Are you preparing a Will, Power of Attorney or Enduring Guardian?

When preparing a Will, the person leaving their assets is referred to as the Testator. The assets can be identified individually or collectively referred to as ‘the estate’. The key people that you must include are the Executor(s) (the person(s) responsible for distributing your estate) and the Beneficiaries (the people that you want to provide for through your will). You can have more than one person for each of these roles and there is no limit to how many people you appoint.Unknown ObjectNormally close family, partners and children would be nominated for each of these roles.

Testator’s Name: _______________________________________________

Testator’s Address: _____________________________________________

Testator’s Occupation: ___________________________________________

Executors: _______________________________________________

1. Name: _______________________________________________

Address: _______________________________________________

Relationship (if any): _______________________________________________

2. Name: _______________________________________________

Address: _______________________________________________

Relationship (if any): _______________________________________________

Alternate Executors:

1. Name: _______________________________________________

Address: _______________________________________________

Relationship (if any): _______________________________________________

2. Name: _______________________________________________

Address: _______________________________________________

Relationship (if any): _______________________________________________
Guardians of minor children:

Name: _______________________________________________

Address: _______________________________________________

Relationship (if any): _______________________________________________

Names of Beneficiaries: ______________________________ under 18 Y/N

______________________________ under 18 Y/N

______________________________ under 18 Y/N

______________________________ under 18 Y/N

In trust for minor beneficiaries age of vesting: __________________________________

Alternate Beneficiaries:

1. Name: _______________________________________________

Address: _______________________________________________

Relationship (if any): _______________________________________________

2. Name: _______________________________________________

Address: _______________________________________________

Relationship (if any): _______________________________________________

Burial/Cremation – Where? _______________________________________________

Directions/Gifts:
______________________________________________________________________
____________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________

Power of Attorney

Attorney’s Full Name: _________________________________________

Attorney’s Address: _________________________________________

Attorney’s Occupation: _________________________________________

Attorney’s Relationship to you: _________________________________________

Alternate Attorney

It is advisable that you appoint an alternate Attorney in the event that your Attorney is unable or unwilling to act. Please provide your alternate Attorney’s details below.

Attorney’s Full Name: _________________________________________

Attorney’s Address: _________________________________________

Attorney’s Occupation: _________________________________________

Attorney’s Relationship to you: _________________________________________

Appointment of Enduring Guardian

Guardian’s Full Name: _________________________________________

Guardian’s Address: _________________________________________

Guardian’s Occupation: _________________________________________

Guardian’s Relationship to you: _________________________________________

Alternate Guardian

Again, it is advisable that you appoint an alternate Guardian in the event that your Guardian is unable or unwilling to act. Please provide your alternate Guardian’s details below.

Guardian’s Full Name: _________________________________________

Guardian’s Address: _________________________________________

Guardian’s Occupation: _________________________________________

Guardian’s Relationship to you: _________________________________________

 

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