Preparing your will — instructions for your legal practitioner

To prepare your will we need to know specific information about you, your family and your assets. The information you provide will be kept confidential and only used for the purpose of preparing your will. We suggest you keep a copy of form as the information will assist your executor(s) to identify your beneficiaries, assets and records and some questions have been included for this reason.

Your personal details

Name on birth certificate	enter your full name

Also known as	enter any other names you are known as

Former name(s)	enter any former names(s)

Residential address	street number and name

suburb/town

state/territory	postcode

Occupation	current occupation

If retired, occupation prior	prior occupation to retirement

Gender	enter your gender here
Preferred pronouns (if any)	enter your preferred pronouns here
Date of birth	click or tap to enter a date.

Place of birth	enter town and country of birth
Citizenship details	list country/countries where you are a citizen

Medicare number	enter your medicare number

Name and address of GP	enter the name of your GP

street number and name

suburb/town	state/territory	postcode

Pension number and type*	enter pension number and type

*These details will assist your executor to administer your estate. In addition you should make sure your executor knows your tax file number as it can be very difficult to obtain this information after your death.

Life partner details (A life partner includes your spouse, de facto, domestic partner and significant other).

Name	enter your life partner’s name

Address	street number and name

suburb/town	state/territory	postcode

Date of birth	click or tap to enter a date.

Are you married to this person?	Yes	☐	No	☐

If YES:

Date of marriage	click or tap to enter a date.

Place of marriage	suburb/town

Date relationship commenced	click or tap to enter a date approx.. is OK.

(prior to marriage)

Please provide details of any former life partner(s) if you wish to include them in your will or you think that they may make a claim against your estate.

Name	enter your former life partner’s name

Date relationship commenced	click or tap to enter a date approx.. is OK.

Date of separation	click or tap to enter a date approx.. is OK.

Is this former life partner alive?	Yes	☐ No	☐	Don’t know ☐

Were you married to your	Yes	☐ No	☐

former life partner?

Years of marriage	enter number of years	Are you divorced? Yes☐ No ☐

If YES, date divorced	click or tap to enter a date approx.. is OK.

Your child(ren)

To avoid issues that have arisen in some wills it is important that we know details of all of your children (if any) and even if estranged and whether they are your biological children, step-children, donor-conceived or adopted.

Name	enter child’s name Date of birth click or tap to enter a date.

Names of parents	enter parents name(s)

Name	enter child’s name Date of birth click or tap to enter a date.

Names of parents	enter parents name(s)

Name	enter child’s name Date of birth click or tap to enter a date.

Names of parents	enter parents name(s)

Name	enter child’s name Date of birth click or tap to enter a date.

Names of parents	enter parents name(s)

Name	enter child’s name Date of birth click or tap to enter a date.

Names of parents	enter parents name(s)

Guardian(s)

You can specify in your will the person(s) who you prefer to be the guardian of any children who are minors at the time of your death.

Details of your preferred guardian(s):

Name	enter preferred guardian name

Address	street number and name

suburb/town	state/territory	postcode

Relationship to you (if any)	enter relationship

Name	enter preferred guardian name

Address	street number and name

suburb/town	state/territory	postcode

Relationship to you (if any)	enter relationship

Name	enter preferred guardian name

Address	street number and name

suburb/town	state/territory	postcode

Relationship to you (if any)	enter relationship

Name	enter preferred guardian name

Address	street number and name

suburb/town	state/territory	postcode

Relationship to you (if any)	enter relationship

Family documentation

Location of birth certificate / marriage certificate / citizen certificates / identity documents:

Location of any existing or previous wills	enter location

Date	Click or tap to enter a date.

Executor(s) for new will

Carefully consider who you would like to be your executor. They are someone you trust to fulfil your wishes as set out in your will and administer your estate.

Name	enter preferred guardian name

Address	street number and name

suburb/town	state/territory	postcode

Relationship to you (if any)	enter relationship

Name	enter preferred guardian name

Address	street number and name

suburb/town	state/territory	postcode

Relationship to you (if any)	enter relationship

Specific gifts

Please list any specific gift you wish to make.

Name	enter gift recipient name

Address	street number and name

suburb/town	state/territory	postcode

Gift	specify gift

Relationship to you (if any)	enter relationship

Name	enter gift recipient name

Address	street number and name

suburb/town	state/territory	postcode

Gift	specify gift

Relationship to you (if any)	enter relationship

Name	enter gift recipient name

Address	street number and name

suburb/town	state/territory	postcode

Gift	specify gift

Relationship to you (if any)	enter relationship

Balance (residuary) of your estate

The residuary of your estate is everything remaining in your estate after specific gifts have been made and all debts paid. We need to know what assets you have to be able to properly advise you on the terms of your will and to understand how your residuary will be distributed after your death.

Who do you want the balance (residuary) of your estate to go to:

Name	enter recipient name

Address	street number and name

suburb/town	state/territory	postcode

% of estate	specify percentage

Name	enter recipient name

Address	street number and name

suburb/town	state/territory	postcode

% of estate	specify percentage

Financial details

ABN (if any)	enter Australian Business Number

Accountant:

Name	enter accountant name

Address	street number and name

suburb/town	state/territory	postcode

Financial institution account details

Institution name:	enter financial institution name

Account name:	enter name of account	Branch:	enter branch location

Account number:	enter account number	BSB:	enter BSB number

Crypto currency details (eg bitcoin) if any

Enter crypto currency details here

Make sure your executor is able to find your login and password details to access your account. For example, you place the details in a bank safety deposit box and tell the executor how to access the bank safety deposit box.

Location of accounting/financial records other than those held by your accountant

Name	enter name of person holding records

Address	street number and name

suburb/town	state/territory	postcode

Details of any company you hold an office in

Name enter name of company	Purpose purpose of company

Reg. office/location enter location of company

Your position	enter your position in the company

Details of any trust you have any involvement in

Name enter name of trust	Purpose enter name of trust

Location of Trust documents enter location of documents

Your position	enter location of documents

Are there any beneficiary loans?	Yes (see below)	☐ No	☐

If YES, please provide:

Further information about any Trusts enter info. Re Trusts

Please provide a copy of the last annual return for the trust to your solicitor.

Details of any other business interests

Name enter name of business	Purpose enter name of business

% of ownership enter name of business

Real estate details

We will conduct a title search of each property to confirm ownership.

Our title search will confirm the ownership of the land. If you hold the land as a joint proprietor any interest will pass to the surviving joint proprietor regardless of the terms of your Will. If held as tenants in common your interest will pass according to the terms of your will.

Address	street number and name

suburb/town	state/territory	postcode

Volume and folio number

(if known)	enter volume and folio number

Name of title	enter name on title

Mortgage details (if any)	enter mortgage details

Location of paper title	enter location of title

Address	street number and name

suburb/town	state/territory	postcode

Volume and folio number

(if known)	enter volume and folio number

Name of title	enter volume and folio number

Mortgage details (if any)	enter volume and folio number

Location of paper title	enter volume and folio number

Other assets

Type of asset	enter brief description of asset

Owner	enter owner of asset

Estimate of value	estimate of value $AUD

Debts and other liabilities (credit cards, loans, hire purchase etc)

Amount	enter amount of debt $AUD

Who is owed the debt	debt owed to

Security (if any)	enter security

Superannuation

Money from your superannuation will not usually form part of your estate unless you have nominated your estate as beneficiary but even then, the nomination may not be binding. It is important to consider who is likely to receive your superannuation when considering how to gift your other assets in your will.

Fund name	enter fund name

Name of beneficiary	enter fund name

Estimate of amount	enter fund name

Life insurance policy

Usually the beneficiary named in your life insurance policy will receive any payout so the amount is not part of your estate.

Insurer	enter fund name

Policy number	enter fund name

Beneficiary	enter fund name

Location of documents	Location of life insurance documents

Online presence

You may wish to leave a note to your executor(s) about what is to happen to any online accounts and provide them with any login details. You can also include the details of any web address below for convenience.

Web address	enter url here

Funeral preference

Give some consideration to your funeral arrangements to assist your loved ones to comply with your wishes. Loved ones may also need to know if you are a donor and details of any pre-arrangements.

Cremation ☐	Burial ☐ Other enter your preference

Registered for organ donation	Yes ☐	No ☐

Preferred funeral director	enter name of funeral director

Details of any pre-arrangements

Name of cemetery	enter name of cemetery

Deed number	enter deed number

Name issued under	enter name issued under

Any other details	any other details here

Other comments/wishes

Is there anything else you would like to tell us which you think assists us to prepare your will?

Enter your note here. This box will grow as you enter text.

Signed

Date	Click or tap to enter a date.

Or electronic signature

I enter name of signee here agree that once my name is inserted this will be treated as an electronic signature in accordance with section 9 of the Electronic Transactions (Victoria) Act 1999 (Vic).

LPLC Testamentary Capacity Checklist