Have a read through the Table of Contents to see all the topics covered.
IMPORTANT NOTICE TO ALL READERS. 1
Tips to Update and Protect Valuable Information. 2
Protection of Valuable Information. 2
Who Should Use This Manual?. 2
Checklist to Review your Estate Planning Options. 3
My Team of Professional Advisors. 7
My Accounts and Subscriptions. 10
Loyalty Cards and Frequent Flyer Miles. 11
Personal and Important Documents. 12
Bank, Building Society or Credit Union Accounts. 19
Shares or Securities in Companies. 20
Units in Real Estate Investment Trust Funds. 22
Monetary Investment Details. 23
Private Companies and Businesses. 26
Powers of Attorney and the Withdrawal of Super before Death. 33
Letter of Wishes to My Trustee. 37
Items in my Possession that Do Not Belong to Me. 42
PLANNING FOR THE ALL EVENTUALITIES. 50
If I Become Incapacitated.. 50
My Living Will or Advanced Care Directive. 54
Estate Planning and Asset Protection Instruments. 58
Right of Occupation and Use and Enjoyment Trusts. 66
Special Needs, Special Disability or Protective Trusts. 67
Beneficiary Controlled Testamentary Trust 73
Persons Eligible to receive your Superannuation Death Benefit 78
Binding Death Benefit Nominations. 78
Superannuation Death Benefits Testamentary Trust 80
Superannuation Complaints Tribunal (SCT) 80
Binding Financial Agreements. 84
Message to be Read at my Funeral 91
Things to Consider Before Making a Will 98
Measures of Protection to a Claim Against your Estate. 109
Long Term Relationships (not De Facto) 111
International Will and Assets. 114
Deed of Family Arrangement 114
Notes on Why I Drafted my Will as I Did.. 116
Further Notes on Why I Re-drafted my Will 118
Suggestions to Beneficiaries of my Estate on How to Manage Their Inheritance. 122
Letter to the Future Step-parent of my Children. 130
Statutory Declaration Template. 143