One other current proof of identity such as a driver’s licence, passport, or proof of age card
A list of your assets and their current worth
A list of people whom you wish to be beneficiaries stated in your Will, including the full legal and correctly spelt name, address, and date of birth for each individual
Assets/Holdings
What to bring to the appointment
Vehicles
The model, year, and registration details of any vehicles you own; including motor vehicles, caravans, boats, and/or motor bikes
Shares/Investments
All Security Reference Numbers – these can be found on dividend statements
Funeral Arrangements
Details of any prepaid funeral plan/policy and/or funeral bond/prepaid monumental works
Bank Accounts/Term Deposits
Recent bank account statement along with account numbers.
Superannuation
The name/s of your Fund/s
Your Member number/s
Insurance
The company names and reference numbers relating to your life or life or funeral policies
Overseas Assets
Details regarding any international assets you have
Other Assets
The trust deeds, partnership agreements, and/or articles of association relating to private companies, partnerships, and/or family trusts
Details of any digital assets such as online betting accounts
Liabilities
Details of any outstanding liabilities, such as a home loan or other loans, including loans to family members.
What to think about before your appointment
House
Whether your house is mortgaged and to whom
The location of the Certificate of Title and what the title reference is
Whether you own your property with one or more other people as either Tenants in Common or Joint Tenants
Vehicles
Whether there are any loans against any of your vehicles, and to whom these loans are owed.
Shares/Investments
Whether the shares are held jointly or individually and where your capital gains records are held
Funeral Arrangements
Instructions with respect to your burial or cremation
Superannuation
Whether there are named beneficiaries and/or whether you have a binding nomination
Insurance
Whether you have any beneficiaries nominated in relation to your funeral and/or life policies
Furniture and Effects
The estimated value of these items
Any specific items that might need a separate mention in your Will (especially those of a higher value and/or of sentimental value, for example, original paintings and/or service medals)
Other Information
Your wishes in relation to the guardianship of any children under 18 years of age