My Property
My Belongings
Gifts of personal property are deducted from your residual estate before it is distributed to amongst the beneficiaries.
Assets held as joint proprietors or owned as part of a family trust or superannuation may not form part of your estate.
For example, you may wish to leave your car or jewellery to your daughter.
Do you want to gift specific personal items to anyone? (Max. 5)
How many gifts of personal property do you want to make?
First Item
Second Item
Third Item
Fourth Item
Fifth Item
My Money
Gifts of money are deducted from your residual estate before it is distributed to amongst the beneficiaries.
Would you like to gift money to anyone or make any donations to charity? (Max. 5)
For example you may wish to leave your best friend $1,000, or make a donation to a charity.
How many cash gifts or donations do you want to make to people or charities?
First Gift of Money
Is the first cash gift to a charity or a person?
What is the ABN of the charity you want to make the first cash gift to?
If you are not sure, you can look up the ABN on the
Australian Business Register.
Second Gift of Money
Is the second cash gift to a charity or a person?
What is the ABN of the charity you want to make the second cash gift to?
If you are not sure, you can look up the ABN on the
Australian Business Register.
Third Gift of Money
Is the third cash gift to a charity or a person?
What is the ABN of the charity you want to make the third cash gift to?
If you are not sure, you can look up the ABN on the
Australian Business Register.
Fourth Gift of Money
Is the fourth cash gift to a charity or person?
What is the ABN of the charity you want to make the fourth cash gift to?
If you are not sure, you can look up the ABN on the
Australian Business Register.
Fifth Gift of Money
Is the fifth cash gift to a charity or a person?
What is the ABN of the charity you want to make the fifth cash gift to?
If you are not sure, you can look up the ABN on the
Australian Business Register.
Everything Else
A beneficiary is a person receiving a gift or portion of the estate under a Will.
Your residual estate is the remainder of your estate once all debts and expenses have been paid and specific gifts have been distributed. Your residual estate will be distributed to the beneficiaries you nominate in this step.
Where the residual estate is to be distributed to more than one beneficiary, the LifeDocs Will provides that this distribution is made equally amongst each beneficiary.
After making the above gifts of property and money, how many people do you want to share in what’s left of your estate? (Max .5)
How old must your beneficiaries be before they receive anything under your will?
If a beneficiary passes away before you or before they reach the vesting age do you want to give the beneficiary’s share to their children?
First Beneficiary
What is the first beneficiary’s relationship to you? For example, they might be your son or daughter.
Second Beneficiary
What is the second beneficiary’s relationship to you? For example, they might be your son or daughter.
Third Beneficiary
What is the third beneficiary’s relationship to you? For example, they might be your son or daughter.
Fourth Beneficiary
What is the fourth beneficiary’s relationship to you? For example, they might be your son or daughter.
Fifth Beneficiary
What is the fifth beneficiary’s relationship to you? For example, they might be your son or daughter.
Alternative Beneficiary
If your sole beneficiary predeceases you or is otherwise unable to receive an allocation from your estate, we recommend you appoint an alternate beneficiary.
Would you like to appoint an alternative beneficiary?
What is the alternative beneficiary’s relationship to you? For example, they might be your niece or nephew.