BillWill Sample Letter of Wishes Flipbook : simplebooklet.com

My Information Government Services Medicare number: 1234 567 890 Individual Reference Number (IRN): 1Expiry date: 03/2026 Centrelink CRN: 987654321A Notes: "I currently receive a Family Tax Benefit and Rent Assistance. Please notify Centrelink in the event of my passing to close my account." First name:Last name:Gender:Maiden name:Date of birth:Place of birth:Address:My BeliefsAre you religious?What is your religion?What would you like those left behind to know about your religious beliefs andvalues?I value kindness, compassion, and integrity above all. My faith has guided me to live a life focused on helping others, and I hope my loved ones will carry on this legacy of love and service. Are you an organ donor? Yes Notes on organ donation: "I am registered as an organ donor and would like my organs to be donated to those in need to save lives and improve the quality of life for others. William Billson Male N/A 15th July 1965 Brisbane, Queensland, Australia 12 Riverbend Street, Brisbane, QLD, 4000 Yes Christianity (Anglican)

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Appointees Executor Name:Phone number:Email:Relevant documentation?Will is stored with my lawyer, David Clark Power of Attorney Name:Phone number:Email:Role:Relevant documentationPower of Attorney is stored with my lawyer, David Clark Enduring Guardian Name:Phone number:Email:Role:Relevant documentation Power of Attorney is stored with my lawyer, David Clark John Peterson 0412 345 678 john.peterson@email.com Sarah White 0421 567 890 sarah.white@email.com Power of Attorney Emma Brown 0432 789 123 emma.brown@email.com Enduring Guardian

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Advisers Lawyer Inform of Death Name:Phone number:Email:Type:Role:Notes: Name:Phone number:Email:Type:Role:Notes: Name:Phone number:Email:Type:Role:Notes: Name:Phone number:Email: Financial Planner Name:Phone number:Email: Accountant Name:Phone number:Email:Role: David Clark 0413 246 802 david.clark@email.com Fiona Harris 0414 567 890 fiona.harris@email.com Michael Taylor 0402 678 123 michael.taylor@email.com Accountant Lisa Smith 0415 234 678 lisa.smith@email.com Friend Personal contact Close friend who can support the family during this timeTom Jones 0416 789 234 tom.jones@email.com Family Brother Immediate family memberAnne Brown 0417 890 345 anne.brown@email.com Family Sister Should be informed immediately

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Name:Phone number:Email:Type:Role:Notes: Name:Phone number:Email:Type:Role:Notes: Name:Phone number:Email:Type:Role:Notes: Name:Phone number:Email:Type:Role:Notes: Name:Phone number:Email:Type:Role:Notes: Margaret Wilson 0418 901 456 margaret.wilson@email.com Family Aunt Supportive family member James Carter 0419 012 567 james.carter@email.com Family Cousin Point of contact for extended family Rachel Edwards 0420 123 678 rachel.edwards@email.com Employer Manager at Bernbach PR Notify to manage final employment and benefits Chris Evans 0421 234 567 chris.evans@email.com Strata Manager Responsible for apartment building matters Notify regarding building access and property changes Mark Thompson 0422 345 678 mark.thompson@email.com Clubs/Memberships Club Chairperson Inform Rotary Club about membership and final arrangements

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Important Documents PassportLocation:Notes: Driver’s LicenceLocation:Notes: Birth CertificateDocument Name:Location:Notes: House DeedLocation:Notes: Life Insurance Policy Location:Notes: Document Name:Location:Notes: Birth Certificate Fireproof safe in the master bedroom closet Stored in an envelope labelled "Personal Documents." Top drawer of the desk in the study Stored in a black leather folder with other travel documents. Inside my wallet, usually kept in the entryway drawer Check the brown wallet in the first drawer on the left. Fireproof safe in the master bedroom closet Kept in a blue folder with the title "Insurance & Financial Documents." Will At my lawyer’s office (David Clark, 0413 246 802) A signed copy is also stored in the fireproof safe at home in a folder marked "Estate Documents." Filing cabinet in the home office (second drawer, labelled “Property Records”) It’s inside a red folder marked "Deeds & Titles."

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william.billson@gmail.com Stored in 1Password (details in the second drawer of the study desk) or see in My Documents. Subscription includes 2TB storage. Contains personal, family, and work-related documents. iCloudAccount login:william.billson@icloud.com Stored in 1Password (details in the second drawer of the study desk) or see in My Documents. Used for photo backups and personal files. william.billson@email.com Stored in 1Password (details in the second drawer of the study desk) or see in My Documents. Main email for all personal and professional communications. billson.backup@email.com Stored in 1Password (details in the second drawer of the study desk) or see in My Documents. Used as a backup email account for security and recovery purposes. @william_billson (Instagram) Stored in 1Password (details in the second drawer of the study desk) or see in My Documents. Emily Smith nominated as legacy contact facebook.com/william.billson65 Stored in 1Password (details in the second drawer of the study desk) or see in My Documents. Emily Smith nominated as legacy contact Digital Footprint Cloud Storage Google DriveAccount login:Where to find password:"Billson_Passwords_List.pdf"Notes:Where to find password:"Billson_Passwords_List.pdf"Notes:Email AccountsPrimary email addressAccount login:Where to find password:"Billson_Passwords_List.pdf"Notes:Secondary email addressAccount login:Where to find password:"Billson_Passwords_List.pdf"Notes:Social Media InstagramAccount login:Where to find password:"Billson_Passwords_List.pdf"Notes:FacebookAccount login:Where to find password:"Billson_Passwords_List.pdf"Notes:

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All important data is backed up on Google Drive and iCloud.Personal files, including photos and videos, are organised in labelledfolders by year and category.Encrypted external hard drive with additional backups is stored in thefireproof safe. Account login:Where to find password:the study desk) or see william.billson85 Stored in 1Password (details in the second drawer of in My Documents. Linked to Medicare, Centrelink, and ATO services. Ensure to finalise outstanding claims and obligations. Domain:www.william-billson.com Stored in 1Password (details in the second drawer of the study desk) or see in My Documents. GoDaddy Personal blog and portfolio website, renewal due annually. www.billsonsphotos.com Stored in 1Password (details in the second drawer of the study desk) or see Provider:in My Documents. Bluehost Photography portfolio site. Hosted files include personal and professional galleries. My DataGeneral notes:Government Web Accounts MyGov"Billson_Passwords_List.pdf"Notes:My Web Domains Where to find password:"Billson_Passwords_List.pdf"Provider:Notes:Domain:Where to find password:"Billson_Passwords_List.pdf"Notes:•• •

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Name: Emily BrownPhone: 0421 567 890Email: emily.brown@email.comAddress: 12 River Street, Brisbane, QLD, 4000 Notes for this beneficiary on your will's instructions or exclusions: "Emily will receive my mother’s diamond earrings and an additional monetary gift tosupport her plans to open a small business." My will is in the fireproof safe in the master bedroom closet. My lawyer, David Clark(0413 246 802, david.clark@email.com), and my executor, Emily Brown (0421 567 890,emily.brown@email.com). BillWill is also storing a copy. General note on potential unexpected instructions or decisions: "My decision to leave a significant portion of my estate to my nieces and nephews reflects my desire to support their education and future opportunities." Explanations of bequests that may be greater than expected: "My brother, John, is receiving a larger portion of the estate due to his role in managing our family property over the years." Explanations of bequests that may be less than expected: "My sister, Anne, is receiving a smaller portion as I have already provided her significant financial assistance during her time of need." Explanations of any exclusions: "My cousin, Mark, has been excluded due to our estranged relationship over the past decade. This decision was not made lightly." Beneficiaries

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Name: Cancer Council AustraliaContact details: 1300 65 65 85, contact@cancer.org.au Notes: "I am leaving $10,000 to the Cancer Council in honour of my late father, who waspassionate about supporting cancer research." Name: RSPCA Australia Contact details: 1300 477 722, rspca@rspca.org.au Notes: "A donation of $5,000 will be made to RSPCA to support their animal welfare programs, reflecting my lifelong love of animals." Name: John PetersonPhone: 0412 345 678Email: john.peterson@email.comAddress: 45 Greenview Road, Sydney, NSW, 2000 Notes for this beneficiary on your will's instructions or exclusions: "John will inherit the investment property in Glenview due to his years of managing andmaintaining it." Charity Beneficiaries

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Important Information for Your Guardians, Peter and Sue Maxwell Please remind him: ••••It’s okay to make mistakes. They’re how you learn and grow.Always treat others with kindness, even when it’s hard.Chase what excites you, whether that’s art, football, or something you haven’tdiscovered yet.And know that it’s okay to ask for help. School and EducationMax is currently attending Riverstone Academy, where he’sthriving in his maths and science classes. He’s got a natural talent for problem-solvingand an inquisitive mind that loves to figure out how things work. English isn’t hisfavourite subject, but he’s working hard, and his teacher, Mrs Bennett, often commentson his unique way of interpreting stories. Please encourage him to keep at it—it willserve him well in the future. Hobbies and Interests Max is incredibly creative and loves drawing superheroes and fantasy worlds in his sketchpad. Art is his escape, and I think it’s where he feels most free. He’s also very athletic and plays as a midfielder for his local football team. He has a competitive streak but is also a team player who uplifts his mates. Make sure he always has time to draw and play—those are things that light him up. Personality and Values Max has a kind and thoughtful heart. He’s the first to help someone in need and has a way of making people laugh even on their toughest days. He’s naturally curious, determined, and a little bit stubborn (especially in the mornings—he’s not a fan of waking up early!). He’s also a loyal friend and fiercely protective of the people he loves. Religious Preferences While we haven’t been overly strict about religious practices, Max was baptised in the Christian faith and is familiar with its traditions and values. It’s important that he has a moral and ethical foundation, but I want him to have the freedom to explore his own beliefs as he grows. Please encourage him to keep an open mind and a kind heart. Age of Inheritance Max will inherit what I’ve left for him when he turns 25. I believe by then he’ll have the maturity to handle his responsibilities and make wise decisions. Until then, I trust you to manage anything he might need and guide him in learning how to handle life’s challenges.

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Wishes for my daughter, Jess Dear Jess I hope this letter finds you well and reminds you of how deeply you are loved. Whether you’re reading this during a time of uncertainty, transition, or simply to feel a connection to me, I want to leave behind something that reflects who you are right now, at 15 years old, and the hopes I have for your future. Jess, you are growing into an exceptional young woman, with a quiet strength and a thoughtful way of seeing the world. At 15, you’re navigating so much—figuring out who you are, discovering what matters to you, and finding your place in the world. I want you to know that I see you and believe in you every step of the way. To the person reading this as Jess’s guardian, thank you for being there for her. At this stage in her life, she needs someone who will not only support her dreams and interests but also understand her introspective nature and help her navigate the challenges of growing up. Please know how much it means to me that she has someone like you to guide her, care for her, and remind her of her unique worth.

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Important Information for Your Guardians, Peter and Sue Maxwell Thank you for being there for Jess. Your care and patience will mean the world to her as she grows into her unique self. School and Education Jess is currently attending St. Catherine’s College, where she’s making great strides in her science and art classes. She has a knack for asking thoughtful, big-picture questions and loves experimenting in the lab. While she sometimes gets frustrated with structured writing assignments in English, her creativity shines through in her unique ideas and visual storytelling. Her teacher, Ms. Taylor, describes her as a quiet observer who surprises everyone with her insight when she speaks up. Please encourage her to keep exploring and expressing herself in her own way. Hobbies and Interests Jess has a love for photography and often takes her camera along on walks to capture interesting patterns and colours she notices in the world around her. She’s also passionate about animals and spends hours researching diﬀerent species—her dream is to one day work in conservation or animal care. At home, she enjoys quiet evenings sketching or reading about space and astronomy. Jess ﬁnds joy in quiet, reﬂective hobbies, so make sure she has time to immerse herself in these interests. Personality and Values Jess is deeply introspective and thoughtful. She’s not one to seek the spotlight but instead ﬁnds fulﬁllment in quietly helping others and contributing in meaningful ways. She has a gentle, calming presence and tends to be the one her friends turn to when they need someone to listen. Jess is also incredibly curious and loves learning about the world, whether it’s science, history, or how things work. While she can be a bit of a perfectionist at times, she’s learning to embrace imperfection as part of the process. Religious Preferences Jess was baptised in the Christian faith and has been introduced to its values and traditions. While I haven’t insisted on strict religious practices, I believe it’s important for her to have a moral foundation and a sense of compassion and gratitude. Please encourage her to explore her spirituality in her own time while staying true to these guiding principles. Age of Inheritance Jess will inherit what I’ve left for her when she turns 25. I want her to have the time to develop her independence and decision-making skills. Until then, I trust you to help her grow into the compassionate and capable person I know she is. Please remind her: • It’s okay to take your time—you don’t have to rush to ﬁgure everything out. • Compassion and quiet strength can have a bigger impact than you realise. • Keep nurturing your curiosity—it’s what makes you special. • And never hesitate to ask for guidance. Life’s challenges are easier with support

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Wishes for my parents, Dave and Mary Dear Mum and Dad, This letter is one of love, gratitude, and care. While I cannot be here to look after you asyou age, I want you to know how much you mean to me and to ensure that your needs—practical, financial, and emotional—are thoughtfully considered and met in the yearsahead. I’ve made arrangements to ensure you are supported in every way possible. Thisletter reflects my wishes for your care, guided by the deep love and respect I have forboth of you. Practical Considerations Your comfort and dignity are my top priorities. I’ve put plans in place to ensure that your living situation, healthcare, and daily needs are met with care and attention. Living Arrangements My hope is for you to stay in your home for as long as it feels right for you. To make this easier, I’ve arranged for Danielle Robertson and her team at DR Care Solutions to oversee your in-home care. They will coordinate professionals to assist with household tasks, meal preparation, and personal care as needed. If the time comes when staying at home becomes too difficult, I’ve reserved a place for you at The Moran Residential Care Home. It’s a highly respected facility with a caring staff and excellent amenities, and I believe it will provide the comfort and dignity you deserve. Medical Support Your healthcare needs will be managed by Dr. Rachel Mitchell, your GP, in collaboration with specialists as required. I’ve ensured that a care coordinator from DR Care Solutions will liaise with Dr. Mitchell and other specialists, including: o Dr. Andrew Lim, cardiologist o Dr. Priya Sharma, geriatrician These professionals will work together to monitor your health and provide comprehensive care. Day-to-Day Assistance: To make daily life easier, I suggest enlisting the services of Helping Hands Australia, a trusted local agency that will assist with grocery shopping, cleaning, and transportation to appointments or social activities. They are known for their reliability and kindness, and I trust they will make things more manageable for you.

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Financial Considerations To ensure your financial well-being, I’ve made the following arrangements: Bills and Expenses All your regular bills—utilities, council rates, insurance, and any others—will be managed by David Taylor, the financial administrator we’ve appointed. He will ensure everything is paid on time and accounted for. Long-Term Care Funding I’ve allocated funds specifically for your care, whether for in-home support or residential care at The Moran. These funds will be managed by Sarah White, your appointed trustee, who will ensure they are used responsibly and effectively. Access to Assistance Should unexpected financial concerns arise, Fiona Harris, your financial advisor, is available to assist with planning and decision-making. Her contact details are included with this letter. Emotional Considerations I hope you continue to find joy and fulfillment in the things you love most. Here are some suggestions to help make the years ahead as meaningful as possible: Stay Socially Connected Your friendships and community connections have always been such an important part of your lives. Whether it’s attending Rotary Club meetings, catching up with friends over coffee, or participating in book clubs, I encourage you to stay engaged in these activities—they bring so much joy and meaning. Embrace Hobbies and Passions Gardening, reading, or even exploring new interests are wonderful ways to bring happiness and purpose to your days. If gardening continues to bring you joy, I’d love for you to keep it up—it’s such a beautiful part of who you are. Take Care of Your Well-Being If you ever feel lonely or overwhelmed, consider reaching out to someone you trust or speaking with a counsellor. Talking about your feelings can be a source of strength and comfort. Final Thoughts Mum and Dad, though I can’t be here physically, my love for you is enduring. I’ve worked hard to put plans in place to ensure you are well cared for and supported in all aspects of your lives. Thank you for being the amazing parents you have always been. I hope these arrangements and suggestions provide you with the security and comfort you need to live your lives fully and joyfully. With all my love, William

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Wishes for my cat, Tina Who should look after Tina? Emily Brown (0412 345 678, emily.brown@email.com)Gender: Female Animal type: Cat Breed: British Short HairDate of birth: 15th March 2019 Vet details: Dr. Sarah Johnson Paws and Claws Veterinary Clinic 12 Green Street, Sydney, NSW 2000 Phone: 02 9876 5432 Chip details: Chip number: 123456789012345 Registered with: National Pet Register Desexed? YesVaccination details: Fully vaccinated (F3 vaccination up to date as of June 2024) Insurance details: Insured with PetSecure Policy number: PS-987654321 Renewal date: 15th March annually General notes: • Tina is an affectionate and playful cat who loves attention but can be shy around new people. She enjoys her routine: wet food in the morning and evening, dry food left out during the day, and fresh water always available. She loves to sleep in sunny spots, so make sure her favourite blanket is in a warm, sunny place. She needs brushing twice a week to keep her coat healthy. Tina dislikes loud noises and sudden changes, so please try to keep her environment calm. Favourite toys: feather wand and small stuffed mice. Monthly flea and worm treatment (Revolution) is due on the 1st of each month. • • • • • •

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My Funeral Obituary Notes I’d like my obituary to reﬂect the love I had for my family, my passion for photography,and my dedication to supporting my community through Rotary Club. Please include athank-you to everyone who supported me in life, with a special mention to my parents,Dave and Mary, and my closest friends who were like family to me. Please Invite to My Funeral Emily Brownemily.brown@email.com 0412 345 678 Sarah White sarah.white@email.com 0422 567 890 Rotary Club Chair, Mark Thompson mark.thompson@email.com 0401 123 456 Name:Email:Phone number: Name:Email:Phone number:Name:Email:Phone number:Please Do Not Invite to My Funeral Name: John Peterson Name: Anna Carter

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Cremation is my preference, and I’d like my ashes to be scattered in the BlueMountains, a place that always brought me peace and inspiration. Peaceful Farewells Funeral Services David Taylor david.taylor@email.com 02 9876 5432 Prepaid funeral plan, fully covered. Service to include ﬂoral arrangements featuring lilies and roses, and a slideshow of favourite photographs. Policy with Funeral Secure, policy number FS-123456789. Service to be held at St. Mary’s Church, 45 Greenview Road, Sydney.Oﬃciant: Reverend Rachel Mitchell.Readings: "Footprints in the Sand" and Psalm 23.Music: "Clair de Lune" by Debussy for entry, and "What a Wonderful World" byLouis Armstrong for exit. Uploaded image of preferred casket ﬂoral arrangement. The wake will be held at my favourite café, Greenhouse Gardens, whereattendees can enjoy light refreshments and share memories.Please include a memory wall where guests can write messages or bring photosto share. My Remains + (Image):Wake or Other Events General notes:•Existing Arrangements Company:Name:Email:Phone number:Payment notes:Other notes:Insurance details:Funeral Service DetailsGeneral notes:•••• •

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Tax File Number (TFN): 123 456 789 Life Insurance LifeSecure Australia LS-987654321 $500,000 1300 456 789, contact@lifesecure.com.au william.billson@lifesecure.com.au Stored in 1Password, the details of which can be found in the second drawer in the study desk or in "Billson_Passwords_List.pdf" in My Documents. This policy is linked to my superannuation account for premium payments. Type:Home Insurance SafeHome Insurance SH-123456789 $750,000 (Building) + $100,000 (Contents) 1300 876 543, support@safehome.com.au william.billson@safehome.com.au Stored in 1Password, the details of which can be found in the second drawer in the study desk or in "Billson_Passwords_List.pdf" in My Documents. Covers all contents listed in the attached inventory document. Accumulation Fund FutureWealth Super Fund 50% to Emily Brown, 50% to Sarah White Uploaded as "FutureWealth_TrustDeed.pdf" 1300 234 567, support@futurewealth.com.au william.billson@futurewealth.com.au Stored in 1Password, the details of which can be found in the second drawer in the study desk or in "Billson_Passwords_List.pdf" in My Documents. Tax Insurance Type:Insurer:Policy number:Sum insured:Contact details:Web login details:Where to ﬁnd password:Other details:Insurer:Policy number:Sum insured:Contact details:Web login details:Where to ﬁnd password:Other details:Superannuation Type:Fund name:Nominated beneﬁciaries:Upload trust deed:Contact details:Web login details:Where to ﬁnd password:

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Assets Income Products Type: Annuity Product provider:Account number:bedroom. Investment Portfolio Accounts & Share Brokers Telstra Corporation Limited (ASX: TLS) 1,500 shares, valued approximately at $7,500 Records stored in 1Password and in the "Investments" folder on Google Drive. Company:Number or value:Commonwealth Bank of Australia (ASX: CBA) 200 shares, valued approximately at $20,000 Paper certiﬁcates stored in the ﬁreproof safe in the master Morgan Stanley Wealth Management David Lee, Senior Advisor (0412 345 678) Digital records in Google Drive folder "Investment Portfolio," and hard copies in the ﬁling cabinet in the home oﬃce. william.billson@morganstanley.com Stored in 1Password, the details of which can be found in the second drawer in the study desk or in "Billson_Passwords_List.pdf" in My Documents. Challenger987654321 Emily Brown (50%), Sarah White (50%) william.billson@futurewealth.com.au Stored in 1Password, the details of which can be found in the second drawer in the study desk or in "Billson_Passwords_List.pdf" in My Documents. Trading Accounts CommSec william.billson@commsec.com.au Stored in 1Password, the details of which can be found in the second drawer in the study desk or in "Billson_Passwords_List.pdf" in My Documents. Shares Owned Company:Number or value:Location of records:Location of records:Named beneﬁciary:Web log in details:Where to ﬁnd password:Organisation:Web log in details:Where to ﬁnd password:Company:Contact person:Location of records:Web log in details:Where to ﬁnd password:

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"Trust_Loan_2023.pdf"). Does this trust have any debtors? John Smithjohn.smith@email.com 0413 567 890 $15,000 Uploaded as "Loan_Agreement_JohnSmith.pdf." Loan provided for business expansion; repayment terms as per agreement. The Billson Family Trust Yes (Uploaded as "Billson_Family_Trust_Deed.pdf") 2010 To provide ﬁnancial security for family members and fund educational expenses for beneﬁciaries. Company Trustee Directors:Individual Trustees:Emily Brown, Sarah White None Dave Billson, Mary Billson, Emily Brown, Sarah White Original copy in the ﬁreproof safe; digital copy uploaded to Google Drive under "Trusts." Does this trust have any loans or other encumbrances?Yes Mortgage on investment property (details attached in No Coinbase Wallet Wallet ID: BTC-987654321 william.billson@coinbase.com Stored in 1Password, the details of which can be found in the second drawer in the study desk or in "Billson_Passwords_List.pdf" in My Documents. Type:Held with / by:Ethereum Ledger Nano S (Hardware Wallet) Wallet ID: ETH-123456789 n/a (hardware wallet) Password for Ledger stored in 1Password, recovery phrase stored in the ﬁreproof safe. Trusts Individual Creditors Name:Email:Phone number:Amount outstanding:Documentation:Notes:Digital Assets (Crypto, Wallets, Tokens, etc.) Type: Bitcoin Held with / by:Account identiﬁer:Web log in details:Where to ﬁnd password:Account identiﬁer:Web log in details:Where to ﬁnd password:Name:Would you like to upload here for safe keeping?Established in:Purpose of trust:Beneﬁciaries:Trust deed location:Loan or encumbrance details:

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Liabilities Credit Cards Type: Visa Institution: John Petersonjohn.peterson@email.com 0412 345 678 $8,000 Loan Agreement uploaded as "Loan_JohnPeterson_2023.pdf." Loan provided for home renovations; repayment due by June 2025. Commonwealth Bank 1234-5678-9012-3456 $3,500 william.billson@commbank.com.au Stored in 1Password, details in the second drawer in the study desk or in "Billson_Passwords_List.pdf" in My Documents. Type:MasterCard ANZ Bank 9876-5432-1098-7654 $1,200 william.billson@anz.com Stored in 1Password, details in the second drawer in the study desk or in "Billson_Passwords_List.pdf" in My Documents. Loans Home Loan NAB (National Australia Bank) 789456123 $250,000 william.billson@nab.com.au Stored in 1Password, details in the second drawer in the study desk or in "Billson_Passwords_List.pdf" in My Documents. Type:Car Loan Westpac Bank 654321987 $15,000 william.billson@westpac.com.au Stored in 1Password, details in the second drawer in the study desk or in "Billson_Passwords_List.pdf" in My Documents. Individual Debtors Name:Email:Phone number:Amount outstanding:Documentation:Notes: Account identiﬁer:Amount outstanding:Web log in details:Where to ﬁnd password:Institution:Account identiﬁer:Amount outstanding:Web log in details:Where to ﬁnd password:Type:Institution:Account identiﬁer:Amount outstanding:Web log in details:Where to ﬁnd password:Institution:Account identiﬁer:Amount outstanding:Web log in details:Where to ﬁnd password:

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NAB (National Australia Bank) $250,000 Yes Sarah White 123 Greenview Road, Sydney, NSW 2000 Lot 45, Deposited Plan 789654Yes 50%Sarah White 50% Insurer: SafeHome Insurance Policy number: SH-123456789 Sum insured: $750,000 (Building) + $100,000 (Contents) Contact: 1300 876 543, support@safehome.com.au Fireproof safe in the master bedroom closet.Contents: Important documents, jewelry, and digital wallet recovery phrase.Safe code: Stored in 1Password (check "Billson_Passwords_List.pdf" in MyDocuments). Security system: ADT Home Security SystemAccess code: Details stored in 1Password (check "Billson_Passwords_List.pdf" inMy Documents).Spare keys: Located in a combination lockbox on the front porch (code: 4567). Network name: Greenview_WiﬁPassword: Stored in 1Password and written on a note in the study desk drawer. My Home Address:Title details:SafeGeneral notes:WiﬁGeneral notes:MortgagesInstitution:Amount outstanding:Are other mortgagees named?Other mortgagee name:Home Security General notes:Are there other owners of this home?% of property you own:Other owner name:% of property owned: Insurance details:•••• •••••• ••

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Nearest hardware store: Greenﬁeld Supplies (10 minutes away).Local handyman: Tom Carter (0413 567 890). Main features: Flowerbeds with roses and lavender, small vegetable patch.Gardener: John’s Gardening Services (Contact: 0412 345 678). Weeklymaintenance schedule. Wishes My wishes for this property: "I would like this home to remain in the family if possible. If sold, I hope the proceeds will be used to support my loved ones, including funding educational opportunities for my nieces and nephews. Please maintain the garden, as it was always a place of peace and joy for me." Investment Property Details Providing this information ensures your executor or power of attorney has a clear understanding of your ﬁnances. This helps streamline the probate process and enables more eﬀective management of your estate in case of incapacity. My GardenGeneral notes:Other NotesGeneral notes:•• ••

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ANZ Bank Amount outstanding:Rental Details Property manager:$350,000 25 Sunset Boulevard, Brisbane, QLD 4000 Lot 12, Deposited Plan 456789 Yes 60% Emily Brown 40% Insurer: SafeLand Insurance Policy number: SL-987654321 Sum insured: $800,000 (Building) Contact: 1300 654 321, contact@safeland.com.au Annual council rates: $4,000Quarterly strata fees: $1,500Recent maintenance: Replaced water heater in July 2024 ($2,300). Mark Taylor Contact: 0413 678 901Email: mark.taylor@handymanservices.com.au John Smith, Smith Realty Group Contact: 0412 567 890Email: john.smith@smithrealty.com.au The Green family Lease term: 12 months (expires June 2025)Rent: $2,500/month Digital copies: Google Drive folder "Investment_Property_Docs"Paper copies: Filing cabinet in the home oﬃce, labelled "Investment PropertyRecords." Wishes for this property "My hope is for this property to remain a source of income for the family. If sold, I would like the proceeds to be distributed according to my estate plan. Please ensure tenants are informed and treated respectfully during any transition." Investment Property Current tenants:MortgagesInstitution:Preferred handyman:Expenses and MaintenanceGeneral notes:Where rental records are kept:Address:Title details:Are there other owners of this property?% of property you own:+ (Other owner)Other owner name:% of property owned:Insurance details:•••• •••••••••••

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Sedan Toyota Camry Hybrid 2020 ABC123 (NSW) On the key rack in the kitchen. Spare key in the ﬁreproof safe. Yes, comprehensive coverage with NRMA. Yes, remaining balance: $15,000 (loan through Westpac). Regularly serviced by Greenﬁeld Motors (Contact: 0412 567 890). Roadside assistance included in insurance. Apple MacBook Pro 16-inch (2021) william.billson Yes, under home contents insurance. No • • Primary work device, used for business and personal projects. Important ﬁles backed up to Google Drive and Time Machine. Wishes: "I’d like this laptop to be passed to Emily Brown if she can use it for work or study. If not, please donate it to a charity that refurbishes devices for underprivileged students." Phones / Tablets and Other Devices Apple iPhone 14 Pro william.billson Yes, through Telstra device insurance. Yes, monthly payments through Telstra plan (remaining: $500). • • Contains personal and work contacts, photos, and important apps. Passcode: 1234 (stored in 1Password for reference). Wishes: "Please ensure any personal data is securely erased before transferring or donating this device." Vehicles My Possessions Computers Brand:Type:User name:Is this item insured?Is this item ﬁnanced?Notes:Type:Model:Year:Registration number and state:Key location:Is this item insured?Is this item ﬁnanced?Notes:Brand:Type:User name:Is this item insured?Is this item ﬁnanced?Notes:••

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Family heirloom watch (gold, engraved with initials). Fireproof safe in the master bedroom closet. Yes, listed under home contents insurance. No Passed down from my grandfather, in excellent condition. "This watch holds sentimental value. I would like it to be passed to my nephew, Jack Brown, with a note explaining its family signiﬁcance." Description: Oil painting by local artist (title: "Sunrise Over the Harbour"). Location: Hanging in the living room above the ﬁreplace. Is this item insured? Yes, listed under home contents insurance (valued at $5,000). Is this item ﬁnanced? No Notes: Purchased in 2018 during a local gallery exhibition. Wishes: "I’d like this painting to be given to my niece, Emma White, as a keepsake. If she cannot keep it, please sell it, and the proceeds should go to charity." Description: Antique oak writing desk. Location: Study room. Is this item insured? Yes, included under home contents insurance (valued at $3,000). Is this item ﬁnanced? No Notes: Passed down from my grandfather; features intricate carvings and a hidden compartment. Wishes: "I would like this desk to remain in the family, ideally with my nephew, Jack Brown, as it’s a cherished piece of our history." Description: Collection of ﬁrst-edition novels (20 books, various authors). Location: Bookshelf in the study, top left shelf. Is this item insured? Yes, as part of home contents insurance. Is this item ﬁnanced? No Notes: Includes titles such as Pride and Prejudice and To Kill a Mockingbird, collected over decades. Wishes: "Please oﬀer these books to any family members who value them. If no one wishes to keep them, donate the collection to a local library or charity." General Possessions Description:Location:Is this item insured?Is this item ﬁnanced?Notes:Wishes:

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study. Storage Facilities Storage company: Australia Post, Greenﬁeld Branch, PO Box 1234, Sydney, NSW 2000 Annual fee prepaid until December 2025. Key is in the top desk drawer in the Apartment in Wellington, New Zealand 2-bedroom rental property under professional management by KiwiProperty Rentals (Contact: Sarah Green, +64 212 345 678). Annual income: NZD $20,000. Wishes:"Please retain this property if possible, as it provides stable rental income. If it must be sold, proceeds should be distributed as part of my estate." SafeKeep Storage45 Secure Drive, Sydney, NSW 2000 Spare key stored in the ﬁreproof safe; digital keypad code 5678. Contract ID: 789654123, monthly payments via NAB account. 24/7 access with keypad and key. Seasonal decorations, furniture, and childhood memorabilia. "Please review the contents of the storage unit and distribute items to family members if they wish to keep anything. Otherwise, donate usable items to charity and close the unit." PO BoxLocation:Details:Location:Location of keys:Contract details:Entry notes:Contents:Wishes:Overseas Assets Wellington Apartments Location:Notes:

BillWill Sample Letter of Wishes Flipbook

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