Return to flip book view

BillWill Sample Letter of Wishes Flipbook

Page 1

Message A Letter of Wishes From William Billson

Page 2

CONTENTS1234After I'm Gone1418202123My Will & BeneficiariesMy DependentsLetters After I'm GoneMy PetsMy FuneralMy Property & Possessions394041My HomesReal EstateMy PossessionsMy Information3567812My InformationMy Legacy ContactsMy Important ContactsMy Important DocumentsMy Digital FootprintMy IncapacityMy Finances282931333537My Bank AccountsMy BillsInsurance, Superannuation & TaxMy AssetsMy LiabilitiesMy Businesses1

Page 3

MY INFORMATION

Page 4

yMY INFORMATIONMY BELIEFSAre you religious?YesMY INFORMATIONAre you an organ donor?YesOther names known byWIllie BOrgan donation card number12345678Address1 Green Valley Road, GREEN VALLEY NSW 2168Emailwilliambillson1950@gmail.comDate of birth1950-01-01What is your religion?CatholicGenderMaleNotes on organ donationI'm happy to donate whatever parts of me can help others live better, but I would prefer for my eyes to remain intact. It’s a small personal wish, and I appreciate it being respected.What should loved ones know about your beliefs and values?Faith was a strong part of my upbringing, and while my beliefs have shifted over time, I still find comfort in the rituals and values I grew up with. I’d like my funeral to reflect those traditions, with a Catholic service that honours where I’ve come from, even if my connection has been more in name than in daily practice.William Billson3

Page 5

MY INFORMATIONCard number12345678Client number12345678GOVERNMENT SERVICESPosition2Expiry date10-2040Client number12345678MedicareCentrelinkVeterans' Affairs4

Page 6

g yMY LEGACY CONTACTSJudy Billson5Emailwilliambillson1950+judy@gmail.comIs this person the executor of the Will?YesIs this person the Power of Attorney?Yes

Page 7

y pMY IMPORTANT CONTACTSADVISORSNotesMy gardenerINFORM OF DEATHLawyer·0444 444 444·sue@hydeemall.com.auNotesGreen Valley Tennis ClubFinancial Advisor·0444 444 444·max@dwealthwealth.com.au0444 444 444·bloss@umcleangardens.com.au0444 444 444·membership@greenvalleytc.com.auDoctor·0444 444 444·patch@choohealth.com.auAccountant·0444 444 444·doume@tacks.com.auBloss Umclean (Person)Max Dwelth - Dwelth WealthSue Emall - Hyde, Emall LawyersThe membership manager (Organisation)Patch Choo - Choo HeathDoume Tacks - Tacks and Sons6

Page 8

y pMY IMPORTANT DOCUMENTSDOCUMENTSMy Will.docxLocation of physical copyUnder the bedLocation of physical copyIn the safeAccess notes if digital onlyAccess notes if digital onlyOn my harddriveMy PoA.docxLocation of physical copyUnder the bedAccess notes if digital onlyWillTrust deedPower of Attorney7

Page 9

y g pMY DIGITAL FOOTPRINTPASSWORDSCLOUD STORAGEEMAIL ACCOUNTSAccount log inwilliambillson1950@gmail.comEmail addresswilliambillson1950@gmail.comNotesJudes can go through the photos and then delete all data and account.Where to find passwordWhere to find passwordWhere to find passwordsI have a 1password account and the superkey is saved on my hard drive in a doc calls "Willie B Passwords"NotesI have saved a lot of emails from financial adviser and accountant here that Judes will need to review.AppleGmail8

Page 10

MY DIGITAL FOOTPRINTSOCIAL MEDIAGOVERNMENT ACCOUNTSAccount log inwilliambillson1950@gmail.comAccount log inwilliambillson1950@gmail.comNotesPlease delete this account forever.NotesJudes will need to review my ATO payments.Where to find passwordWhere to find passwordMy GovFacebook9

Page 11

MY DIGITAL FOOTPRINTNotesPlease transfer to Judes.OTHER ONLINE ACCOUNTSNotesPlease close this account.NotesPlease delete this account.Account log inwilliambillson1950@gmail.comAccount log inwilliambillson1950@gmail.comAccount log inwilliambillson1950@gmail.comWhere to find passwordWhere to find passwordWhere to find passwordOPSMThe GuardianThe Australian10

Page 12

MY DIGITAL FOOTPRINTMY DATAMY WEB DOMAINSWhere to find passwordWith password managerNotesOnce Judes has reviewed, please delete all my data.NotesPlease store the images from this site, and shut downProviderwww.williambilson.com.au11

Page 13

y p yMY INCAPACITYPREFERENCESWhat data can we share with your Power of Attorney?My financial data only12

Page 14

AFTER I'M GONE

Page 15

yMY WILL & BENEFICIARIESMY WILLDo you have a will?YesTestamentary TrustTESTAMENTARY TRUSTExplanations of any exclusionsn/aMy Testamentary Trust.docxDo you have a testamentary trust?Where is your copy located?Yes In the safe in the wardrobeExplanations of bequests that may be greater than expectedJudes will be surprised at the size of my Super balance. She deserves it.Note on potential unexpected instructions or decisionsMy brother, Davey will not be expecting to inherit my car. But hopefully he takes it on.Who holds other copies?My lawyer, Sue EmallWhere is your copy located?Uploaded to BillWill and a copy in the wardrobe safeExplanations of bequests that may be less than expectedMy children might have been expecting more, but I'll leave that up to Judes to decide. She's always understood their needs better than I have.14

Page 16

MY WILL & BENEFICIARIESMY POWER OF ATTORNEYDo you have a power of attorney?YesWhere is your copy located? Who holds other copies?Uploaded to BillWill and in the safe My lawyer, Sue Emallin the wardrobe15

Page 17

MY WILL & BENEFICIARIESBENEFICIARIES0444 444 444·jimmyb@gmail.com0444 444 444·sammyb@gmail.comNotes for this beneficiary on your will's instructions or exclusionsYou've always had the travel bug. Have a few more adventures for me- especially the places on our bucket list we didn't manage to get to.Notes for this beneficiary on your will's instructions or exclusionsI hope this gives you the head start you need on your mortgage. The home is the heart of the family, and I hope this makes yours safe, secure, and a place full of memories.Jimmy BillsonSammy Billson16

Page 18

MY WILL & BENEFICIARIESCHARITY BENEFICIARIESdonations@worldvision.comNotes for this beneficiary on your will's instructions or exclusionsI have provided an ongoing direct debit payment to World Vision to support a school in Nigeria. I would like this to continue after I'm gone.World Vision17

Page 19

y pMY DEPENDENTSDanny Billson18RelationshipParentDependent?NoDate of birth1925-01-01Notes for Danny's care Danny’s garden has always been his pride and joy. It is not just a patch of soil to him. Itis a place of peace, purpose, and deep connection. Over the years, he has spent countless hours there, nurturing every corner with care. Whether he was pruning the roses, harvesting tomatoes, or simply sitting quietly with a cup of tea in the afternoon sun, the garden has brought him real happiness.Even now, it is remarkable how much he continues to do on his own. He still insists on pottering around, tending to whatever he can manage, and it is beautiful to see how much joy it brings him. But the reality is that he cannot manage everything anymore. Some tasks now ask more of his body than it can comfortably give.Please make sure he gets the help he needs to keep the garden going. Not just someone to mow the lawn and do the heavy lifting, but someone who understands how important it is to him. Ideally, it should be someone patient, who will listen to his guidance and help him maintain the garden in the way he envisions it.If he can stay involved, even in a small way, I know it will lift his spirits. His hands may not be able to do everything, but his heart is still fully in it. Supporting him to stay connected to that part of his life is one of the kindest and most meaningful gifts you could give.

Page 20

gLETTERS AFTER I'M GONEFor Davey Billsondaveyb@gmail.comDavey,It’s hard to know where to begin, but I suppose the simplest place is to say thank you. Life has thrown us all sorts of challenges over the years, and through every one of them, you’ve been there. Sometimes loud and proud, sometimes quiet and steady, but always there. You’ve been a constant in my life, even when things felt uncertain or when I didn’t have the words to ask for help.You’ve always been the kind of brother who steps up. I think about that time in fifth grade when Rupert tried to rip me off. I was too scared to speak up, but you weren’t. You walked right up to him and sorted it out like it was nothing. To me, it meant everything. That kind of fierce loyalty, that instinct to protect. It’s something I’ve never forgotten. It’s one of many moments that made me feel safe, seen, and loved.I hope I’ve managed to return that care in some way. I hope I’ve been the kind of brother you could rely on too. I know I haven’t always got it right, but I’ve always tried to show up for you like you’ve done for me.Whatever comes next, I carry no regrets when it comes to us. Just gratitude, and love.Always your brother.19

Page 21

gLETTERS AFTER I'M GONEFor Judy BillsonJudes@billson.comMy dearest Judes,If you are reading this, it means my time here has come to an end. But please know that my love for you is still with you. It has not faded. It lives in every memory we made, every quiet moment we shared, and every choice we made together. From the first time I saw youby the Ressy, I knew there was something special about you. I may not have had the words for it then, but I felt it in my bones. Over the years, that feeling only grew stronger. You became my partner, my compass, my safe place. You were never just beside me. You were with me in the truest sense of the word. You gave shape to my life and heart to our home. We’ve done a lot together. We raised two brilliant kids, andsomehow found a way to keep laughing even when things got hard. You held us all together. Through the uncertainty of my army days, the long hours at the shop, the noise of the dragway, and the quiet of retirement, you stayed constant. You gave more than your share, and did it with grace. I will never be able to thank you enough for that. You were my home. You always will be.Willie20

Page 22

y pMY PETSBingo21Animal typeDogContact detailssammyb@gmail.comBreedKelpieWho should look after Bingo?SammyVaccination detailsUp to date: Dave has the recordsVet detailsDave at the Green Valley Vet Practice.Chip details1243189; Dave will have further recordsInsurance detailsMedibank Pet Insurance number - PET12345678GenderFemaleDesexedYesDate of birth2022-01-01NotesBingo needs a big run every day, preferably in the morning. She loves lamb bone and hates chicken.

Page 23

MY PETSTiddles and co.22Contact detailsjimmyb@gmail.comAnimal type BreedThe fish in my back Gold fish and little pond brown onesWho should look after Tiddles and co.?JimmyGender Desexed Date of birthNotesJimmy, you have always been a great help with the fish. please look after them well! They'll love that pond in your back yard.

Page 24

yMY FUNERALFUNERAL ARRANGEMENTSFuneral notesPlease hold my funeral at the Prospect Reservoir. The list of invitees is in my funeral plan. Davey can MC. Please make sure there's lots of Australian music. Please ask the Green Valley Catholic Church priest to preside over the religious elements.Obituary notesI had a happy childhood with my Mum, Annie my Dad, Danny and my brother Davey. We lived in Western Sydney, surrounded by bushland that's now suburbia. Our house was full of animals: cats, dogs, chickens in the coop, cockies in the cage, fish in the pond and even a sheep to keep the grass down. Our days were filled with community sport. I was a good cricekter and even made an underage state team, but I could never crack the big time. We also spent time spent swimming and hanging out at the Prospect Reservoir, or just the 'Ressy' to us local kids. I met Judes there as a 15 year old.I was an average student and had no idea where my life was headed when I finished school in 1968. I was drafted before too many bad influences managed to take hold and I was deployed once. Vietnam was a formative experience and I remain close to all my RSL buddies to this day, although we never see enough of each other. I travelled to Vietnam many years later and felt such sadness for what had happened.After I left the army, I married Judes who helped me embrace the rest of my life. She's been my rock and one true love. I have no idea where I'd be without her. We were so lucky to have 2 beautiful kids and watching them grow their own families has been such a joy for Judes and me.Working as a mechanic was more than a professions. I'm so grateful to all the great people I've worked with (and even the less great ones). Spending weekends at the Sydney Dragway meant my profession was also my passion and for that I feel incredibly lucky. I'm not sure Judes always loved it as much as me, but we built an amazing group of friends who became family in this motorsport community.I've lived a fulfilled and happy life. And hopefully there's still another chapter or two to write.23

Page 25

MY FUNERALSpecial MessagesPlease do not invite to my funeralSpecial funeral message.mp4Ann Oiance24

Page 26

MY FUNERALExisting ArrangementsNamePayment notesAll paid up.Insurance detailsOWF12345678CompanyOut West FuneralsMy Funeral Plan.docxDocuments detailing existing arrangementsPhone0444 444 444EmailOther notesI have chosen a ceremony, urn, etc - nothing too fancy, but that's all that I need. Please don't feel like you have to make any more fuss!25

Page 27

MY FUNERALMY REMAINSWhat would you like to happen to your remains?CrematedRemains notesPlease spread my ashes in the Prospect Reservoir.26

Page 28

MY FINANCES

Page 29

yMY BANK ACCOUNTSWestpacOPEN BANKING CONSENTSCredit Union SA - SavingsMANUALLY ENTERED BANK ACCOUNTSAussie Home Loans - MortgageGreat Southern Bank - Term DepositNATIONAL AUSTRALIA BANK - MortgageContact BillWill for more information about the bank accounts.Contact BillWill for more information about the bank accounts.Westpac - TransactionCommBank - Credit CardNATIONAL AUSTRALIA BANKMacquarie Bank Limited - Savings28

Page 30

yMY BILLSMY BILLS Home waterMobile phoneHome internetHome electricityFamily health insuranceInternetHealth InsuranceElectricityWaterStreaming & Pay TVStreaming & Pay TVPhone CloseCloseCloseTransferTransferTransferTransferUtilitiesInsuranceHCFKayoTelstraNetflixBelongPowershopTelecommunicationsSydney WaterEntertainment & Media29

Page 31

MY BILLSServicesLoyalty PointsSpotifyVelocityAmazon Prime 30Amazon PrimeAirline PointsDeliveryMusic CloseCloseTransfer

Page 32

pINSURANCE SUPERANNUATION & TAXINSURANCEAAMI - LifeAAMI - HomePolicy number12345678Policy number12345678Contact detailsContact detailsOther detailsJudy Billson is beneficiary.Cash value$1mLogin detailswilliambillson1950@gmail.comPassword locationLogin details Password locationwilliambillson1950@gmail.comSum insured$1.5mSum insuredOther detailsThis is home and contents insurance.It should be reviewed every two years to make sure we are getting the best deal and we're adequately coveredAAMI - CarPolicy number12345678Contact detailsOther detailsTransfer policy to Davey.Login details Password locationwilliambillson1950@gmail.comSum insured$50k31

Page 33

INSURANCE SUPERANNUATION & TAXTAXTax file number12345678BeneficiariesJudy BillsonDeath nomination formAustralian Super - IndustryLogin detailswilliambillson1950@gmail.comSuper Death Nomination.pdfContact detailsPassword location32SUPERANNUATIONSUPERANNUATIONSUPERANNUATION

Page 34

yMY ASSETSTRUSTSCommSecBeneficiaryJudy BillsonTrust documentINCOME PRODUCTSTRADING ACCOUNTSBillson Family TrustChallenger - AnnuityLogin detailswilliambillson1950@gmail.comLogin detailswilliambillson1950@gmail.comBillson Family Trust.docxPassword locationPassword location33

Page 35

MY ASSETSPhone0444 444 444DocumentionINDIVIDUAL CREDITORSWillie B's Mechanic ShopLoan to Willie B's.docxEmailwillie@williebmechanics.com.auAmount outstanding$50kNotesThis is the amount my business owes me. This amount has been outstanding for a number of years at no interest but will need to be paid off as part for transfer to Jimmy,34

Page 36

yMY LIABILITIESLOANSCREDIT CARDSLogin detailsNAB - PersonalNAB - BusinessNAB - HomeloanAmount Outstanding0Amount Outstanding$4kAmount Outstanding$400kLogin detailswilliambillson1950@gmail.comLogin detailswillie@williebmechanics.com.auPassword locationPassword locationPassword location35

Page 37

MY LIABILITIESEric BilsonPhone0444444433INDIVIDUAL DEBTORSEmailErci.bilson@gmail.comNotesPersonal loan to a cousin- should go back to Jude to decideAmount outstanding$1000036

Page 38

yMY BUSINESSESACN/ABN12345678DocumentionBusiness tax file number12345678Willie B's Mechanic ShopMy Business.docxOverall intention for this businessContinueAre there other owners of this business?NoBusiness typeCompanyNotes on running the business in the short termThere's a steady flow of general repair and maintenance work. Keeping up the speedway sponsorship will ensure the high-end clients will continue to come through.Person to look after my interests in this business in the short termMy senior mechanic, Jimmy should continue the business. He and Judes can work out a purchase deal if needed.37

Page 39

MY PROPERTY & POSSESSIONS

Page 40

yMY HOMESHOME DETAILSOther ownersNameJudy BillsonWishes for this propertyGo to Judes.Are there other owners of this home?YesPercentage owned501 Green Valley Road, GREEN VALLEY NSW 2168Wifi notesWifi password details card in second drawer under the microwave.Percentage owned50Home security notesKey for the gate is hidden under the second rock leading towards the footpath.Sheds / Other Buildings notesBack shed keys are in second drawer under the microwave. Replace the rat baits every 12 months.Garden notesThis house has two garden zones. 1- Front garden: flower beds at front and side are watered by an automatic underground drip hose. You need to be careful when digging or replanting that the hose isn't damaged. 2- Side garden: the herb beds should be watered by hand every other day. Make sure foliage above these beds from two large trees is trimmed back each autumn to make sure the herbs get enough sun over the winter months.39

Page 41

y p pREAL ESTATETitle detailsIn the SafePROPERTY OVERVIEWAre there other owners of this home?No123 Main St, GREEN VALLEY NSW 2168 - CommercialManaging AgentJeff Fones·0444444444·JeffJones@managed.com.auInsurance detailsInsurance for this building is with AAMI (BLD12345678). 40

Page 42

y pMY POSSESSIONSGENERAL POSSESSIONSWishesFor Jimmy.Locationin the safeGold necklaceIs this item insured?YesNotesI've worn this most of my adult life. Is this item financed?No41

Page 43

MY POSSESSIONSArtIs this item insured?YesLocationThroughout the houseNotes5x large paintings and 3x small paintings.WishesThe painting of the sunset over the sea to Sammy. The rest to Judes.Is this item financed?No42

Page 44

MY POSSESSIONSLocationSageEarringsIs this item insured?NoNotesThese belonged to my great, great grandmotherWishesThey should always be passed on to the eldest daughterIs this item financed?43

Page 45

MY POSSESSIONSCOMPUTERSUser namewilliambillsonWishesGoes to Judes.Is this item insured?YesApple - Macbook ProNotes2024 model. Great condition. May need a new power cord soon.Is this item financed?No44

Page 46

MY POSSESSIONSWishesFor Judes.Apple - iPadUser namewilliambillsonIs this item insured?YesNotes2019 model, slowing down a bit.PHONES / TABLETS AND OTHER DEVICESIs this item financed?No45

Page 47

MY POSSESSIONSYear2019Year1969NotesVEHICLESWishesFor Judes.Car - Mazda CX 5Is this item insured?YesIs this item insured?YesCar - Ford GT MustangWishesFor my brother, Davey. Key locationKey drawerKey locationIn the drawer.Is this item financed?NoIs this item financed?NoNotesAmazing car, has taken me years to rebuild more than once. You need to be quick with the clutch and go easy as you move into 3rd. Davey, remember to wax after you wash it!46

Page 48

MY POSSESSIONSLocationGreen ValleyEntry notesOut West StorageSTORAGE FACILITIESWishesKids stuff to the kids. Mustang car parts to Davey. Everything else to Judes.Location of keysKey drawer.ContentsKids childhood stuff, car parts, some cash, some art, my cricket gear.47