Will Questionnaire Form – Arora Legal Docuents

Will Questionnaire

This form should take no longer than 10 minutes to complete. Don’t worry if you’re not sure about some of the answers, just answer as best you can. Remember, you’ll speak to an expert lawyer to clarify any questions you may have.

By completing this form, you confirm the following:

Please confirm that:

You are over 18 years old
You live in Australia
You are able to read write and understand English
You are able to confirm your information over the phone and in writing
You understand the nature and effect of making a will and the consequences of making it
You are not under any duress or influence by any other person in the making of this will or any other estate planning document

Please select the service you require:

Standard Single Will $550 plus GST

Mirror or Couple Wills $1000 plus GST

Additional Service:

Enduring Power of Attorney $550 plus GST

Salutation

Marital Status

Date Of Birth

First Name

Middle Name

Last Name

Also Known As

First Name	Middle Name	Last Name

Home Phone

Mobile Phone

Occupation

Email

Citizenship

Do you currently have a Will?

Yes

No

Address

Address Line 1

Address Line 2

City

State

Zip Code

Country

My Postal Address Is Different

Mailing Address

Address Line 1

Address Line 2

City

State

Zip Code

Country

Salutation

Marital Status

Date Of Birth

First Name

Middle Name

Last Name

Also Known As

First Name	Middle Name	Last Name

Home Phone

Mobile Phone

Occupation

Email

Citizenship

Do you currently have a Will?

Yes

No

Address

Address Line 1

Address Line 2

City

State

Zip Code

Country

My Postal Address Is Different

Mailing Address

Address Line 1

Address Line 2

City

State

Zip Code

Country

Testamentary Capacity

Please indicate if you:

have been diagnosed with an illness recognised as being capable of affecting testamentary capacity (e.g. cancer, dementia, epilepsy, Parkinson’s disease etc)

have had drug or alcohol-related problems

have had a recent traumatic event (physical or emotional)

have concerns, or concerns have been expressed by anyone else, as to your mental capacity (e.g. episodes of drowsiness, confusion, forgetfulness or a marked change in personality)

have none of the above

Full Name of Former Spouse/Partner:

First Name

Middle Name

Last Name

Do you have any children from current spouse/partner?

Yes

No

Full Name	Address	Age of Child

Do you have any children who have passed away?

Yes

No

Full Name	Address	Age of Child

Do you have any children from a previous relationship?

Yes

No

Full Name	Address	Age of Child

Do you have any step-children or adopted children?

Yes

No

Full Name	Address	Age of Child

Assets

Please provide details of your assets. Include everything that you own. For e.g. house, car, jewellery etc.

Asset	Value ($)	Ownership

Liabilities

Please provide details of your liabilities i.e. monies that you owe

Liability	Value ($)	Ownership

Executors

An executor of a Will is the person nominated to take care of your estate after you pass away. We recommend you choose at least 2 executors just in case your first chosen executor is unable or unwilling to take up the appointment.

Executors

Full Name	Address	Relationship to you

Executors can be joint or you can appoint one executor and a second executor in the event the first executor is unable or unwilling to act.

How do you wish the executors to act?

Jointly

Successively

Guardians

Do you wish to appoint a guardian for any children under the age of 18 years?

Yes

No

Unsure

Guardians

Full Name	Address	Relationship to you

How do you wish the guardians to act?

Jointly

Successively

Disposal of body

Do you wish to specify how your body is to be disposed?

Burial

Cremation

Special Gifts

Do you want to leave a specific gift to a particular beneficiary? (for e.g. my Tiffany gold bracelet)

Yes

No

Full Name	Address	Relationship to you	Australian Resident?	Description of gift

Residuary Estate

Residuary estate refers to the assets of a person’s estate after all gifts are bequeathed and debts, taxes, administrative costs, probate fees and court costs are paid. You can specify the percentage distributions to each specified beneficiary in this section.

How would you like your residuary estate to be distributed? (please make sure that the total distribution equals 100%)

Full Name	Address	Relationship to you	Australian Resident?	Percentage (%)

Family Provision Claims

Is there a spouse, partner, child or anyone else who is financially dependant upon you that you wish to exclude from your Will?

Yes

No

Full Name	Relationship to you	Brief Reasons for exclusions

Other things that can affect your will

Owning or having an interest in any of the following can affect the type of will you get and may be regarded as a complex will. We’ll advise you of any implications and any additional costs before we do any work for you.

You selected ‘Other asset not listed’ in the last question. Please enter the details in the field provided

Additional Information

Is there any other information not already covered that we should know about? This could include information the needs of your family, for example a child with learning or physical disabilities.

Proof of your Identification

Our regulations require that we obtain at least 2 pieces of identification from you. Please upload your driver’s licence (front and back) and the photo page of your passport.

Upload your ID documents

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