WILLS & POWERS OF ATTORNEY

Size: px

Start display at page:

Download "WILLS & POWERS OF ATTORNEY"

Scarlett Wilson
5 years ago
Views:

1 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... 3 W 03 COVER File Cover Sheet... 6 W 03 FILENOTE Memo to File... 8 W 03 MEMO Office Memo... 9 W 03 STATDEC Statutory Declaration SECTION 2 GENERAL LETTERS AND FACSIMILES W 01 L1 Letter to Client... 1 W 01 L3 General Letter... 1A W 02 F1 Facsimile to Client... 2 W 02 F3 General Facsimile... 2A OTHER LETTERS W W270 Letter to Client enclosing Will... 3 W W280 Letter to Clients enclosing Wills... 4 W W290 Letter to Client to attend to execute Will and/or Power of Attorney... 5 W W300 Letter to Clients to attend to execute Wills and/or Powers of Attorney... 6 W W310 Letter to Client enclosing draft Will and/or Power of Attorney... 7 W W320 Letter to Clients enclosing draft Wills and/or Powers of Attorney... 8 W W330 Letter to Client after execution of Will and/or Power of Attorney... 9 W W340 Letter to Clients after execution of Wills and/or Powers of Attorney POWERS OF ATTORNEY W A00 POAFORMC Simple Corporate Power of Attorney W NSW POAFORM1AN NSW General Power of Attorney W NSW POAFORM1BN NSW Enduring Power of Attorney W NSW POAFORM2N NSW Revocation of Power of Attorney W NSW POAFORM3N NSW Appointment of Enduring Guardian W NSW POAFORM4N NSW Revocation of Appointment of Enduring Guardian W NSW POAFORM5N NSW Notice of Resignation as Enduring Guardian W QLD POAFORM1Q QLD General Power of Attorney W QLD POAFORM2Q QLD Enduring Power of Attorney (Short Form) W QLD POAFORM3Q QLD Enduring Power of Attorney (Long Form) W QLD POAFORM4Q QLD Advance Health Directive W QLD POAFORM5Q QLD Revocation of General Power of Attorney W QLD POAFORM6Q QLD Revocation of Enduring Power of Attorney W QLD POAFORM7Q QLD Interpreter's / Translator's Statement Softdocs (Mar 2018) 1.

2 SECTION 2 POWERS OF ATTORNEY (Continued) W VIC POAFORM 1V VIC Enduring Power of Attorney W VIC POAFORM 1V_OPA VIC Enduring Power of Attorney (Office of the Public Advocate) W VIC POAFORM 2V VIC Revocation of Enduring Power of Attorney W VIC POAFORM 2V_OPA VIC Revocation of Enduring Power of Attorney (Office of Public Advocate) W VIC POAFORM 3V VIC Notification by Attorney W VIC POAFORM 4V VIC Resignation by Attorney W VIC POAFORM 5AV VIC Appointment of Support Person (for use after 11/03/2018) W VIC POAFORM 5V VIC Appointment of Support Person W VIC POAFORM6AV - VIC Revocation of Appointment of Support Person (for use after 11/03/2018) W VIC POAFORM 6V VIC Revocation of Appointment of Support Person W VIC POAFORM7AV - VIC Resignation of Support Person (for use after 11/03/2018) W VIC POAFORM 7V VIC Resignation by Supportive Attorney W VIC POAFORM 8V VIC General Non-Enduring Power of Attorney W VIC POAFORM 9V VIC Revocation of General Non-Enduring Power of Attorney W VIC POAFORM10V VIC Advanced Care Directive for Adults W VIC POAFORM11V VIC Advanced Care Directive for Adults - someone else signing W VIC POAFORM12V VIC Revocation of Advance Care Directive W VIC POAFORM13V VIC Appointment of Medical Treatment Decision-Maker W VIC POAFORM13V VIC Appointment of Medical Treatment Decision-Maker Long Form W VIC POAFORM14V VIC Appointment of Medical Treatment Decision-Maker - someone else signing W VIC POAFORM15V VIC Revocation of Medical Treatment Decision-Maker W VIC POAFORM16V VIC Resignation of Medical Treatment Decision-Maker W ACT POAFORM1A ACT General Power of Attorney W ACT POAFORM2A ACT Enduring Power of Attorney W ACT POAFORM3A ACT Health Direction W ACT POAFORM4A ACT Revocation of Power of Attorney W ACT LTO FORM109 ACT Application to Register a Deed (REGD) W ACT LTO FORM111 ACT Application to Register a Revocation of a Power of Attorney (RPA) W WA POAFORM1W WA Enduring Power of Attorney W WA POAFORM2W WA Revocation of Enduring Power of Attorney W WA POAFORM3W WA Appointment of Enduring Guardian W WA POAFORM4W WA Revocation of Appointment of Enduring Guardian W WA POAFORM5W WA Advance Health Directive W WA POAFORM6W WA Power of Attorney (Landgate Form P1) a W SA POAFORM1S SA General Power of Attorney W SA POAFORM2S SA Enduring Power of Attorney W SA POAFORM3S SA Revocation of Power of Attorney W SA POAFORM4S SA Advance Care Directive W SA POAFORM5S SA Advance Care Directive Cancellation W TAS POAFORM1T TAS Particular Power of Attorney W TAS POAFORM2T TAS General Power of Attorney W TAS POAFORM3T TAS Particular Enduring Power of Attorney W TAS POAFORM4T TAS General Enduring Power of Attorney W TAS POAFORM7T TAS Revocation of Power of Attorney Softdocs (Mar 2018) 2.

3 SECTION 3 WILLS AND CODICILS W W200 Backsheet for Will... 1 W W210 Simple Will - Husband to Wife... 2 W W220 Simple Will - Wife to Husband... 4 W W230 Base Will - Male... 6 W W240 Base Will - Female... 8 W W250 Codicil - Male W W260 Codicil - Female Softdocs (Mar 2018) 3.

4 TRUSTEE APPOINTMENT W W01 Appointment of Sole Executor... 1 W W02 Appointment of Sole Executrix... 1 W W03 Appointment of Sole Executor with age provision... 1 W W04 Appointment of Sole Executrix with age provision... 1 W W05 Appointment of Husband as Executor... 2 W W06 Appointment of Wife as Executrix... 2 W W07 Appointment of Executor Sole Beneficiary... 2 W W08 Appointment of Executrix Sole Beneficiary... 2 W W09 Appointment of Joint Trustees... 3 W W10 Appointment of Joint Trustees with disagreement provision... 3 W W11 Appointment of Joint Trustees with age provision... 3 W W12 Appointment of Lay Person and Firm of Solicitors as Trustee... 4 W W13 Appointment of Firm of Solicitors as Trustee... 4 W W14 Appointment of Firm of Solicitors as Substitute Trustee... 4 W W129 Appointment of Substitute Executor where spouse is not sole beneficiary... 4 TRUSTEE PROVISIONS W W15 Declaration that Trustee not liable unless Default is wilful... 5 W W16 Direction for Fees to be paid to Trustee if a Professional... 5 W W17 Legacy to Trustee in lieu of Commission... 5 W W18 Legacy to Trustee and provision to apply for Commission... 5 W W19 Legacy to be paid to Trustee ahead of all other Gifts... 5 W W20 I give to the Trustee the following Powers:... 6 W W21 (a) to sell assets not subject to a Gift... 6 W W22 (b) to sell call in and convert assets to Money... 6 W W23 (c) to sell lease exchange or otherwise dispose of Assets... 6 W W24 (d) to postpone without being responsible for Loss... 7 W W25 (e) to invest in Shares and Debentures etc W W26 (f) to invest the Proceeds of Conversion... 7 W W27 (g) to invest in unsecured Interest Free Loans... 7 W W28 (h) to borrow money... 8 W W29 (i) to make outlays for repairs alterations and improvements... 8 W W30 (j) to apply Capital for benefit of a Minor Beneficiary... 8 W W31 (k) to apply Capital for benefit of a Beneficiary... 8 W W32 (l) to settle Business/Partnership Accounts... 9 W W33 (m) to make arrangements for succeeding Share of Business... 9 W W34 (n) to carry on Business W W35 (o) to (specify) W W36 (p) to appropriate any asset of the estate not specifically given Softdocs (Mar 2018) 4.

5 DIRECTION RE RESIDENCE W W40 Husband's right of occupation of Home W W41 Wife's right of occupation of Home W W42 Other person's right of occupation of Home (Male) W W43 Other person's right of occupation of Home (Female) W W44 Request for Sale of House W W45 Request for Sale of House with proceeds provision W W46 Balance of proceeds of Sale to form part of residue W W47 Balance of proceeds to be Invested W W48 House forms part of Residue of Estate W W49 House or substitute house forms part of Residue of Estate GIFTS AND LEGACIES W W50 Gift (Miscellaneous) W W51 Gift of Property W W52 Gift of Motor Vehicle W W53 Gift of Motor Vehicle upon payment of outstanding monies W W54 Gift of Personal Effects W W55 Gift of Clothing, Jewellery etc W W56 Gift of Collection W W57 Gift of Shares in Company with accrued dividends W W58 Gift of Ordinary Shares together with Bonus Shares and Dividends W W59 Gift of all Shares, Debentures and Investments held W W60 Gift of Governing Director's Share in Company W W61 Gift of Money W W62 Gift of Money to Children in equal shares W W63 Gift of Money to Grandchildren in equal shares W W64 Gift of Money to a Minor to be placed in Savings Account W W65 Gift of Money to a Minor to be invested by Trustee W W66 Gift of Money with predeceased provision W W67 Gift of Money to named Charity W W68 Gift of Money to Club W W69 Gift of Annuity to be paid by instalments W W70 Gift of Annuity to Children W W71 Gift of Annuity to Grandchildren W W72 Gift of Annuity to be paid to Pensioner W W73 Gift to Trustee upon trust, income for charitable purpose W W74 Gift to Trustee upon trust, income for Public Institutions W W75 Whole/Residue to an individual W W76 Whole/Residue to named beneficiaries in equal shares W W77 Whole/Residue to an individual with predeceased provision W W78 Whole/Residue to Trustee upon trust for benefit of Husband W W79 Whole/Residue to Trustee upon trust for benefit of Wife W W80 Whole/Residue to Trustee upon trust with provisions Softdocs (Mar 2018) 5.

6 GIFTS AND LEGACIES (Continued) W W81 Whole/Residue to Children of Testator in equal shares W W82 Whole/Residue to Testators Brothers and Sisters W W83 Whole/Residue to Testator and Spouses Brothers and Sisters W W84 Whole/Residue to Survivors of names Beneficiaries W W85 Whole/Residue to named Charity W W86 Whole/Residue to Charity at Trustee's discretion W W87 Direction regarding gifts with specified time period W W88 Direction that gifts are made free of Death or Estate Duty W W89 Direction that Trustee may purchase Annuity from Insurance Company W W90 Direction if Gift fails W W91 Direction if Gift of Share fails W W92 Direction if Trust fails W W93 Direction if all Trusts fail W W94 Direction if named Beneficiary predeceases Testator W W95 Direction if any Child predeceases Testator W W96 Direction if any Beneficiary predeceases Testator W W97 Direction that any legacy to Spouse or Children bear interest W W98 Direction that legacies do not bear interest W W99 Direction of permission for Trustee to buy assets PURCHASING PROPERTY FROM ESTATE W W100 Direction for purchase for a set sum W W101 Direction for purchase at Market Value W W102 Direction to Trustee to notify within set time W W103 Direction that Trustee to be notified of intentions W W104 Direction that payment may be made by instalments W W105 Direction that costs are to be met by Purchaser W W106 Direction that costs to be borne by the Estate GENERAL W W110 Direction to Trustee re appointment of Solicitor W W111 Direction to Trustee re appointment of Firm of Solicitors W W112 Direction re apportionment of capital W W113 Appointment of Guardian W W114 Declaration of wish to be cremated and ashes deposited W W115 Declaration of wish to be cremated and ashes scattered W W116 Declaration of wish to be cremated without ceremony W W117 Gift of body to named institution and organs for transplant W W118 Direction that any organ or part of body may be used W W119 Declaration Will made contemplating marriage (conditional) W W120 Declaration Will made contemplating marriage (not conditional) W W121 Direction for Proceeds of Life Insurance Policy W W122 Direction of Release from Debt Softdocs (Mar 2018) 6.

7 GENERAL (Continued) W W123 Direction of Release from Debt on Security W W124 Direction of Release from Debt with predeceased provision W W125 Declaration of no provision made due to ill health W W126 Declaration of no provision made due to separation or divorce W W127 Direction that named person has not been provided for W W128 Direction re Capital Gains Tax liability W W130 Direction re Equality of Distribution of Estate to Beneficiaries Softdocs (Mar 2018) 7.

ESTATE PLANNING INFORMATION QUESTIONNAIRE (SINGLE PERSON)

ESTATE PLANNING INFORMATION QUESTIONNAIRE (SINGLE PERSON) Date: 1. Personal Information: Full Name: Social Security #: Date of Birth: Place of Birth: Address: Home Phone: Work Phone: Cell Phone: Facsimile: