Will & POA | Ross Mangano Solicitors

Will & Power of Attorney

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Full Name of the Will Maker

First Name

Last Name

Email Address

Address line one

State

Town/Suburb

Post Code

Home Phone

Mobile Phone

Will Maker continued

Marital Status

Date of Birth

D.O.B ×

Occupation

Please Specify

Spouse’s Details

Spouse's Full Name

Name

Spouse's Address

If different from yours

Address line one

State

Town/Suburb

Postal Code

Date of Birth

D.O.B ×

Do you have Children?

Children

Child 1

Full Name

D.O.B ×

Address line one

State

City/Suburb

Post Code

Child 2

Full Name

D.O.B ×

Address line one

State

City/Suburb

Post Code

Child 3

Full Name

D.O.B ×

Address line one

State

City/Suburb

Post Code

Will Maker Instructions

Who would you like the executor of your will to be?

Executor Full Name

Relationship to you

Address

If you have not already provided it

Address line one

State

Country

City/Suburb

Post Code

Home Phone

Mobile

Would you like to appoint another executor?

Further Executor

Executor Full Name

Relationship to you

How would you like this executor to act?

Address

If you have not already provided it

Address line one

State

Country

City/Suburb

Post Code

Home Phone

Mobile

Would you would like any further executors?

Further Executor

Executor Full Name

Relationship to you

How would you like this executor to act?

Address

If you have not already provided it

Address line one

State

Country

City/Suburb

Post Code

Home Phone

Mobile

Your Will

Have you ever made a will before?

Please advise where it is being stored

Location

Gifts

Do you wish to make any specific gifts?

If yes, please advise exactly what you would like to gift and to whom

Gift 1

Gift 2

Gift 3

Who would you like to leave your estate to?

Full Name

If you have children (or grandchildren) listed as beneficiaries how old do you want them to be before they inherit?

Please Specify

Please provide details of any current liabilities owed

Details

If you have children under 18 would you like to suggest a guardian in the case of your death?

Full Name

Relationship to you

Address

Address line one

State

Country

City/Suburb

Post Code

Do you have any special requests in relation to your remains?

Please specify

Do you wish to be an organ donor?

Have you deliberately left someone out of your will?

Please provide details

Superannuation Instructions

Super Fund Name

Member Number

Name of any other Superannuation Fund

Member Number

Enduring Power of Attorney Instructions

Would you like to use the same people you nominated as executors as your attorney?

Yes

Please provide full details of the attorney you would like to appoint

Full Name

Relationship to you

Address line one

State

City/Suburb

Post Code

Do you wish to appoint your attorneys for both health and financial matters?

How would you like your attorneys to act?

Jointly

Severally

As a majority

Other (e.g successively in the order named)

Please specify

Are there any other matters you would like to mention that you feel may be relevant to your will?

Please specify

Any other details you feel are relevant to your will

Please specify

I agree that when submitting this form, a copy of this information will be sent to my email.

Will & Power of Attorney

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