Instructions on Will

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BIRTH DETAILS
TELEPHONE NO.
OCCUPATION
FAMILY (i.e CHILDREN, PARENTS ETC.)
BANK ACCOUNTS & SIMILAR
Branch
SHARES/DEBENTURES & SIMILAR
SUPERANNUATION (If so, is there a nominated beneficiary ?)
ANY INTEREST IN FAMILY TRUST (If so, what? Any power to appoint beneficiaries)
OVERSEAS ASSETS
LOANS TO FAMIlY/OTHERS (Do you wish there to be brought into account for distribution)
EXECUTOR(S) (State whether SoIe/Joint/AIternate)





GUARDIANS: If spouse/ predecessor dies together, who is to be guardian?

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