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ONLINE WILL INSTRUCTION SHEET

Important Note

This online Will instruction sheet is only available if you live in or are moving to Queensland, Australia. If you live in another state, territory or country, please contact a lawyer in that state, territory or country to make your Will.

The fields marked * are essential fields that you must complete before the sheet can be sent.

Your Personal Details
Full Name:
Address:
Occupation:
Email Address
Phone Number
Details of your Contract
Are you currently married?
Have you been divorced?
If yes, have you remarried?

Is there anyone else that you
have to provide for financially?
(eg. friends/family etc)
Is there anyone else that your
regually support financially?
Have you provided for all your
children?
Superannuation:
Have you appointed a particular
person as a benificiary of your
superannuation policy?
If yes, who?
Does this contradict with your
Will instructions?
Self Employed:
Are you self-employed?
Do you have your own private
company or Family Trust?
Do you have your own Self-Managed
Superannuation Fund?
Have you got a Buy-Sell agreement
with your business partner in place?
Are there life insurance policies held
over your business partners or
yourself?

 

Executor(s) Details
(who you nominate to manage your affairs):
Full Name:
Address:
Relationship (if any):
Full Name:
Address:
Relationship (if any):
In the event he/she dies before you, who would you
appoint as the alternative Executor of your Estate:
Full Name:
Address:
Relationship (if any):
AND (complete if you would like to appoint more than one person)
Full Name:
Address:
Relationship (if any):
Who do you wish to leave your Estate to on your death?
Full Name:
Address:
Relationship (if any):
Full Name:
Address:
Relationship (if any):
If the above person dies before you, whom do you
wish to leave your Estate to?
Full Name:
Address:
Relationship (if any):
AND (complete if you would like to nominate more than one person)
Full Name:
Address:
Relationship (if any):
If further details required please complete additional details below.
Do you wish to give any specific gifts to anyone
(eg. jewellry, house contents, real estate, etc)?
 
If yes, details:  
Items bequeathed:
Full name of benificiary:
Relationship (if any):
Items bequeathed:
Full name of benificiary:
Relationship (if any):
Do you wish to give any specific monetary gifts?
 
If yes, details:  
Amount bequeathed:
Full name of benificiary:
Relationship (if any):
Amount bequeathed:
Full name of benificiary:
Relationship (if any):
Have any of the nominated benificiaries
been declared bankrupt?
 
If yes, details:  
Name of benificiary:
Details of bankruptcy:
Who will make the important decisions for your children?
Full name of Guardian apointed:
Relationship of Guardian:
At what age do you wish children to
share in estate?
Do you want your Will to record your funeral arrangements?
 
If so -
Do you wish to give your organs for transplant or medical
research?
 
Does this conflict with your drivers
licence?
Do you wish us to hold your original will?
(You should always ensure you keep your original
signed Will document in a safe place)
 
This will is to be retained at:
Additional details/any other requests?
 
Declaration
I acknowledge that I have been offered an Estate Planning Service by
Hatzis Lawyers and have chosen not to take advantage of same but
rather have instructed Hatzis Lawyers to draw my Will strictly as per
my wishes and directions contained herein.

I/We require Legal Advice and Assistance and I/we hereby authorise
and request you to act on my/our behalf as solicitors in this matter
and I/we hereby undertake to be responsible for your proper fees in
relation thereto as advised by you. In respect of any moneys that you
may hold in your Trust Account on my/our behalf, I/we authorise you to
utilise such moneys for your professional costs, statutory duties and
charges and other proper outlays expended on my/our behalf in this
matter or any other matter in which instructions may have been given
by me to you.

TERMS OF TRADING

I/We acknowledge and agree to the firm’s terms of trading as follows:-

  1. Payment of all costs and outlays are required within 7 days from
    the date of account unless prior arrangements in writing are made;
  2. Accounts are sent monthly or at various stages unless agreed otherwise;
  3. No work will be carried out after 30 days if any account is unpaid;
  4. All outlays are to be paid upon request throughout my matter;
  5. No carrying of accounts without prior approval in writing from the firm;
  6. No work will be commenced without my written authority.
By checking this box I hereby accept the
terms and conditions listed above.
 Accept
Click on submit button to acknowledge and post the form.
Please click 'Submit' only once.