary list of assets in my name

    (eg home –estimated value $950,000: bank accounts –$10,000

    Shares –$10,000: Superannuation $50,000 (industry? or self-managed?)

  • Asset

  • Estimated Value

  • Proposed executor or executors

  • Full Name (Including middle name)

  • Address

  • Relationship to you (eg Son)

  • Alternative executor (If 1st named cannot act)

  • Full Name (Including middle name)

  • Address

  • Relationship to you (eg Brother)

  • Proposed beneficiaries and share of your estate

    (eg everything to my spouse? 50% to my children? $1,000 to Charity?)

  • Full Name (Including middle name)

  • Address

  • Relationship to you (eg Wife)

  • Proposed share of estate or amount

  • Alternative beneficiaries

    (If the proposed beneficiaries die before you)

    (Eg grandchildren? nieces and nephews? Charities?)

  • Full Name (Including middle name)

  • Address

  • Relationship to you (eg Son)

  • Proposed share of estate or amount

  • Specific Gifts (if any)

    (eg I leave my antique gold ring to my friend John Michael Smith)

  • Full Name (Including middle name)

  • Address

  • Relationship to you (eg Friend)

  • Proposed gift

  • Name of Guardian (optional)

    (If you have children under (18)

  • Full Name (Including middle name)

  • Address

  • Relationship to you (eg Aunt)