Noel Whittaker’s Executor’s and Attorney’s Cheat Sheet

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– This comprehensive document is designed to capture all the information your executor/s and attorney/s need. There are lots of prompts, and also free text fields so you can explain whatever you need to. – You do not need to complete every section, only what applies to you, so follow the regular ‘skip to’ directions. – If you have already recorded details about some matters, use the Notes fields to direct your readers to the information. – If you need just a little more space, use the Notes field in that section. To add more items, print an extra sheet and add it in. – The final version will be able to be filled in on your computer, saved, and updated regularly. Clicking a ‘skip to’ link will jump straight to the next relevant part. And buttons at the end of each section will remind you to save and/or print often.

1      Personal details

Legal Name
Known as
Prior names (i.e. maiden name)
Date of Birth
Place and country of birth
Citizenship

Current relationship status Current partner (if applicable)

Previous relationship history

Date/s	Previous partner/s	Separated / divorced / deceased

 Notes on Previous Relationships

Current Residential Address
Mobile phone number
Email Address

Personal documentation

If you have certified copies, list this in the notes field.

Birth certificate	Issue date (state / country)	Location of original
Passport	Issue date (state / country)	Location of original
Citizenship certificate	Issue date (state / country)	Location of original
Drivers license	Issue date (state / country)	Location of original
Medicare card	Issue date (state / country)	Location of original
Marriage certificate	Issue date (state / country)	Location of original
Divorce order	Issue date (state / country)	Location of original
Notes about personal documents

1.1     Family of origin

Parents

Father’s name
Date of birth
Place and country of birth
Mother’s name
Date of birth
Place and country of birth

Siblings

If you have no siblings, skip to 1.2 Current partner

Add a separate sheet if you have more than three siblings.

Sibling’s name
Date of birth
Relationship (i.e. brother / sister / step-sibling)
Mobile phone number
Email address

Sibling’s name
Date of birth
Relationship (i.e. brother / sister / step-sibling)
Mobile phone number
Email address

Sibling’s name
Date of birth
Relationship (i.e. brother / sister / step-sibling)
Mobile phone number
Email address

Notes about siblings

1.2    Current partner  

If you are currently single, skip to 1.3 Descendants

Legal name
Known as
Prior names (i.e. maiden name)
Date of birth
Place and country of birth
Citizenship
Current residential address
Mobile phone number
Email address

1.3      Descendants

My children

If you have no children, skip to 1.4 Other important people

Add a separate sheet if you have more than three children.

Name
Date of birth
Relationship (i.e. son / daughter / step-child)
Mobile phone number
Email address

Name
Date of birth
Relationship (i.e. son / daughter / step-child)
Mobile phone number
Email address

Name
Date of birth
Relationship (i.e. son / daughter / step-child)
Mobile phone number
Email address

Notes about children

My grandchildren

If you have no grandchildren, skip to 1.4 Other important people 

Add a separate sheet if you have more than five grandchildren.

Name
Date of birth
Relationship (i.e. grandson / granddaughter)
Mobile phone number
Email address

Name
Date of birth
Relationship (i.e. grandson / granddaughter)
Mobile phone number
Email address

Name
Date of birth
Relationship (i.e. grandson / granddaughter)
Mobile phone number
Email address

Name
Date of birth
Relationship (i.e. grandson / granddaughter)
Mobile phone number
Email address

Name
Date of birth
Relationship (i.e. grandson / granddaughter)
Mobile phone number
Email address

Notes about grandchildren

1.4    Other important people

If you have no-one to add here, skip to 2 Health Matters

Add a separate sheet if needed.

Name
Date of birth
Relationship to you
Mobile phone number
Email address
Notes about this person

Name
Date of birth
Relationship to you
Mobile phone number
Email address
Notes about this person

Name
Date of birth
Relationship to you
Mobile phone number
Email address
Notes about this person

Name
Date of birth
Relationship to you
Mobile phone number
Email address
Notes about this person

Name
Date of birth
Relationship to you
Mobile phone number
Email address
Notes about this person

2     Health matters

Private health insurance.   see 12.1 Private health insurance

2.1    My health record

Do you use MyGov ‘Health Record’?		Yes	No	If no, skip to 2.2 GP
Have you nominated a representative?		Yes	No	If no, skip to 2.2 GP
If yes, who is appointed?
Notes about My Health Record

2.2     General practitioner (GP)

Do you have a GP?                  YES           NO If no, skip to 2.3 Specialists

2.3     Specialists

 Do you have any health specialists?    YES                        NO          If no, skip to 2.4 ACD

Name of Specialist
Medical Role
Name of medical practice
Address of medical practice
Phone number
Email Address
Fax Number
Notes about this practitioner

Name of Specialist
Medical Role
Name of medical practice
Address of medical practice
Phone number
Email Address
Fax Number
Notes about this practitioner

If you have more than two specialists, attach a separate sheet or add details in the notes field below.

Notes about specialists

2.4 Advance Care Directive (ACD)

Do you have a current ACD?   YES        NO If no, skip to 3 Legal matters

Date of ACD	Location of the original, current ACD
Who is appointed?
If there are alternate substitute decision-maker/s list them here:
Is the ACD already active?	YES    NO
If no, what triggers it?
Notes about ACD
Anything else you’d like to mention?

3     Legal matters

3.1    Solicitor

Do you have a solicitor? Name of legal firm	YES	NO	If no, skip to 3.2 EPA
Address of legal firm
Your contact/s there
Phone number
Email address
Notes about solicitor

3.2     Enduring Power of Attorney (EPA)

   Do you have a current EPA?   YES           NO If no, skip to Previous EPAs

    Date of EPA                 Location of original, current EPA

Who has certified copies of the current EPA?
Who is appointed EPA?
How are their powers exercised?
If there are joint or alternate attorneys list them here:
Is the EPA already active?	YES	NO If no, what triggers it?
Notes about EPA

Previous EPAs

Have you appointed an EPA before the current one?         YES           NO If no, skip to 3.3 Will

Date executed, location of these documents (if they are still in existence) and revocation details.

3.3  Will

Do you have a current will?   YES           NO If no, skip to Previous wills

Date of current will	Location of the original, current will
Who has certified copies of the current will?
Who is appointed executor?
How are their powers executed?
If there joint or alternate executors list them here.
Are the people listed above aware of their role?	YES	NO
Notes about will
Anything else you’d like to mention?

Will beneficiaries

Add a separate sheet if you have more than three beneficiaries.

Name
Mobile phone number
Email address
Aware they will benefit?	YES    NO

Name
Mobile phone number
Email address
Aware they will benefit?	YES    NO

Name
Mobile phone number
Email address
Aware they will benefit?	YES    NO

Notes about will beneficiaries

Anything else you’d like to mention?

Previous wills

Have you executed any wills before the current one?        YES    NO   If no, skip to 4 Financial contacts

Location of these documents (if they are still in existence)

4     Financial contacts

4.1     Accountant

Do you have an accountant?	YES           NO If no, skip to 4.2 Bookkeeper If yes, for what? (Personal / business / superannuation fund)
Name of the accounting firm
Address of the accounting firm
Your contact/s there
Phone number
Email address
Notes about accountant

4.2 Bookkeeper

Do you have an bookkeeper?	YES    NO   If no, skip to 4.3 Financial adviser If yes, for what? (Personal / business / superannuation fund)
Name of the bookkeeping firm (if applicable)
Address of the bookkeeping
Your contact/s
Phone number
Email address
Notes about bookkeeper

4.3 Financial adviser

Do you have a financial adviser?	YES           NO     If no, skip to Previous financial adviser   If yes, for what? (Personal / business / superannuation fund)
Name of the financial advice firm
Address of the financial advice firm
Your contact/s there
Phone number	Email address
Who is responsible for recording your investment details?
Many financial advisers offer a system that takes care of this, particularly if using wrap accounts, separately managed accounts, and platforms such as Praemium.
Where are the records located?
Notes about the financial adviser
Anything else you’d like to mention?

Previous financial adviser

Do you have a financial adviser you no longer user?	YES           NO       If no, skip to 4.4 Stockbroker
Is there anything you need to share about that?

4.4    Stockbroker

Do you have a stockbroker?	YES           NO   If no, skip to 5 Taxation If yes, for what? (Personal / business / superannuation fund)
Name of the stockbroking firm
Address of the stockbroking firm
Your contact/s there
Phone number	Email address
Who is responsible for recording your investment details?
Many stockbrokers offer a system that takes care of this, particularly if using wrap accounts (such as Macquarie Wrap, Hub, Acclaim, Morgans Wealth and Panorama BT).
Where are the records located?
Notes about the stockbroker

5     Taxation

5.1      Tax returns

Are you filling Australian tax returns each year?	YES           NO   If no, skip to 5.2 Tax residency If yes, for what? (Personal / business / superannuation fund)
Tax file number. ABN/ ACN	Name of entity (your name, business name, company name)

If there are more than three entities, attach a separate sheet.

Who is responsible for preparing your tax returns?

Where are the records located?

Notes about tax and tax returns.

5.2     Tax residency

Have you ever been a non-resident of Australia (for tax)?	YES             NO If no, skip to 5.3 Family trust   If yes, where are the travel records located?
Are you currently a resident of another jurisdiction for tax purposes?	YES             NO   If yes, where are the travel records located?
Notes about residency and travel records.

Dates after 8th May 2012 that you were a non resident of Australia for tax purposes – as they will not be entitled to the 50% CGT discount on any assets during that period.

Did you pay CGT on any assets you held when leaving Australia?   If so what assets?

 

5.3     Family trust

Is there a family trust? Name of trust	YES	NO	If no, skip to 6 Superannuation
Type of trust? (Discretionary, fixed, unit)
Your interest in that trust
Details of trustee
Location of trust deed
Notes about family trust

6     Superannuation

6.1     Industry or retail superannuation fund

Do you have a superannuation fund?   YES                    NO If no, skip to 6.2 SMSF

Fund name
Insurance inside the fund?	YES   NO	If yes, record details in 12 Insurances
Binding death benefit nomination (BDBN)?	YES   NO	If no, skip to 6.2 SMSF
	If yes, is it lapsing YES        NO
	If yes, date BDBN will lapse
Notes about superannuation

6.2     Self managed superannuation fund (SMSF)

Is there an SMSF? Fund name	YES	NO	If no, skip to 6.3 Superannuation beneficiaries
Who is the trustee?
Location of the trust deed

Binding death benefit nomination (BDBN)?	YES            NO	If no, skip to 6.3 Superannuation beneficiaries
	If yes, is it lapsing YES            NO
	If yes, date BDBN will lapse
Who handles the administration and paperwork for the fund?

If this is done externally, such as by an administration company or by your accountant, include the name and address of the firm and your contact/s below.

Name of the firm that manages your SMSF

Address of the firm that manages your SMSF

Your contact/s there

Phone number

Email Address

Notes about the SMSF

6.3     Superannuation beneficiaries

Add a separate sheet if you have more than two beneficiaries.

Name
Mobile phone number
Email address
Aware they will benefit?	YES    NO

Name
Mobile phone number
Email address
Aware they will benefit?	YES    NO

Notes about the superannuation beneficiaries

7     Your home

Your residential address
Do you own your home?	YES	NO	If yes, skip to 7.2 Own home
Do you rent?	YES	NO	If yes, skip to 7.1 Rental home

If no, explain your living situation

 7.1      Rental home

Address of the property management firm (or owner)
Your contact/s there
Phone number	Email address
Where are the records located?
Notes about the rental situation

7.2     Own home

Owners	% Share	Ownership type (sole owner, joint tenants, tenants in common
Notes about the home owner situation.

7.3     Home loan

Do you have a home loan?     YES           NO If no, skip to 7.4 Equity release              

Bank/ financial institution	BSB	Account No,
Loan amount	Mortgage security
Where are the records located?
Notes about the loan.

7.4     Equity release

Equity release includes reverse mortgages or a partial sale, as offered by Domacom or Bendigo bank.

Have you entered into any equity release arrangements?	YES NO	If no, skip to 7.5 Home insurance
Name of provider	Approximate amount owing
Location of records
Notes about the loan.

7.5     Home insurance

Is your home insured?              YES           NO If no, skip to 8 Other property 

Policy No.
Where are the records located?

8   Other property 

If you don’t own any other property, skip to 9 Motor vehicles

If you have more than one other property, add a separate sheet.

Your property address
Owners	% Share	Ownership type (sole owner, joint tenants, tenants in common
Notes about property situation

If yes, complete the property management details below

Name of the property management firm (or owner)
Address of the property management firm (or owner)
Your contacts there
Phone number	Email Address
Have you ever lived in this property?  If so, what dates?
Where are the records located?
Further Notes about the Property

8.1     Property loan

Do you have a loan secured against  this property?           YES    NO   If no, skip to 8.2 Property insurance      

Bank/ financial institution	BSB	Account No,
Loan amount	Mortgage security
Where are the records located?
Notes about the loan.

8.2     Property insurance

 Is your property insured?        YES           NO If no, skip to 9 Motor vehicles      

Insurer
Policy Number	Type of policy (e.g. building/ contents/ landlords)
Where are the records located?
Notes about the loan from other parties.

9     Motor vehicles

This includes motorcycles, caravans, boats and trailers. If you have more than two vehicles, attach a separate sheet.

Do you have any vehicles registered in your name?           YES    NO   If no, skip to 10 Shares

Vehicle registration	Vehicle description
Owner/s	% share
Where is the vehicle stored?
Did the vehicle cost more than $10,000.  If yes, CGT will apply to the sale
Location of most recent registration and service documents

Vehicle registration	Vehicle description
Owner/s	% share
Where is the vehicle stored?
Did the vehicle cost more than $10,000.  If yes, CGT will apply to the sale
Location of most recent registration and service documents

9.1     Motor vehicle loan

If you have more than one loan, attach a separate sheet.

Do you have a motor vehicle loan?      YES                                 NO             If no, skip to 9.2 Motor vehicle insurance   

Bank/ financial institution	BSB	Account No,
Loan amount	Loan security
Where are the records located?
Notes about the loan from other parties.

9.2     Motor vehicle insurance

This includes motorcycle, caravan, boat and trailer insurance.

Do you have any motor vehicle insurance policies in your name?         YES                    NO If no, skip to 10 Shares

If you have more than two vehicle insurance policies, attach a separate sheet.

Insurer	Policy number	Type of policy (e.g. comprehensive, third party property)

Where are the most recent policy documents located?

Notes about motor vehicle insurances

10 Shares

Do you have shares in your own name?      YES                      NO             If no, skip to 11 Banking 

If these are not being recorded by your stockbroker or financial adviser, where are the records located?   These records include certificates of purchase and sale, and the regular dividend statements.

11     Banking

11.1     Bank accounts

If people with access to an account do not already have their contact details given elsewhere, add those in the notes field on the next page.

If you have more than three bank accounts, attach a separate sheet.

Bank/ financial institution	BSB	Account No,
Name on Account	Account type (e.g. savings, term deposit)
Debit card?	YES	NO
Can anyone else operate this account?	YES	NO
If yes, who has access?
How is access granted? (e.g. joint account, third-party, EPA)

Bank/ financial institution	BSB	Account No,
Name on Account	Account type (e.g. savings, term deposit)
Debit card?	YES	NO
Can anyone else operate this account?	YES	NO
If yes, who has access?
How is access granted? (e.g. joint account, third-party, EPA)

Bank/ financial institution	BSB	Account No,
Name on Account	Account type (e.g. savings, term deposit)
Debit card?	YES	NO
Can anyone else operate this account?	YES	NO
If yes, who has access?
How is access granted? (e.g. joint account, third-party, EPA)

Notes about the loan from other parties.

11.2 Credit cards

Do you have any credit cards?   YES       NO If no, skip to 11.3 Bank loans

If you have more than two credit cards, attach a separate sheet.

Name on card	Limit
Issuer/ Bank / financial institution
Is this a supplementary card?	YES       NO
If yes, who is the primary cardholder?

Name on card	Limit
Issuer/ Bank / financial institution
Is this a supplementary card?	YES       NO
If yes, who is the primary cardholder?

Notes about the loan from other parties.

11.3 Bank loans

Home and property loans

see 7.3 Home loan and/or 8.1 Property loan

Motor vehicle loans see 9.1 Motor vehicle loan

Other bank loans

If you have more than one, attach a separate sheet.

Bank/ financial institution	BSB	Account No,
Loan amount	Loan security
Where are the records located?
Notes about the loan from other parties.

12    Insurances

Home, contents and landlords insurances – see 7.3 Home Insurance and/or 8.2 Property insurance

Motor vehicle insurances  – see 9.2 Motor vehicle insurance

12.1 Private health insurance

Do you have private health insurance? Name of health fund	YES           NO If no, skip to 12.2 Life Insurance
Member number	Type of policy (e.g. Hospital, extras, both)
Where are the most recent renewal documents located?
Notes about other health insurances

12.2 Life insurance

Do you have any life insurance policies in your name?           YES           NO If no, skip to 12.3 Other insurances

If you have more than two life insurance policies, attach a separate sheet.

Insurer	Policy number	Type of policy (e.g. total and permanent disability, income protection)

Where are the most recent policy documents located?

Notes about life insurances

12.3 Other insurances

Do you have any other insurance  policies in your name?            YES    NO   If no, skip to 13 Other assets

If you have more than two other insurance policies, attach a separate sheet.

Insurer	Policy number	Type of policy (e.g. total and permanent disability, income protection)

Insurer	Policy number	Type of policy (e.g. total and permanent disability, income protection)

Where are the most recent policy documents located?

Notes about other insurances

13    Other assets

13.1 Loans to other parties

Have you lent money to anyone?   YES    NO If no, skip to 13.2 Any other assets

If you have lent money to more than one other party, attach a separate sheet.

Borrower	Details of agreement (e.g personal loan, family loan)
Loan amount	Loan security
Where are the records located?
Notes about the loan from other parties.

13.2 Any other assets

Make sure other valuable assets such as overseas assets, crypto, any valuable collections (e.g. wine, stamps, coins), gold, silver, jewelry, or artwork are remembered.  Note collectables (includes jewelry) that cost you more than $500 are subject to CGT so it is important to keep a record of the cost.  If the asset is a personal use asset such as a boat or caravan then CGT applies if it cost you more than $10,000.

Do you have any other assets?           YES   NO If no, skip to 14 Other liabilities

If you have more than three items, attach a separate sheet.

Identification number/s (if relevant)	Asset description
Do you share ownership?	YES           NO
	If yes, what is your percentage share and name of the other owner/s?
How Much Did The Item Cost You?
Where is the item stored / located?

Identification number/s (if relevant)	Asset description
Do you share ownership?	YES           NO
	If yes, what is your percentage share and name of the other owner/s?
How Much Did The Item Cost You?
Where is the item stored / located?

Identification number/s (if relevant)	Asset description
Do you share ownership?	YES           NO
	If yes, what is your percentage share and name of the other owner/s?
How Much Did The Item Cost You?
Where is the item stored / located?

Identification number/s (if relevant)	Asset description
Do you share ownership?	YES           NO
	If yes, what is your percentage share and name of the other owner/s?
How Much Did The Item Cost You?
Where is the item stored / located?

Identification number/s (if relevant)	Asset description
Do you share ownership?	YES           NO
	If yes, what is your percentage share and name of the other owner/s?
How Much Did The Item Cost You?
Where is the item stored / located?

Identification number/s (if relevant)	Asset description
Do you share ownership?	YES           NO
	If yes, what is your percentage share and name of the other owner/s?
How Much Did The Item Cost You?
Where is the item stored / located?

Where are the most recent ownership documents or records (if relevant)?

Notes about other assets

14    Other liabilities

14.1 Loans from other parties

Do you have any other loans that have not been mentioned?               YES    NO   If no, skip to 14.2 Any other liabilities

If you have more than one loan from another party, attach a separate sheet.

Lender	Details of agreement (e.g personal loan, family loan)
Loan amount	Loan security
Where are the records located?
Notes about the loan from other parties.

14.2 Any other liabilities

Do you have any other liabilities that have not been mentioned?        YES    NO   If no, skip to 15 Digital profile

If you have more than one other liability, attach a separate sheet.

Notes about other liabilities

15 Digital profile

Many online and digital accounts have two-factor authentication (2FA), if you already have your digital accounts and passwords recorded elsewhere, make sure this information is included.

If you have online content that you actually own (i.e. your own website), record it in 15.3 Digital assets.

15.1 Government digital accounts

If you already have these recorded elsewhere, skip to the end of this section to record the location.

Site / account / service	User ID / log-in	2FA? If yes, how?	Linked to MyGov Y/N

If there are more  digital accounts, attach a separate sheet, or add details in the notes field below.

Where are the records / passwords located?

Notes about digital accounts

15.2 Digital accounts

If you already have these recorded elsewhere, skip to the end of this section to record the location. These are your online accounts, including:

• financial accounts (e.g. PayPal, Raiz)
• social networking accounts (e.g. LinkedIn, Facebook, Instagram)
• content subscriptions (e.g. journals)
• streaming services (e.g. Netflix)
• cloud storage accounts (e.g. iCloud)
• services accounts (e.g. internet, mobile phone).

Site / account / service	User ID / log-in	Subscription cost and frequency

If there are more  digital accounts, attach a separate sheet, or add details in the notes field below.

Where are the records / passwords located?

Notes about digital accounts

15.3 Digital assets

This includes any online content you actually own, such as. your own website (e.g. www.noelwhittaker.com.au) or a website that promotes your content for sale (e.g. Spotify for musicians)

     Do you have any digital assets?                    YES                    NO       If no, skip to 16 Funeral planning

Site	User ID/ login	Subscription cost & frequency

If there are more than three digital assets, attach a separate sheet, or add details in the notes field below.

Where are the most recent records/ password located?

Notes about digital assets

16 Funeral planning

Have you made any funeral plans?	YES    NO If yes, skip to 16.1 Burial plot or cremation
If no, who is the best person to talk to about your funeral?
If this person has not been mentioned before (e.g. a family member), then ensure their contact details are listed in the Notes about funeral arrangements field below.

16.1 Burial plot or cremation

Do you have existing grave or cremation deeds?	YES	NO	If no, skip to 16.2 Funeral arrangements
Name of cemetery / crematorium
Deed number	Name issued to
Location of records

16.2 Funeral arrangements

Have you prepared instructions, or a

letter of wishes, for your funeral? Where are these instructions located?	YES	NO	If no, skip to Other matters
Have you already made arrangements with a funeral company?	YES	NO	If no, skip to Other matters
Name of funeral company
Address of funeral company
Your contact/s there
Phone number	Email address
Location of funeral company records or pre-arranged funeral documents
Notes about funeral arrangements

17 Other matters

17.1 Social security

Do you receive any social security benefits?              YES    NO   If no, skip to 17.2 Memberships and subscriptions

Government body/ account	ID / CRN	Access details

If there are more accounts to add, attach a separate sheet, or add details in the notes field below.

Where are the records located?

Notes about social security

17.2 Memberships and subscriptions

Do you have any memberships or volunteer somewhere?          YES    NO   If no, skip to 17.3 Pets

These are your offline accounts and physical subscriptions, such as:

• professional associations
• social club memberships
• service club memberships, including anywhere you volunteer.

Association or club	ID / membership number	Membership fees and frequency

If there are more than six memberships, attach a separate sheet, or add details in the notes field on the next page.

Where are the memberships and subscription records located?

Notes about memberships and subscriptions

17.3 Pets

Do you have any pets that will need care? If no, skip to 18 Anything else?	YES NO
Name of pet
Description

If you have more than three pets, list them in the notes section below, or attach a separate sheet.

Name of veterinary surgery

Address of the veterinary surgery

Your veterinarian

Phone number

Email address

People your pet knows and trusts

Notes about your pet/s

18 Anything else?

Is there anything else your executor or attorney should know about?

19 Recommendations

To make sure your executor has all the CGT records he or she needs I recommend the BAN TACS Accountant Getting Your Affairs in Order Made Simple spreadsheet package.  It allows you to scan in all the relevant documents right next to each entry.  If you find the thought of this overwhelming just think how difficult it will be for you executor and consider that even if you don’t complete it all, every entry you make will help.     You can get it here: https://www.bantacs.com.au/shop-2/getting-your-affairs-in-order-made-simple/ To qualify for the Noel Whittaker 20% discount just enter in the voucher section the word noel.