Will Instructions

Please complete the form below, to instruct GLG Legal Springfield to prepare your Will. If you live outside of Queensland, please consult a local Solicitor as the law in regard to Wills varies from State to State.

The form, below, collects the information we need to draft a Will on your behalf. Please make sure you answer all questions accurately and leave any extra information in the comments box, below.

Will Instructions

Name of Person Making the Will*
Any other name which you use or may be known as:
Date of Birth:*
DD slash MM slash YYYY
Current Address:*
Street Address Address Line 2 City State / Province / Region ZIP / Postal Code Country
Business Telephone Contact:*
Mobile Contact:*
Email Address:*
Your Occupation:*
Marital Status:*
Spouse/Partner’s Full Name:
Spouse/Partner Date of Birth:
MM slash DD slash YYYY
Spouse/Partner Mobile Contract:
Spouse/Partner Email:
Spouse/Partner Occupation:
Spouse/Partner Address:
Street Address Address Line 2 City State / Province / Region ZIP / Postal Code Country
Do you have a current Will?*
If Yes who Holds the Current Will?
Your Legal Personal Representatives/Executors
This is the person who administers your estate and deals with your lawyers, accountants, financial advisers and others after your death.
Do you want your spouse to act as your first executor?*
If Yes, who would you want to appoint as your standby executor/s? Complete details below.
Executor # 1 – Full name:*
Executor # 1 – Mobile:*
Executor # 1 – Email:*
Executor # 1 – Address:*
Street Address Address Line 2 City State / Province / Region ZIP / Postal Code Country
Executor # 1 – Relationship to you:*
Executor # 2 – Full name:*
Executor # 2 – Mobile:*
Executor # 2 – Email:*
Executor # 2 – Address:*
Street Address Address Line 2 City State / Province / Region ZIP / Postal Code Country
Executor # 2 – Relationship to you:*
Will your Standby Executors be acting jointly or in the order named?*
Do you want to leave all of your estate to your spouse in the first instance?*
If you Spouse/Partner dies before you or does not survive you by 30 days, who would you want to leave your estate to & and what shares?*
Name Relationship to You Percentage

(eg. In equal shares, 75% - 25% etc) (children, siblings, parents, friend)
Are there specific gifts you wish to leave anyone?*
Name Item Description of Item

(Describe each item in detail eg. My 9ct yellow gold, 40 diamond cluster engagement ring to my niece Sarah)
List Full Name of Your Children
Do you Have any Children?*
Children Names and DOB*
Name Date of Birth
Do you want to Appoint a Testamentary Guardian/s for your Child/ren?*
Name of Guardian # 1:*
Address of Guardian # 1:
Street Address Address Line 2 City State / Province / Region ZIP / Postal Code Country
Guardian #1 Relationship to You:*
Name of Guardian # 2:*
Address of Guardian # 2:
Street Address Address Line 2 City State / Province / Region ZIP / Postal Code Country
Guardian #2 Relationship to You:*
Will your Guardians act Jointly or in the Order Named*
Do you wish to specifically exclude anyone from you Will who is your Spouse/Partner/Child/Dependent?*
If yes please full name, relationship and reason:*
Name: Relationship to You: Reason:
At what age do you want your children/grandchildren to receive their inheritance?*

For Example 18 / 21 / 25 or Other
Brief Overview of Assets
Cash/Bank Accounts*
Amount BSB Account Number
Real Estate*

Please add the address for each property
Principal Place of Residence*
Street Address Address Line 2 City State / Province / Region ZIP / Postal Code Country

(where you currently live)
Shares/Managed Funds, Annuities etc.
Name of Fund Estimated Value
Name of your Share Broker
Interests in Trusts
Do you have any superannuation or life insurance policies?*
Name of Fund*
Do you have a Binding Death Benefit Nomination in place?
Name of the Beneficiary*
Do you own any assets overseas?*
Do you own any assets overseas?*
Type of Asset Estimated Value in AUD
Funeral Arrangements
Do you have funeral insurance/prepaid funeral plans?*
Details of the Insurance/Plan*
Buried or Cremated (Optional)
Organs Donated (Optional)
Do you have any questions or further information as to your wishes for your Will?
Enduring Power Of Attorney
Would you like to Appoint an Enduring Power of Attorney?
Instructions for preparation of Enduring Power of Attorney - Please Read
BRIEF DESCRIPTION OF AN ENDURING POWER OF ATTORNEY (“EPOA”) What is enduring power of attorney? Power of attorney is the legal power to make decisions on someone else's behalf. "Enduring" simply means that the power continues even if the person giving it loses the capacity to make decisions. Why give someone enduring power of attorney? There are some circumstances in which you may be unable to make decisions about matters that concern you. For example, you may be overseas, or you may be too ill. If you give someone a general power of attorney, for instance to sign documents for you in your absence, that power will come to an immediate end if for some reason you lose your capacity to make decisions. This could be very awkward if your attorney is in the process of conducting business affairs for you. Giving someone enduring power means that he/she is able to continue to act for you if you lose capacity to act for yourself. Note: it is a good idea to pick one attorney who is younger than you. What types of decisions? You may give your attorney power to make decisions about: personal/health matters; and financial matters. Examples of personal/health matters are decisions about where and with whom you live, whether you work or undertake education or training, whether you apply for a licence or permit, day-to-day issues like diet and dress, and whether to consent, refuse to consent or withdraw consent to particular types of health care for you (such as an operation). An example of a financial matter is deciding how your income should be invested. If you do not have an EPOA and had lost capacity to make decisions about your financial / health matters then the Public Trustee may step in to manage your affairs or your family may have to apply to the Qld Civil & Administrative Tribunal to become appointed as your EPOA. To avoid this process, we recommend you have an EPO in place.
Consent*
I have the read the EPOA instructions
Attorney # 1 – Full Name:*
Attorney # 1 – Mobile Number:*
Attorney # 1 – Email:*
Attorney # 1 – Address:*
Street Address Address Line 2 City State / Province / Region ZIP / Postal Code Country
Attorney # 1 – Relationship to You:*
Attorney # 2 – Full Name:
Attorney # 2 – Mobile Number:
Attorney # 2 – Email:
Attorney # 2 – Address:
Street Address Address Line 2 City State / Province / Region ZIP / Postal Code Country
Attorney # 2 – Relationship to You:
Attorney # 3 – Full Name:
Attorney # 3 – Mobile Number:
Attorney # 3 – Email:
Attorney # 3 – Address:
Street Address Address Line 2 City State / Province / Region ZIP / Postal Code Country
Attorney # 3 – Relationship to You:
If nominating more than one attorney, how do you prefer they make their decisions:*
What powers would you like to give your attorney/s:*
Do you want to set any terms for the power given:
(ie. I do not want my shares in XXX sold OR I prefer XXX nursing home etc.)
Turn off life Support switch if in a persistent vegetative state of permanent unconsciousness?*
Consent to the removal of organs for donation, medical or other research purposes?*
If I have given a nomination of beneficiaries (either binding or non-binding), in respect of any superannuation entitlements I may have, my attorney, at the discretion of the attorney, may, if the attorney thinks fit, renew, but not change, any nomination, wherever necessary, even though my attorney may be married to or related to, any nominee. This is important when someone has dementia and couldn't renew their binding death nomination*
When do you want your attorney/s power to commence for financial matters:*
Date*
DD slash MM slash YYYY
Specified Event*
Do you want your attorney to notify any nominated persons in writing when they make decisions on your behalf:*
List*
Full Name Address Contact Number Email Address
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Name	Relationship to You	Percentage

Name	Item	Description of Item

Name	Date of Birth

Name:	Relationship to You:	Reason:

Will Instructions

Will Instructions

Your Legal Personal Representatives/Executors

List Full Name of Your Children

Brief Overview of Assets

Funeral Arrangements

Enduring Power Of Attorney

Instructions for preparation of Enduring Power of Attorney - Please Read

Do you want to set any terms for the power given: