Page 2 - Estate Planning Documents - Southwell
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Other Resources
Estate Planning Documents • • •
Mr John Jones Smith & Mrs Patricia Anne Smith What happens if my
Signed Documents Attached Power of Attorney
1. Beneficiary Controlled Testamentary Trust Will of Lesley Ann abuses that Power?
Southwell with a right to reside for Ronald over 61 Harrison Street,
Belmont North.
2. Beneficiary Controlled Testamentary Trust Will of Ronald Leslie
Southwell. The time limit for
3. Enduring Powers of Attorney. contesting a Will in
4. Appointments of Enduring Guardian.
NSW
Summary of Your Wills
We attach a summary of each of your Wills.
Safe Custody
We have placed in safe custody on your behalf free of charge the
following documents:
1. ASIC for Destanam Pty Ltd;
2. Binding Death Benefit Nomination dated 22 June 2009 for
both of you. I note that you are signing an updated
nomination with Jason Menzies and you should do that
immediately – if not already done;
3. Deed of Amendment of Rules for the Southwell Family
Pension Fund;
4. Letter to your solicitor to be read should your estate be
contested.
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