Wills Form | Prompt Legal Service

Section 2 of 23: Will-Maker

Legally referred to as the Testator or Testatrix

What is your full name? *

Are you known by another name?

What is your address? *

What is your occupation? *

*Required Fields

Section 3 of 23: Spouse or Defacto Partner (Status)

Do you have a Spouse or Defacto Partner?*

Yes

No

Separated/Divorced

Widowed

Engaged to be married

*Required Fields

Section 4 of 23: Spouse or Defacto Partner

Name of Spouse or Defacto Partner *

Are they known by any other name?

Occupation of Spouse or Defacto Partner *

Is this instruction to be a mirror instruction for your Spouse or Defacto Partner?

Yes

No

I don't understand

Is your spouse or defacto partner to be the will-makers primary executor and primary beneficiary?

Yes

No

*Required Fields

Section 5 of 23: Spouse or Defacto Partner (Separated/Divorced)

Has a divorce been granted?

Yes

No

Not Applicable/Defacto

Have sealed court Property orders been obtained from the Family court?

Yes

Court action currently in progress

No, only an informal settlement agreed upon

No or I don't understand the question

*Required Fields

Section 6 of 23: Spouse or Defacto Partner (Separated/Divorced)

Name of Divorced Spouse or Defacto Partner

*Required Fields

Section 7 of 23: First Primary Executor/Executor

Who will be in charge of ensuring the will makers wishes are followed?

Name *

Address *

Occupation *

Do you require a second primary executor?

*Required Fields

Section 8 of 23: Second Primary Executor/Executrix

Who will be in charge of ensuring the will maker's wishes are followed?

Name *

Address *

Occupation

Do you require a third primary executor? *

*Required Fields

Section 9 of 23: Third Primary Executor/Executrix

Who will be in charge of ensuring the will maker's wishes are followed

Name *

Address *

Occupation

*Required Fields

Section 10 of 23: Alternate Executor/Executrix

Do you require an alternate Executor/Executrix?

*Required Fields

Section 11 of 23: First Alternate Executor/Executrix

Who will be in charge of ensuring the will maker's wishes are followed.

Name *

Address *

Occupation

Do you require a second Alternate Executor?

*Required Fields

Section 12 of 23: Second Alternate Executor/Executrix

Who will be in charge of ensuring the will makers wishes are followed

Name *

Address *

Occupation

Do you require a third Alternate Executor?

*Required Fields

Section 13 of 24: Third Alternate Executor/Executrix

Who will be in charge of ensuring the will maker's wishes are followed

Name *

Address *

Occupation (optional)

*Required Fields

Section 14 of 23: Specific Bequests

i.e. specific items or sums of money to go to specific people. Note: General bequests will be dealt with in the next question.

Please describe the specific bequests and to whom they are to be bequethed to

*Required Fields

Section 15 of 23: Non-Specific Bequests

Property remaining after specific Bequests have been dealt with.

Please describe the non-specific bequests (everything remaining after specific bequests) and to whom it is to be bequethed to *

*Required Fields

Section 16 of 23: Alternate Beneficiary

If the previous beneficiaries to your Non-Specific Bequests have deceased at the time of your death, who should the alternate beneficiaries be?

*Required Fields

Section 17 of 23: No provision for specific individuals

Please advise if a person you feel you may owe a moral duty to provide for has been left out and the reasons they have been left out of your will.

Example: Jane Smith as we have been estranged for x years. OR Jane Smith as she has already been provided for during my lifetime by providing her with x.

*Required Fields

Section 18 of 23: Minors

Do you have children under the age of 18? *

*Required Fields

Section 19 of 23: Guardians

Please describe who you wish to be guardians of your children. *

*Required Fields

Section 20 of 23: Burial

Do you have any particular burial requirements?

Most people would leave this blank but you can specify if you wish to be buried or cremated; or specific requests at your funeral, etc.

*Required Fields

Section 21 of 23: Existing Will

Do you currently have a will? *

Yes

No

If yes, what is the location of the will?

*Required Fields

Section 22 of 23: Notes

Please advise of any other question or matters to be raised at your first meeting.

Do you require an interpreter at your first appointment

Yes

No

*Required Fields

Section 23 of 23: Instruction to Proceed

Please call Prompt Legal Services on (03) 9379 0877 or email info@promptlegalservices.com.au with any questions.

By submitting this form, I agree this to be instruction to Prompt Legal Services to prepare my Will and will be bound by associated charges.

Section 1 of 23: Instruction Source

Section 2 of 23: Will-Maker

Section 3 of 23: Spouse or Defacto Partner (Status)

Section 4 of 23: Spouse or Defacto Partner

Section 5 of 23: Spouse or Defacto Partner (Separated/Divorced)

Section 6 of 23: Spouse or Defacto Partner (Separated/Divorced)

Section 7 of 23: First Primary Executor/Executor

Section 8 of 23: Second Primary Executor/Executrix

Section 9 of 23: Third Primary Executor/Executrix

Section 10 of 23: Alternate Executor/Executrix

Section 11 of 23: First Alternate Executor/Executrix

Section 12 of 23: Second Alternate Executor/Executrix

Section 13 of 24: Third Alternate Executor/Executrix

Section 14 of 23: Specific Bequests

Section 15 of 23: Non-Specific Bequests

Section 16 of 23: Alternate Beneficiary

Section 17 of 23: No provision for specific individuals

Section 18 of 23: Minors

Section 19 of 23: Guardians

Section 20 of 23: Burial

Section 21 of 23: Existing Will

Section 22 of 23: Notes

Section 23 of 23: Instruction to Proceed