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Wills and Estate Planning Tool
  • HOME
  • SERVICES
    • BUILDING & CONSTRUCTION
    • PROPERTY TRANSACTIONS
    • WILLS & ESTATE PLANNING
    • COMMERCIAL LAW
    • COMMERCIAL & RETAIL LEASING
    • LITIGATION & DISPUTES
    • EMPLOYMENT LAW
  • ABOUT
  • OUR TEAM
    • BEN CHEDID – PRINCIPAL
    • ROBERT STOREY – SOLICITOR
    • RACHELLE CHEDID – SOLICITOR
    • FELICIA LAY – SOLICITOR
    • VIVIAN GLASS – CONVEYANCING CLERK
  • LATEST NEWS
  • CONTACT

WILLS & ESTATE PLANNING TOOL

Step 1 of 19 - Welcome to our online tool for wills and estate planning

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  • Welcome to our tool for Wills and Estate Planning

    This tool is for you if:

    • You want to start planning out your Will
    • You want to make changes to an existing Will
    • You have a general enquiry about Wills

    Don't fret if you don't have documents or information ready. Use this tool for your initial thoughts and we'll go from there.

    Planning your will should take no longer than 10 minutes.

    You'll be given an opportunity to upload any relevant documents at the end.

  • Personal Information

    Personal Information defined in the Privacy Act is information or an opinion that identifies an individual. By answering questions on the wills form, you acknowledge that you are providing personal information to us for the purpose of writing your Will. Examples of Personal Information we collect include: names, addresses, email addresses, phone, family and asset details.
    We collect your Personal Information for the primary purpose of providing our Wills & Estate Planning services to you. We will not use your Personal Information for any other purpose unless you expressly inform us, or in circumstances where you would reasonably expect such use or disclosure.
    When we collect Personal Information we will, where appropriate and where possible, explain to you why we are collecting the information and how we plan to use it.

    Legal confidentiality

    By completing this form, you are entering into a solicitor/client relationship with Chedid Storey Legal. Conversations, correspondence and documentation between us are confidential. Your personal information can only be revealed in limited situations. We are bound, as all solicitors are, to follow strict rules in the maintenance of your information and files.

    Sensitive Information

    Sensitive information is defined in the Privacy Act to include information or opinion about such things as an individual's racial or ethnic origin, political opinions, membership of a political association, religious or philosophical beliefs, membership of a trade union or other professional body, criminal record or health information.
    In the unlikely event we collect sensitive information, it will only be used by us:

    • • for the primary purpose for which it was obtained
    • • for a secondary purpose that is directly related to the primary purpose
    • • with your consent; or where required or authorised by law.

    How we protect your Personal and Sensitive Information

    Your information is stored in a manner that reasonably protects it from misuse and loss and from unauthorised access, modification or disclosure.
    This website service is hosted in Australia in a secure server. The website has been issued with a SSL Certificate to protect your sensitive information. When you enter data into the wills form the data you send to us is encrypted and then decrypted when we receive it.
    Our SSL Certificate uses SHA-1 and SHA-2 encryption to protect sensitive data. It is the strongest encryption on the market at the time of preparing this form.
    To help protect the privacy of data and personal information we collect and hold, we maintain physical, technical and administrative safeguards. We update and test our security technology on an ongoing basis.
    Access to your Personal Information is restricted to employees who need it to provide services to you.

    Access to your Personal Information

    You may access the Personal Information we hold about you and to update and/or correct it, subject to certain exceptions. If you wish to access your Personal Information, please contact us in writing.
    Chedid Storey Legal will not charge any fee for your access request, but may charge an administrative fee for providing a copy of your Personal Information.
    In order to protect your Personal Information, we may require identification from you before releasing the requested information.

    Complaints and Enquiries

    If you have any queries or complaints about our Privacy Policy please contact us at: Ph. 02 9913 3377 or enquiries@chedidstorey.com.au

  • Select all that apply
  • What does this mean?

    •   A power of attorney is a legal document you can use to appoint someone to make decisions and act on your behalf in your property and financial matters.
    •   Your attorney may be a family member, close friend, or a solicitor. An attorney can’t make health or lifestyle decisions for you, only financial ones.
    •   An enduring power of attorney will continue even after you have lost capacity.

    OK, got it.

     
    Click     button to add more.
    Given name(s)Last nameRelationship to youAddress (if you have it handy) 
  • e.g. Pay my bills, handle all of my financial matters; sell my real estate properties if/when needed
  • What does this mean?

    An Enduring Guardian is someone you appoint to make lifestyle, health and medical decisions for you when you are not capable of doing this for yourself. Your Enduring Guardian may make decisions such as where you live, what services are provided to you at home and what medical treatment you receive.

    A person is not eligible to be appointed as your Enduring Guardian if they are involved in a professional or administrative capacity in providing any of the following services to you for a fee:

    •   Medical services or professional care
    •   Accommodation
    •   Any other services to support your daily living activities.

    OK, got it.

     

    Click     button to add more.

    Given name(s)Last nameRelationship to youAddress (if you have it handy) 
  • e.g. Decide on my accommodation; Decide on my health care; Decide on my personal services such as domestic support and recreational services; Decide on my medical and dental treatment
  • Tick all that apply.
  • Maximum allowed file size is 16MB
    Accepted file types: pdf, doc, docx.
  • What does this mean?

    •   An Executor is responsible for carrying out the terms of your will.
    •   Anyone over the age of 18 years can be appointed executor.
    •   It should be someone you trust who will act responsibly.
    •   You can have more than one executor if you wish.
    •   You may also nominate an entity to be your executor such as a trustee company, solicitor or accountant.
    •   A beneficiary can also be an executor.

    OK, got it.

     

    Click     button to add more.

    Given name(s)Last nameRelationshipAddress 
  • This is not compulsory.
    Click     button to add more.
    Given name(s)Last nameRelationshipAddress 
  • E.g. Organ donation, burial wishes etc.; I would like to have my casket carried by the following people...
  • Your superannuation needs to be treated differently to other assets.

    Tell us about your super and we'll chat in more detail later.

  • Please specify
  • This is a form used to nominate who should be entitled to your superannuation. This form needs to be submitted to your superannuation fund on paper and cannot be completed online.
  • 20. What types of assets do you have?

    Select all that apply.
    Anything not listed can form part of your residuary estate. Your residuary estate can be assigned to someone in your will.

  •   I own this type of asset I am not the only owner of this asset
  • Address
  • Click     button to add more.
    Given name(s)Last nameYear of birth (or approximate) 
  • Click     button to add more.
    Given name(s)Last nameYear of birth (or approximate)Who is the other parent of this child? ( Eg. My ex-partner/ My current partner/ Someone else) 
  • Click     button to add more.
    Given name(s)Last nameRelationship 
  • Ignore anyone to be included in the event that others are deceased
  • Ignore anyone to be included in the event that others are deceased
  • Ignore anyone to be included in the event that others are deceased
  • In filling out the below section, ignore anyone to be included in the event that others are deceased.
    Don't worry if you forget anyone or can't fill out everything right now. We can talk through the details later.

  • Examples: John Smith, My nieces and nephews (to be treated equally), Company XYZ, The Heart Foundation
    Click     button to add more.
    NameRelationship to youTheir residential address (if you have it handy) 
  •  

    In filling out the below section, ignore any entitlements to be included in the event that others are deceased. Don't worry if you forget anything or can't fill out everything right now, we can talk through the details later.

  • 31. What should Beneficiary 1 get under your will?

    Not sure or out of time? Leave this section blank.

  •   No entitlement to this asset Entitlement to my whole share in this asset Entitlement to a part of this asset
  •  

    32. What should Beneficiary 2 get under your will?

    Not sure or out of time? Leave this section blank.

  •   No entitlement to this asset Entitlement to my whole share in this asset Entitlement to a part of this asset

  • In filling out the below section, ignore any entitlements to be included in the event that others are deceased.
    Don't worry if you forget anything or can't fill out everything right now, we can talk through the details later.

  • Click     button to add more.
    (e.g. John Smith, My nieces and nephews (to be treated equally), Charity XYZ)

    (e.g. John Smith, My nieces and nephews (to be treated equally), Charity XYZ)

    (e.g. My motor bike; My stamp collection; $5,000)

    (e.g. John Smith, My nieces and nephews (if you have it handy)
    NameRelationship to youWhat would you like to leave them?Their residential address 
  • Any relevant documents?

    Before you go, upload up to 3 documents to fill us in on any other details.

    You may want to include previous wills, notes accompanying a will, letters from your lawyer, tax income statements, an asset portfolio, a family tree, or anything else you think is relevant.
    Don't worry if you don't have all of this now or have more than 3 documents . We can talk details later.

    Alternatively, you can email your documents to : enquiries@chedidstorey.com.au

  • Accepted file types: pdf, doc, docx, png, jpg, jpeg, gif.
  • Accepted file types: pdf, doc, docx, png, jpg, jpeg, gif.
  • Accepted file types: pdf, doc, docx, png, jpg, jpeg, gif.
  • Don't worry if you've missed anything. We can talk through the details later.

Chedid Storey Legal

+61 2 9913 3377
+61 2 9913 1936
2/1451 Pittwater Road, North Narrabeen NSW 2101
Level 26, 1 Bligh Street, Sydney NSW 2000
PO Box 223, Narrabeen NSW 2101

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