Wills & Powers of Attorney Form

YOUR FULL LEGAL NAME INCLUDING ANY MIDDLE NAMES: *

PLEASE LIST ANY OTHER NAMES YOU ARE KNOWN BY OR MAY HOLD ASSETS UNDER:

YOUR DATE OF BIRTH (DD/MM/YYYY): *

YOUR PHONE NUMBER: *

YOUR EMAIL ADDRESS: *

YOUR OCCUPATION: *

YOUR CURRENT RESIDENTIAL ADDRESS: *

MARITAL STATUS

DO YOU HAVE CHILDREN FROM PREVIOUS RELATIONSHIPS (FROM A FORMER SPOUSE)? *NOT APPLICABLE - I DON'T HAVE CHILDRENNO - ALL MY CHILDREN ARE FROM MY CURRENT RELATIONSHIPYES - I DO HAVE CHILDREN THAT ARE FROM A FORMER PARTNER/SPOUSE (PLEASE PROVIDE DETAILS):

CHILDREN FROM PREVIOUS RELATIONSHIPS

PLEASE LIST THE NAMES AND AGES OF ANY CHILDREN YOU HAVE:

PLEASE PROVIDE GENERAL DETAILS AND ESTIMATED VALUE OF YOUR MAJOR ASSETS: *

DO YOU OWN ASSETS OUTSIDE OF AUSTRALIA? *NO - all my assets are in AustraliaYES - I have assets overseas (please provide details):

ASSETS OUTSIDE OF AUSTRALIA *

ARE ANY ASSETS HELD IN A TRUST OR OWNED BY A COMPANY?: *NOYES (please provide details):

ASSETS HELD IN A TRUST OR OWNED BY A COMPANY

DO YOU OWN REAL ESTATE? *NO - I don't own any real estateYES - I OWN the following properties (list all addresses):

REAL ESTATE ADDRESSES

DO YOU OWN REAL ESTATE WITH ANYONE ELSE?: *NOT APPLICABLE - I don't own any real estateNO - All real estate is owned in my own nameYES - I own real estate with others (please specify names):

REAL ESTATE OWNED WITH OTHERS

PLEASE PROVIDE THE NAME OF YOUR SUPERANNUATION FUND AND LIFE INSURANCE POLICY (AS APPLICABLE): *

SUPERANNUATION FUND/LIFE INSURANCE POLICY BENEFICIARIES - HAVE YOU NOMINATED THE BENEFICIARIES OF YOUR SUPER/LIFE INSURANCE? *YES - I have made a BINDING nomination through my super/life insurance companyYES - I have made a NON-BINDING nomination through my super/life companyNO - I have not made any nomination through my super/life insurance company yetNOT SURE - please provide me with advice on what this meansNOT APPLICABLE - I do not have superannuation or life insurance

FIRST APPOINTED EXECUTOR(S) - PLEASE PROVIDE THE NAME, ADDRESS AND RELATIONSHIP TO YOU OF YOUR FIRST CHOICE OF EXECUTOR(S) You can appoint more than one person to act as your Executor (generally spouses appoint each other first as executor and an alternate executor as 'back up' in the event their spouse has died or can't act for any reason): *

ALTERNATE EXECUTOR(S) - PLEASE PROVIDE THE NAME, ADDRESS AND RELATIONSHIP TO YOU OF THE EXECUTOR(S) YOU WISH TO ACT AS A ‘BACK UP’ IF THE FIRST APPOINTED EXECUTOR(S) HAVE DIED OR CANNOT ACT FOR ANY REASON: *

GIFTS - IF APPLICABLE PLEASE LIST ANY SPECIFIC GIFTS YOU WISH TO GIVE AND PROVIDE FULL NAME, ADDRESS AND RELATIONSHIP TO YOU FOR EACH BENEFICIARY OF A GIFT (for example jewellery, artwork etc):

IF ANY OF THE BENEFICIARIES OF THE ABOVE GIFTS HAVE DIED, PLEASE PROVIDE DETAILS OF HOW TO DEAL WITH THE GIFT:If beneficiary has died, the gift will form part of the rest and residue of my estateOther - please specify where the gift will go if a beneficiary of that gift has already died

DETAILS OF HOW TO DEAL WITH GIFTS IF BENEFICIARY HAS DIED

BENEFICIARIES OF YOUR ESTATE - Who are the beneficiaries of the rest of your estate? This is known as the ‘residue’ – everything else left that you own after all debts have been paid and the above gifts (if any) have been given? *The residue of my estate (all of my assets) to go 100% to my spouse or if my spouse doesn’t survive me 100% to go to all my children who survive me in equal shares or if they do not survive me, to any surviving children of my childrenOther: please specify the beneficiaries of your estate, list names, addresses, relationship to you and the share they will receive. Also, if a named beneficiary has not survived you to take their share, specify who shall receive that share.

BENEFICIARIES OF YOUR ESTATE *

AGE OF INHERITANCE - In the event any person under the age of 18 years inherits a share of your estate, what is the age they shall receive their inheritance?: *18 years of age21 years of age25 years of ageOther - please specify age

AGE OF INHERITANCE *

GUARDIAN OF MINOR CHILDREN - Who do you wish to appoint as your preference of guardian for any minor children if the other parent of your child/children doesn’t survive you? Please list full name, address and relationship to you: *NOT APPLICABLE - I don't have minor childrenI WISH TO APPOINT A GUARDIAN OF MY MINOR CHILDREN (please provide preference of guardian if the other parent of your child/children doesn’t survive you. Please list full name, address and relationship to you:

GUARDIAN OF MINOR CHILDREN *

ALTERNATE GUARDIAN OF MINOR CHILDREN - Who do you wish to appoint as your second preference for guardians of any minor children if the first appointed Guardian cannot act or has died? Please list full name, address and relationship to you:

ARE YOU EXCLUDING SOMEONE FROM YOUR WILL? Do you have any family members, children or step-children or anyone else who may be dependent on you that you are excluding from your will? You should also tell us if you are still legally married and pending an official divorce. If so, please explain the reasons for excluding them and how you have come to make this decision? This is important in the event there are any challenges to your will we need to record why you have excluded them: *NO - I am not excluding anyone who would expect to benefit from my will such as a spouse, child or other person who could be considered as dependent on meYES - I am excluding the following persons (please provide details including their relationship to you and why you are excluding them):

PEOPLE BEING EXCLUDED FROM YOUR WILL

HAVE YOU MADE A WILL BEFORE? *

PLEASE PROVIDE ANY FURTHER INSTRUCTIONS OR COMMENTS REGARDING YOUR REQUIREMENTS FOR PREPARATION OF YOUR WILL:

POWERS OF ATTORNEY

ARE YOU INSTRUCTING US TO PREPARE POWERS OF ATTORNEY (ADDITIONAL FEES APPLY)?YES - BOTH for Financial & Personal Matters; and for Medical Treatment DecisionsYES - ENDURING POWER OF ATTORNEY ONLYYES - MEDICAL TREATMENT POWER ONLYNO

IF YOU ANSWERED YES TO PREPARING POWERS OF ATTORNEY/MEDICAL DECISION MAKER, PLEASE PROVIDE NAME AND CONTACT DETAIL OF YOUR FIRST APPOINTED ATTORNEY(S) Please list full legal name, address, date of birth. Note your appointed attorney(s) will need to sign an acceptance statement after you have signed to make this power is effective:

IF YOU ANSWERED YES TO PREPARING POWERS OF ATTORNEY, PLEASE PROVIDE DETAILS OF ALTERNATE 'BACK UP' ATTORNEY(S) YOU WISH TO APPOINT in the event your first appointed attorney cannot act. Please list full legal name, address, date of birth. Note your appointed attorney will need to sign an acceptance statement before the power is effective:

IF YOU ANSWERED YES TO PREPARING POWERS OF ATTORNEY, HOW CAN YOUR APPOINTED ATTORNEY(S) ACT?JOINTLY - if more than one person is appointed they MUST ONLY make decisions and sign documents together for their actions and decisions to be legally valid and bindingJOINTLY & SEVERALLY - if more than one person is appointed they can make decisions and sign documents together or on their own and either way their decisions and actions will be legally valid and binding

IF YOU ANSWERED YES TO PREPARING POWERS OF ATTORNEY, WHEN WILL THE POWERS COMMENCE AND ARE THERE ANY RESTRICTIONS OR LIMITS YOU WOULD LIKE TO PLACE ON THE POWERS - please select applicable options below (more than one can be selected):The power is effective ONLY in the event I lose decision making capacityThe power is effective IMMEDIATELY whilst I still have decision making capacityThe power is only effective if my attorney provides a letter from my treating medical doctor stating I do not have decision making capacityOther - please specify other limiations or restrictions you would like to place on this power:

POWER OF ATTORNEY COMMENCEMENT AND RESTRICTIONS

HOW DID YOU HEAR ABOUT CAMPUS LAWYERS? *I am a returning clientGoogleOther - please let us know how you heard about us?

HOW DID YOU HEAR ABOUT US? *

WILL & POWER OF ATTORNEY PREPARATION - CLIENT QUESTIONNAIRE

POWERS OF ATTORNEY