WILL MAKING CHECKLIST

Transcription

1 Level 3 Pivotal Point 50 Marine Parade Southport Qld Positive Law Solutions WILL MAKING CHECKLIST Your details Full name Date of birth Occupation Marital status if relevant Full name of spouse Spouse date of birth Spouse occupation If relevant s of children/step children Single / Married / Divorced / Widowed / De Facto for correspondence Contact numbers business home mobile fax Location of existing Will (if any) Page 1 of 7

2 Accountant Financial planner Current Enduring Power of Attorney? Yes / No If yes, where is it held? Family Tree Provide details of your family members. In addition to full name and age, please provide the following information Spouse Date of marriage De facto spouse When relationship commenced Children of parent (if not current spouse) Step-children Degree of dependency and nature of relationship Former spouse Date of divorce, details of property settlement, maintenance Dependants Degree of dependency, nature of relationship Family Members Age Dependant? Yes / No Special Needs Spouse De facto spouse Former spouse(s) Children (from current relationship) Page 2 of 7

3 Children (from previous relationships) Step Children Dependants Other Relatives Details of alternate executors who will be trustees of your estate In the event that the person specified predeceases you, then you should nominate alternate executors and beneficiaries. You may nominate up to 4 executors of your estate, but we recommend the number should be limited to 2 or 3 to save on administration time, however each case should be dealt with on its own facts. Page 3 of 7

4 First executor s details to you Occupation Second executor s details to you Occupation Assets List items such as real estate, motor vehicles, business assets, cash deposits, etc. Type Owner/s Date of Purchase Current Value Capital Gains Tax Where are the records kept for the calculation of Capital Gains Tax? Liabilities Financier Debt in name of Purpose of loan Amount Superannuation Company Policy No Insurance $ A/C Value Nominated Beneficiary Page 4 of 7

5 Have you nominated beneficiaries under your policy and if so, are they correct and current? Yes No Life Insurance Company Policy No Sum Insured Owner Companies Provide details of any family companies and the amount of shares you hold in those companies Company Assets Owned Type/Number/Class of Share Directors and address of beneficiary who is to receive these shares on your death Trusts List all trusts in which you are an officeholder (ie trustee, appointor, principal, etc). Provide copies of the Trust Deed, financial statements for each trust and company constitutions (or memoranda and articles of association) where the trustee is a company. of Trust Trustee(s) Beneficiary(s) Assets Owned Trust Deed Provided? Y/N Page 5 of 7

6 Specific / Monetary Gifts (Jewellery, Heirlooms, etc) Item / Amount and address of the beneficiary of the gift Residuary Beneficiaries Residuary beneficiaries receive the balance of your estate after any of the specific gifts or monetary amounts have been distributed to named beneficiaries. Age of children to take your Estate (eg 18 or 21 years) Page 6 of 7

7 Guardians of any Minor Children First guardian s name Second guardian s name Charitable Distribution Yes No If yes, details - Page 7 of 7