Instruction form – estate planning

Questions? Phone 1300 843 900 or email –

Contact and firm name
Email address
Postal address
Phone
☐ Concierge
Complete the Fact Find / ☐ Comprehensive
Complete the Fact Find / ☐ Compliance / ☐ Entry
☐ Couple / ☐ Individual
☐ Will and attorney documents / ☐ Will only / ☐ Attorney documents only
☐ Multiple testamentary trust Will / ☐ Single testamentary trust Will / ☐ No testamentary trust (standard) Will
☐ ACT / ☐ NSW / ☐ NT / ☐ QLD
☐ SA / ☐ TAS / ☐ VIC / ☐ WA
Full name
Date of Birth / Gender:
Email address
Street address
Phone / Occupation:
Marital status
Full name
Date of Birth / Gender:
Email address
Phone / Occupation:
Child 1 Full name
Date of Birth/Age / Gender:
Intended to benefit under the Will? / ☐ Yes ☐ No
Child 1 is biological or lawfully adopted child of: / ☐ Both Client and Spouse ☐ Client only ☐ Spouse only
Child 2 Full name
Date of Birth/Age / Gender:
Intended to benefit under the Will? / ☐ Yes ☐ No
Child 2 is biological or lawfully adopted child of: / ☐ Both Client and Spouse ☐ Client only ☐ Spouse only
Child 3 Full name
Date of Birth/Age / Gender:
Intended to benefit under the Will? / ☐ Yes ☐ No
Child 3 is biological or lawfully adopted child of: / ☐ Both Client and Spouse ☐ Client only ☐ Spouse only
Initial executor 1 - full name
Initial executor 2 - full name
Backup executor level 1 - full name
Backup executor level 1 - full name
Backup executor level 2 - full name
Backup executor level 2 - full name
Insert any comments for executor appointments
Guardian 1- full name
Guardian 2- full name
Backup Guardian 1- full name
Backup Guardian 2- full name
Gift 1: Details of asset
Full name of beneficiaries
Insert any comments for specific gift (including whether it applies only in event of death of both client and spouse)
Gift 2: Details of asset
Full name of beneficiaries
Insert any comments for specific gift (including whether it applies only in event of death of both client and spouse)
☐ / Tick if Client or Spouse is a potential beneficiary of or named in a control position (such as Principal, Appointor or Trustee) of an existing trust
☐ / Tick if Client or Spouse is a member of an SMSF
☐ / Tick if Client or Spouse signed BDBN (or will sign within 30 days)
☐ / Tick if Client or Spouse is a director or member of a company
☐ / Tick if Client or Spouse is a partner in a partnership
☐ / Tick if Client or Spouse has an interest in any assets outside of Australia
Are testamentary trusts to be used? / ☐ Yes ☐ No
☐ / Tick if Client and Spouse wish to benefit each other in their Wills. If yes, how does estate pass:
☐ To each other in own name
☐ To one or more testamentary trusts with each other as potential beneficiaries
☐ / Tick if spouses are to be included in class of beneficiary of each testamentary trust (i.e. spouses of children and grandchildren)
☐ / Tick if step children are to be included within the class of potential beneficiaries of each testamentary trust
☐ / Tick if a principal is to be included in each testamentary trust (i.e. they have power to hire and fire the trustee)
☐ / Tick if relationship breakdown to be included in the Events of Disqualification in respect of the Trustee or Principal (if any) (i.e. if a trustee or principal getting divorced should automatically remove them from this role)
How many testamentary trusts
Percentage of estate
Nominated beneficiary (their lineal descendants will automatically be included in the class of beneficiary)
Trustee
Trustee
Backup trustee
Backup trustee
Principal
Principal
Backup principal
Backup principal
Percentage of estate
Nominated beneficiary (their lineal descendants will automatically be included in the class of beneficiary)
Trustee
Trustee
Backup trustee
Backup trustee
Principal
Principal
Backup principal
Backup principal
Percentage of estate
Nominated beneficiary (their lineal descendants will automatically be included in the class of beneficiary)
Trustee
Trustee
Backup trustee
Backup trustee
Principal
Principal
Backup principal
Backup principal
Individual 1- full name
relationship
share of estate
Individual 2 - full name
relationship
share of estate
Individual 3 - full name
relationship
share of estate
Individual 4 - full name
relationship
share of estate
Insert any comments for distribution of balance of estate
Individual 1- full name
relationship
share of estate
Individual 2 - full name
relationship
share of estate
Individual 3 - full name
relationship
share of estate
Individual 4 - full name
relationship
share of estate
Insert any comments for distribution in a calamity

Client (Will maker 1) - Attorneys for financial matters

Attorney 1 - full name
Address
Phone
Attorney 2 - full name
Address
Phone
Attorney 3 - full name
Address
Phone
How are attorneys to act? / ☐ Jointly / ☐ Severally / ☐ Jointly and severally / ☐ By majority
☐ Other:
Are the financial attorneys appointed by the Spouse (Will maker 2) a mirror of the Client’s (Will maker 1’s) above? / ☐ Yes (leave next section blank)
☐ No (complete below section)

Spouse (Will maker 2) - Attorneys for financial matters

Attorney 1 - full name
Address
Phone
Attorney 2 - full name
Address
Phone
Attorney 3 - full name
Address
Phone
How are attorneys to act? / ☐ Jointly / ☐ Severally / ☐ Jointly and severally / ☐ By majority
☐ Other:

Attorney or Guardian for health, personal or medical matters

Are the health, personal or medical attorneys/guardians appointed by the Client (Will maker 1) and the Spouse (Will maker 2) the same as for financial matters set out above? / ☐ Yes (leave next section blank)
☐ No (complete below section)

Client (Will maker 1) – Attorneys/Guardians for health, personal or medical matters

Guardian 1 - full name
Address
Phone
Guardian 2 - full name
Address
Phone
Guardian 3 - full name
Address
Phone
How are guardians to act? / ☐ Jointly / ☐ Severally / ☐ Jointly and severally / ☐ By majority
☐ Other:
Are the attorneys/guardians appointed by the Spouse (Will maker 2) a mirror of the Client’s (Will maker 1’s) above? / ☐ Yes (leave next section blank)
☐ No (complete below section)

Spouse (Will maker 2) – Attorneys/Guardians for health, personal or medical matters

Guardian 1 - full name
Address
Phone
Guardian 2 - full name
Address
Phone
Guardian 3 - full name
Address
Phone
How are guardians to act? / ☐ Jointly / ☐ Severally / ☐ Jointly and severally / ☐ By majority
☐ Other:
Set out any further information here regarding appointment of attorneys/guardians
Please debit the following card details by the amount of $ ______
Type of card ☐ Visa ☐ MasterCard
Card number ______/ Expiry date ______
Name on card ______/ Signature ______
View Legal invoice to be addressed to: ______

Notes:

1.  A template 'memorandum of directions' will be provided as part package of documents prepared

2.  A tax invoice for the agreed price will be provided at the time of providing the draft documents

3.  The package does not include attending to registration of the power of attorney documents (if applicable). Please contact us for a guaranteed fixed price if you would like us to assist with registration

4.  The Will makers are our clients for this engagement

5.  The View Legal Costs Agreement applies to this engagement and can be found on our website at www.viewlegal.com.au

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