Wills Appointment

Thank you for taking time to complete this short form. It should take about 20 minutes to complete.

If you don’t know an answer, that’s ok, move on to the next question. Your adviser will talk you through this information at your appointment.

Please note: your Will is a legal document, so it's important that names are spelled correctly. We can confirm with you at your appointment.

While entering your details, please use the buttons on the form to navigate forward and back rather than your browser buttons.

Who are you?

Customer Details
Relationship status

Who are you? (continued)

Partner details

Will your partner be making a Will at the same time?

Partner address
Partner contact details
Childs Guardian

What Possessions do you have?

Make a list of the major assets you own and what you owe

What do you own?
Name(s) of bank/organisation Estimated value Joint Asset Individual Asset
Bank account/Term deposit $
Life insurance $
Superannuation $
Home Property $
Other Property $
Other assets/investments $
Total $
What do you owe?
Name(s) of bank/organisation Estimated value Joint Debt Individual Debt
Mortgage $
Loans $
Credit Cards $
Hire Purchase $
Other $
Total $

Who do you want to leave your possessions to?

Beneficiaries (select option using button)

Your adviser can explain these to you if you are unsure.

Thank you for answering these questions.

It is important that you’ve spelled names correctly. You can review your entries by clicking the ‘back’ button.

Happy with your answers? Click ‘submit’.