Australia Migration, Immigration Australia, Migrating to Australia
20th July 2008 about | WA Tourist Info | copyright | contact us | privacy policy | terms | sitemap |
Migration Institute of Australia Member
Registration Number 1971 and 2748
Registered to Provide Migration Advice
MARN numbers:
0208366, 0426675, 0641256, 0742456 and 0640237
More info about Immigration Australia, Visa Australia
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The Will Checklist

The Will checklist   

 

To help you remember some of the information covered in the "law4u" fact sheets, we've prepared a will checklist. You can download this and use it if you're thinking about making your own will.

1. Who will be your beneficiaries?

2. How will your estate be shared among these beneficiaries?

3. Do you want to leave part of your estate to a charitable organisation?

4. Who will you nominate as residuary beneficiary, if the main beneficiaries die?

5. Have you made adequate provision in your will for your dependants?

6. Who will you appoint as executor(s) for your will?

7. Do you want to appoint an alternative executor(s)?

8. Do you want to appoint a guardian for your children? Who will this be?

9. Do you want to nominate an amount of maintenance for your children?

10. Do you want to give other directions, such as where you would like to be buried?

11. Do you need to consider estate planning? For example, do you
  • want to pass on a family business?
  • have a superannuation payout?
  • want to make a gift to a charity?
  • have capital losses?
  • have property which may be caught by capital gains tax, ie, it was purchased before September 19, 1985?
  • have life insurance?
  • have family debts?
  • want flexibility in distributing your assets, for example, there are more kids on the horizon, or for tax purposes?

    12. If you are establishing a trust, have you decided on a suitable trustee(s)?

    13. Where will you put your will? Have you told anyone, eg, the executor, where it is

    14. Do you want to arrange and pay for your funeral in advance?
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