Will Instructions Questionnaire (16:App A) - Revision history

LSLAP at 19:32, 13 October 2025

2025-10-13T19:32:23Z

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LSLAP at 17:09, 23 August 2024

2024-08-23T17:09:27Z

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	==== What is to be done with the Will-maker’s remains? ====		==== What is to be done with the Will-maker’s remains? ====




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LSLAP at 21:30, 22 August 2024

2024-08-22T21:30:33Z

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	::''If the Will-maker is serving as an Executor for another, the terms of the will may provide for an alternative Executor on the death of the Will-maker or provide no alternate. In the latter case, the Will-maker’s appointed Executor of the Will-maker’s will would take over the Will-maker’s role as Executor of the other deceased. The Will-maker may, therefore, wish to appoint two Executors: one as Executor of their own estate and the other to take over the executorship of the previous will.''		::''If the Will-maker is serving as an Executor for another, the terms of the will may provide for an alternative Executor on the death of the Will-maker or provide no alternate. In the latter case, the Will-maker’s appointed Executor of the Will-maker’s will would take over the Will-maker’s role as Executor of the other deceased. The Will-maker may, therefore, wish to appoint two Executors: one as Executor of their own estate and the other to take over the executorship of the previous will.''


	== Part 2 – Financial Information ==		== Part 2 – Financial Information ==

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	==== “Clean-up” Clauses: ====		==== “Clean-up” Clauses: ====
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	If a child fails to survive to above age, the gift/share is to be:		If a child fails to survive to above age, the gift/share is to be:

			==== What is to be done with the Will-maker’s remains? ====
	~~'''~~What is to be done with the Will-maker’s remains?~~'''~~



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LSLAP at 21:29, 22 August 2024

2024-08-22T21:29:05Z

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	! Full name of the beneficiary !! Address !! Relationship to Will-maker !! Description of item		! Full name of the beneficiary !! Address !! Relationship to Will-maker !! Description of item
	\|-		\|-
	\| \|\| \|\| \|\|		\| _ \|\| \|\| \|\|
	\|-		\|-
	\| \|\| \|\| \|\|		\| _ \|\| \|\| \|\|
	\|-		\|-
	\| \|\| \|\| \|\|		\| _ \|\| \|\| \|\|
	\|}		\|}

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	! Full name of the beneficiary !! Address !! Relationship to Will-maker !! Amount		! Full name of the beneficiary !! Address !! Relationship to Will-maker !! Amount
	\|-		\|-
	\| \|\| \|\| \|\|		\| _ \|\| \|\| \|\|
	\|-		\|-
	\| \|\| \|\| \|\|		\| _ \|\| \|\| \|\|
	\|-		\|-
	\| \|\| \|\| \|\|		\| _ \|\| \|\| \|\|
	\|}		\|}

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	! Name of charity !! Address !! Cash amount/specific assets		! Name of charity !! Address !! Cash amount/specific assets
	\|-		\|-
	\| \|\| \|\|		\| _ \|\| \|\|
	\|-		\|-
	\| \|\| \|\|		\| _ \|\| \|\|
	\|-		\|-
	\| \|\| \|\|		\| _ \|\| \|\|
	\|}		\|}

			{\| class="wikitable"
			\|+ Residue of Will-maker’s Estate
			\|-
			! Full name of the beneficiary !! Address !! Relationship to Will-maker !! Amount/Portion of residue
			\|-
			\| _ \|\| \|\| \|\|
			\|-
			\| _ \|\| \|\| \|\|
			\|-
			\| _ \|\| \|\| \|\|
			\|}


			==== “Clean-up” Clauses: ====

	~~Residue of Will-maker’s Estate:~~		'''If the Executor needs to invest the estate''', the restriction the Will-maker would like to place on the Executor is:
	~~Full name of~~ the ~~beneficiary Address Relationship~~ to Will-maker ~~Amount/ Portion of residue~~



			* Unrestricted (any investment the Executor thinks is appropriate):
			* Restricted, the restrictions being:

			'''If minors are to receive gifts''', the trustee and their name, address, and relationship to child are:
	~~“Clean-up” Clauses:~~
	~~If the Executor needs to invest the estate, the restriction the Will-maker would like to place on the Executor is:~~
	~~● Unrestricted (any investment the Executor thinks is appropriate):~~
	~~● Restricted, the restrictions being:~~
	If minors are to receive gifts, the trustee and their name, address, and relationship to child are:

	The age the child can receive the gift absolutely is:		The age the child can receive the gift absolutely is:
	Can money be used for the benefit of the child (e.g. education) before they become entitled absolutely?
			Can money be used for the benefit of the child (e.g. education) before they become entitled absolutely?

	Other limitations:		Other limitations:

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	What is to be done with the Will-maker’s remains?		'''What is to be done with the Will-maker’s remains?'''



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LSLAP at 21:06, 22 August 2024

2024-08-22T21:06:45Z

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Clicklaw Editor at 21:30, 29 August 2023

2023-08-29T21:30:51Z

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LSLAP at 00:20, 25 August 2023

2023-08-25T00:20:37Z

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	{{LSLAP Manual TOC\|expanded = wills}}		{{LSLAP Manual TOC\|expanded = wills}}

Clicklaw Editor at 21:30, 11 October 2022

2022-10-11T21:30:56Z

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	The following document is a questionnaire that is a useful guide for gathering the necessary information of a client for constructing a will.		The following document is a questionnaire that is a useful guide for gathering the necessary information of a client for constructing a will.


	{{LSLAP Appendix PDF		{{LSLAP Appendix PDF

Clicklaw Editor at 21:30, 11 October 2022

2022-10-11T21:30:42Z

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Desy Wahyuni at 23:21, 20 December 2021

2021-12-20T23:21:32Z

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