YOUR DETAILS

Date

Your Full Name and (also known as) if applicable

Address

Mobile/Other Telephone No.

Date Of Birth

YOUR PARTNER/SPOUSE DETAILS (if applicable)

Full Name and (also known as) if applicable

Address

Email Address

Mobile/Telephone No.

Date of Birth

BENEFICIARIES

How do you wish to leave your Estate?

Leave my entire Estate to my spouse/partner
If I outlive my spouse/partner, I leave my Estate to my children
Leave my Estate equally to my children

Leave my Estate as follows

SPECIFIC GIFTS (BEQUESTS)

You may gift specific assets from your Estate to people who differ from the people to whom you are leaving the balance of your Estate. For example, a gift may be a piece of Jewellery.

Name/s

Address/s

Relationship with you

Asset/s you wish to leave

EXECUTORS (We suggest one or two persons, all must be over 18 years of age)

Executor (1)

Name & relationship with you

Address

Executor (2)

Name & relationship with you

Address

GUARDIAN OF YOUR CHILDREN (applicable if you have children under 18 years of age)

Name & relationship with you

Address

SPECIFIC DIRECTIONS

Funeral

Disposal of body

Organ donation

Any other information

HAVE YOU CONSIDERED A TRUST?

A Testamentary Trust will protect your estate from any third parties i.e. creditors, a de facto relationship breakup or a divorce. If you would like to incorporate a Trust, please tick below and we will contact you to discuss. Please note a Testamentary Trust will incur additional fees. However, an initial discussion is free. Please tick if you would like us to contact you regarding a Trust

DO YOU NEED A POWER OF ATTORNEY?

A Power of Attorney gives someone you trust the power to make Financial & Lifestyle decisions and Medical Treatment decision making powers should you lose capacity to make the decisions yourself. A Power of Attorney can be for a limited time or it can be “enduring” which means it is ongoing. For information, please visit www.aldersol.com.au. Go to “Our Services” tab and find the “Powers of Attorney” page. Please tick if you would like us to prepare a Power of Attorney

Please don’t hesitate to contact our office on (03) 9670 7440 if you require assistance completing this Questionnaire.

Will QUESTIONNAIRE

(Complete Questionnnaire for each will)

YOUR DETAILS

YOUR PARTNER/SPOUSE DETAILS (if applicable)

BENEFICIARIES

SPECIFIC GIFTS (BEQUESTS)

EXECUTORS (We suggest one or two persons, all must be over 18 years of age)

GUARDIAN OF YOUR CHILDREN (applicable if you have children under 18 years of age)

SPECIFIC DIRECTIONS

HAVE YOU CONSIDERED A TRUST?

DO YOU NEED A POWER OF ATTORNEY?

Please don’t hesitate to contact our office on (03) 9670 7440 if you require assistance completing this Questionnaire.

Office Location

MOONEE PONDS OFFICE

MELBOURNE OFFICE

Contact Details

Office Location

MOONEE PONDS OFFICE

MELBOURNE OFFICE

Contact Details