by Coote Family Lawyers

About this document:

Your Will records what you would like to happen to your property (your “Estate”) after you die. It is important to ensure that your Will is kept up to date to ensure that your wishes are carried out and your loved ones are provided for when you pass away.

This interview is intended to be used to prepare a simple Will. Please contact our Wills & Estates team for the preparation of more complex Wills, including those involving testamentary trusts.

Before getting started:

We recommend that you begin by preparing a summary of your assets and liabilities and consider who you would like to receive your Estate when you die (your beneficiary/beneficiaries). 

Prior to commencing the interview, it would also be helpful for you to consider the following matters:

1.   Who you would like to appoint as the Executor/s of your Estate? The Executor/s of your Estate will be responsible for administering your Estate and ensuring that the terms of your Will are carried out;

2.   Whether you would like to appoint a substitute Executor/s to act in the event that your first named Executor is unable or unwilling to fulfil this role?;

3.   Whether there are any specific gifts of property (e.g. jewellery, artwork, motor vehicles) or legacies (i.e. a specific sum of money) you wish to provide to a specific beneficiary?; and

4.   How you would like your residuary Estate (being the remainder of your Estate after all debts, funeral expenses and liabilities have been paid) to be distributed?.

Interview time:

This interview should take you 15 to 20 minutes. You can save your responses and return to complete the interview at any time.

Document length:

Approximately 6 pages long.

Document type:

Word Document.

This interview will generate a document based on the information provided by you. It does not and is not intended to represent legal advice or the practice of law (even if the information you input is based on suggestions or tips provided by us). 

Please note: if you want professional assurance that this template and your interpretation of it is appropriate to your particular situation, we recommend that you consult with a lawyer authorised to practice law in your jurisdiction.

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