Will instructions File Note

It is a fundamental principle that the instructions must come from the will maker.

Date	Time Start	Time End	Units

Matter	Matter No.

Type of meeting (e.g. phone, face to face, video conference)

Location

Author

Attendees

Is this will urgent?	No ☐	Yes ☐ if Yes state reason(s).

Date in diary to follow up with client to finalise will	Click or tap to enter a date.

Verification of identity	Drivers lic. ☐	Passport ☐	Other ☐ Note type.

Any reason to test client capacity?	Yes	☐ Specify reasons

No	☐ Specify reasons

Is there a documented family tree?	Yes	☐ Copy provided/to be provided by client

No	☐ Discuss family tree

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If an independent interpreter was present Insert name of interpreter

Is anyone to be excluded from the will? (eg a child or partner). *Discussed any possible Part IV of the Administration and probate Act 1958 (Vic) – Family provision claims.

Yes	☐ Note details and client’s reasons

No	☐

Is this a mirror will with a partner?

Yes	☐ *Discuss entering into an agreement to not alter the wills after the death of either one.

No	☐

Any attorney appointed? (Including enduring and medical)

Yes, copy provided in meeting	☐

Yes, copy to be provide by the client	☐

No	☐ *Discuss pros and cons of appointing an attorney.

Any prior gifts or loans to beneficiaries to be accounted for in will?

Yes	☐ If yes, details to be provided	No	☐