Checklist – Basic Plus Will (spouse and children)

The information requirements for a "Basic Plus" Will (spouse and children) are as follows:

  • your details;
  • spouse details;
  • children details;
  • grandchildren details;
  • substitute executor (if any) details;
  • beneficiaries (if no spouse, children or grandchildren survive you) details; and
  • guardian (if any) of minor children details.

The "details" needed are:

  • full name
  • relationship to you
  • address
  • occupation
  • date of birth

You also need to specify:

  • your wishes (if any) concerning disposal of body; and
  • details of specific gifts (if any) you wish to make including a description of the gift and details of the beneficiary.