ALAW - Ashburton and Christchurch

Firstly, has someone at Arrowsmith already been helping you?

No

Yes, but cannot remember who

Ariana Bukholt (Ashburton)

Caitlin Hooft (Ashburton)

Kimberley McBride (Christchurch)

Michelle Green (Christchurch)

Greg Martin (Ashburton)

Taygen Salt (Christchurch)

Rebecca Collie (Ashburton)

YOUR DETAILS

Full Name

Address

Occupation

Email Address

Phone Number

Do you have a partner or a spouse?

Partner

Spouse

No

YOUR PARTNER / SPOUSES' DETAILS

Full Name

Occupation

If you are not married, are you contemplating getting married at the moment?

Yes

No

MUTUAL WILLS (Optional)

Mutual Wills are Wills where spouses/partners agree to make wills which deliver certain agreed outcomes in terms of final beneficiaries, but more importantly there is agreement that those Wills cannot be changed without the agreement of each of the couple. This ensures, to a degree, that the final beneficiaries (often children of the relationship) will remain as agreed at the time the Wills were made.

If you have a spouse / partner, are you both wanting to make mutual wills as decsribed above?

Yes

No

EXECUTORS - WHO WILL HANDLE YOUR ESTATE? (Essential)

Executors are appointed by the Will-Maker to administer their Estate. Most people choose their spouse or partner at first instance, with two people they trust ready to step in if their spouse or partner cannot, or has already passed away. Sometimes these are the people who will receive your estate if your spouse or partner has died before you, such as your children.

If you have a spouse or partner, do you want to appoint them to be Executor of your Estate?

Yes

No

Not Applicable

If no or not applicable, who would you like to appoint as your Executors? Also, if you are appointing your spouse or partner as your first executor, who would you like to be your substitute executors? We recommend appointing two or three - ideally being people in New Zealand.

First Executor:

Full Name

City of Residence

Occupation

Relationship to you

Second Executor:

Full Name

City of Residence

Occupation

Relationship to you

Third Executor (if needed):

Full Name

City of Residence

Occupation

Relationship to you

FUNERAL WISHES (Optional)

Would you like to describe in your will any funeral wishes.

Yes

No

If yes, what directions would you like to include in your Will for your furneral?

APPOINTMENT OF GUARDIANS (Optional)

If you have children who are still minors, would you like to include an appointment of guardians in your will? If so, who would you like to appoint?

First Guardian:

Full Name

City of Residence

Occupation

Relationship to you

Second Guardian:

Full Name

City of Residence

Occupation

Relationship to you

CHATTELS (NON-VALUABLE PERSONAL ITEMS / ITEMS OF SENTIMENTAL VALUE) (Optional, but recommended)

It is generally a good idea to direct the Executors as to what should happen to your non-valuable personal effects. Here are some of the common options.

I would like my chattels to be dealt with as follows:

To be left for my surviving spouse or partner, and then to my children.

To be left for my children.

As my Executors see fit.

In accordance with any lists that I leave for my Executors.

Do you have any specific wishes in relation to items of jewelry, firearms, art, pieces of furniture, pets?

SPECIFIC CASH GIFTS (BEQUESTS) (Optional, and consider carefully impact on the 'what is left' residue clause)

Some people choose to leave specific bequests of cash to a person or organisation. These gifts come out of the Estate first. You should therefore consider whether the people who you wish to receive the 'residue' (i.e. what is left) will receive enough to match your intentions as the residue will be reduced by any gift made. For this reason, sometimes it is better to deal with all gifts / bequests as a % of whatever is left (see below regarding the residue beneficiaries).

Would you like to make a specific gift or bequest?

Yes

No

If 'yes' specific amount or percentage of residue:

Full Name of Beneficiary

Relationship to you

Would you like to make another specific cash gift or bequest?

Yes

No

If 'yes' what amount or % of the residue to you want to gift?

Full Name of Beneficiary

Relationship to you

THE RESIDUE OF YOUR ESTATE (WHAT IS LEFT OVER) (Essential)

This is often the most important part of your Will. The Residue of your Estate is everything that is left once any specific bequests or gifts have been made. It can include any Life Insurance Policies, KiwiSaver, money in the bank, as well as the proceeds from the sale of any large assets. Because no one knows how much will be in the residue, it is usually dealt with in proportions or %'s.

I would like to leave the residue of my Estate as follows:

To my spouse or partner, and if they do not survive me, then to my children equally.

To my children equally.

To my children unequally (please provide proportions below).

To the people named by myself below.

DETAILS OF YOUR CHILDREN OF YOUR CURRENT RELATIONSHIP (IF APPLICABLE)

I have provided details of my children in the Executors Section

Yes

No

Not Applicable

Child One:

Full Name

Share of Residue

Child Two:

Full Name

Share of Residue

Child Three:

Full Name

Share of Residue

I would like to include more children or grandchildren (please provide details).

Do you want to appoint your Children as Executors of your Estate if they are to receive the Residue?

Yes

Yes, but not all of them.

No

DETAILS OF YOUR CHILDREN OF ANY PREVIOUS RELATIONSHIP (IF APPLICABLE)

I have provided details of my children in the Executors Section

Yes

No

Not Applicable

Child One:

Full Name

Share of Residue

Child Two:

Full Name

Share of Residue

Child Three:

Full Name

Share of Residue

I would like to include more children or grandchildren (please provide details).

Do you want to appoint your Children as Executors of your Estate if they are to receive the Residue?

Yes

Yes, but not all of them.

No

If you are leaving your Residue (or part of it) to young children, at what age would would you like them to receive their share of the capital in your Estate? To note that before they reach this age the Executors (or trustees) will be able to use that child's share for their 'maintenance and advancement' prior to them receiving the remainder of their share. Maintenance and advancement covers things such as housing, clothing, medical costs, education etc.

18

20

25

Other (please state below)

OTHER RESIDUARY BENEFICIARIES

If you are not leaving your residue Estate to a surviving spouse, partner, or children, please provide details of who (or which charity or organisation) you wish to be beneficiaries, and what % you would like them to receive.

Beneficiary A:

Full Name

Relationship to you

Share of Residue

Beneficiary B:

Full Name

Relationship to you

Share of Residue

Beneficiary C:

Full Name

Relationship to you

Share of Residue

If you would like to include additional beneficiaries of your residue Estate, please provide details here.

Do you have a family trust?

Yes

No

Cannot remember

Do you have any other wishes you would like to include in your Will? Or is there anything else you would like us to know, or questions you would like to ask us?

Your Instructions - Wills