Will QUESTIONNAIRE (Complete Questionnnaire for each will) Please enable JavaScript in your browser to complete this form.YOUR DETAILS Date Your Full Name and (also known as) if applicableAddressMobile/Other Telephone No.Date Of BirthYOUR PARTNER/SPOUSE DETAILS (if applicable) Full Name and (also known as) if applicableAddress Email Address Mobile/Telephone No.Date of Birth BENEFICIARIES How do you wish to leave your Estate?Leave my entire Estate to my spouse/partnerIf I outlive my spouse/partner, I leave my Estate to my childrenLeave my Estate equally to my childrenLeave my Estate as followsSPECIFIC 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/sAddress/sRelationship with youAsset/s you wish to leaveEXECUTORS (We suggest one or two persons, all must be over 18 years of age) Executor (1)Name & relationship with youAddress Executor (2)Name & relationship with youAddress GUARDIAN OF YOUR CHILDREN (applicable if you have children under 18 years of age) Name & relationship with youAddress SPECIFIC DIRECTIONS FuneralDisposal of bodyOrgan donationAny 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. Leave this field empty Submit
