This online questionnaire is designed to allow you to send us information we need to prepare your Will. if you are completing this on behalf of the person making the Will, please note we refer to “you” in this questionnaire as that person.
There are some compulsory questions – these are noted with an asterisk (*).
There is guidance and pop up information within the questionnaire to help you along.
There are 9 Sections. Each Section has a General or Additional Comments field at the end. This allows you to enter anything you want, and you should feel free to use this if you have any doubts or are unsure about what is being asked in the earlier parts of the Section.
If you need to take a break from the questionnaire you can do so, by clicking the Save and Continue Later link at the bottom of each page and you will receive an email with a link to allow you to resume where you left off. Your answers will all be saved automatically.
Once you have completed the questionnaire click the SUBMIT button on the last page (Section 8 – Any other matters) and an email will be sent to you and us with your answers.
We will follow up with you as required and contact you to organise how the completed Will can be “executed” (signed with witnesses present – a legal requirement).
At any stage you can contact us with questions on 03 2182182.
We charge $200.00 inclusive of GST and disbursements if the will is straightforward, however additional fees may apply which we would discuss after receiving the form submission from you.
By using this online Will form, our office will prepare a draft Will for you to review and if in order sign.
We stress that until such time as you have signed your Will (with two witnesses who are not beneficiaries of the Will) your new Will, will not be valid.
Please note that if you have a partner or spouse, and if that person wants to create a “Mirror Will” (which means their intentions will closely match yours) then we will need only your questionnaire completed. There is a question in Section 3 which covers this.
Maximum number of children reached.
You need to appoint an Executor(s) and Trustee(s) of your Will and Estate. An Executor is responsible for bringing into action what your Will provides for. This includes getting in your assets, paying any debts and distributing assets. This could be a family member or a close friend.
A Trustee looks after longer term requirements like children’s deferred inheritances, life interests etc. Often the people are one and the same, but you can nominate different people and/or Trustee Corporations.
It is usual to appoint your spouse or partner in the first instance.
Maximum number of trustees reached.
Maximum number of substitute trustees reached.
Maximum number of guardians reached.
Maximum number of substitute guardians reached.
Maximum number of items reached.
We want to understand if there are any other matters that may need to be taken into account.