What do I bring to my Will appointment?

Essential items to bring:

To ensure we are as efficient with your time as possible, please bring the following items along to your appointment:

  • current proof of identity such as a driver’s license or passport;
  • reading glasses if you need them;
  • a list of your assets and their worth;
  • a list of the people you wish to be beneficiaries, including their full names (correctly spelt) and age.
  • Payment methods are by EFTPOS and EFT only. Unfortunately we cannot accept cash. 

Optional items to bring:

Your Beneficiaries

  • Names, ages and addresses of your parents, spouse and children (adopted or natural).
  • Names, ages and addresses of any person you wish to be included in your Will.

Your House

  • Where is the title?
  • Is your property held as joint tenants or tenants in common?
  • Is there a Body Corporate in place?
  • If possible, bring the title with you to the interview and we will lodge it in our safe custody.

Your Shares

  • Security Reference Number – this can be found on a dividend statement.
  • Are the shares held jointly or individually?
  • Acquisition details – when did you acquire the shares and for how much?

Your Prepaid Funeral

  • Prepaid funeral plan/policy or funeral bond.

Your Bank Accounts

  • Bank account statement with account numbers.

Your Superannuation Details

  • Member number.
  • Do you have a binding nomination?

Your Insurance

  • Policy documents relating to home, contents, motor vehicle, funeral, life, health or any other policies held.
  • Do you have a nominated beneficiary in relation to your funeral or life insurance policy?

Your Furniture and Effects

  • Estimated value of these items.
  • Estimated value of any specific items of higher value.

Your International Assets

  • If you have any international assets, please bring in any information related to these assets.

Your Liabilities

  • Do you have any outstanding liabilities, such as a home loan or otherwise? 
  • This includes loans to family members. Please supply documentation with respect to the family loan.

Other Information

  • Your wishes with respect to burial or cremation.
  • Your wishes in relation to guardianship of any infant children.

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