Your Will & Powers of Attorney online form

Your Will sets out what happens to your assets and liabilities when you pass away. It gives one or more persons the control of managing your wishes and distributing your estate (your ‘executor/s’), and you can decide who should benefit from your estate (your ‘beneficiary/ies’).

This online form will likely take around 15-20 minutes to complete.

Prior to completing the form, you should have the full names (including middle names), current address and phone numbers available for those important people who are to be named in the Will, along with information regarding your assets and liabilities.

The details you include in this form will be available to the lawyer assisting with the Will, to provide them with information prior to your first meeting where any questions you have may be discussed, advice given, and your instructions confirmed.

If you have any problems with completing the form, don’t hesitate to contact our friendly team on (03) 9741 1722 for assistance.

Personal Details

Full Name(Required)

Are you known to other people by another name?(Required)

Yes

Other name(Required)

Address(Required)

Occupation(Required)

Email Address(Required)

Contact Phone(Required)

Date of Birth(Required)

Place of Birth(Required)

Married?(Required)

Yes

Date of Marriage(Required)

Place of Marriage(Required)

Do you have a current Will?(Required)

Yes

Date of current Will(Required)

Location of current Will(Required)

Children

Number of Children(Required)

Child One Name(Required)

Child One Contact Phone(Required)

Child One Date of Birth(Required)

Does child One live at same address?(Required)

Yes

Child One Address(Required)

Child Two Name(Required)

Child Two Contact Phone(Required)

Child Two Date of Birth(Required)

Does child Two live at same address?(Required)

Yes

Child Two Address(Required)

Child Three Name(Required)

Child Three Contact Phone(Required)

Child Three Date of Birth(Required)

Does child Three live at same address?(Required)

Yes

Child Three Address(Required)

Child Four Name(Required)

Child Four Contact Phone(Required)

Child Four Date of Birth(Required)

Does child Four live at same address?(Required)

Yes

Child Four Address(Required)

Guardianship

Do you have dependent children under 18 or disabled?(Required)

Yes

Do you want to appoint a guardian?(Required)

Yes

Guardian One Name(Required)

Guardian One Contact Phone(Required)

Guardian One Date of Birth(Required)

Guardian One relationship to you?(Required)

Guardian One Address(Required)

Guardian Two Name

Guardian Two Contact Phone

Guardian Two Date of Birth

Guardian Two relationship to you?

Guardian Two Address

Appointment of Executors and Trustees

Will you be appointing an executor/executrix of your will?(Required)

This is the person who will follow your wishes and be responsible for your estate. You can have up to four people – we recommend two.

Yes

Executor One Name(Required)

Executor One Contact Phone(Required)

Executor One Date of Birth(Required)

Executor One relationship to you?(Required)

Executor One Address(Required)

Executor Two Name(Required)

Executor Two Contact Phone(Required)

Executor Two Date of Birth(Required)

Executor Two relationship to you?(Required)

Executor Two Address(Required)

Do you want them to act together or separately?(Required)

Together

Separately

Do you want to name an alternate executor/executrix?(Required)

Yes

Alternate Executor Name(Required)

Alternate Executor Contact Phone(Required)

Alternate Executor Date of Birth(Required)

Alternate Executor relationship to you?(Required)

Alternate Executor Address(Required)

Beneficiaries

The number of beneficiaries of your estate?(Required)

One

Two

Three

Four

Beneficiary One Name(Required)

Beneficiary One Contact Phone(Required)

Beneficiary One Date of Birth(Required)

Beneficiary One relationship to you?(Required)

Beneficiary One Address(Required)

Beneficiary Two Name(Required)

Beneficiary Two Contact Phone(Required)

Beneficiary Two Date of Birth(Required)

Beneficiary Two relationship to you?(Required)

Beneficiary Two Address(Required)

Beneficiary Three Name(Required)

Beneficiary Three Contact Phone(Required)

Beneficiary Three Date of Birth(Required)

Beneficiary Three relationship to you?(Required)

Beneficiary Three Address(Required)

Beneficiary Four Name(Required)

Beneficiary Four Contact Phone(Required)

Beneficiary Four Date of Birth(Required)

Beneficiary Four relationship to you?(Required)

Beneficiary Four Address(Required)

Do the beneficiaries have to obtain a certain age?(Required)

Yes

If one of your beneficiaries die before you, is it your intention that their share would then go to their surviving children?(Required)

Yes

If one of your beneficiaries die before you, and there are no surviving children is it your intention that their share would then go to the remaining beneficiaries?(Required)

Yes

Is there anyone other than your spouse or children that you currently support or help to support?(Required)

Yes

Support Person One Name(Required)

Support Person One Contact Phone(Required)

Support Person One Date of Birth(Required)

Support Person One relationship to you?(Required)

Support Person One Address(Required)

Support Person Two Name

Support Person Two Contact Phone

Support Person Two Date of Birth

Support Person Two relationship to you?

Support Person Two Address

Omit

Do you wish to omit someone from your will?(Required)

Yes

Name(Required)

Contact Phone(Required)

Date of Birth(Required)

Relationship to you?(Required)

Reason for omitting?(Required)

Address(Required)

Family Trusts

Is there a Family Trust?(Required)

Yes

Name of Trust(Required)

Date of Trust Deed(Required)

Name of Appointer/Guardian(Required)

Name of Trustee(Required)

Trustee Contact Phone(Required)

Trustee Date of Birth(Required)

Trustee relationship to you?(Required)

Trustee Address(Required)

Superannuation

Do you have superannuation?(Required)

Yes

List all fund names below(Required)

(Note that superannuation is controlled by the trustee of that fund. We do not name the fund in your Will and advise you to inform the trustee of the fund directly who you wish to benefit i.e. make a nomination.)

Bank Accounts

How many current bank accounts do you have?(Required)

One

Two

Three

Bank One Name(Required)

Bank One Branch or BSB(Required)

Bank Two Name(Required)

Bank Two Branch or BSB(Required)

Bank Three Name(Required)

Bank Three Branch or BSB(Required)

Property

Do you own Property?(Required)

Yes

More than Two

Please list all Properties below(Required)

Is there a mortgage on any listed Property?(Required)

Yes

Property One Address(Required)

Is there a mortgage on Property One?(Required)

Yes

Which bank is Property One mortgage with?(Required)

Who lives at Property One?(Required)

Do you own a Second Property?(Required)

Yes

Second Property Address(Required)

Is there a mortgage on the Second Property?(Required)

Yes

Which bank is Property Two mortgage with?(Required)

Who lives at Property Two?(Required)

Life Interest / Right of Occupancy

Is anyone to remain living in your property following your death?(Required)

If you own a property with your spouse and it is in joint names no need to name them. Select No. This is for someone else who is not on the title of your property.

Yes

Property Address(Required)

Name(Required)

Date of Birth(Required)

Relationship to you?(Required)

Is the beneficiary to remain in property if they re-partner or move out for more than a few months?(Required)

We will discuss this further with you.

Yes

Is the beneficiary to be responsible for rates, taxes, utilities and repairs etc?(Required)

Yes

Is the property subject to a mortgage?(Required)

Yes

Specific Gifts

Are there specific items that you wish for a particular person to have?(Required)

Yes

Please provide details below(Required)

Directions

Do you have a pre-paid funeral plan?(Required)

Yes

Who is the plan with?(Required)

Do you want to be buried or cremated?(Required)

Buried

Cremated

Undecided

Do you wish to leave instructions as to where to be buried or where your ashes may be kept?(Required)

Yes

Would you like to donate your organs?(Required)

Yes

Do you have any other directions?(Required)

Yes

Please elaborate below(Required)

And just a little feedback for us

How did you hear about us?(Required)

Social Media

Peer Referral

Google / Search Engine

Television

Third-Party Review

Other

Note: Upon form submission or if you select the ‘Save and Continue Later’ option, please check your email inbox or junk folder for an email sent with important information.

Personal Details

Children

Guardianship

Appointment of Executors and Trustees

Beneficiaries

Omit

Family Trusts

Superannuation

Bank Accounts

Property

Life Interest / Right of Occupancy

Specific Gifts

Directions

And just a little feedback for us

Family Law

Wills & Powers of Attorney

Deceased Estates, Estate Planning and Probate

Conveyancing

Intervention Orders

Commercial & Residential Leases

Accreditations & Memberships

Ebejer & Associates Lawyers

Your Will & Powers of Attorney online form

Personal Details

Children

Guardianship

Appointment of Executors and Trustees

Beneficiaries

Omit

Family Trusts

Superannuation

Bank Accounts

Property

Life Interest / Right of Occupancy

Specific Gifts

Directions

And just a little feedback for us

Our legal services

Family Law

Wills & Powers of Attorney

Deceased Estates, Estate Planning and Probate

Conveyancing

Intervention Orders

Commercial & Residential Leases

Accreditations & Memberships

Ebejer & Associates Lawyers

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