The information contained in this checklist will enable me to draft both yours and your spouse’s Will, Enduring Power of Attorney and Personal Directive. 

 

If you are single, please only complete the information for “YOU”

 

If any of the choices do not apply, please mark with "N/A"

If any of the choices are the same for you and your spouse, please mark with "same"

If any of the choices are separated by "OR" please choose only one option

If the form will not submit please confirm all required fields (marked with *) have been completed 

SECTION 1 - Personal Information 

SECTION 2 - Will 

  • Complete all information relevant to your situation

  • Specific Bequests are optional and is only to be completed if you wish to leave a gift or gifts of a precisely identifiable object

SECTION 3 - Will 

  • Complete if you have a spouse and/or children 

  • If you have a spouse and/or children and can foresee the possibility of a common disaster (no spouse no children no grandchildren survive) complete Section 4 as well

SECTION 4 - Will 

  • Complete if you have no spouse and no children

SECTION 5 - Enduring Power of Attorney 

  • Complete only if you require an Enduring Power of Attorney

SECTION 6 - Personal Directive 

  • Complete only if you require a Personal Directive

If you do not require all three of the documents at this time, simply complete only the sections required

 

Definitions:

  • “Testator” is the person making the Will

  • “Personal Representative” and “Trustee” is the person who will administer your estate

  • “Beneficiary” is the person who will receive your assets

  • “Common Disaster” is no spouse or children/grandchildren survive

  • “Specific Bequests” is a gift of a precisely identifiable object (eg. jewelry, specific amount of money)

  • “Residue”  is everything left after all specific bequests

  • "Memorandum" is a clause I can add to your will that tells people to look for an additional list of specific items (you may change your list without having to re-do your will

  • "Attorney" is the person who will act on your behalf in the Enduring Power of Attorney

  • "Agent" is the person who will act on your behalf in the Personal Directive

Please note: 

  • jointly owned assets do not form a part of the estate and are transferred to the surviving joint owner

  • life insurance proceeds where there is a named beneficiary do not form a part of the estate and are paid to the named beneficiary. 

You may either:

 

download the checklist, print, complete and scan to return to me by email 

or

complete and submit the form below

                                                                                 

You

Your Spouse

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