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Bequests A lasting, memorial gift How to contact us: UnitingCare West ABN: 75 467 729 203 Your Will, Your Wishes pH: 1300 663 298 FX: 1300 663 528 www.unitingcarewest.org.au Your Will directs how

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How to fill out your will your wishes

How to Fill Out Your Will Your Wishes:

01

Start by identifying your assets: Make a list of your property, bank accounts, investments, insurance policies, and any other valuable possessions that you want to include in your will.

02

Choose an executor: An executor is responsible for carrying out the instructions in your will. Select someone you trust, such as a family member or close friend, who is also capable of handling financial matters and legal processes.

03

Determine your beneficiaries: Decide who should receive your assets after your passing. This can include family members, friends, charities, or any other individuals or organizations close to your heart.

04

Specify your wishes for guardianship: If you have minor children, it is crucial to designate a guardian who will take care of them in the event of your death. Discuss this responsibility with the chosen guardian beforehand to ensure they are willing and capable.

05

Consult with a professional: While not always necessary, it is highly recommended to seek the advice of an attorney or estate planner when creating your will. They can provide guidance, ensure your will is legally binding, and help minimize any potential complications.

Who Needs Your Will Your Wishes:

01

Individuals with dependents: If you have children, elderly parents, or other family members who rely on your support, it is essential to have a will that outlines how their needs will be met after your passing.

02

Business owners: If you own a business, a properly drafted will can ensure the smooth transition of ownership or dictate how the business should be handled in your absence.

03

Individuals with significant assets: If you have acquired substantial wealth or own multiple properties, a will can help protect your investments and ensure they are distributed according to your desires.

04

Those who want to avoid family disputes: Having a will in place can help prevent disagreements among family members regarding the distribution of assets, thus preserving harmony and preventing unnecessary legal battles.

05

Anyone who wants to leave a charitable legacy: If you wish to support specific causes or organizations even after your death, a will can establish charitable bequests, leaving a lasting impact on the causes you care about most.

Remember, wills should be regularly reviewed and updated to reflect any changes in your assets, family dynamics, or personal preferences. It is advisable to consult with a legal professional to ensure your will accurately reflects your wishes and adheres to local laws and regulations.

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What is your will your wishes?

My will expresses my desires for the distribution of my assets after my death.

Who is required to file your will your wishes?

I am required to file my will and appoint an executor to carry out my wishes.

How to fill out your will your wishes?

To fill out my will, I must list my assets, beneficiaries, and any specific instructions for distribution.

What is the purpose of your will your wishes?

The purpose of my will is to ensure that my assets are distributed according to my wishes after my death.

What information must be reported on your will your wishes?

I must report my assets, beneficiaries, and any specific instructions for distribution on my will.

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