Will Application Form

Assisting you with Wills & Estate Matters

Will Application Form

Please complete all fields below (with as much information known as possible).

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WILL INSTRUCTION FORM

Your Personal Details

 

 

Details of your Partner

 

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 you regularly support financially? *

Have you provided for all your children? *

 

Superannuation

 

Have you appointed a particular person as a beneficiary of your superannuation policy? *

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)

 

 

In the event he/she dies before you, who would you appoint as the alternative Executor of your Estate?

 

 

AND (complete if you would like to appoint more than one person)

 

 

Who do you wish to leave your Estate to on your death?

 

 

If the above person dies before you, whom do you wish to leave your Estate to?

 

 

AND (complete if you would like to nominate more than one person)

 

 

If further details required please complete additional details below.

 

Do you wish to give any specific gifts to anyone (eg. jewellery, house contents, real estate, etc)?

 

If Yes details *

 

Do you wish to give any specific monetary gifts?

 

If Yes details *

 

Have any of the nominated benificiaries been declared bankrupt?

 

If Yes details *

 

Who will make the important decisions for your children?

 

 

Do you want your Will to record your funeral arrangements?

 

If So

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)

 

If So

 

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:-

 

Payment of all costs and outlays are required within 7 days from the date of account unless prior arrangements in writing are made; Accounts are sent monthly or at various stages unless agreed otherwise; No work will be carried out after 30 days if any account is unpaid; All outlays are to be paid upon request throughout my matter; No carrying of accounts without prior approval in writing from the firm; No work will be commenced without my written authority.

 

Click on submit button to acknowledge and post the form.

 

By checking this box I hereby accept the terms and conditions listed above.

 

Click on submit to acknowledge & send the form.

 

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Saturday 9.00am-12.00pm morning by appointment

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