Fillable Printable Testamentary Trust Application Form
Fillable Printable Testamentary Trust Application Form
Testamentary Trust Application Form
TestamentaryTrust
ApplicationForm
Notestoassistyoucompletethis
ApplicationForm
InformationPLEASEPRINTCLEARLY
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?
YesNo
(Thelawallowslimitedtrusteeinvestmentpowers)Whereyoubelievethatthesepowersare
enoughsimplytickYes.
IfyouwishtoexpandthetrusteespowerstoallowmoreflexibilitysimplytickNo.
3.3
IsthereanAlternateExecutor?
YesNo
IfYes,AlternateExecutor’sName
GUARDIANDETAILS
4.1
Nameofperson(s)tobeGuardians
N/A
Relationship:
Address:
Nameofperson(s)tobeGuardiansofanyminorchildrenintheeventthatyourspouse(or
formerspousewhocurrentlyhascustody)diesbeforeyou.
INVESTMENTADVICE
5.1
NameofInvestmentAdviser
InvestmentAdviserFirm
NameofthepersonwhoseadviceyouwishyourExecutors/Trusteestoobtainor
consider,ifany
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APPOINTOROFFAMILYTRUSTCLAUSE
6.1
FamilyTrustName
N/A
FamilyTrustAppointor
ClauseNoofFamilyTrust
BENEFICIARYDETAILSThepeopleyouwanttobenefitunderyourWill
7.1
(i)Name:
Relationship:
Age:
Address:
Occupation:
Dotheyhavechildren?
YesNo
(ii)Name:
Relationship:
Age:
Address:
Occupation:
BENEFICIARYDETAILSThepeopleyouwanttobenefitunderyourWill(continued)
Dotheyhavechildren?
YesNo
(iii)Name:
Relationship:
Age:
Address:
Occupation:
Dotheyhavechildren?
YesNo
(iv)Name:
Relationship:
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Age:
Address:
Occupation:
Dotheyhavechildren?
YesNo
(v)Name:
Relationship:
Age:
Address:
Occupation:
Dotheyhavechildren?
YesNo
BENEFICIARYDETAILSThepeopleyouwanttobenefitunderyourWill
7.2
Haveyouleftoutoftheseinstructionsa
spouse,ex‐spouse,childfromacurrentor
previousmarriageoranyotherperson
whoatanytimehasbeenfinancially
dependentuponyou?
YesNo
Ifyes,pleaseprovidethesamedetailsas
expressedin4.1andabriefexplanationas
towhytheyhavebeenleftout:
Name:
Relationship:
Address:
Why?:
7.3
Doyouwantacharitytobenefitunder
yourWill?
YesNo
Ifyes,pleasenamethecharityand
describethegiftthatyouwanttogive:
(i)Charity
AmountofGift
(ii)Charity
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AmountofGift
7.4
Doyouwantanon‐residenttobenefit
underyourWill?
YesNo
Ifyes,pleasenamethebeneficiary,their
countryofresidenceandthetypeofgift
thattheyaretoreceive:
(i)Beneficiary
Countryofresidence
BENEFICIARYDETAILSThepeopleyouwanttobenefitunderyourWill
Gift
(ii)Beneficiary
Countryofresidence
Gift
7.5
Isanypersontobegivenanyproperty
underyourWillforthetermoftheirlife
onlywiththepropertythenbeinggivento
someoneelse?
YesNo
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?
YesNo
8.2
Doyouownlifeinsuranceonanother
personslife?
YesNo
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?
YesNo
Ifyes,whoownsthepolicy?:
Howmuchisthecover?
Forwhatreasondoesthepersonownthe
policy?
LONGSERVICELEAVEANDANNUALLEAVE
9.1
Doyouhaveanyaccrued:
LongServiceLeaveYesNo
AnnualLeaveYesNo
DISTRIBUTINGYOURSPECIFICASSETS
Ifyouwishtomakemorespecificgifts,pleaselisttheseadditionalgiftsonanattachedpaper.
10.1
Pleaselistanyassetsthatyouwantto
leaveasspecificgiftstospecific
beneficiaries
(i)Whatistheasset
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Currentassetvalue?
$
Datefirstacquired
Howistheassetowned
Whoistoreceivetheasset?
What%
Isyourassetmortgaged?
YesNo
(ii)Whatistheasset
Currentassetvalue?
$
Datefirstacquired
Howistheassetowned
Whoistoreceivetheasset?
What%
Isyourassetmortgaged?
YesNo
(iii)Whatistheasset
Currentassetvalue?
$
Datefirstacquired
Howistheassetowned
Whoistoreceivetheasset?
DISTRIBUTINGYOURSPECIFICASSETS
What%
Isyourassetmortgaged?
YesNo
10.2
Doyouownassetsorpropertyoutside
Australia?
YesNo
RESIDENTIALHOME
11.1
Doyouownaresidentialhome?
YesNo
Ifyes,withanotherperson?
YesNo
Ifyes,istheownership:
tenant‐in‐commonjointtenant
NameoftheOwner:
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Whatisthecurrentvalue(approx)ofthe
home?
$
Whodoyouwanttoreceiveyourhome
afteryourdeath?
DISTRIBUTINGTHEREMAINDEROFYOURESTATE
12.1
Doyouwanttheremainderofyourestate
settledontrustforthebenefitofcertain
people?
YesNo
(I)Howmanytestamentarytrusts
shouldbeestablishedunder
yourWill?
(ii)Doyouwishyourestatetobe
distributedequallytothe
testamentarytrusts?
YesNo
Ifno,pleaseindicatetheshareor%tobe
settledonthetestamentarytrust
NameofTestamentaryTrust
%tobesettledontrust(paid)
Beneficiaries
TrusteeofTrust
IsthereanAlternateTrustee
YesNo
Ifyes,NameofAlternateTrustee
AppointorofTrust
IsthereanAlternateAppointor
YesNo
Ifyes,NameofAlternateAppointor
Ifno,pleaseindicatetheshareor%tobe
settledonthetestamentarytrust
(ii)Name
%tobesettledontrust(paid)
Beneficiaries
TrusteeofTrust
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IsthereanAlternateTrustee
YesNo
Ifyes,NameofAlternateTrustee
AppointorofTrust
IsthereanAlternateAppointor
YesNo
Ifyes,NameofAlternateAppointor
What%ofRemainder
(iii)Name
%tobesettledontrust(paid)
Beneficiaries
DISTRIBUTINGTHEREMAINDEROFYOURESTATE
TrusteeofTrust
IsthereanAlternateTrustee
YesNo
Ifyes,NameofAlternateTrustee
AppointorofTrust
IsthereanAlternateAppointor
YesNo
Ifyes,NameofAlternateAppointor
What%ofRemainder
(iv)Name
%tobesettledontrust(paid)
Beneficiaries
TrusteeofTrust
IsthereanAlternateTrustee
YesNo
Ifyes,NameofAlternateTrustee
AppointorofTrust
IsthereanAlternateAppointor
YesNo
Ifyes,NameofAlternateAppointor
What%ofRemainder
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SUPERANNUATION
13.1
Doyouhavesuperannuationoramounts
inarolloverfund?
YesNo
(i)Whowith?
Howlong?
Doesithavedeathcover?
YesNo
Ifyes,howmuch?
$
Currentcashvalue
$
(ii)Whowith?
Howlong?
Doesithavedeathcover?
YesNo
Ifyes,howmuch?
$
Currentcashvalue
$
13.2
Whoisthenominatedbeneficiaryofyour
superannuationfundorrolloverfund?
Name
Address
YOURLIABILITIES
14.1
Doyouoweanymoney
YesNo
(i)Ifyes,Towhom?
Whatfor?
Howmuch?
$
Secured?
YesNo
Ifsecuredoverwhat?
(ii)Towhom?
Whatfor?
Howmuch?
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YOURLIABILITIES(Continued)
Secured?
YesNo
Ifsecured,overwhat?
(iii)Towhom?
Whatfor?
Howmuch?
Secured?
YesNo
Ifsecured,overwhat?
(iv)Towhom?
Whatfor?
Howmuch?
Secured
YesNo
Ifsecured,overwhat?
14.2
Haveyougivenaguaranteeforsomeone
else’sdebts?
YesNo
Ifyes,Onbehalfofwhom?
Towhatinstitute?
Whatfor?
Howmuch?
Howsafeisit?
14.3
Arethereanyotherpotentialliabilitiesnot
mentionedabovethatmayaffectthe
distributionofyourassets?
