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

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

1 ORIGINAL WILL 1 DUPLICATE WILL

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

The Continuing Legal Education Society of Nova Scotia

WILL WITH TESTAMENTARY TRUST

DISCRETIONARY GIFT TRUST

Absolute Gift Trust. Trust Deed

MetLife Bare Loan Trust Important Information

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

Discounted Gift (Bare) Trust. Trust Deed

WILL AND ESTATE QUESTIONNAIRE

NOTATIONS FOR FORM 112

Declaration of Trust Scotland Single Settlor Absolute TD12S (02.14)

Flexible trust TRAINING USE ONLY

For customers The Discretionary Discounted Gift Trust deed

WILLS & POWERS OF ATTORNEY

LAST WILL AND TESTAMENT OF

Declaration of Trust Scotland Single Settlor Flexible TD1S (11.13)

For customers The Probate Trust deed

The Pension Death Benefits Trust (English law version)

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

THE PETER JONES IRREVOCABLE TRUST

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

GIFT TRUST (JOINTLY OWNED PLANS SURVIVOR TO BENEFIT) DISCRETIONARY

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

WILL and ESTATE QUESTIONNAIRE SECTION I - FAMILY INFORMATION

SCOTTISH WIDOWS BUSINESS PROPERTY WILL TRUST ADVISER GUIDE

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

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

GIFT TRUST (JOINTLY OWNED PLANS SURVIVOR TO BENEFIT) DISCRETIONARY

Pension death benefits discretionary trust.

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

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

The Discretionary Gift Trust deed

THE LAST WILL AND TESTAMENT OF SAMPLE. John Doe DECLARATION

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

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

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

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

THE DISCRETIONARY GIFT TRUST DEED

Pension death benefits discretionary trust.

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 JOHN DOE REVOCABLE TRUST

Survivor s Discretionary Trust deed

SPLIT TRUST DISCRETIONARY

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

STANDARD PROVISIONS OF THE SOCIETY OF TRUST AND ESTATE PRACTITIONERS

STAUNTON & THOMPSON LAWYERS ESTATE PLANNING QUESTIONNAIRE

Institute of Legal Executives

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

LIVING TRUST. Sample Preview

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

Trust Deed The Discretionary Loan Trust. F undsnetwork Trusts

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

Trust Range. Loan Trust. Completing the trust form

MICHIGAN REVOCABLE LIVING TRUST OF

day of National Insurance Number Postcode

SAMPLE THE LAST WILL AND TESTAMENT OF. Jane Doe DECLARATION

Retail Collateral Mortgage

NOTATIONS FOR FORM 205

Discounted Gift (Bare) Trust Deed

MORTGAGE FOR PRESENT AND FUTURE ADVANCES

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

LEVEL 6 UNIT 21 PROBATE PRACTICE SUGGESTED ANSWERS JANUARY 2015

GIFT TRUST DISCRETIONARY

Data Collection Your Estate Blueprint

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

For customers The Bare Gift Trust deed

Discounted Gift Trust

BUYOUT BOND. (discretionary trust) NOTES FOR COMPLETION

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

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

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?

NOTATIONS FOR FORM 204

(Manx Law Discretionary version) February 2017 Unlimited Liability.

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

Discretionary Trust Deed

Trust Range. Gift Trust. Completing the trust form

Discretionary Trust Deed

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

Absolute Trust Declaration form

Discretionary Trust PD (EP)

(Manx Law Bare version) August 2018

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

ESTATE PLANNING INFORMATION SHEET

Trust terms and powers

Explanatory Memorandum Binding Death Benefit Nominations

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

RELEVANT LIFE POLICY TRUST AND NOMINATION FORMS

For Preview Only - Please Do Not Copy

PROTECTION GIFT TRUSTS DISCRETIONARY TRUST PACK.

NOTATIONS FOR FORM 307

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

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

Retail Collateral Mortgage

NOTATIONS FOR FORM 201

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

ESTATE PLANNING AND WILL INFORMATION FORM

(English Law Unlimited Liability)

1 Account Holder Information

Transcription:

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 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 (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 (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 (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

LAST WILL of **CLIENT NAME** STACKS CHAMPION Solicitors Level 3 60 Phillip Street PARRAMATTA NSW 2150 DX 8220 PARRAMATTA Level 1 229 Macquarie Street SYDNEY NSW 2000 TELEPHONE: (02) 9635 8266 FACSIMILE: (02) 9635 1167 EMAIL: connect@champion.com.au REFERENCE: Matter No