Make a Will Safe appointment

Your Assets

• Mark your current assets, values not required
• Real Estate, leasehold estate
  Addresses, location of deeds, mortgage to, owned jointly or in sole name
• Money in bank or financial institution on deposit
  List of Accounts/Branch
• Life policies
  Names of Companies
• Superannuation
  Names of companies, any person nominated as beneficiary
• Shares in companies
  Buttons 
• Debentures and mortgages
  Buttons 
• Interest in partnership or business
  Buttons 
• Motor vehicles
  Buttons 
• Livestock, farming plant, wool and crops
  Buttons 
• Any medical or hospital contribution fund
  Buttons 
• Any other Assets
  Buttons 
• Accountant/Tax Agent
  Buttons 

Your Beneficiaries

People I am considering naming as my Beneficiaries
(who do you want your assets to go to)

In broad terms under the Family Provision Act any person who has been wholly or partially dependant upon you and was an member of your household who feels that they have not been adequately provided for in your Will can make a claim against your estate. If you feel that there may be potential claimants to your estate please discuss this with your Will maker who will be able to advise you.

If more than 4 people, please use the Comments field.

• Add + Beneficiary
  • Relationship
  • Name
  • Address
• Add + Beneficiary
  • Relationship
  • Name
  • Address
• Add + Beneficiary
  • Relationship
  • Name
  • Address
• Add + Beneficiary
  • Relationship
  • Name
  • Address
• Comments

Your Nominated Guardians

Nominated Guardian(s) for children under the age of 18 years

• Add + Guardian
  • Relationship
  • Name
  • Address
• Add + Guardian
  • Relationship
  • Name
  • Address

Your Funeral Details

• Do you have the following?

• Do you have a prepaid funeral?

  Yes

  No

• Name of Fund
• Instructions (If any)