Full Service Order Form

T O P D O C S . C O M . A U TOPDOCS ADVANCED STANDARD WILL FULL SERVICE ORDER FORM

This Will is an Advanced Standard Will to be used in conjunction with the Initial Assessment and only those sections relevant to your circumstances need to be completed. It is suitable for individuals with advanced estate planning needs due to more complex family relationships, joint and non-personal assets including officeholdings in family trusts, ownership of shares or units in private companies or trusts, superannuation policies and other death benefits, non-standard gifts and asset protection and tax planning needs. Should the options in this order form not meet your requirements, please refer to the Advanced Testamentary Will Order Form or contact Topdocs Legal to discuss your needs in further detail.

What you are required to do to order your Document: 1. Complete this order form 2. Mail, fax or email this form to Topdocs Address: Suite 2, Level 2, 22 Albert Road South Melbourne VIC 3205; Fax: (03) 8256 0108 ; Email: [email protected]

SECTION A (I): PERSON/ADVISER ORDERING DETAILS

Name: Signature:

Company Name:

Postal Address:

Date Of Order: / / Your Ref:

Phone: () - - Fax: () - -

Email:

SECTION A (II): PAYMENT DETAILS

Enclosed is payment for an Advanced Standard Will for the sum of: $

Direct Debit* Visa Mastercard Cheque

Card Holder Name:

Credit Card Number: - - -

Expiry Date: / Authorised Card Signature:

*To pay by Direct Debit you must have a current Direct Debit agreement with Topdocs. If you would like to arrange for Direct Debit for future purchases please contact Topdocs on 1300 65 92 42 TOPDOCS ADVANCED STANDARD WILL FULL SERVICE ORDER FORM PAGE 2 OF 36

DESCRIPTION SECTION PAGE Schedule

Personal details Section B Will Maker details B(i) 4 - Family Structure B(ii) 4 1 - Additional children Executors and Trustees Section C 2A -Additional executors and Appointment of initial executors and trustees C(i) 5 trustees 2B - Additional substitute Appointment of substitute executors and trustees C(ii) 5 executors and trustees 2C - Disputes Independent Consultant More than one executor and trustee C(iii) 6 Deciding executor/trustee ADR elector Professional, 3rd Party or independent executors (for C(iv) 7 - Conflict of Interest) Substantial investments (for Investment Powers) C(v) 8 - 2D - Trustees / Substitutes / Testamentary Trusts: Refer F(ii) Independents / Appointors Whole Estate Section D 8 - Residuary Estate Section E 3A - Additional nominated Main Beneficiaries E(i) 9 beneficiaries 3B - additional ‘back-up’ Substitute Beneficiaries E(ii) 11 beneficiaries No Surviving Beneficiaries E(iii) 12 - Gifts Section F Specific Bequests F(i) 13 5A - Additional specific gifts Advanced Gifts 5B – additional advanced gifts F(ii) 13 (Vesting Age/Conditional Gifts/Life Interests) Refer also 2D Other Assets (real estate , motor vehicles and assets F(iii) 15 5C - Additional specific gifts subject to charge) 5D - Additional monetary Adjustments F(iv) 16 adjustments Funeral Instructions Section G 16 6 - Additional guardians and Guardians Section H 17 alternate guardians TOPDOCS ADVANCED STANDARD WILL FULL SERVICE ORDER FORM PAGE 3 OF 36

DESCRIPTION SECTION PAGE Schedule

Death Benefits Section I Superannuation Entitlements I(i) 18 SMSF Corporate Trustee I(ii) 23 Life Insurance I(iii) 23 Other Assets Section J 7A(i) - Additional beneficiaries Joint Assets J(i) 25 7A(ii) - Additional joint assets 7B(i) - Additional beneficiaries Foreign Assets J(ii) 26 7B(ii) - Additional foreign assets Liabilities Section K Loans and Debt Forgiveness K(i) 27 8 - Additional loans Companies, Trusts and Businesses Section L Private Companies L(i) 28 9A - additional directors Unit Trust L(ii) 29 9B - additional trustees

Discretionary (Family Trust) L(iii) 30 9C - additional appointors and Hybrid Trust L(iv) 31 guardians Partnerships L(v) 32 9D - Additional partners Advanced Family Situations Section M Contemplation of marriage M(i) 33 - Divorce, Separation and Prenuptials Agreements M(ii) 33 - 10A - Additional excluded Exclusions of beneficiaries and non-standard beneficiaries M(iii) 34 inclusions 10B - Additional non-standard included beneficiaries Mutual Wills M(iv) 35 - TOPDOCS ADVANCED STANDARD WILL FULL SERVICE ORDER FORM PAGE 4 OF 36

SECTION B (I): WILL MAKER DETAILS

Will Maker Details

Address

State:

Gender Male Female

Date of birth: / /

Occupation

SECTION B (II): FAMILY STRUCTURE Where you provide details here you do not need to repeat all details in other the remainder sections

Spouse / Partner Details (if applicable)

Address

Gender Male Female

Occupation

Date of birth: / /

Children Details (if applicable): If you have more than one child please provide details in SCHEDULE 1. How many children do you have?

1 Full Name: Address: Date of Birth: / /

Gender: Male Female Occupation: child with current spouse child with former spouse/partner Type: (optional) ex-nuptial biological only (IVF donor or surrogate) adopted step Single Married Domestic Partner Domestic Situation: (optional) Divorced Separated No Yes Children (i.e. grandchildren): (optional) Under 18: No Yes Special circumstances of Risk of relationship breakdowns Risk of challenge to Wills children: Education of children/grandchildren Risk of bankruptcy (if any) (optional, you may TOPDOCS ADVANCED STANDARD WILL FULL SERVICE ORDER FORM PAGE 5 OF 36

select more than one) Financial susceptibility

SECTION C (I): EXECUTOR OF WILL AND TRUSTEE OF ESTATE You must nominate at least one Executor and Trustee.

NOTE: Your Executor/s will apply for probate, ascertain your assets, pay debts, distribute any gifts (either to a beneficiary absolutely or to your Trustees to hold on trust until the gift vests in a beneficiary absolutely) and the remainder of your estate will be paid by your Executor in according to your directions in Section E. Where you nominate a specific Trustee they will only hold such of your estate that has not vested on trust until the beneficiary is entitled to it absolutely, e.g. they reach the vesting age.

Will your Executor/s also be the Yes No - Tick appropriate box specifying Trustee/s of your estate? role of either Executor or Trustee below

For the Topdocs Advanced Standard Will if there is more than one Executor or Trustee they will act JOINTLY with the other Executor/s or Trustees. If you wish for more than one of each of an Executor or Trustee provide details in SCHEDULE 2A.

Will your Spouse/Partner be the sole Executor of your Yes No - Nominate your Executor/s Will and Trustee of your estate? and Trustee/s below

If you wish for more than one provide details in SCHEDULE 2A.

Executor and Trustee Executor Trustee

Address

Relationship to the Will Maker

Gender Male Female

Occupation ACN (if applicable) / /

Address

Gender Male Female

Occupation ACN (if applicable) / / TOPDOCS ADVANCED STANDARD WILL FULL SERVICE ORDER FORM PAGE 6 OF 36

SECTION C (II): SUBSTITUTE EXECUTOR/TRUSTEE You should nominate a substitute person/s in the event that your Executor/s and Trustee/s predecease you or are unable or unwilling to act. If you wish for more appointments provide details in SCHEDULE 2B.

Substitute Executor/Trustee 1 Substitute Executor 1 Substitute Trustee 1

Full Name

Address

Relationship to Will Maker

Occupation

Gender Male Female ACN (if applicable) / / When to Act Only in the event that ANY preceding person is unable to act,

Only in the event that ALL preceding person/s are unable to act,

Only in the event that (individual(s) to be replaced) is unable to act,

Other:

Note: You can nominate the circumstances for appointment. How to Act solely

to act jointly with the remaining persons

to act jointly with the other substitute persons

Substitute Executor/Trustee 2 Substitute Executor Substitute Trustee

Full Name

Address

Occupation

Gender Male Female ACN (if applicable) / / When to Act Only in the event that ANY preceding person is unable to act,

Only in the event that ALL preceding person/s are unable to act,

Other:

Note: You can nominate the circumstances for appointment. TOPDOCS ADVANCED STANDARD WILL FULL SERVICE ORDER FORM PAGE 7 OF 36

How to Act solely

to act jointly with the remaining persons

to act jointly with the other substitute persons

SECTION C (III): MORE THAN ONE EXECUTOR/TRUSTEE / MORE THAN ONE SUBSTITUTE EXECUTOR/TRUSTEE Where more than one executor/s or trustee/s is named in your Will they will act JOINTLY. However disputes may arise and it is therefore important to specify how decisions be made in these circumstance.

DISPUTES:

Executors and Trustees Executors Trustees - provide additional details SCHEDULE 2C(i) Majority decision prevails

Executors/Trustee must first Provide substitute (if any) details SCHEDULE 2C(ii) – ITEM A consult with Full Name

Address

Occupation: (if applicable)

Gender : (if applicable) Male Female

ACN: (if applicable) / / THEN (below select up to one method only): Decision of the eldest Executor/Trustee prevails

Decision of a nominated Provide substitute (if any) details SCHEDULE 2C(ii) – ITEM B Executor/Trustee prevails Full Name Executors/Trustees are to use an Which ADR procedure? Alternative Dispute Resolution Mediation (ADR) procedure to resolve the dispute Arbitration

Mediation then Arbitration

Will the ADR costs to be borne by your estate? Yes No

Who will appoint the Arbitrator/Mediator? the President of the relevant state/territory law institute

Other. provide full details below and substitute (if any) details SCHEDULE 2C(ii) – ITEM C

Full Name Address TOPDOCS ADVANCED STANDARD WILL FULL SERVICE ORDER FORM PAGE 8 OF 36

ACN: (if applicable) / / TOPDOCS ADVANCED STANDARD WILL FULL SERVICE ORDER FORM PAGE 9 OF 36

SECTION C (IV): CONFLICT Complete this section if you would like to specify the circumstances that the executor/s or trustee/s may be restricted from acting or if you would like to allow them to be paid for their pains and trouble for acting (this is particularly relevant where a third party or professional executor or trustee is nominated).

There is an implied duty at law that an Executor/Trustee will not act in conflict of interest unless expressly permitted. Our Standard Will expressly permits Executors to have a personal interest in a decision BUT particular consideration to this should be given if any Executor/Trustee is a professional, a 3rd party or you otherwise wish to compensate an Executor/Trustee for their pains and trouble in acting in the role.

Are Executor/s or Yes No Trustee/s entitled to commission for If YES: acting? Who: Specify amount $ Are any of the Yes No Executor/s or Trustee/s otherwise If YES, are any gifts dependent on them acting as Executor or Trustee? beneficiaries in your Yes No estate?

Is an Executor/ Yes Yes, but their vote Yes, but only if all No Trustee permitted to will not count in a other have a personal decision where there Executors/Trustees interest in a decision? is more than one agree Executor/Trustee

Which all executors /trustees Executors/Trustee(s) all executors/trustees except for specific executor/trustee: Name(s): will the above apply for? specific executor/trustee only: Name(s):

SECTION C (V): TRUSTEE INVESTMENT POWERS Complete this section if you would like to specify the investment powers of the trustee/s of your estate.

Where a beneficiary is a minor or there is otherwise a delay in a distribution to a beneficiary whether due to delay in grant of probate or a contingency attaching to the gift, a testamentary trust is established in the Will. You may wish to provide certain instructions to the trustees regarding the management and administration of the trust. There are implied common law duties as well as legislation from each of the state and territory governing how a trustee must act. Where the trust is intended to last for a period of time or there are significant assets you may like to consider the terms of the trust further. We also provide the option for you to use the terms of our discretionary trust deed.

There is also an implied duty at law for a trustee to exercise prudent care. Depending on the value of your estate you may wish for additional precautions be made or alternately establish a spendthrift trust as part of your distributions from your estate. Do you wish for advice on substantial investments to be obtained? Yes No all trustees

Which trustee(s) will the above apply all trustees except for specific trustee: Name(s): for? specific trustee only: Name(s): TOPDOCS ADVANCED STANDARD WILL FULL SERVICE ORDER FORM PAGE 10 OF 36

SECTION D: WHOLE ESTATE You can deal with your estate either as a whole or in parts according to specific gifts (Section F) and the residual (Section E).

Will your Spouse/Partner be the sole Yes No beneficiary of your whole estate? Complete Section E(i) below should your Complete Section F (if any gifts are to be spouse/partner predecease you made) and Section E below for distributions from residual estate

SECTION E: RESIDUAL ESTATE Your Residual Estate is your estate after expenses and specific gifts (Section F) have been paid out.

This section provides for you to select that all your remaining assets go to your spouse. If your spouse/partner predeceases you or if your spouse/partner is not to receive the residual of your estate, your beneficiaries in Section E(I) will receive your residual estate. Section E(II) also allows you to nominate “back up” beneficiaries in case the gifts to your initial beneficiaries do not take effect (e.g. because they die before or at the same time as you). These “back-up” beneficiaries might be relatives, friends or charities. Section E(III) allows you to nominate whether you wish for rules of intestacy to apply where you have no surviving beneficiaries.

Will your Spouse/Partner be the sole Yes No beneficiary of your residual estate? Complete Section E(i) below should your Complete Section E(i) below for initial spouse/partner predecease you distributions from residual estate TOPDOCS ADVANCED STANDARD WILL FULL SERVICE ORDER FORM PAGE 11 OF 36

SECTION E (I): BENEFICIARIES Select the initial beneficiaries of your estate (or if your spouse/partner is to receive the whole or residual of your estate in the first instance, the beneficiaries should your spouse/partner predecease you).

my children in equal shares (Complete PART A of Section E(ii)); OR I wish to nominate the following person/s to receive a distribution from my Residual Estate in the following proportions (Complete details below and PART B of Section E(ii))

1 Nominated Person: If you wish for more than one Nominated Person provide details in SCHEDULE 3A.

Address

Occupation

Gender Male Female

Percentage %

VESTING AGE:- If a beneficiary has not reached the age of majority (18 years old in most states/territories) or you specify an age greater than 18 for the vesting of any distribution from your residual estate, the beneficiary’s share of your estate will then be held ON TRUST until the beneficiary attains that age. Be aware however that there may be tax consequences for the trustee once the beneficiary turns 18. Be aware however that there may be tax consequences for the trustee once the beneficiary turns 18. In the Topdocs Advanced Standard Will you may select that the trustee of this trust be the trustee/s of your estate or another person or persons.

Is this conditional on a beneficiary Yes No attaining an age greater than 18? Specify age: years old

Refer also Trustee details below

Which beneficiary? All residual beneficiaries All of my children

Specific beneficiary: Name:

Will the trustee have the power to make Yes No advances from the trust to that beneficiary before the vesting age? This is a standard power contained in most Wills TOPDOCS ADVANCED STANDARD WILL FULL SERVICE ORDER FORM PAGE 12 OF 36

For other conditions or life interests to be created from a beneficiary’s share of your residual estate please refer Advanced Testamentary Will order

Conditions Is there any other condition on the beneficiary obtaining their share? Yes No

If YES: Detail condition Their share of the residual will then be held ON TRUST for the beneficiary until they satisfy this condition. NOTE: This will need to be reviewed as part of a FULL SERVICE WILL ORDER as there are complex rules which determine whether a condition in a will is legally valid or not. Conditions, such as a spouse not re-marrying or a child maintaining a particular religious faith will not be enforced by a court because they are contrary to public policy. Some conditions however are permissible.

Refer also Trustee details below Life Interests Is this share of your residual estate to pass to someone else on the death of Yes No this beneficiary?

If YES: Remainder interest beneficiary: Name of remainder beneficiary Address Relationship to Will Maker Occupation

Gender Male Female The share of the residual will then be held ON TRUST for the benefit of the original (“Life Interest”) beneficiary during their life and will then be given to someone else (“Remainder Beneficiary”) absolutely after the original beneficiary’s death.

Refer also Trustee details below Trustee Will the trustee of your estate be the trustee of this trust? Yes, No - complete trustee Complete this section if you have answered YES to a specified complete and successor Vesting Age, Condition or Life Interest over this gift Schedule 2E for this trust then go trustee (if any) to Section E(ii) details below

For more than one trustee or substitute trustee complete SCHEDULE 2D and then SCHEDULE 2C for disputes.

TRUSTEE

Full Name

Address

Occupation

Gender Male Female

SUBSTITUTE TRUSTEE

Full Name TOPDOCS ADVANCED STANDARD WILL FULL SERVICE ORDER FORM PAGE 13 OF 36

Address

Occupation

Gender Male Female

ACN When to Act Only in the event that ANY preceding Trustee is unable to act,

Only in the event that ALL preceding Trustee/s are unable to act,

Other: Note: You can nominate the circumstances for appointment.

How to Act solely

to act jointly with the remaining trustees

to act jointly with the other substitute trustees

SECTION E (II): SUBSTITUTTE BENEFICIARIES Should be the person/s you nominate to receive your Residual Estate predecease you, nominate how you would like that person’s share to be distributed.

PART A (your children are beneficiaries) NOTE: UNLESS your Will specifically states otherwise, special rules apply if the beneficiary who has died is a child or grandchild of yours and they have been survived by a child or children of their own. Those rules vary between the different States and Territories according to each States or Territories Wills Act (e.g. Wills Act 1997 (Vic), section 45).

to the children of the deceased child beneficiary; (unless specified otherwise this will be implied for children of the Will Maker via statute in ACT, NT, Qld, Tas, Vic, WA); OR

to the estate of the deceased child beneficiary to be dealt with as per their own Will (unless specified otherwise this will be implied for children of the Will Maker via statute in NSW & SA); OR TOPDOCS ADVANCED STANDARD WILL FULL SERVICE ORDER FORM PAGE 14 OF 36

PART B (you have nominated specific beneficiaries) redistributed to the remainder of my residual beneficiaries equally; OR

I wish to nominate the following person/s as substitute beneficiaries to receive a distribution from my Residual Estate:

1 Nominated Person: If you wish for more than one Nominated “back-up” Person provide details in SCHEDULE 3B.

Person listed as Initial Beneficiary Percentage of this person’s share to gift-over % Nominated person to receive the gift over, should the initial beneficiary predecease the Will Maker

Address

Occupation

Gender Male Female

SECTION E (III): NO SURVIVING BENEFICIARIES If there are no surviving Beneficiaries, where do you wish the assets to go to?

NOTE: If your first and second named beneficiaries predecease you, then your residual estate will go to your “next-of-kin” according to the rules of intestate (i.e. without a Will). Each state/territory deals with this differently. E.g. Administration and Probate Act 1958 (Vic), s52, lists the rules and order of the division of your estate if not specified otherwise as: your spouse 1/3: children 2/3rds (subject to first $100,000 to your spouse), otherwise mother/father, brother/sister, nephew/niece, then grandparents. If you do not have any of these next-of-kin, difficulties may arise on who has the closest claim to your estate. You may also have your own wishes regarding who would benefit over those residual next-of-kin.

Do you wish for the statutory rules of intestate to apply? Yes No If NO, select who you wish to to the Executor in to distribute in accordance with a letter of wishes signed by me leave this to. to

[relationship to Will Maker], [name] of [address], [occupation] absolutely to distribute in accordance with any letter of wishes signed by me.

to a specified charity or charities. Name: No.: Address:

to the charities as my Executors think fit in the shares they think fit

Other. Please specify: TOPDOCS ADVANCED STANDARD WILL FULL SERVICE ORDER FORM PAGE 15 OF 36 TOPDOCS ADVANCED STANDARD WILL FULL SERVICE ORDER FORM PAGE 16 OF 36

SECTION F (I): SPECIFIC GIFTS/BEQUESTS If you would like to gift specific assets to particular people or entities, please record the details in this section, otherwise leave this section blank.

Specific Gift 1: If there is more than 1 specific gift provide details in SCHEDULE 5A. Name Address Relationship to Will Maker Occupation Gender Male Female Specific Bequests Money: $ complete Section F(iv) Art, Collectables & Jewellery: (item description) Household Items: (item description) Personal Items: (item description) Real estate, motor vehicle or asset subject to a charge: also complete Section F(iii) Pets: also complete Section F(v) or refer for Full Service Securities (i.e. shares or units) also complete Section L

Proportion if not 100% % Advanced Gift i.e. is there to be a vesting Yes: complete Section F(iii) No age, condition or life interest attached to gift?

NOTE: Section F(ii) is for Reciprocal Wills Orders only. TOPDOCS ADVANCED STANDARD WILL FULL SERVICE ORDER FORM PAGE 17 OF 36

SECTION F (III): ADVANCED GIFTS (VESTING AGE, LIFE INTEREST OR CONDITIONAL) Specific Gift no.: refer Section F(i) or SCHEDULE 5A (if there is more than one complete SCHEDULE 5B) Vesting Age Is this conditional on the beneficiary attaining an age greater than 18? Yes No If YES: Specify age: years old If a beneficiary has not reached the age of majority (18 years old in most states/territories) or you have specified an age greater than 18, this gift will then be held ON TRUST until the beneficiary attains that age. Be aware however that there may be tax consequences for a trustee once the beneficiary turns 18. Refer also Trustee details below Conditions Is there any other condition on the beneficiary obtaining this gift? Yes No

If YES: Detail condition The gift will then be held ON TRUST for the beneficiary until they satisfy this condition. NOTE: This will need to be reviewed as part of a FULL SERVICE WILL ORDER as there are complex rules which determine whether a condition in a will is legally valid or not. Conditions, such as a spouse not re- marrying or a child maintaining a particular religious faith will not be enforced by a court because they are contrary to public policy. Some conditions however are permissible. Refer also Trustee details below Life Interests Is this gift to pass to someone else on the death of this beneficiary? Yes No

If YES: Remainder interest beneficiary: Name of remainder beneficiary Address

Relationship to Will Maker Occupation

Gender Male Female

The share of the residual will then be held ON TRUST for the benefit of the original (“Life Interest”) beneficiary during their life and will then be given to someone else (“Remainder Beneficiary”) absolutely after the original beneficiary’s death.

Refer also Trustee details below Trustee Who will be the trustee of this trust? beneficiary

Complete if you have answered YES to a specified trustee of estate Vesting Age, Condition or Life Interest over this gift other - complete SCHEDULE 2D

Who will be the substitute trustee of this trust? complete SCHEDULE 2D TOPDOCS ADVANCED STANDARD WILL FULL SERVICE ORDER FORM PAGE 18 OF 36

SECTION F (IV): GIFTS OF OTHER ASSETS (REAL ESTATE, MOTOR VEHICLE OR ASSET SUBJECT TO A SECURITY INTEREST)

Specific Gift No: refer Section F(i)) or SCHEDULE 5D(i)

Other Asset No. 1: If there is more than 1 specific asset, provide additional details of each in SCHEDULE 5D(ii).

Asset Type: Real estate Motor vehicle other asset subject to a security interest

Real estate Address of property

State Volume: Folio: or Identifier: how a property is identified will vary between Certificate of title details States/Territories main residence holiday house investment property Type of real estate: business real property

Motor vehicle Model and year

Is this your only vehicle Yes No Other asset subject to a security interest Asset description Dealings with asset If you sell the named asset prior to your death and purchase a replacement asset of the same type is that replacement asset to pass to the beneficiary? Yes No If you do not purchase a replacement asset, do you wish for the proceeds of the sale of the asset to then pass to that beneficiary? Yes No Mortgage or Security Interest Details Are you the legal owner? (or do you have other rights over the property, e.g hire purchase agreements, leasehold) Yes, legal owner No, other rights Is there a mortgage or security interest over the asset? (the mortgage/security interest will pass with the asset subject to a contrary intention appearing in the Will.) Yes No If YES, is the mortgage/security interest to pass to the Yes No, it is to be paid out beneficiary with the asset? by your estate Advanced Gift Is this gift to have a vesting age, condition or life interest Yes: complete Schedule No attached to it? TOPDOCS ADVANCED STANDARD WILL FULL SERVICE ORDER FORM PAGE 19 OF 36

SECTION F (IV): GIFTS OF MONEY: ADJUSTMENTS TO SPECIFIED AMOUNTS This section is only relevant if you have gifted specific monetary amounts in Section F(I).

Do you wish for any adjustment to be made to a monetary gift in in Section F(I) to allow for Yes No increases to the value of money over time? If YES, what rate is to apply per annum? Consumer Price Index (CPI) (All Groups) Specific percentage

Which CPI rate? % City: (specify)

All States

Is this to apply to all monetary gifts? Yes No, only Specific Gift No:

complete SCHEDULE 5D for rates to apply to additional monetary gifts

SECTION G: FUNERAL INSTRUCTIONS If you would like to indicate how your body is to be dealt with complete this section. These wishes should be made known to your executors/trustees and close family members prior to your death and you may wish to keep additional instructions regarding this with your Will and other papers.

According to your written wishes or otherwise at the direction of the Executors

Buried:

(optional) near where I die

at the following location:

Cremated:

(optional) ashes to be deposited at the following location:

ashes to be scattered over the following location:

Use of body (optional) body available for anatomical, therapeutic, medical or scientific purposes

body donated for education research or other medical or scientific purposes.

Specify hospital or university (optional): use of body is strictly NOT allowed

I wish to be an organ donor (optional) Yes No Overseas death (optional) Body to be brought back to Australia Yes No

Ashes to be returned Yes No TOPDOCS ADVANCED STANDARD WILL FULL SERVICE ORDER FORM PAGE 20 OF 36 TOPDOCS ADVANCED STANDARD WILL FULL SERVICE ORDER FORM PAGE 21 OF 36

SECTION H: GUARDIANS If you wish to nominate a Guardian or Guardians in relation to your children (if one or more are under 18 at the time of your death) complete this section.

Guardian

Address Relationship to the Will Maker

Occupation

Guardian 2

Occupation When / How to act Jointly Alternate (this is NOT recommended if there is likely to be disputes with the first mentioned Guardian)

If you wish to select additional Guardians or Alternate Guardians provide details at SCHEDULE 6.

Support for Guardian(s) Express wish for Guardians not to suffer from financial burden? Yes No Express power for the Executor to provide loans to Guardians? Yes No Is annuity to be paid to Guardian? Yes

Amount: $ Frequency: (e.g. weekly, monthly, yearly) No TOPDOCS ADVANCED STANDARD WILL FULL SERVICE ORDER FORM PAGE 22 OF 36

SECTION I (I): DEATH BENEFITS - SUPERANNUATION ENTITLEMENTS Do you have superannuation or other benefits payable on your death? (It is advisable to write to the trustee of your superannuation fund to let them know your wishes as they may act before Probate has been granted) Yes No

Name of Superannuation Fund

Trustee of Superannuation Fund

Policy Number

Total current benefits $ Do you wish for these superannuation or other Yes No death benefits to be paid into your estate? If YES, please specify If NO, do you wish to provide non-binding distribution of directions to you superannuation trustees as entitlements and order part of your Statement of Wishes? under PART A below (You should also consider BNBDs if you wish for these to be binding on your superannuation trustees) see also Part D Yes No (Section I complete)

If YES, specify distribution of entitlements and order under PART B below. (Your directions in your Will only take effect if a BDBN becomes non-binding (such as the expiry of 3 years). To the extent that your BDBNs are still valid your BDBNs will take precedence over any inconsistent directions you make in your Will)

PART A: Distribution of death benefits which form part of your Estate: Superannuation Benefits will be quarantined from your other estate assets (thus preserving their statutory protection against claims by creditors). You will also be able to pay benefits by way of pension or lump sum (provided that any child pension be converted to lump sum upon that child turning 25 (unless they are disabled). Tax concessions will pass to tax dependants only

PART A1: Initial Distributions

spouse or as spouse requests (with the ability to pay as a lump sum or pension with tax concessions); If this is your first choice also select one of the below if spouse fails to survive you Superannuation Death Benefits Testamentary Trust (“SDBTT”) for the benefit of your tax dependants and their lineal decedents (with directions that this not be established if it is more prudent to give to tax dependents direct) (Go to Part B, do NOT complete Part A1(a), A1(b) or A2 regarding gift-over) children in equal shares TOPDOCS ADVANCED STANDARD WILL FULL SERVICE ORDER FORM PAGE 23 OF 36

Named beneficiaries in the following proportions

Name Address % of benefit to receive

TOPDOCS ADVANCED STANDARD WILL FULL SERVICE ORDER FORM PAGE 24 OF 36

PART A1(a): Tax Dependants (includes spouse and children under 18) (ability to pay as a lump sum or pension with tax concessions)

If a nominated beneficiary is no longer a tax dependant are Yes No they still entitled to their share of the death benefit payment tax concessions may be lost see below for gift-over of that beneficiary’s share. You should also consider equalisation provision at PART C

Gift-Over (“Back-up”) if not tax dependent: If NO, benefit to be distributed to: to remaining tax dependants in equal shares OR

to named tax dependants in the following proportions:

Name of initial Name of alternate tax Address of alternate tax % of failed benefit to be beneficiary dependant dependant received by alternate

PART A1(b): SIS Dependants (includes spouse, children regardless of age, financial dependants and interdependent) (ability to pay as a lump sum or pension) (if child beneficiary reaches 25 must then be paid as lump sum (unless they are disabled))

If a nominated beneficiary is no longer a SIS dependent are Yes No they entitled to the death benefit from your estate? payments will only be able see below for alternate to be made by lump sum and application of that not by a pension beneficiary’s share You should also consider equalisation provision at PART C TOPDOCS ADVANCED STANDARD WILL FULL SERVICE ORDER FORM PAGE 25 OF 36

Gift-Over (“Back-up”) if not SIS dependant:

If NO, benefit to be distributed to: to remaining SIS dependants in equal shares OR

to named SIS dependants in the following proportions:

Name of initial Name of alternate SIS Address of alternate SIS % of failed benefit to be beneficiary dependant beneficiary dependant beneficiary received by alternate TOPDOCS ADVANCED STANDARD WILL FULL SERVICE ORDER FORM PAGE 26 OF 36

PART A2: Alternate Distribution – “Back-up” if initial beneficiary predeceases you

Where your children are to receive the benefits

to the children of the deceased child beneficiary; (unless specified otherwise this will be implied for children of the Will Maker via statute in ACT, NT, Qld, Tas, Vic, WA); OR

to the estate of the deceased child beneficiary to be dealt with as per their own Will (unless specified otherwise this will be implied for children of the Will Maker via statute in NSW & SA); OR

Where you have nominated specific beneficiaries

redistributed to the remainder of my residual beneficiaries equally; OR to named beneficiaries in the following proportions:

Name of initial Name of alternate Address of Alternate % of failed benefit to be beneficiary residuary beneficiary residuary beneficiary received by alternate TOPDOCS ADVANCED STANDARD WILL FULL SERVICE ORDER FORM PAGE 27 OF 36

PART A2(a): Tax Dependants – Gift-overs of alternate distribution

If an alternate beneficiary is no longer a tax dependant are they entitled to Yes No their share of the death benefit payment tax concessions see below for gift- may be lost over of that alternate beneficiary’s share If NO, benefit to be distributed to: to remaining tax dependants in equal shares OR

Name of alternate Name of alternate tax Address of alternate tax % of failed benefit to be beneficiary dependant dependant received by alternate tax dependant

PART A2(b): SIS Dependants – Gift overs of alternate distribution If an alternate beneficiary is no longer a SIS dependent are they entitled to the Yes No death benefit payments can only see below for gift- be made by lump over of that sum and not by a alternate pension beneficiary’s share If NO, to remaining SIS dependants in equal shares OR

to named SIS dependants in the following proportions:

Name of alternate Name of alternate SIS Address of alternate SIS % of failed benefit to be beneficiary dependant beneficiary dependant beneficiary received by alternate SIS dependant TOPDOCS ADVANCED STANDARD WILL FULL SERVICE ORDER FORM PAGE 28 OF 36

PART B: Directions to the trustee of the Superannuation Fund: Death Benefits can only be paid to your SIS dependants or your estate. Your SIS dependants can obtain these in the form of a lump sum or pension payment provided that any child pension is converted to lump sum upon that child turning 25 (unless they are disabled.

to spouse or as spouse requests (with the ability to pay as a lump sum or pension with tax concessions) if this is you first choice also select one of the below if spouse fails to survive you to my estate (now complete Part A above) TOPDOCS ADVANCED STANDARD WILL FULL SERVICE ORDER FORM PAGE 29 OF 36

to SIS dependants in equal shares OR

(includes spouse, children to named SIS dependants in the following proportions; regardless of age, financial dependants and interdependent) Name % of benefit to Payment of benefit (with the ability to pay as a receive lump sum or pension) (if child Pension and/or beneficiary reaches 25 must then paid as lump sum (unless Lump-sum they are disabled)) Pension and/or Lump-sum Pension and/or Lump-sum Pension and/or Lump-sum Pension and/or Lump-sum Pension and/or Lump-sum

If a SIS dependant is no longer a tax dependant are they Yes No entitled to their share of the death benefit payment? tax concessions may be see below for gift-over of lost that beneficiary’s share Gift-Over: You should also consider equalisation provision at PART C If NO, benefit to be distributed to: to remaining tax dependants in equal shares OR

Name of initial Name of alternate SIS Address of alternate SIS % of failed benefit to be beneficiary dependant beneficiary dependant beneficiary received by alternate

Part C: Equalisation and Adjustments:

Equalisation: Do you wish for an equalisation provision to be included in your Will: to direct the Executors to take into account (in the division of your residuary estate) superannuation entitlements received by a child, tax dependant or residuary beneficiary? TOPDOCS ADVANCED STANDARD WILL FULL SERVICE ORDER FORM PAGE 30 OF 36

(e.g. if one child receives a higher share of your super entitlements, then their share of your residual estate will be reduced) to direct the trustee of your superannuation entitlements to take into account (in the distribution of your superannuation entitlements) the amount received by a child, tax dependant or residuary beneficiary in the distribution of your residuary estate? (e.g. if your super entitlements are likely to be more than your residuary estate and one child receives TOPDOCS ADVANCED STANDARD WILL FULL SERVICE ORDER FORM PAGE 31 OF 36

SECTION I (II): DEATH BENEFITS – SMSF CORPORATE TRUSTEE It will be necessary to also consider the Corporations Act 2000 (Cth) and the constitution of the company when dealing with interests and officeholdings in a company. You will need to review the constitution and any shareholder agreement to answer some of the questions below. If you would prefer that we review these o ensure that your Will validly deals with your interests forward to us a copy of those documents with this Order Form as part of a Full Service Will Order.

Company Name: ACN:

Address:

SMSF Name: ABN: SMSF Member names:

Ownership

Are you a shareholder of a SMSF trustee? Yes No

Are there other shareholders? Yes No Is there a company constitution or shareholders agreement that specifies what is to occur to shares on the death of a shareholder? Yes No If YES, will transmission of the shares to the legal personal representative of a deceased be recognised? Yes No Do you wish the shares to be passed on to a specific beneficiary? Yes (also complete No Section F(I) in relation to these shares, being “securities”)

SECTION I (III): DEATH BENEFITS – LIFE INSURANCE POLICY Do you have any insurance policies over your life? Yes No Policy details Insurer Policy number Ownership of policy Type of cover Death / TPD / Trauma Nominated beneficiary Sum Insured $ Do you wish for these policy proceeds to be Yes No paid into your estate? If YES, please specify If NO, specify distributions of proceeds and distribution of proceeds order under PART A below should your and order under PART A nominated beneficiary of your policy below predecease you TOPDOCS ADVANCED STANDARD WILL FULL SERVICE ORDER FORM PAGE 32 OF 36

PART A: Distribution of insurance policy proceeds which form part of your Estate: Policy Proceeds will be quarantined from your other estate assets (preserving their statutory protection against claims by creditors)

PART A1: Initial Distributions spouse or as spouse requests; If this is your first choice also select one of the below if spouse fails to survive you children in equal shares residuary beneficiaries in equal shares Named beneficiaries in the following proportions

Name Address % of benefit to receive

PART A2: Alternate Distribution – Gift over if initial beneficiary predeceases you children of the deceased child in equal shares (implied Vic), children (or remaining children as the case may be) in equal shares estate of the deceased child to be distributed according to their own Will residuary beneficiaries (or remaining residuary beneficiaries as the case may be) in equal shares Named beneficiaries in the following proportions:

Name of initial Name of alternate Address of Alternate residuary % of failed benefit to be beneficiary residuary beneficiary beneficiary received by alternate

Part B: Equalisation and Adjustments: Do you wish for an equalisation provision to be included in your Will to direct the Yes No Executors to take into account (in the division of your residuary estate) life insurance proceeds received by a child or residuary beneficiary? (e.g. if one child receives a higher share of your policy proceeds, then their share of your residual estate will be reduced) TOPDOCS ADVANCED STANDARD WILL FULL SERVICE ORDER FORM PAGE 33 OF 36

SECTION J (I): OTHER ASSETS – JOINT ASSETS Complete this section if you have any joint assets.

Jointly owned assets do not form part of your personal assets on your death, instead survivorship laws apply. That is, the asset passes to the survivor of the joint owners. If however, the other joint owner (or in the case of more than 2 joint owners, all other joint owners), predeceases you the entire property will pass to you.

How many assets do you own jointly?

JOINT ASSET NO. 1 (If there is more than 1 joint asset provide additional details in SCHEDULE 7A(ii))

Type of Asset and Description:

How many joint owners?

Other Joint Owner Details (If there are more than 2 other joint owner provide additional details in SCHEDULE 7A(i))

1 Name

Address

2 Name

Address

If you are the sole surving owner, do you wish for the asset to form part of your residual estate? Yes No

If NO, specify nominate beneficiary(s) this asset is instead to pass to:

Nominated Beneficiaries (if more than 2 nominated beneficiaries, provide additional details in SCHEDULE 7A(ii))

1 Name

Occupation

Gender Male Female

%, proportion or equal

2 Name

Occupation

Gender Male Female

%, proportion or equal TOPDOCS ADVANCED STANDARD WILL FULL SERVICE ORDER FORM PAGE 34 OF 36

SECTION J (II): OTHER ASSETS – FOREIGN ASSETS Complete this section if you have any foreign assets.

Your Will must take into account the laws of the country where your assets are located and the arrangements that exist between Australia and that country. These arrangements will impact on your Executor’s ability to deal with your assets upon your death, in particular if there are forced heirship rules. If you do not know the answers to these questions you should seek legal advice from a lawyer qualified in the foreign jurisdiction and it will otherwise have to be completed as part of a Full Service Will Order.

How many foreign assets do you own?

What is your domicile country?

FOREIGN ASSET NO. 1: If there is more than 1 foreign asset provide additional details in SCHEDULE 7B(ii)

Type of Asset and Description:

Country and State/Province asset is located? Country State/Province

Are you a citizen of this country? Yes No

Does the law of the foreign country recognise an Australian will? Yes No Does the law of the foreign country allow assets to be dealt with in the same way as Australian law? Yes No

Are there death duties or taxation laws in the foreign country that require special attention? Yes No

Do you wish for the foreign asset to form part of your residual estate? Yes No

If NO, specify nominate beneficiary(s) the asset is to pass to:

Nominated Beneficiaries (if more than 2 nominated beneficiaries, provide additional details in SCHEDULE 7B(i))

1 Name

Address

Occupation

Gender Male Female

2 Name

Address

Occupation

Gender Male Female

%, proportion or equal TOPDOCS ADVANCED STANDARD WILL FULL SERVICE ORDER FORM PAGE 35 OF 36

SECTION K (I): LIABILITIES – LOANS AND FORGIVENESS OF DEBTS Complete this section if you have any loans owing to you.

How many loans owing to you do you currently have?

Loan No. 1: If there is more than 1 loan owing, provide additional details in SCHEDULE 8 Name of borrower Name: Address:

Has a loan agreement been entered into? Yes No Date and description of loan agreement / / Loan agreement description:

Loan amount $ Is the balance to be forgiven on your death? Yes No only forgiven up to a specified amount of $

Is the borrower also one of the beneficiaries of your estate? Yes No If YES, do you wish to include an adjusting/equalisation provision to take into account the amount forgiven in the division of your estate? Yes No TOPDOCS ADVANCED STANDARD WILL FULL SERVICE ORDER FORM PAGE 36 OF 36

SECTION L (I): COMPANIES, TRUSTS AND BUSINESSES – PRIVATE COMPANY

It will be necessary to also consider the Corporations Act 2000 (Cth) and the constitution of the company when dealing with interests and officeholdings in a company. You will need to review the constitution and any sharholder agreement to answer some of the questions below. If you would prefer that we review these to ensure that your Will validly deals with your interests forward to us a copy of these with this Advanced Will Order Form and we will review these as part of a Full Service Will Order.

Company Name: ACN:

Ownership Are you a shareholder of a private company? Yes No Are there other shareholders? Yes No If YES, do you own a Yes No majority of the shares? (Shareholders have the right to appoint directors of the company pursuant to the Corporations Act 2000 (Cth). As such, subject to any contrary provision in the constitution who holds the majority of shares in a company ultimately is in control) If YES, is there anyone you Name: wish to nominate as a director on your death? Address: (consider whether your spouse/partner (or children) will be capable of running the company in your absence or whether there is somebody else that you would prefer to hand control of the company to) If there is to be more than one director to replace you provide additional details in SCHEDULE 9A Is there a company constitution or shareholders agreement that specifies what is to occur to shares on the death of a shareholder? Yes No If YES, will transmission of the shares to the legal personal representative of a deceased be recognised? Yes No Do you wish the shares to be Yes (also complete No passed on to a specific Section F(i)) beneficiary? Officeholdings Are you a director or secretary ? Yes No If YES, are you the sole Yes No director and sole shareholder? The Corporations Act will TOPDOCS ADVANCED STANDARD WILL FULL SERVICE ORDER FORM PAGE 37 OF 36

automatically recognise the legal personal representative of a director if they are the sole director and sole shareholder. Otherwise it will be appropriate to have either appointed other directors prior to your death or a corporate attorney who may act or the shareholders will otherwise appoint a director Activity What type of company? Holding Trading Trustee Company If it is a trading company: Trading name: ABN: / / / Are you involved in the management of the business? Yes No What are your wishes for the business? Continue to operate Sold Successor to decide If SOLD, is it also your wish for the company to be then wound up and the proceeds distributed to the shareholders? Yes No Successor to decide If it is a holding trust: Do you wish for the assets to be sold and the company wound up? Yes No Successor to decide

SECTION L (II): COMPANIES, TRUSTS AND BUSINESSES – UNIT TRUSTS

It will be necessary to also consider the trust deed of the trust when dealing with interests and officeholdings in a trust. You will need to review your trust deed and any unit holder agreement to answer some of the questions below. If you would prefer that we review these to ensure that your Will validly deals with your interests forward to us a copy of these with this Advanced Will Order Form and we will review these as part of a Full Service Will Order

Trust Name: Trustee name: ACN: (if applicable)

Ownership Are you a unit holder of a unit trust? Yes No Are there other unitholders? Yes No Do you own a majority of the units? Yes No If YES, can the majority unitholders appoint and remove trustees? Yes No If YES, is there anyone you wish to nominate as trustee on your death? Name: (consider whether your spouse/partner (or children) will be capable of running the trust in your absence or whether there is somebody else that you would prefer to hand Address: management of the trust to) If there is to be more than one Trustee provide additional details in SCHEDULE 9B Is there a trust deed or unitholders agreement that specifies what is to occur to the units on the death of a unitholder? Yes No TOPDOCS ADVANCED STANDARD WILL FULL SERVICE ORDER FORM PAGE 38 OF 36

If YES, is transmission of the units to the legal personal representative of a deceased recognised? Yes No Do you wish to nominate a specific beneficiary of these units? Yes (also complete Section F(i)) No Officeholdings Are you an individal trustee of the trust? Yes No If NO, does it have a corporate trustee? Yes (also complete Section L(i)) No If an individual trustee: Are you the sole trustee? Yes No Does the office vacate on your death or legal incpacity? Yes No Activity What type of trust? Holding Trading If it is a trading trust: Trading name: ABN: / / /

Are you involved in the management of the business? Yes No What are your wishes for the business? Continue to operate Sold Successor to decide If SOLD, is it also your wish for the trust to be then wound up and the proceeds distributed to the unit holders? Yes No Successor to decide If it is a holding trust: Do you wish for the assets to be sold and the trust wound up? Yes No Successor to decide TOPDOCS ADVANCED STANDARD WILL FULL SERVICE ORDER FORM PAGE 39 OF 36

SECTION L (III): COMPANIES, TRUSTS AND BUSINESSES – DISCRETIONARY (FAMILY) TRUSTS

It will be necessary to also consider the trust deed of the trust when dealing with interests and officeholdings in a trust. You will need to review your trust deed to answer some of the questions below. If you would prefer that we review it to ensure that your Will validly deals with your interests forward to us a copy of the trust deed with this Advanced Will Order Form and we will review these as part of a Full Service Will Order

Officeholdings

Are you an individal trustee of the trust? Yes No

If NO, does it have a corporate trustee? Yes (also complete Section L(i)) No

If an individual trustee: Are you the sole trustee? Yes No

Does the office vacate on your death or legal incpacity? Yes No Please specify who has the power to appoint and remove a trustee: Guardian Appointor Sole remaining trustee

Are you an appointor or guardian of the trust? Appointor Guardian Have you previously appointed by deed or otherwise a successor to the positions of guardian or appointor or is the successor specified in the deed? Yes No

If NO, will an appointment by Will be recognised under the deed? Yes No If YES, who do you wish to nominate as Appointor: Name(s): appointor and/or guardian on your death? Address: If there is to be more than one Appointor or guardian provide additional details in Guardian: Name(s): SCHEDULE 9C Address:

Activity: If it is a trading trust:

Trading name: ABN: / / /

Are you involved in the management of the business? Yes No

What are your wishes for the business? Continue to operate Sold Successor to decide TOPDOCS ADVANCED STANDARD WILL FULL SERVICE ORDER FORM PAGE 40 OF 36

SECTION L (IV): COMPANIES, TRUSTS AND BUSINESSES – HYBRID TRUSTS

Ownership

Do you own any units in the trust? Yes No

Are there other unitholders? Yes No Is there a trust deed or unitholders agreement that specifies what is to occur to units on the death of a unitholder Yes No

Is transmission of units to the legal personal representative recognised? Yes No

Do you own a majority interest of the units? Yes No

If YES, can the majority unitholders appoint and remove trustees? Yes No Is there anyone you wish to nominate as trustee on your death? Name: (consider whether your spouse/partner (or children) will be capable of Address: running the trust in your absence or whether there is somebody else that you would prefer to hand management of the trust to) If there is to be more than one trustee provide additional details in SCHEDULE 9B

Officeholdings

Are you an individual trustee of the trust? Yes No

If NO, does it have a corporate trustee? Yes (also complete Section L(i)) No

Are you the sole trustee? Yes No If an individual trustee: Does the office vacate on your death or legal incapacity? Yes No Who has the power to appoint and remove a trustee? Guardian Appointor Sole remaining trustee Unit holders

Are you an appointor or guardian of the trust? Appointor Guardian Have you previously appointed by deed or otherwise a successor to the position of guardian or appointor or is the successor specified in the deed? Yes No

If NO, will an appointmnt by Will be recognised under the deed? Yes No If YES, who do you wish to nominate as Appointor: Name(s): appointor and/or guardian on your death? If there is to be more than one Appointor or guardian Address: provide additional details in Schedule 15 Part C Guardian: Name(s): Address:

Activity: If it is a trading trust:

Trading name: ABN: / / /

Are you involved in the management of the business? Yes No TOPDOCS ADVANCED STANDARD WILL FULL SERVICE ORDER FORM PAGE 41 OF 36

What are your wishes for the business? Continue to operate Sold Successor to decide

SECTION L (V): COMPANIES, TRUSTS AND BUSINESSES – PARTNERSHIP INTERESTS

It will be necessary to also consider the particular State or Territory’s Partnership Act (e.g. Partnership Act 1958 (Vic)) and any partnership agreement when dealing with interests in partnerships. You will also need to review your partnership agreement (if any) to answer some of the questions below. If you would prefer that we review it to ensure that your Will validly deals with your interest in the partnership forward to us a copy of the partnership agreement with this Advanced Will Order Form and we will review these as part of a Full Service Will Order

Partnership Name: Trading name: ABN: / / /

Principal address of business: Date of establishment / / Partnership Interest: $ or % Name of other partners: Name: (if there are more than 4 other partners provide additional Address: details in SCHEDULE 9D) Name: Address:

Name: Address:

Name: Address: Is there a Partnership Agreement in place which specifies what is to occur to a partners interest on the death of that partner? Yes No If YES, is transmission of the interest to your legal personal representative recognised? (unless the partnership agreement states otherwise this will be recognised pursuant to each of the State and Territory’s Partnership Acts) Yes No Are you involved in the management of the business? Yes No If YES, what are your wishes for the business? Continue to Sold Other partners to decide (these may not be binding on the other partners operate depending on your proportionate interest and the terms of any partnership agreement) If your spouse/partner (or children) are to continue in the business in your place will your current business partners accept them in the management of the partnership? (consider whether your spouse/partner (or children) will be capable of running the business in your absence and whether they will gt along with the other partners or whether there is somebody else that you would prefer to hand the interest to) Yes No If the other partners wish to continue the business do they have the funds to buy out your interest? Yes No If YES, will the joint and several debts and liabilities of the partnership attributable to your interest also be discharged? Yes No Is there any other agreement effecting the disposal of your interest in the Partnership, for example a a buy-sell agreement? Yes No TOPDOCS ADVANCED STANDARD WILL FULL SERVICE ORDER FORM PAGE 42 OF 36

SECTION M (I): ADVANCED FAMILY SITUATIONS – CONTEMPLATION OF MARRIAGE AND DEFACTOS

Marriage has the effect of revoking or cancelling some provisions in Wills unless specifically addressed in the Will. If you are in a defacto relationship, engaged to be married or are making this Will on the presumption that you will be married in the near future it is important to detail the consequences marriage might have on your Will

Are you contemplating marriage or in a defacto relationship? Yes Do you wish your Will to still be valid: if you subsequently marry AND/OR

even if the marriage does not proceed

Has a date been set for any marriage? Yes

Specify Date:

Is there a final date that a marriage must have occurred by for your Will to still be Yes valid? Specify Date:

Ensure you have provided your partner’s details in Section B of this Advanced Will Order Form

SECTION M (II): ADVANCED FAMILY SITUATIONS – DIVORCE AND SEPARATION

Separation from your spouse, of itself, has no effect on your Will. If you have left property to your spouse in your Will and you die, they will still get that property even though you have separated. Similarly, if you have appointed your spouse as your executor, they will still be entitled to take up that role (although they may not want to). If these are not outcomes you want, you will need to make a new Will when you separate and complete Section M(III) regarding exclusions. Divorcing your spouse, on the other hand, does affect your Will, although the effect varies between the different States and Territories. In some, divorce automatically revokes (cancels) the entire Will. In others, divorce simply revokes any appointment of your former spouse as your executor and any gift you have left to your former spouse unless a court is satisfied that was not your intention; or you re-publish the Will or do a Codicil to the Will after the divorce without changing the appointment/gift. Rather than leave these matters open to dispute, it is much better for you to do a new Will after you have divorced that makes your intentions concerning your former spouse crystal clear. Further, where an agreement or order affects the disposal of your assets you must also consider the legal restrictions on you and whether they are temporary or long-lasting.

Do you have any of the following in place? binding financial agreement

court order from a previous divorce property settlement

Is the disposal of your assets restricted by this Yes Your Will must avoid any conflict No agreement / order? Which asset? All assets

Specific Asset (description):

Date of agreement/order? / / Order Number (if applicable): Is this temporary or long-lasting? Temporary Long-lasting Specify condition of release of restriction: This may need to be reviewed as part of a Full Service Will Order TOPDOCS ADVANCED STANDARD WILL FULL SERVICE ORDER FORM PAGE 43 OF 36

SECTION M (III): ADVANCED FAMILY SITUATIONS – EXCLUSIONS AND NON-STANDARD INCLUSIONS FROM WILL

There are State and Territory laws that enable certain categories of persons who are dissatisfied with their entitlement under a Will to apply to the court for further provision out of an estate. The court can make such an order if it decides that the Will does not make adequate provision for that person’s needs. These are known as family provision laws. You need to be wary of these legal issues when you expressly exclude someone from your Will. If you exclude your spouse, partner, a child or other dependant from your Will (or give those persons a gift which the law considers inadequate), they may be able to bring a claim against your estate. If you wish to include another person’s child as a beneficiary in your Will, you may also need to include special provisions in the event that your spouse or children believe this person has been provided for to their detriment. In either case it is not always possible to avoid a challenge but there may be steps you can take when preparing your Will to minimise the risk of a successful challenge.

EXCLUSION Is there any spouse, child (or other person who you may owe a ‘moral obligation’ to) who you wish to specifically exclude from benefiting under your Will? Yes No If YES, why? Adequate provision already made during your lifetime Breakdown of marriage Financial security and wellbeing proved during your lifetime Love, affection and maintenance not returned Other (provide reason) note this will need to be reviewed as part of a Full Service Will Order

Excluded beneficiary details: If you have more than one excluded beneficiary complete SCHEDULE 9A Name Address Relationship to Will Maker Occupation Gender Male Female

NON-STANDARD INCLUSIONS Is there any beneficiary or beneficiaries outside of your immediate family who you have given a SUBSTANTIAL or SIGNIFICANT amount of your estate? Yes No If YES, why? Financial dependence during your lifetime

Love, affection and maintenance returned

Charitable purpose

Other (provide reason): note this will need to be reviewed as part of a Full Service Will Order

Included beneficiary details: If you have more than one non-standrad beneficiary complete SCHEDULE 10B Name

Specific Gift No.: TOPDOCS ADVANCED STANDARD WILL FULL SERVICE ORDER FORM PAGE 44 OF 36

Residuary beneficiary: TOPDOCS ADVANCED STANDARD WILL FULL SERVICE ORDER FORM PAGE 45 OF 36

SECTION M (IV): ADVANCED FAMILY SITUATIONS – MUTUAL WILLS AND PRE/POST NUPTIAL AGREEMENTS

Mutual Wills are Wills made between two people under which they each agree to make gifts to certain beneficiaries and not to alter their Wills without the agreement of the other.

Do you have any of the following in place: mutual Wills contract Is the other contractual party still alive? Yes No, you will not be able to revoke your Will outside of the terms previously agreed If YES, do they agree to you altering your Will? Yes No, you will not be able to revoke your Will outside of the terms previously agreed If YES, is the other contractual party your spouse/domestic partrner? Yes No, provide party’s details below Other Contractual Party: Name Address Relationship to Will Maker Gender Male Female Occupation

pre-nuptial or post-nuptial agreement TOPDOCS ADVANCED STANDARD WILL FULL SERVICE ORDER FORM PAGE 46 SCHEDULE 1 - Additional Children (Section B(ii))

2 Full Name: Address: Date of Birth: / / Gender: Male Female Occupation:

8 Full Name: Address: Date of Birth: / / Gender: Male Female Occupation: SCHEDULE 2A - Additional Executors and Trustees TOPDOCS ADVANCED STANDARD WILL FULL SERVICE ORDER FORM PAGE 47 (Section C(i))

NOTE: No more than four (4) Executors or Trustees should be selectedto act at any one time

Address

Gender Male Female

Occupation

Address

Gender Male Female

Occupation

Address

Gender Male Female

Occupation

Address

Gender Male Female

Occupation TOPDOCS ADVANCED STANDARD WILL FULL SERVICE ORDER FORM PAGE 48 SCHEDULE 2B - Additional Substitute Executors and Trustees (Section C(ii))

NOTE: No more than four (4) Substitute Executors or Trustees should be selected to act together at any one time

Substitute Executor/Trustee Substitute Executor 1 Substitute Trustee 1

Full Name Address Relationship to Will Maker Occupation

Gender Male Female When to Act Only in the event that ANY preceding Executor/Trustee is unable to act,

Only in the event that ALL preceding Executor/s / Trustee/s are unable to act,

Other:

to act jointly with the remaining executors/trustees

to act jointly with the other substitute executors/trustees

Substitute Executor/Trustee Substitute Executor 1 Substitute Trustee 1

Gender Male Female When to Act Only in the event that ANY preceding Executor is unable to act,

Only in the event that ALL preceding Executor/s are unable to act,

Other:

to act jointly with the remaining executors

to act jointly with the other substitute executors TOPDOCS ADVANCED STANDARD WILL FULL SERVICE ORDER FORM PAGE 49 SCHEDULE 2C(i) - Disputes (Section C(iii))

Executors/Trustees Executors Trustees of estate Trustees of Trust: Specific gift - no. / Residual estate - trust name: Appointors

Majority decision prevails

Executors/Trustee must first provide substitute consultant details (if any) SCHEDULE C(ii) - ITEM A

consult with Full Name

Address

ACN: (if applicable) / / THEN (below select up to one method only): Decision of the eldest Executor/Trustee prevails

Decision of a nominated provide substitute consultant details (if any) SCHEDULE C(ii) - ITEM B

Executor/Trustee prevails Full Name Executors/Trustees are to use an Which ADR procedure? Alternative Dispute Resolution Mediation (ADR) procedure to resolve the dispute Arbitration

Mediation then Arbitration

Will the ADR costs to be borne by your estate? Yes No

Who will appoint the Arbitrator/Mediator? the President of the relevant state/territory law institute

Other. provide substitute elector details (if any) SCHEDULE C(ii) - ITEM C

Full Name

Address

ACN: (if applicable) / / TOPDOCS ADVANCED STANDARD WILL FULL SERVICE ORDER FORM PAGE 50 SCHEDULE 2C(ii) – Disputes - Substitutes

Executors/Trustees Executors Trustees of estate Trustees of Trust: Specific gift - no. / Residual estate - trust name: Appointors

ITEM A – Substitute Independent Consultant

Full Name Address Relationship to Will Maker Occupation (if applicable) Gender (if applicable) Male Female ACN (if applicable) / /

ITEM B – Substitute Deciding Executor/Trustee

Full Name

ITEM C – Substitute Alternative Dispute Resolution Elector

Full Name Address Relationship to Will Maker Occupation (if applicable) Gender (if applicable) Male Female ACN (if applicable) / / TOPDOCS ADVANCED STANDARD WILL FULL SERVICE ORDER FORM PAGE 51 SCHEDULE 2D – TESTAMENTARY TRUSTS (Section F(i)) Vesting Age, Conditional or Life Interest Testamentary Trusts

ITEM A: INITAL

NOTE: No more than four (4) Trustees should be selected to act at any one time for any one testamentary trust

Specific Gift No. : refer Section F(i) or SCHEDULE 5A. TRUSTEE No.:

Gender Male Female

ACN TOPDOCS ADVANCED STANDARD WILL FULL SERVICE ORDER FORM PAGE 52 ITEM B: SUBSTITUTE

NOTE: No more than four (4) Substitute Trustees should be selected to act at any one time for any one testamentary trust

Specific Gift No. : refer Section F(i) or SCHEDULE 5A. SUBSTITUTE TRUSTEE No.: Full Name Address Relationship to Will Maker Occupation

Gender Male Female

ACN When to Act Only in the event that ANY preceding trustee is unable to act,

Only in the event that ALL preceding trustee/s are unable to act,

Other:

Note: You can nominate the circumstances for appointment (e.g. if X leaves the jurisdiction Y may act OR if X attains specified age, X may act). How to Act solely

to act jointly with the remaining trustee/s

to act jointly with the other substitute trustee/s

Specific Gift No. : refer Section F(i) or SCHEDULE 5A. SUBSTITUTE TRUSTEE No.: Full Name Address Relationship to Will Maker Occupation

Gender Male Female

ACN When to Act Only in the event that ANY preceding trustee is unable to act,

Only in the event that ALL preceding trustee/s are unable to act,

Other:

Note: You can nominate the circumstances for appointment (e.g. if X leaves the jurisdiction Y may act OR if X attains specified age, X may act). How to Act solely

to act jointly with the remaining trustee/s TOPDOCS ADVANCED STANDARD WILL FULL SERVICE ORDER FORM PAGE 53 to act jointly with the other substitute trustee/s TOPDOCS ADVANCED STANDARD WILL FULL SERVICE ORDER FORM PAGE 54 ITEM C: independent

Specific Gift No. : refer Section F(i) or SCHEDULE 5A. INDEPENDENT TRUSTEE No.: Name Address Relationship to the Will Maker Occupation Gender Male Female ACN When to Act whilst spouse/partner is alive,

(tick one or more) upon death or incapacity of spouse/partner, whilst children/beneficiaries minors

upon death or incapacity of spouse/partner, with adult children/beneficiaries, but prior to gift becoming absolute) Other:

Specific Gift No. : refer Section F(i) or SCHEDULE 5A. INDEPENDENT TRUSTEE No: Name Address Relationship to the Will Maker Occupation Gender Male Female ACN When to Act whilst spouse/partner is alive,

(tick one or more) upon death or incapacity of spouse/partner, whilst children/beneficiaries minors

upon death or incapacity of spouse/partner, with adult children/beneficiaries adult (but prior to gift becoming absolute) Other: TOPDOCS ADVANCED STANDARD WILL FULL SERVICE ORDER FORM PAGE 55 ITEM D: APPOINTORS Specific Gift No. : refer Section F(i) or SCHEDULE 5A.

Will there be an appointor of the trust? Complete below then Schedule 2C No, go to Schedule 2C Appointor If you have a spouse/partner, in the first instance: (where more than one is ticked they will act jointly)

Generally the beneficiary is also the trustee of their your spouse/partner own trust. A third party can be appointed trustee in place of, or independent no. (provide details Item C) in addition to, the beneficiary where there is good reason, for example where the beneficiary is: UNTIL your spouse/partner’s death or mental incapacity THEN

 a minor, If there are minor beneficiaries: (where more than one is ticked they will act jointly)  facing bankruptcy or

 facing matrimonial problems or independent no. (provide details Item C)

 has limited capacity to manage their own CONTROL AGE: UNTIL the beneficiary reaches years old (or where finances due to there is more than one beneficiary when the youngest of them turns that age). o disability, THEN for life interest and conditional trusts, if there are only adult o addictions or beneficiaries, (or upon a minor beneficiary attaining the control o their spendthrift nature. age): (where more than one is ticked they will act jointly)

independent no.: (provide details Item C)

child/beneficiary/ies

Specific Gift No. : refer Section F(i) or SCHEDULE 5A.

Will there be an appointor of the trust? Complete below then Schedule 2C No, go to Schedule 2C Appointor If you have a spouse/partner, in the first instance: (where more than one is ticked they will act jointly)

your spouse/partner

independent no. (provide details Item C)

UNTIL your spouse/partner’s death or mental incapacity THEN

If there are minor beneficiaries: (where more than one is ticked they will act jointly)

independent no. (provide details Item C)

CONTROL AGE: UNTIL the beneficiary reaches years old (or where there is more than one beneficiary when the youngest of them turns that age).

THEN for life interest and conditional trusts, if there are only adult beneficiaries, (or upon a minor beneficiary attaining the control age): (where more than one is ticked they will act jointly)

independent no.: (provide details Item C)

child/beneficiary/ies TOPDOCS ADVANCED STANDARD WILL FULL SERVICE ORDER FORM PAGE 56 TOPDOCS ADVANCED STANDARD WILL FULL SERVICE ORDER FORM PAGE 57 ITEM E: CONFLICT (Section C(iv) Specific Gift No. : refer Section F(i) or SCHEDULE 5A. Is the Trustee/s Yes No entitled to commission for If YES: acting? Who: Specify amount $ Is the Trustee/s Yes No otherwise beneficiaries in your If YES, are any gifts dependent on them acting as Trustee? estate? Yes No

Is a Trustee permitted Yes Yes, but their vote Yes, but only if all No to have a personal will not count in a other Trustees agree interest in a decision? decision where there is more than one Trustee all trustees of this trust

Which trustee(s) will all trustees of this trust except specific trustee: Name(s): the above apply for? specific trustee: Name(s):

ITEM F: INVESTMENT POWERS (Section C (v)) Specific Gift No. : refer Section F(i) or SCHEDULE 5A. Do you wish for advice on substantial investments to be obtained? Yes No Is there an obligation to exercise prudent care with investment? (this is an implied duty unless expressly excluded) Yes No Are speculative, hazardous or wasteful investments allowed (i.e. spendthrift)? Yes No all trustees

Which trustee(s) will the above apply all trustees of this trust except specific trustee: Name(s): for? specific trustee: Name(s): TOPDOCS ADVANCED STANDARD WILL FULL SERVICE ORDER FORM PAGE 58 SCHEDULE 3A – RESIDUAL ESTATE (Standard) Additional Nominted Beneficiaries (Section (E(i))

2 Name Address Relationship to the Will Maker Occupation Gender Male Female Equal share, % or specified amount of Equal Residual Estate this trust is to receive Specified proportion: %

Specified amount: $

Specified amount: $ TOPDOCS ADVANCED STANDARD WILL FULL SERVICE ORDER FORM PAGE 59 SCHEDULE 3B – RESIDUAL ESTATE (Standard) Additional Substitute Nominated Beneficiaries (Section E(ii))

2 Person listed as Initial Beneficiary Percentage of this person’s share to gift-over % Nominated person to receive the gift over, should the initial beneficiary predecease the Will Maker Address Relationship to the Will Maker Occupation Gender Male Female

5 Person listed as Initial Beneficiary Percentage of this person’s share to gift-over % Nominated person to receive the gift over, should the initial beneficiary predecease the Will Maker Address Relationship to the Will Maker Occupation Gender Male Female TOPDOCS ADVANCED STANDARD WILL FULL SERVICE ORDER FORM PAGE 60 SCHEDULE 5A – GIFTS Additional Specific Gifts (Section F(i)) (attach a separate page for more than two additional gifts)

Specific Gift No. :

Name Address Relationship to Will Maker Occupation Gender Male Female Specific Bequests Money: $ complete Section F(iv) or SCHEDULE 5D Art, Collectables & Jewellery: (item description) Household Items: (item description) Personal Items: (item description) Real estate, motor vehicle or asset subject to a security interest: complete Section F(iii) or SCHEDULE 5C Pets: complete Section F(v) or refer for Full Service Securities (i.e. shares or units) complete Section L or SCHEDULE 9

Proportion if not 100% % Advanced Gift i.e. vesting age, condition or life interest attached to gift? Yes: complete Schedule 5B No

Specific Gift No. :

Name Address Relationship to Will Maker Occupation Gender Male Female Specific Bequests Money: $ complete Section F(iv) or SCHEDULE 5D Art, Collectables & Jewellery: (item description) Household Items: (item description) Personal Items: (item description) Real estate, motor vehicle or asset subject to a security interest: complete Section F(iii) or SCHEDULE 5C Pets: complete Section F(v) or refer for Full Service Securities (i.e. shares or units) complete Section L or SCHEDULE 9

Proportion if not 100% % Advanced Gift i.e. vesting age, condition or life interest attached to gift? Yes: complete Schedule 5B No SCHEDULE 5B – GIFTS Advanced Gifts TOPDOCS ADVANCED STANDARD WILL FULL SERVICE ORDER FORM PAGE 61 (Section F(i))

(attach a separate page for each advanced gift)

Specific Gift No. : refer Section F(ii) or SCHEDULE 5A Is the gift conditional on the Vesting Age beneficiary attaining an age greater than 18? Yes No If YES: Specify age: years old If a beneficiary has not reached the age of majority (18 years old in most states/territories) or you have specified an age greater than 18, the gift will then be held ON TRUST until the beneficiary attains that age. Be aware however that there may be tax consequences for a trustee once the beneficiary turns 18.

Refer also Trustee details below Is there to be any other Conditions condition on the beneficiary obtaining this gift? Yes No If YES: Detail condition The gift will then be held ON TRUST for the beneficiary until they satisfy this condition. NOTE: This will need to be reviewed as part of a FULL SERVICE WILL ORDER as there are complex rules which determine whether a condition in a will is legally valid or not. Conditions, such as a spouse not re-marrying or a child maintaining a particular religious faith will not be enforced by a court because they are contrary to public policy. Some conditions however are permissible.

Refer also Trustee details below Is this gift to pass to Life Interests someone else on the death of this beneficiary? Yes No If YES: Remainder interest beneficiary: Name of remainder beneficiary Address Relationship to Will Maker Occupation Gender Male Female The gift will then be held ON TRUST for the benefit of the original (“Life Interest”) beneficiary during their life and will then be given to someone else (“Remainder Beneficiary”) absolutely after the original beneficiary’s death. Be aware that there may be tax consequences for the trustee.

Refer also Trustee details below Trustee Who will be the trustee of this trust? beneficiary

Complete if you have answered YES to a specified trustee of estate Vesting Age, Condition or Life Interest over this gift other - complete SCHEDULE 2D

Who will be the substitute complete SCHEDULE trustee of this trust? 2D TOPDOCS ADVANCED STANDARD WILL FULL SERVICE ORDER FORM PAGE 62 SCHEDULE 5C - GIFTS Additional Other Assets - real estate, motor vehicles and other assets subject to charge (Section F(iii))

(attach a separate page for each Other Asset)

Specific Gift No. refer Section F(i) or SCHEDULE 5A Other Asset No. Asset Type: Real estate Motor vehicle other asset subject to a security interest

Real estate Address of property State Certificate of title details Volume: Folio: or Identifier: how a property is identified will vary between States/Territories

Type of real estate: main residence holiday house investment property business real property

Motor vehicle Model and year Is this your only vehicle Yes No Other asset subject to a security interest Asset description Dealings with asset If you sell the named asset prior to your death and purchase a replacement asset of the same type is that replacement asset to pass to the beneficiary? Yes No If you do not purchase a replacement asset, do you wish for the proceeds of the sale of the asset to then pass to that beneficiary? Yes No Mortgage or Security Interest Details Are you the legal owner? (or do you have other rights over the property, e.g hire purchase agreements, leasehold) Yes, legal owner No, other rights Is there a mortgage or security interest over the asset? (the mortgage/security interest will pass with the asset subject to a contrary intention appearing in the Will.) Yes No If YES, is the mortgage/security interest to pass to the Yes No, it is to be paid out beneficiary with the asset? by your estate Advanced Gift Is this gift to have a vesting age, condition or life interest Yes: complete SCHEDULE No attached to it? 5C TOPDOCS ADVANCED STANDARD WILL FULL SERVICE ORDER FORM PAGE 63 SCHEDULE 5D - GIFTS Additional Monetary Adjustments (Section F(iv))

Specific Gift No: refer Section F(i) or SCHEDULE 5A What rate is to apply per annum? Consumer Price Index (CPI) (All Specific percentage

Groups) % Which CPI rate? City: Specify All States

Groups) % Which CPI rate? City: Specify All States TOPDOCS ADVANCED STANDARD WILL FULL SERVICE ORDER FORM PAGE 64 SCHEDULE 6 – Additional Guardians (Section H)

Guardian 3 Name Address Relationship to the Will Maker Occupation When / How to act Jointly Alternate (this is NOT recommended if there is likely to be disputes with the first mentioned Guardian)

Guardian 4 Name Address Relationship to the Will Maker Occupation When / How to act Jointly Alternate (this is NOT recommended if there is likely to be disputes with the first mentioned Guardian) TOPDOCS ADVANCED STANDARD WILL FULL SERVICE ORDER FORM PAGE 65 SCHEDULE 7A – Joint Assets (Section J(i))

ITEM A Joint Asset – additional joint owners or nominated beneficiaries

Joint Asset No. Additional Joint Owners 3 Name

Address

4 Name

Address

5 Name

Address

6 Name

Address Additional Nominated Beneficiaries 3 Name

Address

Occupation

Gender Male Female

4 Name

Address

Occupation

Gender Male Female

5 Name

Address

Occupation

Gender Male Female

%, proportion or equal TOPDOCS ADVANCED STANDARD WILL FULL SERVICE ORDER FORM PAGE 66 ITEM B Additional Joint Assets

(attach a separate page for each joint asset)

Joint Asset No.

Type of Asset and Description: How many joint owners? Other Joint Owner Details (If there are more than 2 other joint owner provide details in SCHEDULE 7A- ITEM A) 1 Name Address 2 Name Address If you are the sole surving owner, do you wish for the asset to form part of your residual estate? Yes No If NO, specify nominate beneficiary(s) this asset is instead to pass to: Nominated Beneficiaries (if more than 2 nominated beneficiaries, provide details in SCHEDULE 7A-ITEM A) 1 Name Address Relationship to the Will Maker Occupation Gender Male Female %, proportion or equal 2 Name Address Relationship to the Will Maker Occupation Gender Male Female %, proportion or equal TOPDOCS ADVANCED STANDARD WILL FULL SERVICE ORDER FORM PAGE 67 SCHEDULE 7B – Foreign Assets (Section J(ii))

ITEM A Foreign Asset – additional nominated beneficiaries

Foreign Asset No.

Additional Nominated Beneficiaries 3 Name Address Relationship to Will Maker Occupation Gender Male Female %, proportion or equal 4 Name Address Relationship to Will Maker Occupation Gender Male Female %, proportion or equal 5 Name Address Relationship to Will Maker Occupation Gender Male Female %, proportion or equal TOPDOCS ADVANCED STANDARD WILL FULL SERVICE ORDER FORM PAGE 68 ITEM B Additional Foreign Assets

(attach a separate page for each foreign asset)

Foreign Asset No.

Type of Asset and Description: Country and State/Province asset is located? Country State/Province Are you a citizen of this country? Yes No Does the law of the foreign country recognise an Australian will? Yes No Does the law of the foreign country allow assets to be dealt with in the same way as Australian law? Yes No Are there death duties or taxation laws in the foreign country that require special attention? Yes No Do you wish for the foreign asset to form part of your residual estate? Yes No If NO, specify nominate beneficiary(s) the asset is to pass to: Nominated Beneficiaries (if more than 2 nominated beneficiaries, provide details in SCHEDULE 7B-ITEM A) 1 Name Address Relationship to the Will Maker Occupation Gender Male Female %, proportion or equal 2 Name Address Relationship to the Will Maker Occupation Gender Male Female %, proportion or equal TOPDOCS ADVANCED STANDARD WILL FULL SERVICE ORDER FORM PAGE 69 SCHEDULE 8 – Loans and Debt Forgiveness (Section K)

Loan No.:

Name of borrower Name: Address:

Is the borrower also one of the beneficiaries of your estate? Yes No If YES, do you wish to include an adjusting/equalisation provision to take into account the amount forgiven in the division of your estate? Yes No

Loan No.:

Name of borrower Name: Address:

Is the borrower also one of the beneficiaries of your estate? Yes No If YES, do you wish to include an adjusting/equalisation provision to take into account the amount forgiven in the division of your estate? Yes No TOPDOCS ADVANCED STANDARD WILL FULL SERVICE ORDER FORM PAGE 70 SCHEDULE 9 – COMPANIES, TRUSTS AND BUSINESSES (Section L)

ITEM A Additional Directors of Company (Section L(i))

Company name:

2 Name Address Relationship to the Will Maker Occupation Gender Male Female 3 Name Address Relationship to the Will Maker Occupation Gender Male Female

ITEM B Additional Trustees of Trust (Section L(ii))

Trust name:

2 Name Address Relationship to the Will Maker Occupation Gender Male Female 3 Name Address Relationship to the Will Maker Occupation Gender Male Female 4 Name Address Relationship to the Will Maker Occupation Gender Male Female TOPDOCS ADVANCED STANDARD WILL FULL SERVICE ORDER FORM PAGE 71 ITEM C Appointor and Guardians of Trust (Section L(iii) and (iv))

Trust name:

Additional Appointors 2 Name Address Relationship to the Will Maker Occupation Gender Male Female 3 Name Address Relationship to the Will Maker Occupation Gender Male Female 4 Name Address Relationship to the Will Maker Occupation Gender Male Female

Additional Guardians 2 Name Address Relationship to the Will Maker Occupation Gender Male Female 3 Name Address Relationship to the Will Maker Occupation Gender Male Female 4 Name Address Relationship to the Will Maker Occupation Gender Male Female TOPDOCS ADVANCED STANDARD WILL FULL SERVICE ORDER FORM PAGE 72 ITEM D Additional Partners of Partnership

Partnership name:

Additional Partners 5 Name Address 6 Name Address 7 Name Address 8 Name Address 9 Name Address 10 Name Address TOPDOCS ADVANCED STANDARD WILL FULL SERVICE ORDER FORM PAGE 73 SCHEDULE 10 – ADVANCED FAMILY SITUATIONS

ITEM A Additional Excluded Persons (Section M(iii))

Name Address Relationship to Will Maker Occupation Gender Male Female Reason for exclusion? Adequate provision already made during your lifetime Breakdown of marriage Financial security and wellbeing proved during your lifetime Love, affection and maintenance not returned

Other (this will need to be reviewed as part of a Full Service Will Order):

Other (this will need to be reviewed as part of a Full Service Will Order): TOPDOCS ADVANCED STANDARD WILL FULL SERVICE ORDER FORM PAGE 74 TOPDOCS ADVANCED STANDARD WILL FULL SERVICE ORDER FORM PAGE 75 ITEM B Additional Substantial Non-Standard Included Beneficiaries (Section M(iii))

Specific Gift No.: Residuary beneficiary: Reason for substantial Financial dependence during your lifetime provision? Love, affection and maintenance returned

Charitable purpose

Other: (this will need to be reviewed as part of a Full Service Will Order):

Charitable purpose

Charitable purpose TOPDOCS ADVANCED STANDARD WILL FULL SERVICE ORDER FORM PAGE 76 Other: (this will need to be reviewed as part of a Full Service Will Order):