Standard Will Instruction Sheet for Vicki Philipoff Settlements Clients

The property address that I (or my friend/family) settled with Vicki Philipoff Settlements and the settlement date. *

Details of the person making this will

i.e. your personal details

Full Legal Name (as appears in your identity documents such as Passport and Drivers Licence) *

Residential Address in Western Australia (Wills are governed by laws unique to each state/territory, we are unable to prepared your Will if you are not domicile in WA) *

Date of Birth *

Occupation *

Email Address *

Phone Number *

Details of Executor and Trustee

i.e. personal details of the person you want to look after your affairs. This person MUST already be 18 years or over.

Executor's Full Legal Name *

Executor's Residential Address *

Executor's Date of Birth *

Executor's Occupation *

Executor's Relationship to You *

Would you like to appoint another executor, so that two people can make joint decisions on your estate together? *

NoYes

This person MUST already be 18 years or over.

Joint Executor's Full Legal Name

Joint Executor's Residential Address

Joint Executor's Date of Birth

Joint Executor's Occupation

Joint Executors Relationship to You

Details of Substitute Executor

in case your first choice is unable to accept the appointment for any reason. This person MUST already be 18 years or over.

Substitute Executor's Full Name *

Substitute Executor's Address *

Substitute Executor's Date of Birth *

Substitute Executor's Occupation *

Substitute Executor's Relationship to you *

Would you like to appoint another alternative substitute executor, so that two people can make joint decisions on your estate together? *

NoYes

This person MUST already be 18 years or over.

Joint Substitute Executor's Full Legal Name

Joint Substitute Executor's Residential Address

Joint Substitute Executor's Date of Birth

Joint Substitute Executor's Occupation

Joint Substitute Executors Relationship to You

The Division of my Estate

Do you have children under the age of 18? *

NoYes

Who do you appoint to be their Guardian, should their other parent predecease you

Guardian's Full Legal Name

Guardian's Residential Address

Guardian's Relationship to You

Do you have a partner? *

NoYes

Please provide their full name, address and relationship to you (i.e. Husband, Wife, defacto)

How do you want your estate divided? *

First to my partner entirely. If my partner predeceases me then to my children in equal shares. If one of my children predeceases me leaving a child of their own (my grandchild) I want that grandchild to have what otherwise would have been their parent's share of my estate (when the grandchild turns 21). To my partner entirely - I have no children. Please list full name and residential address of beneficiaries to inherit (and the portion they will inherit) from you in the event your partner predeceases you in the 'Other Distribution Instructions' box belowTo my children equally - I have no partner. Others - I will provide details in 'Other Distribution Instructions' box below and understand that there may be additional costs to prepare and request a quote.

If the distribution of your estate is not in the specified option the preparation of your Will to make provision for other ways of distribution of your estate does not fall under the ambit of the "Standard Will" provided to Vicki Philipoff Settlements clients and additional charges of $330 to $990 may apply depending the complexity of its distribution. Please provide us with details of your request to enable us to provide you with a confirmed quote. We will only proceed with the work requiring additional cost upon confirmation from you that you are agreeable to the additional cost.

Other Distribution Instructions

Do you have anything specific that you want to give to a particular person?

These are called "Specific Gifts" and can sometimes make a Will difficult for your Executor to administer.

We sometimes recommend a non-binding "Letter of Wishes" which is a letter written by you to your Executor informing them of your wishes.

Specific Gifts *

No, I don't have any sums of money or valuables that I want one particular person to have Yes, I want to give a few specific things to certain people. I understand that there may be additional costs to prepare and request a quote.

The preparation of your Will to include a provision for Specific Gifts does not fall under the ambit of the "Standard Will" provided by Vicki Philipoff Settlement and additional charges of between $330 to $990 may apply depending on the number of gifts and complexity of its distribution. Please provide us with details of your request to enable us to provide you with a confirmed quote. We will only proceed with the work requiring additional cost upon confirmation from you that you are agreeable to the additional cost.

Please list your gifts and the recipients in detail i.e. 1973 Ford Gran Torino license plate 376PCE to my nephew Jeff Brydges. Rather than "my car to Jeff"

Details of the Specific Gifts

Please note if any of the above are applicable to you (other than none apply), the preparation of your Will to make provision for them does not fall under the ambit of the "Standard Will" provided to Vicki Philipoff Settlement clients and additional charges $330 to $990 may apply depending the complexity of the matter may apply. Please provide us with details of your request to enable us to provide you with a confirmed quote. We will only proceed with the work requiring additional cost upon confirmation from you that you are agreeable to the additional cost.

Please provide more details

Funeral Arrangements

Buried in a burial plot determined by the executorCremated and ashes dealt with in accordance with the discretion of the executorIn the event you pass away overseas, you wish for your body to be cremated and your ashes returned to AustraliaIn accordance with the discretion of the executorOther - Please Specify

Please note if 'Other' is selected, the preparation of your Will to make provision for these other funeral arrangement may not fall under the ambit of the "Standard Will" provided to Vicki Philipoff Settlement clients and additional charges $330 to $990 may apply depending the complexity of the matter may apply. Please provide us with details of your request to enable us to provide you with a confirmed quote. We will only proceed with the work requiring additional cost upon confirmation from you that you are agreeable to the additional cost.

Please Specify

Any documents prepared by us will be based on the answers you have provided in this questionnaire. Please ensure that you review the document carefully once received and notify us if amendments are required.

Confirmation that you wish for us to proceed to prepare your estate planning documents *

I confirm I have reviewed my answers & I confirm I want you to proceed based on my answersPlease contact me to discuss. I am aware and agree that a fee will be charged by Philipoff Legal for the consultation.

Please advise how you wish for your Will to be sent *

Via Email to the Email address above - I confirm that Philipoff Legal would not be liable for any wrong execution of the Will by us and Philipoff Legal makes no guarantee as to the validity of the Will.Via Post to my residential Address - Cost of $88 inclusive of GST applicable (Please call our office to provide credit card details). I confirm and agree to pay the cost of printing and posting the Will and Philipoff Legal is not obligated to proceed with this instructions until payment is made. I confirm that Philipoff Legal would not be liable for any wrong execution of the Will by us and Philipoff Legal makes no guarantee as to the validity of the Will. Via personal attendance at Philipoff Legal office - Cost of $330 inclusive of GST per hour applicable. (Please call our office to provide credit card details). I agree that Philipoff Legal is not obligated to proceed with this instructions until payment is made. Via personal attendance at my residence - Cost of $495 inclusive of GST per hour applicable. (Please call our office to provide credit card details). I agree that Philipoff Legal is not obligated to proceed with this instructions until payment is made.

By checking the boxes below you acknowledge that you have reviewed your answers and confirm them to be correct.

I agree that where clarification of my instructions are required by Philipoff Legal, I agree to provide them within 120 days to Philipoff Legal. I agree that if my response to Philipoff Legal's queries is not received by Philipoff Legal within 120 days of their email, Philipoff Legal may assumed that I no longer require the Will and close my file. I agree that where my file is closed, Philipoff Legal reserves the right to charge a fee to re-open my file. *

I agree that if any additional responses are provided in 'The Division of my Estate' section, Philipoff Legal reserves its right to determine in its sole discretion whether the Will that is required to be prepared as per these instructions falls into the ambit of a "Standard Will" or not. I accept and agree that in the event Philipoff Legal determines that the Will required does not fall within the ambit of a "Standard Will" provided to Vicki Philipoff Settlements clients, Philipoff Legal reserves the right to charge me a fee.

I agree and accept that should I not wish to incur such costs as quoted by Philipoff Legal, I agree that Philipoff Legal is unable to prepare my Will and that neither Philipoff Legal or Vicki Philipoff Settlements is obligated to provide me with a replacement product

Hourly rates are listed on our website http://www.philipofflegal.com.au *

I agree that; in the event Philipoff Legal determines that the provision of the "Standard Will" will contravene its professional obligation or any other regulation or legislation, Philipoff Legal is unable to prepare my Will and neither Phillipoff Legal or Vicki Philipoff Settlements is obligated to provide me with a replacement product. *

I confirm that I am the person making this will and that I have no legal disability preventing me from making this Will and I have provided the information in this questionnaire freely and willingly without duress from anyone. *

Any additional Message or Comments

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