Wills Form 3 – Dott & Crossitt

Wills Online

Please complete the questionnaire below as best you can. The information provided will be used to generate your draft Will.

1 DETAILS

2 EXECUTOR & TRUSTEE

3 ASSETS

4 ESTATE

5 BURIAL WISHES

1.1 Your Personal Details
Your Name*
Prefix First Middle Last
Your Address
Street Address Suburb State Post Code Country
Your Email Address
Your Spouses Name*
Prefix First Middle Last
Do you have an accountant that you wish to be involved in your estate planning?
Name and Firm of Accountant
Paragraph about Accountant
At the time of signing my will my accountant(s) was {:438}. It is possible that they may hold further information about my assets and affairs.

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2.1 Your Executor and Trustee
Your executor is responsible for carrying your wishes after you die. Their role is to manage your estate within the terms of the Will and protect the assets of the estate. Their roles include locating the will, applying for probate, determining beneficiaries and realising your assets and paying any debts. Often people choose as an executor (if not their spouse) a family member or friend with good organisation skills and knowlede of your affairs. It is perfectly acceptable for your executor to also be a beneficiary (all or part) of your estate. It is also possible to appoint two or more people as your executors - however we will assume that you will appoint up to two. Please let us know if you have a different requirement.

Your trustee is a slightly different role, in that it is the person who holds 'on trust' any assets of the estate which are yet to be vest. An example might where you bequeath a gift to a minor on the condition that they don't receive it until they reach the age of 18. The trustee is the person who would hold those gifts on trust until then.In most cases, it is the same person who is appointed as trustee and executor - and we will assume this is the case here. Please let us know if you would like your Will drafted differently.
Do you wish for your spouse to be your executor/trustee in the first instance?
Text re spouse
I APPOINT as my executor and trustee my spouse {:696.2} {:696.3} {:696.4} {:696.6} AND I DECLARE that the expression ‘my trustees’ when hereinafter used and where the context permits shall mean and include the executor or executors and trustee or trustees for the time being of my will whether original, surviving, substituted or additionally appointed
Text re spouse with alternate
I APPOINT as my executor and trustee my spouse {:696.2} {:696.3} {:696.4} {:696.6}, unless unable or unwilling to act or continue to act in which event I APPOINT {:154.2} {:154.3} {:154.4} {:154.6} of {:453.1}, {:453.3}, {:453.4}, {:453.5}, {:453.6} AND I DECLARE that the expression ‘my trustees’ when hereinafter used and where the context permits shall mean and include the executor or executors and trustee or trustees for the time being of my will whether original, surviving, substituted or additionally appointed
How many Executors / Trustees do you wish to appoint?
Wills Online does not allow for more than two co-trustees. This would otherwise add an extra layer of complexity that would likely require legal advice before proceeding.
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Name of Executor & Trustee No. 1
Prefix First Middle Last
Address of Executor & Trustee No.1
Street Address Suburb State Post Code Country
Name of Executor & Trustee No. 2
Prefix First Middle Last
Address of Executor & Trustee No.2
Street Address Suburb State Post Code Country
Should your trustee and executor be unwilling or unable to act do you wish to appoint an altenate executor?
Single trustee (no alternates):
I APPOINT as my executor and trustee
Single trustee (no alternates):
{:448.2} {:448.3} {:448.4} {:448.6}
Single trustee (no alternates):
of {:449.1}, {:449.3}, {:449.4}, {:449.5}, {:449.6} AND I DECLARE that the expression ‘my trustees’ when hereinafter used and where the context permits shall mean and include the executor or executors and trustee or trustees for the time being of my will whether original, surviving, substituted or additionally appointed.
Two trustees
I APPOINT as my executors and trustees
Two trustees
{:448.2} {:448.3} {:448.4} {:448.6}
Two trustees
of {:449.1}, {:449.3}, {:449.4}, {:449.5}, {:449.6} and
Two trustees
{:655.2} {:655.3} {:655.4} {:655.6}
Two trustees
of {:656.1}, {:656.3}, {:656.4}, {:656.5}, {:656.6} AND I DECLARE that the expression ‘my trustees’ when hereinafter used and where the context permits shall mean and include the executor or executors and trustee or trustees for the time being of my will whether original, surviving, substituted or additionally appointed.
Singular trustee one alternate
I APPOINT as my executor and trustee
Singular trustee one alternate
{:448.2} {:448.3} {:448.4} {:448.6}
Singular trustee one alternate
of {:449.1}, {:449.3}, {:449.4}, {:449.5}, {:449.6}: unless unable or unwilling to act or continue to act in which event I APPOINT
Singular trustee one alternate
{:154.2} {:154.3} {:154.4} {:154.6}
Singular trustee one alternate
of {:453.1}, {:453.3}, {:453.4}, {:453.5}, {:453.6} AND I DECLARE that the expression ‘my trustees’ when hereinafter used and where the context permits shall mean and include the executor or executors and trustee or trustees for the time being of my will whether original, surviving, substituted or additionally appointed.
2.2 Name of alternative Executor(s) / Trustee(s)
Alternate Executor / Trustee
Prefix First Middle Last
Alternate Executor / Trustee Address
Street Address Suburb State Post Code Country

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3.1 Real Property
Do you own any real property (e.g. a house)?
How many properties do you own?
Wills Online does not allow for more than four properties. Given your Estate seems to be an extensive one, it is more appropriate that you seek formal legal advice before executing our Will.
Okay Contact Us
Property 1
Property 1 - what type?
Property 1 - how held?
It is important to understand the 'tenancy' for which you own your property as it will significantly determine the extent of the estate which can be bequeathed by your Will. Please contact the office if you wish to get further advice about this.
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Property 1 - name of person(s) co-owning?
Text about property ownership (if JT)
I own this property as a joint tenant with {:468}
Text about property ownership (if TiC)
I own this property as a tenant-in-common with {:468}
Property 2
Property 2 - what type?
Property 2 - how held?
Property 2 - name of person(s) co-owning?
Text about property ownership (if JT)
I own this property as a joint tenant with {:599}
Text about property ownership (if TiC)
I own this property as a tenant-in-common with {:599}
Property 3
Property 3 - what type?
Property 3 - how held?
Property 3 - name of person(s) co-owning?
Text about property ownership (if JT)
I own this property as a joint tenant with {:476}
Text about property ownership (if TiC)
I own this property as a tenant-in-common with {:476}
Property 4
Property 4 - what type?
Property 4 - how held?
Property 4 - name of person(s) co-owning?
Text about property ownership (if JT)
I own this property as a joint tenant with {:480}
Text about property ownership (if TiC)
I own this property as a tenant-in-common with {:480}
Warning about joint tenancies
You have indicated that may co-own property as joint tenant with another and so you should consider how this effects your overall testamentary distributions and get legal advice if you are unsure.
3.2 Shares and other assets
Do you own any shares in public companies?
Give a general indication of your share portfolio including which share trading accounts they are held (e.g. CommSec, ComputerShare) including your account number if known
Do you own any shares in private companies?
List any of your shareholdings in any companies and include whether you a director of any of these companies
Do you own any shares/units in any unit trusts?
List any of your unitholdings in any unit trusts including the number of your your unitholdings and the name of the trust?
Are you the beneficiary of any family/discretionary trusts?
List any discretionary trusts that you are the beneficiary of, including the name of the trust (and trustee, if known)
3.3 Superannuation
Do you have superannuation?
Retail Superannuation Fund or Self-Managed Super Fund?
How many Self-Managed Superannuation Funds (SMSF) do you have?
Name of Self-Managed Super Fund (SMSF) No.1?
Name of Self-Managed Super Fund (SMSF) No.2?
How many Retail Superannuation Funds do you have?
Your Retail Super Fund No. 1
Your Retail Super Fund No.1 Account Number (if known)
Your Retail Super Fund No. 2
Your Retail Super Fund No. 2 Account Number (if known)
Your Retail Super Fund No. 3
Your Retail Super Fund No. 3 Account Number (if known)
Your Retail Super Fund No. 4
Your Retail Super Fund No. 4 Account Number (if known)
3.4 Life Insurance Policies
Do you have life insurance?
Life Insurance Provider
Life Insurance Policy No. (if known)
Beneficiaries
Warning about insurance and super
You have indicated that you have superannuation and/or a life insurance policy. You should contact the relevant organisation and, if you want those proceeds to form part of your estate (as opposed to being paid directly to another particular beneficiary) then you need to request by completing a form.
3.5 Vehicles
Do you have any vehicles you wish to mention in your Will?
List vehicles you wish to mention in your Will
3.6 Other Assets
Do you have any other assets you wish to mention in your Will?
List or describe other assets

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4.1 Gifts
Are there any discrete gifts of cash or other assets you wish to give to any person or charity?
To how many people do you wish to make discrete gifts?
Wills Online does not facilitate more than four discrete gifts to beneficiaries. Such a choice would add an extra layer of complexity that would likely require legal advice before proceeding.
Okay Contact Us
Name of First Person to Whom a Discrete Gift is Made
Prefix First Middle Last
First Discrete Gift to First Person
Text re First Discrete Gift
Text re First Discrete Gift
Text re First Discrete Gift
Name of Second Person to Whom a Discrete Gift is Made
Prefix First Middle Last
Second Discrete Gift to Second Person
Text re Second Discrete Gift
Text re Second Discrete Gift
Text re Second Discrete Gift
Name of Third Person to Whom a Discrete Gift is Made
Prefix First Middle Last
Third Discrete Gift to Third Person
Text re Third Discrete Gift
Name of Fourth Person to Whom a Discrete Gift is Made
Prefix First Middle Last
Fourth Discrete Gift to Third Person
Text re Fourth Discrete Gift
4.2 Residue of your Estate
Do you wish for your ALL of you children to inherit the remainder in EQUAL shares?
Gift to children or children's children
To divide the rest and residue of my estate equally among those of my children who survive me and attain the age of {:626} years provided always that should any of my children not survive me to take under this my will leaving children who survive me and attain the age of {:626} years then such children shall take by substitution and if more than one equally the share in my estate which their parent would otherwise have taken;
Gift to children or children's children > 18
Yalala To divide the rest and residue of my estate equally among those of my children who survive me provided always that should any of my children not survive me to take under this my will leaving children who survive me and attain the age of 18 years then such children shall take by substitution and if more than one equally the share in my estate which their parent would otherwise have taken;
Gift to children but not children's children
To divide the rest and residue of my estate equally among those of my children who survive me and attain the age of {:626} provided always that should any of my children not survive me to take under this my will then the deceased's share is to form part of the estate and be re-allocated to the other beneficiaries proportionally;
Gift to children but not children's children
To divide the rest and residue of my estate equally among those of my children who survive me provided always that should any of my children not survive me to take under this my will then the deceased's share is to form part of the estate and be re-allocated to the other beneficiaries proportionally;
What age do your children (or grandchildren) need to be before they receive their inheritance
To Beneficiaries, some of whom are not children TEXT
To divide my estate into one hundred (100) parts and then to give to each of the persons or organisations listed below an amount equal to the parts I have set aside for them, provided always that if those persons fail to survive me to take under this my will leaving children who survive me and attain the age of 18 years then such children shall take by substitution and if more than one equally the share in my estate which their parent would otherwise have taken;
To Beneficiaries, some of whom are not children TEXT
To divide my estate into one hundred (100) parts and then to give to each of the persons or organisations listed below an amount equal to the parts I have set aside for them, provided always that if those persons fail to survive me to take under this my will then the part of the deceased shall form part of the residual estate and shall be distributed to the remaining beneficiaries proportionately;
How many persons (including children and charity organisations) do you wish to make beneficiaries of your Will?
Wills Online does not facilitate more than ten beneficiaries. Such a choice would add an extra layer of complexity that would likely require legal advice before proceeding.
Okay Contact Us
Name of Beneficiary No. 1
Percentage Share of Estate (%) for Beneficiary No. 1
Please enter a number from 0 to 100.
Beneficiary No.1 TEXT
Name of Beneficiary No. 2
Percentage Share of Estate (%) for Beneficiary No. 2
Please enter a number from 0 to 100.
Beneficiary No.2 TEXT
Name of Beneficiary No. 3
Percentage Share of Estate (%) for Beneficiary No. 3
Please enter a number from 0 to 100.
Beneficiary No.3 TEXT
Name of Beneficiary No. 4
Percentage Share of Estate (%) for Beneficiary No. 4
Please enter a number from 0 to 100.
Beneficiary No.4 TEXT
Name of Beneficiary No. 5
Percentage Share of Estate (%) for Beneficiary No. 5
Please enter a number from 0 to 100.
Beneficiary No.5 TEXT
Name of Beneficiary No. 6
Percentage Share of Estate (%) for Beneficiary No. 6
Please enter a number from 0 to 100.
Beneficiary No.6 TEXT
Name of Beneficiary No. 7
Percentage Share of Estate (%) for Beneficiary No. 7
Please enter a number from 0 to 100.
Beneficiary No.7 TEXT
Name of Beneficiary No. 8
Percentage Share of Estate (%) for Beneficiary No. 8
Please enter a number from 0 to 100.
Beneficiary No.8 TEXT
Name of Beneficiary No. 9
Percentage Share of Estate (%) for Beneficiary No. 9
Please enter a number from 0 to 100.
Beneficiary No.9 TEXT
Name of Beneficiary No. 10
Percentage Share of Estate (%) for Beneficiary No. 10
Please enter a number from 0 to 100.
Beneficiary No.10 TEXT
4.3 What happens if any one of your beneficiaries doesn't survive you?
If any of your named beneficiaries dies before you, what would you like to happen to their share?
- The gift is to go to the deceased beneficiary's children (if any) in equal shares and if none exist, then the gift shall form part of the residue of the estate and be reallocated amongst the surviving beneficiaries
- The gift shall form part of the residue of the estate and be reallocated amongst the surviving beneficiaries

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5. BURIAL WISHES
Do you have any specific burial wishes?
Describe your wishes with respect to your burial:
For example, I wish to be cremated and for my ashes to be scattered in the river near my home.
Date
Date Format: DD slash MM slash YYYY

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