Standard Will Instruction Sheet for Vicki Philipoff Settlement Clients

Question Title

* 1. Please provide a contact phone and email

Phone

Question Title

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

Question Title

* 3. Details of person making this Will (i.e. your personal details)

Full Legal Name

Residential Address in WA

Date of Birth

Occupation

Question Title

* 4. Details of Executor and Trustee (i.e. personal details of the person you want to look after your affairs). Please note the person appointed MUST already be above 18 years of age now.

Executor's Full Legal Name

Executor's Residential Address

Executor's Date of Birth

Executor's Occupation

Relation to You

Question Title

* 5. You can appoint more than one executor if you would like two people to make decisions on your estate together.

If so, please provides Details of joint Executor and Trustee. Please note the person appointed MUST already be above 18 years of age now.

Joint Executor's Full Legal Name

Joint Executor's Residential Address

Joint Executor's Date of Birth

Joint Executor's Occupation

Relation to You

Question Title

* 6. Details of Substitute Executor (in case your first choice is unable to accept the appointment for any reason) Please note the person appointed MUST already be above 18.

Substitute Executor's Full Name

Substitute Executor's Address

Substitute Executor's Date of Birth

Substitute Executor's Occupation

Relation to You

Question Title

* 7. You can appoint more than one alternative executor if you would like two alternative people to make decisions on your estate together. Please note the person appointed MUST already be above 18.

If so, please include the full details of your joint substitute Executor

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

Relation to You

Question Title

* 8. Do you have children under the age of 18? If so, who do you appoint to be their Guardian should their other parent predecease you

Guardian's Full Legal Name

Guardian's Residential Address

Relation to You

Question Title

* 9.
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..

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

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 and I have provided the details below and agree to pay any additional cost. Please provide full legal name of beneficiaries, residential address of beneficiaries and relationship to you.

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.

Question Title

* 10. Do you have a partner? if yes, please provide their full name, address and relation to you (i.e. Husband, Wife, defacto)

Question Title

* 11. How do you want your estate divided? The first option is the basis of a Simple Will.

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 beneficiaries to inherit (and the portion they will inherit) from you in the event your partner predeceases you below.

To my children equally - I have no partner.

Others - I have provided the details below and agree to pay any additional cost

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 Settlement 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.

Question Title

* 12. Do any of the following apply to you?

None apply

Director of a company

Trustee or beneficiary of a trust

Self Managed Superannuation

Assets outside of Australia

Assets in other names

Current Family Structure is a blended family structure

Current Spouse/partner is not the parent of all/some of my child/children

Children from previous marriage / relationship and Children from current relationship

Loans to anyone (including your children)

Divorced / Previously Married

Dependants (other than your spouse or children)

Please note if any of the above are applicable to you, 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.

Question Title

* 13. Funeral Arrangements

In the event you pass away overseas, you wish for your body to be cremated and your ashes returned to Australia

Cremated and ashes dealt with in accordance with the discretion of the executor

Buried in a burial plot determined by the executor

Other (please specify)

Question Title

* 14. The documents we prepare will come to you in draft, and so you have the opportunity to review them. However, any documents prepared by us will be based on the answers you have provided in this questionnaire.

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

Please contact me to discuss. I am aware and agree that a fee will be charged by Philipoff Legal for the consulatation

Question Title

* 15. 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 the address above - Cost of $88 inclusive of GST applicable. I confirm and agree to pay the cost of printing and posting the Will and 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 applicable. Please contact me.

Via personal attendance at my residence - Cost of $495 inclusive of GST per hour applicable. Please contact me.

Question Title

* 16. By checking the box below I agree that if additional responses are provided in questions 9,11,12, and 15, Philipoff Legal reserves its right to determine in its sole discretion whether the Will required to be prepared per these instructions falls into the ambit of a "Standard Will" or not. You accept that 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 Settlement clients, Philipoff Legal reserve the right to charge you a fee.

You agree and accept that should you not wish to incur such cost as quoted by Philipoff Legal, you agree that Philipoff Legal is unable to prepare your Will and that neither Philipoff Legal or Vicki Philipoff Settlement is obligated to provide you with a replacement product.

Please see our website www.philipofflegal.com.au for our hourly rate

Agree

Question Title

* 17. By checking the box below, you agree that in the event Philipoff Legal determine that the provision of the "Standard Will" will contravene its professional obligation or any other regulation or legislation, you agree that Philipoff Legal is unable to prepare your Will and that neither Philipoff Legal or Vicki Philipoff Settlement is obligated to provide you with a replacement product

Agree

Question Title

* 18. You confirm that you are the person named in Question 3 and that you have no legal disability preventing you from making a Will and you have provided the information in the Questionnaire freely and willingly without duress from anyone.

Agree

Question Title

* 1. Please provide a contact phone and email

Question Title

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

Question Title

* 3. Details of person making this Will (i.e. your personal details)

Question Title

* 4. Details of Executor and Trustee (i.e. personal details of the person you want to look after your affairs). Please note the person appointed MUST already be above 18 years of age now.

Question Title

* 5. You can appoint more than one executor if you would like two people to make decisions on your estate together. If so, please provides Details of joint Executor and Trustee. Please note the person appointed MUST already be above 18 years of age now.

Question Title

* 6. Details of Substitute Executor (in case your first choice is unable to accept the appointment for any reason) Please note the person appointed MUST already be above 18.

Question Title

* 7. You can appoint more than one alternative executor if you would like two alternative people to make decisions on your estate together. Please note the person appointed MUST already be above 18. If so, please include the full details of your joint substitute Executor

Question Title

* 8. Do you have children under the age of 18? If so, who do you appoint to be their Guardian should their other parent predecease you

Question Title

Question Title

* 10. Do you have a partner? if yes, please provide their full name, address and relation to you (i.e. Husband, Wife, defacto)

Question Title

* 11. How do you want your estate divided? The first option is the basis of a Simple Will.

Question Title

* 12. Do any of the following apply to you?

Question Title

* 13. Funeral Arrangements

Question Title

Question Title

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

Question Title

Question Title

Question Title

* 18. You confirm that you are the person named in Question 3 and that you have no legal disability preventing you from making a Will and you have provided the information in the Questionnaire freely and willingly without duress from anyone.

* 5. You can appoint more than one executor if you would like two people to make decisions on your estate together.

If so, please provides Details of joint Executor and Trustee. Please note the person appointed MUST already be above 18 years of age now.

* 7. You can appoint more than one alternative executor if you would like two alternative people to make decisions on your estate together. Please note the person appointed MUST already be above 18.

If so, please include the full details of your joint substitute Executor