LifeDocs Will

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1Getting Started

2About Me

3My Executors

4Directorships

5My Property

6Exclusions

7My Children

8My Body

9Review

10All Done!

Getting Started

After you’ve completed the form you can simply download your LifeDocs Will as a PDF. We will also send you an email with it attached.

You can save your progress and come back later by simply clicking ‘Save and Continue Later‘ at the bottom of every page.

When you’re ready, click ‘Next’ to get started.

About Me

My Name*

What is your name as it appears on your Driver Licence or birth certificate?

First Middle Last

My Occupation*

What is your occupation?

Which Australian state do you live in?*

The law may differ depending on where you live. We want to make sure your will is right for your location.

My Address*

What is your home address?

Street Address Suburb State Post Code Country

My Executors

Executors*

An Executor is the person or professional service provider you appoint in your Will to administer your estate after your death.
LifeDocs’ Will allows you to include up to three Executors.
How many executors would you like to name in your will? (Max. 3)

Sole Executor*

What is your executor’s name?

First Middle Last

Sole Executor's Address*

What is your executor’s home address?

Street Address Suburb State Post Code Country

Relationship to the Sole Executor*

What is the executor’s relationship to you? For example, they might be your wife or husband.

Please Define Relationship*

You have selected ‘other’. What is the executor’s relationship to you? For example, they might be your sister-in-law.

First Executor

First Executor*

You have selected to have two executors. What is your first executor’s name?

First Middle Last

First Executor's Address*

What is your first executor’s home address?

Street Address Suburb State Post Code Country

Relationship to the First Executor*

What is the first executor’s relationship to you? For example, they might be your partner or spouse.

Please Define Relationship*

You have selected ‘other’. What is the first executor’s relationship to you? For example, they might be your sister-in-law.

Second Executor

Second Executor*

What is your second executor’s name?

First Middle Last

Second Executor's Address*

What is your second executor’s home address?

Street Address Suburb State Post Code Country

Relationship to the Second Executor*

What is the second executor’s relationship to you? For example, they might be your wife or husband.

Please Define Relationship*

You have selected ‘other’. What is the second executor’s relationship to you? For example, they might be your sister-in-law.

First Executor

First Executor*

You have selected to have three executors. What your first executor’s name?

First Middle Last

First Executor's Address*

What is your first executor’s home address?

Street Address Suburb State Post Code Country

Relationship to the First Executor*

What is the first executor’s relationship to you? For example, they might be your wife or husband.

Relationship to First Executor*

You have selected ‘other’. What is the first executor’s relationship to you? For example, they might be your sister-in-law.

Second Executor

Second Executor*

What is your second executor’s name?

First Middle Last

Second Executor's Address*

What is your second executor’s home address?

Street Address Suburb State Post Code Country

Relationship to the Second Executor*

What is the second executor’s relationship to you? For example, they might be your wife or husband.

Please Define Relationship*

You have selected ‘other’. What is the second executor’s relationship to you? For example, they might be your sister-in-law.

Third Executor

Third Executor*

What is your third executor’s name?

First Middle Last

Third Executor's Address*

What is your third executor’s home address?

Street Address Suburb State Post Code Country

Relationship to the Third Executor*

What is the third executor’s relationship to you? For example, they might be your wife or husband.

Please Define Relationship*

You have selected ‘other’. What is the third executor’s relationship to you? For example, they might be your sister-in-law.

Alternative Executor

Alternative Executor*

One Alternative Executor may be nominated in the event that the primary Executor predeceases you or is otherwise unable or unwilling to act.
Would you like to have an alternative executor of your will?

Alternative Executor*

What is your alternative executor’s name?

First Middle Last

Alternative Executor Address*

What is your alternative executor’s home address?

Street Address Suburb State Post Code Country

Relationship to the Alternative Executor*

What is your alternative executor’s relationship to you? For example, they might be your wife or husband.

Please Define Relationship*

You have selected ‘other’. What is the alternate executor’s relationship to you? For example, they might be your sister-in-law.

Directorships

Directorship of a company or family trust*

A replacement Director should be nominated where you are the director of a company or family Trust, if the company or trust rules allow. You may nominate your Executor as the replacement Director.

Are you the director of a company or family trust?

Appointment of replacement director*

Do you want to appoint a replacement director of your company or family trust upon your passing if the company or trust rules allow?

Appoint your executor(s) as director(s)*

Would you like to appoint your executor(s) as your replacement director(s)?

Appointment of Replacement Director*

What is the name of your replacement director?

First Middle Last

Relationship to the Replacement Director*

What is the replacement director’s relationship to you? For example, they might be your wife or husband.

Please Define Relationship*

You have selected ‘other’. What is the replacement director’s relationship to you? For example, they might be your sister-in-law.

My Property

My Belongings

Personal Property*

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)

Number of Gifts of Property*

How many gifts of personal property do you want to make?

First Item

First Item*

What is the first item that you want to gift? For example, you may wish to gift your record collection or costume jewellery.

Name of First Item Recipient*

What is the name of the person to whom you would like to gift the first item?

First Middle Last

Address of First Item Recipient*

What is the home address of the person to whom you would like to gift the first item?

Street Address Suburb State Post Code Country

Second Item

Second Item*

What is the second item that you want to gift? For example, you may wish to gift your record collection or costume jewellery.

Name of Second Item Recipient*

What is the name of the person to whom you would like to gift the second item?

First Middle Last

Address of Second Item Recipient*

What is the home address of the person to whom you would like to gift the second item?

Street Address Suburb State Post Code Country

Third Item

Third Item*

What is the third item that you want to gift? For example, you may wish to gift your record collection or costume jewellery.

Name of Third Item Recipient*

What is the name of the person to whom you would like to gift the third item?

First Middle Last

Address of Third Item Recipient*

What is the home address of the person to whom you would like to gift the third item?

Street Address Suburb State Post Code Country

Fourth Item

Fourth Item*

What is the fourth item that you want to gift? For example, you may wish to gift your record collection or costume jewellery.

Name of Fourth Item Recipient*

What is the name of the person to whom you would like to gift the fourth item?

First Middle Last

Address of Fourth Item Recipient*

What is the home address of the person to whom you would like to gift the fourth item?

Street Address Suburb State Post Code Country

Fifth Item

Fifth Item*

What is the fifth item that you want to gift? For example, you may wish to gift your record collection or your costume jewellery.

Name of Fifth Item Recipient*

What is the name of the person to whom you would like to gift the fifth item?

First Middle Last

Address of Fifth Item Recipient*

What is the home address of the person to whom you would like to gift the fifth item?

Street Address Suburb State Post Code Country

My Money

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.

Number of Monetary Gifts*

How many cash gifts or donations do you want to make to people or charities?

First Gift of Money

First Cash Gift*

Is the first cash gift to a charity or a person?

Charity's Name for the First Cash Gift*

What is name of the charity?

Charity's ABN*

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.

Name of the First Cash Recipient*

What is name of the person to whom you want to gift the first cash amount?

First Middle Last

Address of First Cash Recipient*

What is the home address of the person to whom you want to gift the first cash amount?

Street Address Suburb State Post Code Country

How much do you want to gift?*

How much do you want to gift or donate to this person or charity?

Second Gift of Money

Second Cash Gift*

Is the second cash gift to a charity or a person?

Charity's Name for the Second Cash Gift*

What is the name of the charity?

Charity's ABN*

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.

Name of the Second Cash Recipient*

What is name of the person to whom you would like to gift the second cash amount?

First Middle Last

Address of Second Cash Recipient*

What is the home address of the person to whom you want to gift the second cash amount?

Street Address Suburb State Post Code Country

How much do you want to gift?*

How much do you want to gift or donate to this person or charity?

Third Gift of Money

Third Cash Gift*

Is the third cash gift to a charity or a person?

Charity's Name for the Third Cash Gift

What is the name of the charity?

Charity's ABN*

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.

Name of the Third Cash Recipient*

What is the name of the person to whom you want to gift the third cash amount?

First Middle Last

Address of Third Cash Recipient*

What is the home address of the person to whom you would like to gift the third cash amount?

Street Address Suburb State Post Code Country

How much do you want to gift?*

How much do you want to gift or donate to this person or charity?

Fourth Gift of Money

Fourth Cash Gift*

Is the fourth cash gift to a charity or person?

Charity's Name for the Fourth Cash Gift*

What is the name of the Charity?

Charity's ABN*

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.

Name of the Fourth Cash Recipient*

What is the name of the person to whom you want to gift the fourth cash amount?

First Middle Last

Address of Fourth Cash Recipient*

What is the home address of the person to whom you want to gift the fourth cash amount?

Street Address Suburb State Post Code Country

How much do you want to gift?*

How much do you want to gift or donate to this person or charity?

Fifth Gift of Money

Fifth Cash Gift*

Is the fifth cash gift to a charity or a person?

Charity's Name for the Fifth Cash Gift

What is the name of the charity?

Charity's ABN*

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.

Name of the Fifth Cash Recipient*

What is the name of the person to whom you want to gift the fifth cash amount?

First Middle Last

Address of Fifth Cash Recipient*

What is the home address of the person to whom you want to gift the fifth cash amount?

Street Address Suburb State Post Code Country

How much do you want to gift?*

How much do you want to gift or donate to this person or charity?

Everything Else

Number of Beneficiaries*

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)

Vesting age of beneficiaries*

How old must your beneficiaries be before they receive anything under your will?

Please enter a number from 18 to 55.

Children to Receive Beneficiary's Share*

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

Name of First Beneficiary*

What is the name of your first beneficiary?

First Middle Last

Relationship to the First Beneficiary*

What is the first beneficiary’s relationship to you? For example, they might be your son or daughter.

Please Define Relationship*

You have selected ‘other’. What is this beneficiary’s relationship to you? For example, they might be your sister-in-law.

Second Beneficiary

Name of Second Beneficiary*

What is the name of your second beneficiary?

First Middle Last

Relationship to the Second Beneficiary*

What is the second beneficiary’s relationship to you? For example, they might be your son or daughter.

Please Define Relationship*

You have selected ‘other’. What is this beneficiary’s relationship to you? For example, they might be your sister-in-law.

Third Beneficiary

Name of Third Beneficiary*

What is the name of your third beneficiary?

First Middle Last

Relationship to the Third Beneficiary*

What is the third beneficiary’s relationship to you? For example, they might be your son or daughter.

Please Define Relationship*

You have selected ‘other’. What is this beneficiary’s relationship to you? For example, they might be your sister-in-law.

Fourth Beneficiary

Name of Fourth Beneficiary*

What is the name of your fourth beneficiary?

First Middle Last

Relationship to the Fourth Beneficiary*

What is the fourth beneficiary’s relationship to you? For example, they might be your son or daughter.

Please Define Relationship*

You have selected ‘other’. What is this beneficiary’s relationship to you? For example, they might be your sister-in-law.

Fifth Beneficiary

Name of Fifth Beneficiary*

What is the name of your fifth beneficiary?

First Middle Last

Relationship to the Fifth Beneficiary*

What is the fifth beneficiary’s relationship to you? For example, they might be your son or daughter.

Please Define Relationship*

You have selected ‘other’. What is this beneficiary’s relationship to you? For example, they might be your sister-in-law.

Alternative Beneficiary

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?

Name of Alternative Beneficiary*

What is the name of your alternative beneficiary?

First Middle Last

Relationship to the Alternative Beneficiary*

What is the alternative beneficiary’s relationship to you? For example, they might be your niece or nephew.

Please Define Relationship*

You have selected ‘other’. What is the alternative beneficiary’s relationship to you? For example, they might be your sister-in-law.

Exclusions

Exclusions*

Do you want exclude anyone from your will?

For example, you might want to exclude your ex-partner if you have already provided for them in a divorce. You can’t exclude anyone that you have a duty to look after.

Are you sure?*

If you have a duty to provide for someone and you exclude them from your will they might challenge the will in court. Any dispute can reduce what is left for your beneficiaries. If you are not sure that you can exclude this person we recommend that you get legal advice.

Yes

How many people do you want to exclude from your will?*

You can exclude up to three people.

First Excluded Person*

What is the name of the first person you want to exclude from your will?

First Middle Last

Second Excluded Person*

What is the name of the second person you want to exclude from your will?

First Middle Last

Third Excluded Person*

What is the name of the third person you want to exclude from your will?

First Middle Last

My Children

Guardians*

If you have any children who are under 18 years of age you can nominate one or two guardians to look after them after your death.

Spouse or Partner To Care For Your Children*

Do you have a spouse or partner who will care for your children at the time of your passing?

Name of Spouse or Partner*

What is the name of your spouse or partner?

First Middle Last

How many guardians do you want to name?*

You can name up to two guardians to look after your children.

First Guardian

Name of First Guardian*

What is the name of the first guardian?

First Middle Last

Relationship to the First Guardian*

What is the first guardian’s relationship to you? For example, they might be your brother or sister.

Please Define Relationship*

You have selected ‘other’. What is the first guardian’s relationship to you? For example, they might be your sister-in-law.

Second Guardian

Name of Second Guardian*

What is the name of the second guardian?

First Middle Last

Relationship to the Second Guardian*

What is the second guardian’s relationship to you? For example, they might be your brother or sister.

Please Define Relationship*

You have selected ‘other’. What is the second guardian’s relationship to you? For example, they might be your sister-in-law.

Getting Started

About Me

My Executors

First Executor

Second Executor

First Executor

Second Executor

Third Executor

Alternative Executor

Directorships

My Property

My Belongings

First Item

Second Item

Third Item

Fourth Item

Fifth Item

My Money

First Gift of Money

Second Gift of Money

Third Gift of Money

Fourth Gift of Money

Fifth Gift of Money

Everything Else

First Beneficiary

Second Beneficiary

Third Beneficiary

Fourth Beneficiary

Fifth Beneficiary

Alternative Beneficiary

Exclusions

My Children

First Guardian

Second Guardian

My Body

Review

All done!