Fillable Printable Testamentary Trust Application Form
Fillable Printable Testamentary Trust Application Form
Testamentary Trust Application Form
TestamentaryTrust
ApplicationForm
Notestoassistyoucompletethis
ApplicationForm
Information PLEASEPRINTCLEARLY
ORDEREDBY
Thisistheaddresswhereyouwouldlike
thedocumentstobesent.
YOURADDRESS
CLIENT’SPERSONALDETAILS
1.1
YourFullName
1.2
YourHomeAddress
1.3
YourOccupation
1.4
Areyoumarried?
Yes
No
Ifyes,isyourmarriage
Legal
Defacto
YourWife/Partner’sName
YourWife/Partner’sOccupation
Ifno,areyoucurrentlyengagedtobe
married?
Yes
No
1.5
Areyouapermanentresidentof
Australia?
Yes
No
TYPEOFWILL
2.1
Typeofwill
WILLESTABLISHINGATESTAMENTARYTRUST
EXECUTORDETAILS
3.1
NameofyourExecutorsinorderof
preference
(i) Name:
Relationship:
Address:
Occupation:
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EXECUTORDETAILS(continued)
(ii) Name:
Relationship:
Address:
Occupation:
(iii) Name:
Relationship:
Address:
Occupation:
PleaseindicateifyouwanttwoormorepersonstoactjointlyasyourExecutor.Theroleof
executorisanimportantone.Theyaretobeentrustedwiththewholeofyourestateandto
carryoutyourwishesforthebenefitofyourbeneficiaries.Accordinglyyoushouldcarefully
consider
whoyouwishtoentrustwiththisrole.Oneormoreofyourbeneficiariesmayalso
beexecutorsofyourestate.
3.2
Aretheinvestmentpowersofyour
ExecutororTrusteetobelimited?
Yes No
(Thelawallowslimitedtrusteeinvestmentpowers)Whereyoubelievethatthesepowersare
enoughsimplytickYes.
IfyouwishtoexpandthetrusteespowerstoallowmoreflexibilitysimplytickNo.
3.3
IsthereanAlternateExecutor?
Yes No
IfYes,AlternateExecutor’sName
GUARDIANDETAILS
4.1
Nameofperson(s)tobeGuardians
N/A
Relationship:
Address:
Nameof person(s)tobe Guardiansofanyminorchildrenin the eventthatyourspouse(or
formerspousewhocurrentlyhascustody)diesbeforeyou.
INVESTMENTADVICE
5.1
NameofInvestmentAdviser
InvestmentAdviserFirm
Name of the person whose advice you wish your Executors/Trustees to obtain or
consider,ifany
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APPOINTOROFFAMILYTRUSTCLAUSE
6.1
FamilyTrustName
N/A
FamilyTrustAppointor
ClauseNoofFamilyTrust
BENEFICIARYDETAILSThepeopleyouwanttobenefitunderyourWill
7.1
(i) Name:
Relationship:
Age:
Address:
Occupation:
Dotheyhavechildren?
Yes No
(ii) Name:
Relationship:
Age:
Address:
Occupation:
BENEFICIARYDETAILSThepeopleyouwanttobenefitunderyourWill(continued)
Dotheyhavechildren?
Yes No
(iii) Name:
Relationship:
Age:
Address:
Occupation:
Dotheyhavechildren?
Yes No
(iv) Name:
Relationship:
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Age:
Address:
Occupation:
Dotheyhavechildren?
Yes No
(v) Name:
Relationship:
Age:
Address:
Occupation:
Dotheyhavechildren?
Yes No
BENEFICIARYDETAILSThepeopleyouwanttobenefitunderyourWill
7.2
Haveyouleftoutoftheseinstructionsa
spouse,ex‐spouse,childfromacurrentor
previousmarriageoranyotherperson
whoatanytimehasbeenfinancially
dependentuponyou?
Yes No
Ifyes,pleaseprovidethesamedetailsas
expressedin4.1andabriefexplanationas
towhytheyhavebeenleftout:
Name:
Relationship:
Address:
Why?:
7.3
Doyouwantacharitytobenefitunder
yourWill?
Yes No
Ifyes,pleasenamethecharityand
describethegiftthatyouwanttogive:
(i) Charity
AmountofGift
(ii) Charity
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AmountofGift
7.4
Doyouwantanon‐residenttobenefit
underyourWill?
Yes No
Ifyes,pleasenamethebeneficiary,their
countryofresidenceandthetypeofgift
thattheyaretoreceive:
(i) Beneficiary
Countryofresidence
BENEFICIARYDETAILSThepeopleyouwanttobenefitunderyourWill
Gift
(ii) Beneficiary
Countryofresidence
Gift
7.5
Isanypersontobegivenanyproperty
underyourWillforthetermoftheirlife
onlywiththepropertythenbeinggivento
someoneelse?
Yes No
Ifyes,pleasenamethepersontogetthe
propertyfortheirlifeonly,namethe
personwhoistobegiventheproperty
afterthedeathofthefirstpersonand
identifythepropertyinquestion.
LifeOnly
AfterDeath
Property
7.6
Whodoyouwishtobenefitfromyour
estate?Ifyourspouse,allyourchildren
andlinealdescendantshavepredeceased
you?
Name:
Relationship:
Shareor%ofyourestate:
LIFEINSURANCE
8.1
Doyouownlifeinsuranceonyourlife?
Yes No
8.2
Doyouownlifeinsuranceonanother
personslife?
Yes No
Ifyestoeither6.1or6.2pleaseprovidethe
followingdetailsforallpoliciesownedby
you.
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LIFEINSURANCE(continued)
8.3
(i) NameofInsurer:
LifeInsured:
HowMuchCover:
WhenAreProceedsPayable:
CurrentCash‐inValue:
TypeofPolicy:
Death,TPD,Trauma,Disability(pleasecircle)
(ii) NameofInsurer:
LifeInsured:
HowMuchCover:
WhenAreProceedsPayable
CurrentCash‐inValue:
TypeofPolicy:
Death,TPD,Trauma,Disability(pleasecircle)
8.4
Doyouknowofanybodyelsethatownsa
lifeinsurancepolicyonyourlife?
Yes No
Ifyes,whoownsthepolicy?:
Howmuchisthecover?
Forwhatreasondoesthepersonownthe
policy?
LONGSERVICELEAVEANDANNUALLEAVE
9.1
Doyouhaveanyaccrued:
LongServiceLeave Yes No
AnnualLeave Yes No
DISTRIBUTINGYOURSPECIFICASSETS
Ifyouwishtomakemorespecificgifts,pleaselisttheseadditionalgiftsonanattachedpaper.
10.1
Pleaselistanyassetsthatyouwantto
leaveasspecificgiftstospecific
beneficiaries
(i) Whatistheasset
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Currentassetvalue?
$
Datefirstacquired
Howistheassetowned
Whoistoreceivetheasset?
What%
Isyourassetmortgaged?
Yes No
(ii) Whatistheasset
Currentassetvalue?
$
Datefirstacquired
Howistheassetowned
Whoistoreceivetheasset?
What%
Isyourassetmortgaged?
Yes No
(iii) Whatistheasset
Currentassetvalue?
$
Datefirstacquired
Howistheassetowned
Whoistoreceivetheasset?
DISTRIBUTINGYOURSPECIFICASSETS
What%
Isyourassetmortgaged?
Yes No
10.2
Doyouownassetsorpropertyoutside
Australia?
Yes No
RESIDENTIALHOME
11.1
Doyouownaresidentialhome?
Yes No
Ifyes,withanotherperson?
Yes No
Ifyes,istheownership:
tenant‐in‐common jointtenant
NameoftheOwner:
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Whatisthecurrentvalue(approx)ofthe
home?
$
Whodoyouwanttoreceiveyourhome
afteryourdeath?
DISTRIBUTINGTHEREMAINDEROFYOURESTATE
12.1
Doyouwanttheremainderofyourestate
settledontrustforthebenefitofcertain
people?
Yes No
(I) Howmanytestamentarytrusts
shouldbeestablishedunder
yourWill?
(ii) Doyouwishyourestatetobe
distributedequallytothe
testamentarytrusts?
Yes No
Ifno,pleaseindicatetheshareor%tobe
settledonthetestamentarytrust
NameofTestamentaryTrust
%tobesettledontrust(paid)
Beneficiaries
TrusteeofTrust
IsthereanAlternateTrustee
Yes No
Ifyes,NameofAlternateTrustee
AppointorofTrust
IsthereanAlternateAppointor
Yes No
Ifyes,NameofAlternateAppointor
Ifno,pleaseindicatetheshareor%tobe
settledonthetestamentarytrust
(ii) Name
%tobesettledontrust(paid)
Beneficiaries
TrusteeofTrust
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IsthereanAlternateTrustee
Yes No
Ifyes,NameofAlternateTrustee
AppointorofTrust
IsthereanAlternateAppointor
Yes No
Ifyes,NameofAlternateAppointor
What%ofRemainder
(iii) Name
%tobesettledontrust(paid)
Beneficiaries
DISTRIBUTINGTHEREMAINDEROFYOURESTATE
TrusteeofTrust
IsthereanAlternateTrustee
Yes No
Ifyes,NameofAlternateTrustee
AppointorofTrust
IsthereanAlternateAppointor
Yes No
Ifyes,NameofAlternateAppointor
What%ofRemainder
(iv) Name
%tobesettledontrust(paid)
Beneficiaries
TrusteeofTrust
IsthereanAlternateTrustee
Yes No
Ifyes,NameofAlternateTrustee
AppointorofTrust
IsthereanAlternateAppointor
Yes No
Ifyes,NameofAlternateAppointor
What%ofRemainder
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SUPERANNUATION
13.1
Doyouhavesuperannuationoramounts
inarolloverfund?
Yes No
(i) Whowith?
Howlong?
Doesithavedeathcover?
Yes No
Ifyes,howmuch?
$
Currentcashvalue
$
(ii) Whowith?
Howlong?
Doesithavedeathcover?
Yes No
Ifyes,howmuch?
$
Currentcashvalue
$
13.2
Whoisthenominatedbeneficiaryofyour
superannuationfundorrolloverfund?
Name
Address
YOURLIABILITIES
14.1
Doyouoweanymoney
Yes No
(i) Ifyes,Towhom?
Whatfor?
Howmuch?
$
Secured?
Yes No
Ifsecuredoverwhat?
(ii) Towhom?
Whatfor?
Howmuch?
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YOURLIABILITIES(Continued)
Secured?
Yes No
Ifsecured,overwhat?
(iii) Towhom?
Whatfor?
Howmuch?
Secured?
Yes No
Ifsecured,overwhat?
(iv) Towhom?
Whatfor?
Howmuch?
Secured
Yes No
Ifsecured,overwhat?
14.2
Haveyougivenaguaranteeforsomeone
else’sdebts?
Yes No
Ifyes,Onbehalfofwhom?
Towhatinstitute?
Whatfor?
Howmuch?
Howsafeisit?
14.3
Arethereanyotherpotentialliabilitiesnot
mentionedabovethatmayaffectthe
distributionofyourassets?
