Initial Instruction Sheet – for preparation of your Will, Enduring Power of Attorney & Appointment of Enduring Guardian (NSW)

Initial Instruction Sheet – for preparation of your Will, Enduring Power of Attorney & Appointment of Enduring Guardian (NSW)

Initial Instruction Sheet – for preparation of your Will, Enduring Power of Attorney & Appointment of Enduring Guardian (NSW)

1. WILL MAKER/S DETAILS

(If yes, details include divorce/separation, property settlement and maintenance orders or arrangements)

2. CHILDREN & FINANCIAL DEPENDANTS (If not applicable, go to part 3)

Note: Failing to advise of all children may result in your wishes not being carried out as intended. If a new relationship of dependence arises in the future you will need to review your Will.

GUARDIANS – for infant children (if applicable)

Assumptions: That your surviving spouse/partner will have the sole guardianship unless you instruct otherwise.

3. YOUR ASSETS

Real Property
If possible, please provide a current rates notice or title of the property. If real estate is owned with another as “joint tenants” the property will pass to the survivor via survivorship (not your Will).
Superannuation
If you have a Self Managed Super Fund (“SMSF”) please supply copy of the Trust Deed and any other variations

Note: “Binding Death Nominations” are signed much like a Will, usually with two witnesses. You may have done this with your financial planner or accountant. We recommend you check.

We assume that you do not want our advice on the effectiveness of your Binding Death Nominations, especially if they are effective to pass benefits to more than one generation, unless you specifically ask for this advice. Note: Binding Death Nominations often have limited shelf life.

Life Insurance
Bank Accounts/Investments
Business details (if applicable)
Family Trusts or Unit Trusts (if applicable)
If you have a Family /Unit Trust, please supply a copy of the Trust Deed and any variations
Note: A Trust usually continues to have life after your death and so the control of the trust needs to be given to your intended beneficiary.
Other Assets
Eg shares, motor vehicles, household contents etc

4. YOUR LIABILITIES

5. PROFESSIONAL ADVISORS (Accountants, financial planner, stock broker, bank manager etc)

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