HIS IS THE LAST WILL of me **CLIENT NAME** of **client

Size: px
Start display at page:

Download "HIS IS THE LAST WILL of me **CLIENT NAME** of **client"

Transcription

1 HIS IS THE LAST WILL of me **CLIENT NAME** of **client Taddress** in the State of New South Wales, **Client occupation**. 1. I HEREBY REVOKE all my former testamentary dispositions. Appointing Executor, but not sole beneficiary: 2. IF my **relation to Executor (eg husband/wife/son/daughter)** **NAME OF EXECUTOR** survives me by 30 days THEN I APPOINT him/her sole Executor of this my Will. IF my **relation to Executor (eg husband/wife/son/daughter)** survives me by 30 days but is unable or unwilling to act or to continue to act as Executor of this my Will THEN I APPOINT my **relation of alternate Executor** **NAME OF ALTERNATE EXECUTOR** (hereinafter referred to as "my Trustee") to be the Executor and Trustee of this my Will. Appointing Executor and sole beneficiary and alternate Executors, where spouse survives, but unable / unwilling to act as Executor: 3. IF my husband/wife **NAME OF EXECUTOR** survives me by 30 days THEN I APPOINT him/her sole Executor of this my Will AND I GIVE the whole of my estate of whatsoever nature and wheresoever situate unto him/her for his/her own use absolutely. IF my **relation to Executor** survives me by 30 days but is unable or unwilling to act or to continue to act as Executor of this my Will THEN I APPOINT my **relation to alternate Executor/s** **NAME OF ALTERNATE EXECUTOR** and my **relation to alternate Executor/s** **NAME OF ALTERNATE EXECUTOR** (hereinafter referred to as "my Trustee" which expression shall include the survivor of them) to be the Executors and Trustee of this my Will AND I GIVE the whole of my estate of whatsoever nature and wheresoever situate unto my husband/wife **NAME OF SPOUSE** for his/her own use absolutely. 4. IF my wife predeceases me or dies within 30 days after the date of my death THEN the following alternative provisions shall apply: (a) I APPOINT my **relation to Executor** **NAME OF ALTERNATE EXECUTOR** and my **relation to Executor** **NAME OF ALTERNATE EXECUTOR** (hereinafter referred to as "my Trustee" which expression shall include the survivor of them) to be the Executors and Trustee of this my Will.

2 2 4. I GIVE the whole of my estate of whatsoever nature and wheresoever situate unto my Trustee UPON TRUST to sell call in and convert into money such part or parts thereof as do not consist of ready moneys and to stand possessed of the proceeds of such sale calling in and conversion as aforesaid and of all ready moneys forming part of my estate to pay thereout all my just debts, funeral and testamentary expenses and all duties whether State or Federal payable in consequence of my death and to stand possessed of the balance then remaining to such of my **relation to beneficiary** **NAME OF BENEFICIARY** and my **relation to beneficiary** **NAME OF BENEFICIARY** as shall survive me in equal shares as tenants in common for their own use absolutely. I DECLARE that should any child of mine predecease me leaving a child or children surviving me then such child or children shall take in equal shares as tenants in common for his, her or their own use absolutely the share which his, her or their parent would have taken had he or she survived me. **. MY Trustee may at my Trustee's discretion: (a) exercise any powers given to my Trustee by law. (b) exercise the powers of a trustee for sale in respect of any assets in my estate and my Trustee may: (i) without being liable for any loss caused by so doing postpone sale; (ii) without being liable for any loss caused by so doing retain in its form of investment at my death any part of my estate, even though it is wasting, hazardous or reversionary; (iii) sell by public auction or private sale, for cash or on credit. (c) (d) determine whether receipts or outgoings are capital or income or partly income or partly capital so as to bind the beneficiaries even though the receipts are from a company that has made a decision on the matter. apply for the maintenance, education (including travel to broaden the mind), advancement or benefit of a beneficiary the whole or any part of the capital and income of that part of my estate to which that beneficiary is entitled or may in future be entitled.

3 3 (e) for the purposes of paragraph (d) - (i) make a payment or payments to a minor beneficiary's parent or guardian or a person with whom the minor beneficiary resides; and (ii) accept the Receipt of that payee as an absolute discharge. (f) invest or re-invest in or acquire for the purpose of receiving income, interest, profit or capital gain any of the following: (i) shares, stock units, debentures, debenture stock, notes including convertible notes or other securities of a company listed on any Stock Exchange; (ii) land of any tenure including leasehold and land held by company title; (iii) mortgages, including contributory mortgages; (iv) the units or interests of or in a trust including a fixed or flexible trust; (v) mutual funds; (vi) friendly society investments; (vii) insurance bonds; (viii) bank accepted or endorsed bills of exchange; (ix) deposits in the authorised short term money market; (x) deposits with any public company, bank, credit union or building society. (g) make loans to beneficiaries: (i) secured or unsecured; (ii) on interest or interest free; and (iii) on whatever terms. (h) acquire or lease assets for occupation, use or enjoyment by a beneficiary (whether alone or with some other person or persons). (i) (j) vote in and apply for and accept directorship of any company in which my estate may be interested or concerned. apply for, accept or take up bonus shares or other rights or benefits made available by a company in which my estate may be interested or concerned.

4 4 (k) borrow money either with or without giving security and enter into any mortgage, charge, bill of sale, lien or security over any part of my estate. (l) lease any part of my estate: (i) for the periods and upon and subject to the covenants and conditions which my Trustee thinks fit; and (ii) either with or without provisions for renewal or otherwise; and accept surrenders of leases or tenancies of my estate or any part of it. (m) maintain, repair, improve, develop, alter, renovate, pull down, erect or re-erect any part of my estate. (n) enter, participate in, enter and participate in, take out, maintain or take out and maintain any one or more of the following: (i) any insurance policy against risks affecting my estate; (ii) any life insurance policy in respect of any person; (iii) any policy or contract of health or accident insurance or benefit in respect of any person; (iv) any friendly society, trade union or association of employees benefit scheme in respect of any person; (v) any superannuation or pension scheme in relation to any person; and (vi) any funeral benefit or payment scheme in relation to any person. (o) appropriate any asset of the estate not specifically given without the consent of any beneficiary in full or partial satisfaction of a legacy or share of residue. (p) use income, capital or both income and capital to pay capital gains tax levied on the disposal of any assets and apportion liability for that tax; for that purpose they may determine what is capital and what is income. (q) (r) sell, lease, exchange or otherwise dispose of assets in my estate on the terms they consider expedient as though they were absolute beneficial owners. carry on any business conducted by me at the date of my death for such period as my Trustee in my Trustee's absolute discretion shall think fit without being responsible for any loss that may be occasioned thereby.

5 5 (s) contribute any proportion of the entitlement of any beneficiary into a special disability trust approved under the Social Security Act 1991 or the Veterans' Entitlement Act 1986 for the benefit of that beneficiary, whether that special disability trust was created by the terms of this my Will or otherwise. **. IN THE EVENT that my said husband predeceases me or does not survive me for a period of 30 days from my death THEN I APPOINT my sister DIANE VUCIC and my mother ZORKA CRNJAK, or the survivor of them, to be the Guardians of my minor children. 1 **. I DIRECT that my body be buried / cremated and my ashes scattered at my Executor s discretion / specific place. IN WITNESS WHEREOF I have hereunto set my hand to this my Will this of Two Thousand and Seventeen. day SIGNED by CLIENT NAME as and for her last Will in the presence of us both present at the same time who in her presence and in the presence of each other have hereunto subscribed our names as attesting witnesses: **Client name** Witness' signature Witness' signature Witness' name (BLOCK LETTERS) Witness' name (BLOCK LETTERS) Witness' address Witness' address 1

6 LAST WILL of **CLIENT NAME** STACKS CHAMPION Solicitors Level 3 60 Phillip Street PARRAMATTA NSW 2150 DX 8220 PARRAMATTA Level Macquarie Street SYDNEY NSW 2000 TELEPHONE: (02) FACSIMILE: (02) connect@champion.com.au REFERENCE: Matter No

DRAFTING INSTRUCTIONS: [DRAFTING INSTRUCTIONS APPEAR IN GREEN. DELETE THESE INSTRUCTIONS WHEN YOU HAVE COMPLETED DRAFTING YOUR WILL]

DRAFTING INSTRUCTIONS: [DRAFTING INSTRUCTIONS APPEAR IN GREEN. DELETE THESE INSTRUCTIONS WHEN YOU HAVE COMPLETED DRAFTING YOUR WILL] Will Single Person DRAFTING INSTRUCTIONS: [DRAFTING INSTRUCTIONS APPEAR IN GREEN. DELETE THESE INSTRUCTIONS WHEN YOU HAVE COMPLETED DRAFTING YOUR WILL] Insert the names of relevant people at the parts

More information

1 ORIGINAL WILL 1 DUPLICATE WILL

1 ORIGINAL WILL 1 DUPLICATE WILL The Original MALAYSIAN LEGAL WILL KIT 1 ORIGINAL WILL 1 DUPLICATE WILL Both Wills to be identically filled in and executed in accordance with the instructions as stated in Pages 15 to 25 of this Instruction

More information

Will. John Citizen. Slater and Gordon Limited ACN La Trobe Street MELBOURNE VIC 3000 Enquiries: Fax:

Will. John Citizen. Slater and Gordon Limited ACN La Trobe Street MELBOURNE VIC 3000 Enquiries: Fax: Will John Citizen Slater and Gordon Limited ACN 097 297 400 485 La Trobe Street MELBOURNE VIC 3000 Enquiries: 1 800 555 777 Fax: 03 9600 0290 Our ref: SGO_75306 Will This is the last will and testament

More information

The Continuing Legal Education Society of Nova Scotia

The Continuing Legal Education Society of Nova Scotia The Continuing Legal Education Society of Nova Scotia Section JOe Example 2: Last Will and Testament of Homer J. Simpson Raymond G. Adlington, Daley, Black & Moreira -------- Suite 1110-1660 Hollis Street,

More information

WILL WITH TESTAMENTARY TRUST

WILL WITH TESTAMENTARY TRUST WILL WITH TESTAMENTARY TRUST FOR FINANCIAL PROFESSIONAL USE ONLY-NOT FOR PUBLIC DISTRIBUTION. Specimen documents are made available for educational purposes only. This specimen form may be given to a client

More information

DISCRETIONARY GIFT TRUST

DISCRETIONARY GIFT TRUST DISCRETIONARY GIFT TRUST TRUST DEED Phoenix Wealth, Unit Linked Life & Pensions, PO Box 1393, Peterborough, PE2 2TP. Note This document is provided on the strict understanding that it is presented as a

More information

Absolute Gift Trust. Trust Deed

Absolute Gift Trust. Trust Deed Absolute Gift Trust Trust Deed How to complete the Trust This Sanlam Absolute Gift Trust deed is provided as a specimen only. If, after seeking independent legal advice, the Sanlam Absolute Gift Trust

More information

MetLife Bare Loan Trust Important Information

MetLife Bare Loan Trust Important Information R MetLife Bare Loan Trust Important Information This document is provided on the strict understanding that it is presented as a draft to be considered by the Donor and his/her legal advisers. Ultimately

More information

International Portfolio Bond Discretionary Will Trust for married couples or registered civil partners

International Portfolio Bond Discretionary Will Trust for married couples or registered civil partners International Portfolio Bond Discretionary Will Trust for married couples or registered civil partners This draft Discretionary Will Trust is provided as specimen wording for possible inclusion within

More information

Discounted Gift (Bare) Trust. Trust Deed

Discounted Gift (Bare) Trust. Trust Deed Discounted Gift (Bare) Trust Trust Deed Discounted Gift (Bare) Trust This document is provided on the strict understanding that it is presented as a draft to be considered by the Donor and his/her legal

More information

WILL AND ESTATE QUESTIONNAIRE

WILL AND ESTATE QUESTIONNAIRE WILL AND ESTATE QUESTIONNAIRE PERSONAL INFORMATION SECTION 1 FAMILY INFORMATION Full Name: List any other names you are known by: Date of Birth: Place of Birth: Address & Postal Code: Home Phone: Business

More information

NOTATIONS FOR FORM 112

NOTATIONS FOR FORM 112 NOTATIONS FOR FORM 112 This form gives testator s residuary estate to the spouse outright. If the spouse predeceases the testator, a child s share can be - Given to the child outright (see right page main

More information

Declaration of Trust Scotland Single Settlor Absolute TD12S (02.14)

Declaration of Trust Scotland Single Settlor Absolute TD12S (02.14) Declaration of Trust Scotland Single Settlor Absolute TD12S (02.14) Part A - Date of Trust If you are applying for a new policy and wish it to be issued in trust please tick this box and leave the date

More information

Flexible trust TRAINING USE ONLY

Flexible trust TRAINING USE ONLY TRAINING USE ONLY For customers Personal Protection Flexible trust Split trust retained and gifted benefits Survivorship option for joint life first death policies Choice of governing law Page 1 of 9 Completion

More information

For customers The Discretionary Discounted Gift Trust deed

For customers The Discretionary Discounted Gift Trust deed For customers The Discretionary Discounted Gift Trust deed Completion notes 1. Please complete all relevant sections of this deed by typing in the fields or printing and completing in pen. Once complete,

More information

WILLS & POWERS OF ATTORNEY

WILLS & POWERS OF ATTORNEY SECTION 1 User Notes WILLS & POWERS OF ATTORNEY March 2018 CONTENTS MISCELLANEOUS DOCUMENTS Manual Page W 00 MASTER Master File... 1 W 03 INFO Matter Information Sheet... 2 W 03 ACCT General Account...

More information

LAST WILL AND TESTAMENT OF

LAST WILL AND TESTAMENT OF LAST WILL AND TESTAMENT OF I,, being of sound mind and memory, do make and publish this to be my Last Will and Testament, hereby revoking and making void all wills and codicils made before by me. ARTICLE

More information

Declaration of Trust Scotland Single Settlor Flexible TD1S (11.13)

Declaration of Trust Scotland Single Settlor Flexible TD1S (11.13) Declaration of Trust Scotland Single Settlor Flexible TD1S (11.13) Part A - Date of Trust If you are applying for a new policy and wish it to be issued in trust please tick this box and leave the date

More information

For customers The Probate Trust deed

For customers The Probate Trust deed For customers The Probate Trust deed Completion notes 1. Please complete all relevant sections of this deed by typing in the fields or printing and completing in pen. Once complete, please print and sign

More information

The Pension Death Benefits Trust (English law version)

The Pension Death Benefits Trust (English law version) For customers The Pension Death Benefits Trust (English law version) Page 1 of 12 Completion notes 1. This document must only be used if you wish the Trust to be governed by the law of England and Wales.

More information

MORTGAGE REF. NO. FREEHOLD LEASEHOLD (check ( ) appropriate box)

MORTGAGE REF. NO. FREEHOLD LEASEHOLD (check ( ) appropriate box) MORTGAGE REF. NO. FREEHOLD LEASEHOLD (check ( appropriate box This mortgage is made on,. BETWEEN: being registered as owner(s of an estate in fee simple, subject, however, to such encumbrances, liens and

More information

THE PETER JONES IRREVOCABLE TRUST

THE PETER JONES IRREVOCABLE TRUST THE PETER JONES IRREVOCABLE TRUST This trust agreement is effective as of June 1, 2009, by PETER JONES, currently residing at 789 Main St., Anywhere, UT (the "Grantor"), and the Grantor s wife, LAURA JONES,

More information

***** THE FAMILY TRUST AGREEMENT. THIS trust agreement is hereby entered between of, as Grantor and as Trustee for the Family Trust.

***** THE FAMILY TRUST AGREEMENT. THIS trust agreement is hereby entered between of, as Grantor and as Trustee for the Family Trust. DYNASTY TRUST FOR FINANCIAL PROFESSIONAL USE ONLY-NOT FOR PUBLIC DISTRIBUTION. Specimen documents are made available for educational purposes only. This specimen form may be given to a client s attorney

More information

GIFT TRUST (JOINTLY OWNED PLANS SURVIVOR TO BENEFIT) DISCRETIONARY

GIFT TRUST (JOINTLY OWNED PLANS SURVIVOR TO BENEFIT) DISCRETIONARY GIFT TRUST (JOINTLY OWNED PLANS SURVIVOR TO BENEFIT) DISCRETIONARY Important notes Please read these notes prior to completion. The following trust form should not be used for pension plans. This trust

More information

GUARANTEED ANNUITIES LIFESTREAM GUARANTEED INCOME. POLICY DOCUMENT Issue date: 12 June 2017 For new investors from: 12 June 2017

GUARANTEED ANNUITIES LIFESTREAM GUARANTEED INCOME. POLICY DOCUMENT Issue date: 12 June 2017 For new investors from: 12 June 2017 GUARANTEED ANNUITIES LIFESTREAM GUARANTEED INCOME POLICY DOCUMENT Issue date: 12 June 2017 For new investors from: 12 June 2017 Contents 1. Definitions and interpretation 3 1.1 Definitions 3 2. Your Policy

More information

WILL and ESTATE QUESTIONNAIRE SECTION I - FAMILY INFORMATION

WILL and ESTATE QUESTIONNAIRE SECTION I - FAMILY INFORMATION WILL and ESTATE QUESTIONNAIRE PERSONAL INFORMATION: SECTION I - FAMILY INFORMATION Full Name: Spouse's Name: List any other names you are known by: List any other names you are known by: Date of Birth:

More information

SCOTTISH WIDOWS BUSINESS PROPERTY WILL TRUST ADVISER GUIDE

SCOTTISH WIDOWS BUSINESS PROPERTY WILL TRUST ADVISER GUIDE SCOTTISH WIDOWS BUSINESS PROPERTY WILL TRUST ADVISER GUIDE This information is for UK Financial Adviser use only and should not be distributed to or relied upon by any other person. PAGE 2 SECTION A WHY

More information

Bare Trust for use where all benefits under a policy are gifted to named beneficiaries

Bare Trust for use where all benefits under a policy are gifted to named beneficiaries For customers Personal Protection Bare Trust for use where all benefits under a policy are gifted to named beneficiaries Choice of governing law Completion notes 1. Please complete all relevant sections

More information

Part reserved to donor Part bare trust for named beneficiaries, excluding donor as beneficiary

Part reserved to donor Part bare trust for named beneficiaries, excluding donor as beneficiary SPLIT TRUST BARE Important notes Please read these notes prior to completion. The following trust form should not be used for pension plans. The trust form is designed for use only with plans issued by

More information

GIFT TRUST (JOINTLY OWNED PLANS SURVIVOR TO BENEFIT) DISCRETIONARY

GIFT TRUST (JOINTLY OWNED PLANS SURVIVOR TO BENEFIT) DISCRETIONARY GIFT TRUST (JOINTLY OWNED PLANS SURVIVOR TO BENEFIT) DISCRETIONARY Important notes Please read these notes prior to completion. The following trust form should not be used for pension plans. This trust

More information

Pension death benefits discretionary trust.

Pension death benefits discretionary trust. PersonaL Pension/staKehoLder/siPP/buy out PLan Pension death benefits discretionary trust. IMPORTANT NOTES before completing the Discretionary Trust, please read the following notes. 1. This documentation

More information

REVERT TO SETTLOR TRUST (CREATING DISCRETIONARY TRUSTS) DECLARATION. (for use with the Regular Savings Plan only)

REVERT TO SETTLOR TRUST (CREATING DISCRETIONARY TRUSTS) DECLARATION. (for use with the Regular Savings Plan only) REVERT TO SETTLOR TRUST (CREATING DISCRETIONARY TRUSTS) DECLARATION (for use with the Regular Savings Plan only) Please refer to the notes in the margin when completing this form. Boxes A F should be completed

More information

BUSINESS PROTECTION LEGAL & GENERAL S BUSINESS PROPERTY WILL TRUST SOLUTION.

BUSINESS PROTECTION LEGAL & GENERAL S BUSINESS PROPERTY WILL TRUST SOLUTION. BUSINESS PROTECTION LEGAL & GENERAL S BUSINESS PROPERTY WILL TRUST SOLUTION. 2 BUSINESS PROTECTION CONTENTS INHERITANCE TAX PLANNING WITH BUSINESS PROPERTY WITHOUT WILL TRUST PLANNING WITH WILL TRUST PLANNING

More information

The Discretionary Gift Trust deed

The Discretionary Gift Trust deed For customers The Discretionary Gift Trust deed Completion notes 1. Please complete all relevant sections of this deed by typing in the fields or printing and completing in pen. Once complete, please print

More information

THE LAST WILL AND TESTAMENT OF SAMPLE. John Doe DECLARATION

THE LAST WILL AND TESTAMENT OF SAMPLE. John Doe DECLARATION THE LAST WILL AND TESTAMENT OF John Doe DECLARATION I, John Doe, a resident of the state of Louisiana and parish of St. Tammany Parish and being of sound mind and memory, do hereby make, publish, and declare

More information

8. Checklist for a Discretionary Testamentary Trust and Other Estate Planning Documents

8. Checklist for a Discretionary Testamentary Trust and Other Estate Planning Documents 8. Checklist for a Discretionary Testamentary Trust and Other Estate Planning Documents This form will be used in conjunction with a personal discussion with TressCox to draw up a Testamentary Trust Will

More information

Once completed and submitted the will questionnaire is acknowledged see attachment.

Once completed and submitted the will questionnaire is acknowledged see attachment. Thompsons Submission Dear Sir/Madam, Thompsons is the UK s largest trade union law firm. We act for most of the unions in the UK and offer a range of legal services to our union clients which they in turn

More information

SPLIT TRUST (JOINTLY OWNED PLANS - SURVIVOR TO BENEFIT) BARE

SPLIT TRUST (JOINTLY OWNED PLANS - SURVIVOR TO BENEFIT) BARE SPLIT TRUST (JOINTLY OWNED PLANS - SURVIVOR TO BENEFIT) BARE Important notes Please read these notes prior to completion. The following trust form should not be used for pension plans. This version of

More information

Will and Power of Attorney Checklist Where the Willmaker does not have any children under the age of 18 years STEPS TO MAKING YOUR WILL

Will and Power of Attorney Checklist Where the Willmaker does not have any children under the age of 18 years STEPS TO MAKING YOUR WILL Will and Power of Attorney Checklist Where the Willmaker does not have any children under the age of 18 years STEPS TO MAKING YOUR WILL Complete the attached Checklist Send the Checklist to KL Legal KL

More information

THE DISCRETIONARY GIFT TRUST DEED

THE DISCRETIONARY GIFT TRUST DEED For customers THE DISCRETIONARY GIFT TRUST DEED COMPLETION NOTES 1. Please complete all relevant sections of this deed by typing in the fields or printing and completing in pen. Once complete, please print

More information

Pension death benefits discretionary trust.

Pension death benefits discretionary trust. retirement annuity contract Pension death benefits discretionary trust. IMPORTANT NOTES before completing this Trust, please read the following notes. 1. This documentation has been produced for consideration

More information

The trust form is designed for use only with plans issued by Royal London (and the divisions known as Bright Grey and Scottish Provident).

The trust form is designed for use only with plans issued by Royal London (and the divisions known as Bright Grey and Scottish Provident). GIFT TRUST BARE Important notes Please read these notes prior to completion. The following trust form should not be used for pension policies. The trust form is designed for use only with plans issued

More information

THE JOHN DOE REVOCABLE TRUST

THE JOHN DOE REVOCABLE TRUST THE JOHN DOE REVOCABLE TRUST This Agreement is being executed this day of 20, between JOHN DOE of 100 Ocean Avenue, Coastville, Florida (hereinafter referred to as the "Settlor"), and his wife JANE DOE.

More information

Survivor s Discretionary Trust deed

Survivor s Discretionary Trust deed Protection Gift Trusts Survivor s Discretionary Trust deed Checklist Before sending the Trust to Legal & General, have you... 1. Inserted the policy number (if known) in the box below 2. Dated the Trust?

More information

SPLIT TRUST DISCRETIONARY

SPLIT TRUST DISCRETIONARY SPLIT TRUST DISCRETIONARY Important notes Please read these notes prior to completion. The following trust form should not be used for pension plans. This version of the split trust is designed to allow

More information

Flexible Trust. Important notes. 1. This documentation has been produced for consideration by you and your legal advisers.

Flexible Trust. Important notes. 1. This documentation has been produced for consideration by you and your legal advisers. Flexible Trust Important notes Before completing the Flexible Trust Deed, please read the following notes: 1. This documentation has been produced for consideration by you and your legal advisers. The

More information

STANDARD PROVISIONS OF THE SOCIETY OF TRUST AND ESTATE PRACTITIONERS

STANDARD PROVISIONS OF THE SOCIETY OF TRUST AND ESTATE PRACTITIONERS 1. INTRODUCTORY STANDARD PROVISIONS OF THE SOCIETY OF TRUST AND ESTATE PRACTITIONERS 1(1) These Provisions may be called the standard provisions of the Society of Trust and Estate Practitioners (1st Edition).

More information

STAUNTON & THOMPSON LAWYERS ESTATE PLANNING QUESTIONNAIRE

STAUNTON & THOMPSON LAWYERS ESTATE PLANNING QUESTIONNAIRE A. PERSONAL DETAILS CLIENT 1 CLIENT 2 SURNAME GIVEN NAMES RESIDENTIAL ADDRESS POSTAL ADDRESS MARITAL STATUS CONTACT NUMBERS Home Phone Work phone Fax Mobile phone EMAIL DATE OF BIRTH PLACE OF BIRTH OCCUPATION

More information

Institute of Legal Executives

Institute of Legal Executives 20 May 2009 PRACTICE PAPER 2B SUBJECT 16 Institute of Legal Executives LEVEL 3 PROFESSIONAL DIPLOMA IN LAW PRACTICE 2B SUCCESSION FAMILY PRACTICE TRIBUNALS ADMINISTRATIVE PRACTICE This paper is accompanied

More information

SAMPLE DECLARATION OF TRUST. The John Doe Living Trust (the Trust )

SAMPLE DECLARATION OF TRUST. The John Doe Living Trust (the Trust ) DECLARATION OF TRUST The John Doe Living Trust (the Trust ) This DECLARATION OF TRUST (this Declaration ) is made and executed on the date below by and between the herein-named grantors and trustees. This

More information

LIVING TRUST. Sample Preview

LIVING TRUST. Sample Preview LIVING TRUST DECLARATION OF TRUST, made as of this day of, 20XX, between NAME OF GRANTOR, having an address at ADDRESS, CITY, STATE, ZIP, as grantor (hereinafter referred to as the "Grantor"), and NAME

More information

Retirement Annuity Contracts (Section 226) Buy-Out Plans (Section 32)

Retirement Annuity Contracts (Section 226) Buy-Out Plans (Section 32) Retirement Annuity Contracts (Section 226) Buy-Out Plans (Section 32) Declaration of trust Guidance notes These notes are designed to explain the consequences of completing the Declaration of trust ( the

More information

Trust Deed The Discretionary Loan Trust. F undsnetwork Trusts

Trust Deed The Discretionary Loan Trust. F undsnetwork Trusts Trust Deed The Discretionary Loan Trust F undsnetwork Trusts Completion notes FundsNetwork cannot give advice regarding the legal or tax effects the FundsNetwork Trusts, will not accept responsibility

More information

Client: Instructions for a Will. Date. Ref: 1. Will maker/testator. (a) Full Name:

Client: Instructions for a Will. Date. Ref: 1. Will maker/testator. (a) Full Name: Client: Re: Instructions for a Will Date Ref: 1. Will maker/testator (a) Full Name: (b) Details of any other names in which assets appear: (c) Normal residential address (for drafting into the Will) and

More information

Trust Range. Loan Trust. Completing the trust form

Trust Range. Loan Trust. Completing the trust form Trust Range Loan Trust The Loan Trust is designed to enable the Settlor (or Settlors) to make a gift of the growth of their investment whilst still allowing access to the original capital. For more information

More information

MICHIGAN REVOCABLE LIVING TRUST OF

MICHIGAN REVOCABLE LIVING TRUST OF MICHIGAN REVOCABLE LIVING TRUST OF This Revocable Living Trust dated day of, 20, by and between: GRANTOR with a mailing address of (referred to as the Grantor, ) and TRUSTEE with a mailing address of (referred

More information

day of National Insurance Number Postcode

day of National Insurance Number Postcode Transfer Plan/ Individual Buy Out Plan/ Individual Important please ensure that you have: 0813 Completed Parts A to F Consulted your legal, tax or financial adviser before signing this deed Signed on page

More information

SAMPLE THE LAST WILL AND TESTAMENT OF. Jane Doe DECLARATION

SAMPLE THE LAST WILL AND TESTAMENT OF. Jane Doe DECLARATION THE LAST WILL AND TESTAMENT OF Jane Doe DECLARATION I, Jane Doe, a resident of the state of Tennessee and county of Tennessee; and being of sound mind and memory, do hereby make, publish, and declare this

More information

Retail Collateral Mortgage

Retail Collateral Mortgage Page 1 Retail Collateral Mortgage You,, being registered as owner(s of an estate in fee simple subject, however, to such encumbrances, liens and interests as are notified by memorandum underwritten or

More information

NOTATIONS FOR FORM 205

NOTATIONS FOR FORM 205 NOTATIONS FOR FORM 205 This form is designed for use in the smaller estate in which a bypass trust may or may not be needed. The decision whether or not to create a bypass trust is made after death, by

More information

Discounted Gift (Bare) Trust Deed

Discounted Gift (Bare) Trust Deed Discounted Gift (Bare) Trust Deed Discounted Gift (Bare) Trust Deed What is it? The Discounted Gift (Bare) Trust (DGBT) is designed for use with single premium life assurance policies, more commonly known

More information

MORTGAGE FOR PRESENT AND FUTURE ADVANCES

MORTGAGE FOR PRESENT AND FUTURE ADVANCES COPY MORTGAGE Re S. 130 Consumer Credit Act, 1995 \ MORTGAGE FOR PRESENT AND FUTURE ADVANCES IN FAVOUR OF EACH OF AIB MORTGAGE BANK & ALLIED IRISH BANKS, p.l.c, Consent to Mortgage Deed of Mortgage Consent

More information

LLOYD'S DEPOSIT TRUST DEED (THIRD PARTY DEPOSIT) (INTERAVAILABLE CORPORATE MEMBER VERSION) (1) ( the Ceasing Member ) (2) ( the Continuing Member )

LLOYD'S DEPOSIT TRUST DEED (THIRD PARTY DEPOSIT) (INTERAVAILABLE CORPORATE MEMBER VERSION) (1) ( the Ceasing Member ) (2) ( the Continuing Member ) DTD (TP) (IA - CM) (LIFE) (17) Member Code: (the Ceasing Member) (the Continuing Member) LLOYD'S DEPOSIT TRUST DEED (THIRD PARTY DEPOSIT) (INTERAVAILABLE CORPORATE MEMBER VERSION) Long-Term Insuran c e

More information

LEVEL 6 UNIT 21 PROBATE PRACTICE SUGGESTED ANSWERS JANUARY 2015

LEVEL 6 UNIT 21 PROBATE PRACTICE SUGGESTED ANSWERS JANUARY 2015 Note to Candidates and Tutors: LEVEL 6 UNIT 21 PROBATE PRACTICE SUGGESTED ANSWERS JANUARY 2015 The purpose of the suggested answers is to provide students and tutors with guidance as to the key points

More information

GIFT TRUST DISCRETIONARY

GIFT TRUST DISCRETIONARY GIFT TRUST DISCRETIONARY Important notes Please read these notes prior to completion. The following trust form should not be used for pension plans. This trust form is designed for use with plans issued

More information

Data Collection Your Estate Blueprint

Data Collection Your Estate Blueprint Client Details Client Client Date of Birth Client Client Date of Birth Client Client Dependants Dependant 1 Dependant 2 Dependant 3 Dependant 4 Dependant 5 Date of Birth Male Male Male Male Male Gender

More information

THE LIVING TRUST. TRUST AGREEMENT signed this day of, 20 by. (hereafter "Settlor,"), and trustee. (hereafter "trustee). ESTABLISHMENT OF TRUST

THE LIVING TRUST. TRUST AGREEMENT signed this day of, 20 by. (hereafter Settlor,), and trustee. (hereafter trustee). ESTABLISHMENT OF TRUST THE LIVING TRUST OF TRUST AGREEMENT signed this day of, 20 by (hereafter "Settlor,"), and trustee (hereafter "trustee). (Note: Generally, to begin with, the 'settlor' and the 'trustee' are the same person(s)

More information

For customers The Bare Gift Trust deed

For customers The Bare Gift Trust deed For customers The Bare Gift Trust deed Completion notes 1. Please complete all relevant sections of this deed by typing in the fields or printing and completing in pen. Once complete, please print and

More information

Discounted Gift Trust

Discounted Gift Trust Discounted Gift Trust Discounted Gift Trust (Discretionary Trust Declaration form) Please use black ink and write in CAPITAL LETTERS or tick 4 as appropriate. Any corrections must be initialled. Please

More information

BUYOUT BOND. (discretionary trust) NOTES FOR COMPLETION

BUYOUT BOND. (discretionary trust) NOTES FOR COMPLETION BUYOUT BOND (discretionary trust) NOTES FOR COMPLETION 1. In submitting this document then, depending on the property being gifted, you are requesting Old Mutual Wealth Life Assurance Limited to date the

More information

STANDARD PROVISIONS OF THE SOCIETY OF TRUST AND ESTATE PRACTITIONERS. Draft/Second Edition For consultation with members of STEP

STANDARD PROVISIONS OF THE SOCIETY OF TRUST AND ESTATE PRACTITIONERS. Draft/Second Edition For consultation with members of STEP STANDARD PROVISIONS OF THE SOCIETY OF TRUST AND ESTATE PRACTITIONERS Draft/Second Edition For consultation with members of STEP The text of the 2 nd Edition of the STEP Standard Provisions is as follows:

More information

LOAN trust DEED. (English Law bare version) June 2016

LOAN trust DEED. (English Law bare version) June 2016 LOAN trust DEED (English Law bare version) June 2016 Notes for completion The following notes are referenced throughout this document. Please read them carefully as they will help you complete this document

More information

WILL QUESTIONNAIRE. Section 1: Your details. Client 1 Client 2. Your title: Your full name (include middle names): Have you ever used any other names?

WILL QUESTIONNAIRE. Section 1: Your details. Client 1 Client 2. Your title: Your full name (include middle names): Have you ever used any other names? WILL QUESTIONNAIRE This is our standard Will Questionnaire. It s long because it has to cover everybody. You don't need to fill in all the sections though - just the ones that apply to your circumstances.

More information

NOTATIONS FOR FORM 204

NOTATIONS FOR FORM 204 NOTATIONS FOR FORM 204 This form is designed for use in the smaller estate which does not justify the administrative expense of a two-trust plan but warrants equivalent qualification for the marital deduction.

More information

(Manx Law Discretionary version) February 2017 Unlimited Liability.

(Manx Law Discretionary version) February 2017 Unlimited Liability. LOAN TRUST DEED (Manx Law Discretionary version) February 2017 Unlimited Liability. An unlimited liability loan trust means the loan agreement does not limit the trustees liability to repay the loan to

More information

This form should only be used where the plan is owned by one person and critical illness cover has been selected.

This form should only be used where the plan is owned by one person and critical illness cover has been selected. Trust Range Split Trust This form should only be used where the plan is owned by one person and critical illness cover has been selected. Use of the Trust 1. This Trust is for your protection plan and

More information

Discretionary Trust Deed

Discretionary Trust Deed Section 1 Date of Trust Date of trust DD/MM/YYYY Section 2 - People putting the Initial Assets in the Trust The Settlor means the people putting the Initial Assets in the Trust. Settlor 1 - name Settlor

More information

Trust Range. Gift Trust. Completing the trust form

Trust Range. Gift Trust. Completing the trust form Trust Range Gift Trust For more information about the Gift Trust, please refer to our Guide to Trusts and Gift Trust Spotlight aid. Completing the trust form Under Tax Regulations and intergovernmental

More information

Discretionary Trust Deed

Discretionary Trust Deed Discretionary Trust Deed 2 What is it? A discretionary trust designed for use with life assurance plans including investment bonds. The settlor (the person creating the trust) cannot benefit from the trust.

More information

BOSTON BAR ASSOCIATION. November 15, 2011 DURABLE POWER OF ATTORNEY SAMPLE PROVISIONS

BOSTON BAR ASSOCIATION. November 15, 2011 DURABLE POWER OF ATTORNEY SAMPLE PROVISIONS BOSTON BAR ASSOCIATION November 15, 2011 DURABLE POWER OF ATTORNEY SAMPLE PROVISIONS I. Gifting A. Limits on Class 1. Power to Make Gifts or Release Interests: To make gifts, grants, or other transfers,

More information

Absolute Trust Declaration form

Absolute Trust Declaration form Loan Trust Absolute Trust Declaration form Please use black ink and write in CAPITAL LETTERS or tick 4 as appropriate. Any corrections must be initialled. Please do not use correction fluid as this will

More information

Discretionary Trust PD (EP)

Discretionary Trust PD (EP) Discretionary Trust PD (EP) for existing Pension Buyout Plans and Retirement Annuity Contracts This trust incorporates By-pass provisions (see Explanatory Notes). Important If you are not sure this form

More information

(Manx Law Bare version) August 2018

(Manx Law Bare version) August 2018 LOAN trust DEED (Manx Law Bare version) August 2018 This deed can be used where personal trustees are to be appointed as Trustee. All references to Old Mutual International in this form mean Old Mutual

More information

Sample Discretionary Trust. Sample Copy. Discretionary Trust Deed. Prepared for. Reckon Docs

Sample Discretionary Trust. Sample Copy. Discretionary Trust Deed. Prepared for. Reckon Docs Sample Discretionary Trust Discretionary Trust Deed Prepared for Reckon Docs Sample Discretionary Trust Discretionary Trust Deed Prepared by: Copyright 2013-2017 Reckon Docs Pty Ltd Copyright in this

More information

ESTATE PLANNING INFORMATION SHEET

ESTATE PLANNING INFORMATION SHEET ESTATE PLANNING INFORMATION SHEET The Roles in a Will, Testamentary Trust and Enduring Power of Attorney There are a number of technical terms that appear throughout estate planning documentation including

More information

Trust terms and powers

Trust terms and powers For customers Whole of Life Trust terms and powers These Trust terms and powers are incorporated in any declaration of trust/trust request made by you as part of your Aegon Whole of Life application. Trusts

More information

Explanatory Memorandum Binding Death Benefit Nominations

Explanatory Memorandum Binding Death Benefit Nominations Explanatory Memorandum Binding Death Benefit Nominations 1. General Requirements It is essential that these procedures be followed in order for a proper Binding Death Nomination to be made. (c) Ensure

More information

Parties THE TRUSTEES OF RĀTĀ FOUNDATION. (the Trustees) THE MINISTER OF FINANCE. (the Minister) TRUST DEED. Warning

Parties THE TRUSTEES OF RĀTĀ FOUNDATION. (the Trustees) THE MINISTER OF FINANCE. (the Minister) TRUST DEED. Warning Parties THE TRUSTEES OF RĀTĀ FOUNDATION (the Trustees) THE MINISTER OF FINANCE (the Minister) TRUST DEED Warning This version of the Trust Deed has been compiled to incorporate and reflect all variations

More information

RELEVANT LIFE POLICY TRUST AND NOMINATION FORMS

RELEVANT LIFE POLICY TRUST AND NOMINATION FORMS RELEVANT LIFE POLICY TRUST AND NOMINATION FORMS Important notes The forms are designed for use only with Royal London Relevant Life plans. Both forms can be used in England, Wales, Scotland or Northern

More information

For Preview Only - Please Do Not Copy

For Preview Only - Please Do Not Copy Information & Instructions: Irrevocable inter vivos trust 1. This is trust is irrevocable which means that once the gift is made to the trust, the maker or donor, cannot undo the gift and get the gift

More information

PROTECTION GIFT TRUSTS DISCRETIONARY TRUST PACK.

PROTECTION GIFT TRUSTS DISCRETIONARY TRUST PACK. PROTECTION GIFT TRUSTS DISCRETIONARY TRUST PACK. Technical Guide Discretionary Trust Deed PROTECTION GIFT TRUSTS DISCRETIONARY TRUST PACK 2 INTRODUCTION. This guide has been written to explain what a Discretionary

More information

NOTATIONS FOR FORM 307

NOTATIONS FOR FORM 307 NOTATIONS FOR FORM 307 This form is designed for settlors who own only community property or both separate and community property and who will respectively execute wills patterned on FORM 110: WILL-Pour

More information

THE LAST WILL AND TESTAMENT OF SAMPLE JANE DOE DECLARATION FAMILY. [This section varies depending on your marital and parental status.

THE LAST WILL AND TESTAMENT OF SAMPLE JANE DOE DECLARATION FAMILY. [This section varies depending on your marital and parental status. THE LAST WILL AND TESTAMENT OF JANE DOE DECLARATION I, Jane Doe, a resident of the state of New Jersey and county of Essex and being of sound mind and memory, do hereby make, publish, and declare this

More information

Lifestyle Trust. (Isle of Man Discretionary version) post issue. Notes for completion. Identifying the parties

Lifestyle Trust. (Isle of Man Discretionary version) post issue. Notes for completion. Identifying the parties post issue Lifestyle Trust (Isle of Man Discretionary version) This deed can be used where Old Mutual International Trust Company Limited or individual trustees are to be appointed as Trustee. Old Mutual

More information

Retail Collateral Mortgage

Retail Collateral Mortgage Page 1 Retail Collateral Mortgage Form 15.1 Land Titles Act, S.N.B. 1981, c.l-1.1, s.25 Standard Forms of Conveyances Act, S.N.B. 1980, c.s-12.2, s.2 Parcel Identifier: Mortgagor: PID name address AND

More information

NOTATIONS FOR FORM 201

NOTATIONS FOR FORM 201 NOTATIONS FOR FORM 201 For a discussion of the advantages and disadvantages of the fractional share marital trust, see the INTRODUCTION. This form is designed for a settlor who will execute a will patterned

More information

For assistance with the completion of this trust deed, please refer to our Guide to completing the Discounted Gift Trust Deed.

For assistance with the completion of this trust deed, please refer to our Guide to completing the Discounted Gift Trust Deed. Trust Range Discounted Gift Trust Deed For assistance with the completion of this trust deed, please refer to our Guide to completing the Discounted Gift Trust Deed. Please complete this document in BLOCK

More information

ESTATE PLANNING AND WILL INFORMATION FORM

ESTATE PLANNING AND WILL INFORMATION FORM ESTATE PLANNING AND WILL INFORMATION FORM ROLSCH LAW OFFICES 423-3RD AVENUE SE P.O. BOX 189 ROCHESTER, MN 55903 PHONE: (507) 280-1943 FAX: (507) 280-4283 WHEN YOU HAVE COMPLETED THIS FORM, please return

More information

(English Law Unlimited Liability)

(English Law Unlimited Liability) pre issue/lt loan trust (discretionary version) (English Law Unlimited Liability) Notes for completion An unlimited liability loan trust means the loan agreement does not limit the trustees liability to

More information

1 Account Holder Information

1 Account Holder Information Transfer on Death (TOD) Application and Agreement 1 Account Holder Information Account Holder(s) Name Social Security Number(s) Account Holder(s) Address City, State Zip You are applying for registration

More information