Wills

 

Online Wills Form

 

Do you have a will? If you answered ‘no’, are you worried that, if the unthinkable happens, it could leave your family not only grieving but with a major administrative headache?

A will is the only way to ensure that your estate is distributed in the way you wish. It will also make life easier for family and friends after your death.

If you die without a will, you die intestate. In New South Wales, this means that your assets will be distributed according to a pre-determined formula. If you die intestate, it can make life very difficult for your surviving spouse or partner.

 

Do you have a will but it needs updating?

Would you like us to prepare a will for you?

At Monardo Solicitors, we like to make preparing your will as easy and cost-effective as possible.

We offer two options for drafting a will:

Option One: You call us to make an appointment and we arrange a meeting to discuss your requirements (a good option for people with more complex estate-planning requirements).

Option Two: You can save time and money by filling out the online form below and taking advantage of our easy five-step process for preparing your will (an excellent option for people whose estate-planning requirements are relatively straightforward).

 

What does the five-step online process involve?

Step One: You fill in the will form below and send it to us via the submit button at the bottom of the page.

Step Two: We will get back to you quickly, with a quote for how much it will cost to draft your will. At this point, we will let you know if we need any additional information.

Step Three: If you accept our quote, we will prepare the will for you.

Step Four: You review your will.

Step Five: We arrange for you to sign your will and have it witnessed.

If you have decided on Option Two, please fill in the following form. When you have finished, you can send the form to us by clicking the submit button at the bottom of the page. We will get back to you with a quotation within a couple of working days.

 

Monardo Solicitors Online Will Form

    Monardo Contact

    I would like Monardo Solicitors to provide a quote to prepare a will for me.

    Do you reside in New South Wales?

    Part 1: Your contact details

    First Name (required)

    Last Name (required)

    Your Email (required)

    Your residential address:

    Street address:

    City / Suburb:

    State:

    Postcode:

    Country:

    Your postal address:

    Same as residential address:

    Street address/PO box:

    City / Suburb:

    State:

    Postcode:

    Country:

    Telephone:

    Home:

    Work:

    Mobile:

    Occupation

    Your occupation:

    Date of Birth

    Date of Birth:

    Part 2: Do you have an existing will?

    Do you have an existing will?

    Part 3: Beneficiaries

    Who do you wish to name as your beneficiaries ?

    (A beneficiary is a person who receives a gift or benefit under the terms of a will).

    My beneficiary/beneficiaries is/are:

    If my beneficiary pre-deceases me, my alternative beneficiary will be:

    If my alternative beneficiary pre-deceases me, my beneficiary will be:

    Part 4: Executor Information

    Who do you wish to appoint as the executor of your estate?
    (An executor is the person who is responsible for carrying out your wishes after you die. They are responsible for managing the estate within the terms of your will, as well as protecting the assets of the estate. Your executor should be someone you trust.)

    Executor’s contact details:

    Name:

    Address:

    City / Suburb:

    State:

    Postcode:

    Country:

    Do you wish to appoint a substitute or alternative executor/s?
    (The person you appoint as executor is under no obligation to accept the appointment. They may be unwilling or unable to undertake the role. As a result, it may be sensible to appoint an alternative executor.)

    Alternative executor no. 1:

    Name:

    Address:

    City / Suburb:

    State:

    Postcode:

    Country:

    Alternative executor no. 2:

    Name:

    Address:

    City / Suburb:

    State:

    Postcode:

    Country:

    Part 5: Do you need to appoint in your will a guardian for your children?

    Do you have children under the age of 18? Do you need to appoint in your will a guardian for your children?

    (If you have answered no to the above question, please go to Part 6: Bequests, gifts or donations)

    Guardian’s contact details:

    Name:

    Address:

    City / Suburb:

    State:

    Postcode:

    Country:

    Part 6: Do you want to make any specific bequests, gifts or donations?

    (For example, you may wish to make some specific bequests, gifts or donations to charities or not-for profit groups. Alternatively, you may wish to leave friends or family members specific items or gifts.)

    Do you want to make any specific bequests, gifts or donations?

    If you answered yes, please provide details:

    Part 7: Superannuation funds

    Are you a member of a superannuation fund?

    If you have answered yes above, what is the name of your superannuation fund?

    Part 8: Do you have a life insurance policy?

    Do you have a life insurance policy?:

    If you have answered yes above, what is your insurance company?

    Part 9: Property ownership

    Do you own your own home?

    (If you have answered yes to the above question, please go to Part 10: Other assets)

    If you answered yes to the question above, do you own the home as a joint tenant or a tenant in common?

    A joint tenancy is a form of co-ownership where property is owned by more than one person. In practical terms, it means that, when one co-owner dies, the property automatically passes to the other co-owner(s), regardless of what the will says. This is the favoured type of ownership for couples.

    A tenancy in common is a form of co-ownership where property is held in common with others but each has a separate share. The share of a deceased person passes to their beneficiaries and not to the surviving co-owners.

    Please note that the provisions of a will do not affect the disposal of a joint tenancy property or superannuation accounts. Joint tenancy property can only be dealt with if the joint tenancy is first changed into a tenancy in common.

    Do you own any property other than your home?
    (For example, an investment property or a holiday home.)

    Part 10: Do you have any other assets?

    Do you have any other assets?

    Part 11: Do you have any liabilities (debts)?

    Do you have any liabilities (debts)?
    Please list any liabilities (debts) below and explain how these will be repaid/satisfied:
    (Examples include: mortgages, bank loans (both secured and unsecured), Personal Property Security Register (PPSR) registrations.)

    Part 12: Other information

    Is there any other information regarding your will that you think you should tell us at this point?

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