Last Will and Testament
  • General Information
  • Distribution of Estate
  • Complete the Document

Who is Testator?

  • Indicate full name of a person who makes this will (Testator):

  • Indicate full name of a city where Testator currently resides:

  • Has the Testator ever used or been legally known by any other name in the past?

    !

    For instance, after marriage, a woman may change her surname to her husband’s surname. If this is a case, a woman’s past surname shall be given in the answer to the present question.

  • Indicate Testator's

  • Select Testator's family status:

  • Indicate full name of Testator's spouse/partner:

  • Does Testator have any living children?

  • How many children does Testator have?

  • Indicate full name of Testator's child:

  • Indicate a child's date of birth:

  • Indicate full names and date of birth of Testator's children:

Who is Executor?

  • Indicate full name of Executor:

    !

    An executor is the person appointed in a will to carry out the deceased’s wishes. They are responsible for managing the estate, paying debts and taxes, and distributing assets to beneficiaries according to the will.

  • Indicate the name of a city and a state where Executor currently resides:

  • If Executor is unable or unwilling to act as an executor, indicate full name of an alternative executor:

  • Indicate the name of a city and a state, where an alternative executor currently resides:

  • Does Testator want to appoint a guardian for children under the age of 18?

    !

    A guardian is a person appointed to care for and make decisions on behalf of a minor child or dependent if the parents are unable to do so.

    Even if Testator does not have any living children at the moment of making this will, the appointment of a guardian could still be

  • Indicate full name of an appointed guardian:

  • Indicate the name of a city and a state where the guardian currently resides:

About this Document

  • Select the date on which Testator signs this document:

  • Select a state or a territory which laws shall apply to this document:

    !

    The laws of a state or territory selected as an answer to this question will automatically apply to interpretation and execution of this will.

    It is recommended to select the laws of a state/territory where Testator currently resides.

Gifts & Pets

  • Does the Testator wish to leave a specific gift to any named beneficiaries?

    !

    In an Australian will, a specific gift (also called a specific bequest) is a particular item or asset that the Testator leaves to a named beneficiary. Unlike general gifts of money or shares, a specific gift is clearly identified and distinct from the rest of the estate (the residue).

    Examples include:

    – A piece of jewelry
    – A family heirloom
    – A specific sum of money from a particular bank account
    – A car or real estate property

    Specific gifts are used to ensure certain items or amounts go to the people the Testator wants, separately from the general distribution of the estate.

  • Please describe in detail any specific gifts the Testator wishes to leave, including full name(s) of beneficiary:

  • Does Testator have any living pets?

  • How many pets does Testator have?

  • Indicate a pet's name:

  • Indicate full name of a person who shall care for that pet:

  • Indicate the name of a city and a state, where a person who takes care after a pet currently resides:

  • List all pets by name and the person who will be responsible for looking after them:

  • Does the Testator wish to provide a one-time reimbursement to the person(s) who agrees to act as the permanent guardian of their pet(s)?

  • Indicate the amount of a one-time reimbursement for a pet(s), in Australian dollars:

Residue Estate

  • Who shall receive all the residue of Testator's estate?

  • If Testator's spouse does not survive Testator, thee residue of the estate shall be distributed to:

  • Indicate full name of a named beneficiary to whom shall be distributed the residue of the estate if Testator's spouse dies:

  • Explain in detail which people will inherit the remainder of the Testator’s estate and how it should be divided:

  • If Testator's children do not survive Testator, the residue of the estate shall be distributed to:

  • Explain in detail which people will inherit the remainder of the Testator’s estate and how it should be divided:

  • Who shall receive all the residue of Testator's estate?

  • Indicate full name of one named beneficiary to whom all Testator's residue shall be distributed:

  • If children do not survive Testator, in that the residue estate shall be distributed to:

  • Indicate full name of other named beneficiary:

  • Explain in detail which people will inherit the remainder of the Testator’s estate and how it should be divided:

  • If the named beneficiary does not survive Testator, in this case the residue estate shall be transferred to:

Miscellaneous

  • Does the Testator wish to donate their body for organ and tissue donation?

  • Has the Testator made a binding death benefit nomination with their superannuation fund, and should this be noted for the Executor?

    !

    A binding death benefit nomination is an instruction given to a superannuation fund about how superannuation benefits are to be paid after death. It operates separately from a Will. If one exists, it may be helpful to note this for the Executor’s awareness.

  • Does Testator wish to declare any funeral wishes?

  • Describe in detail Testator's funeral wishes:

  • Does the Testator wish to forgive any existing debts owed to them?

  • Describe in detail all the existing debts Debtor wants to forgive:

  • Do you want to add a signature?

  • Testator's signature

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