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Wills

NT

This publication guides practitioners in the Northern Territory through taking instructions, advising on, and preparing wills.

1 Matter Plan

Overview

The commentary addresses key considerations, including tax implications, the use of testamentary trusts, validity requirements, and dealing with assets in multiple jurisdictions.

The Reference materials folder includes a comparative table for recognition of interstate powers and guidance on electronic signing and witnessing, and the comprehensive Getting the matter underway folder includes compliance and client care documents. Using the extensive Retainer Instructions when gathering information ensures nothing is missed.

Precedents in this publication include:

  • Library of will precedents for a range of situations and clients;
  • Library of clauses for wills, including:
    • discretionary and special disability trusts;
    • bequests to charity, right of occupation or life estate;
    • quarantining assets, excluding beneficiaries, and burial wishes;
  • Library of attestation clauses;
  • International will certificate.
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1 Matter Plan Included

  • Item icon ALERTS - Nil
  • Item icon Full Commentary - Wills (NT)
  • Folder icon Reference materials
    • Item icon AI Prompts
      An AI prompt defines a specific task for AI to perform, like drafting a particular document, and provides clear instructions on how to execute that task. The goal is for the AI to quickly create a useful first draft of a document, which the user verifies and refines into a final version, ultimately ...

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    • Item icon Looking to the Future
    • Item icon Electronic Signing and Witnessing
    • Item icon 101 Costs Answers
    • Folder icon Papers and articles - Wills and estates
      • Item icon Estate planning - An exciting opportunity for small law firms
      • Item icon Executor's commission 1 - Executor's commission and the professional executor
      • Item icon Executor's commission 2 - Horns of a dilemma
      • Item icon Executor's commission 3 - A fiduciary duty
      • Item icon Improving written submissions - A paper by Judge Alan Troy
      • Item icon Plain language – A paper by the Hon. Michael Kirby AC CMG
      • Item icon To accept or not accept instructions in urgent will matters
      • Item icon Wills and estates - Death in the house
  • Folder icon A. Getting the matter underway
    • Item icon File cover sheet - Wills and lifetime planning
    • Item icon Client details and verifying identity
    • Item icon Retainer instructions - Wills and lifetime planning - For individuals
    • Item icon Retainer instructions - Wills and lifetime planning - For couples
    • Item icon Conflict of interest check
    • Item icon Testamentary capacity checklist
    • Item icon Initial letter to client enclosing costs agreement
    • Item icon Costs agreement - NT
    • Item icon Scope of work - Wills
    • Folder icon If required - Updating costs disclosure
      • Item icon Letter to client updating costs disclosure
      • Item icon Charge securing costs
      • Item icon Guarantee securing costs
      • Folder icon Costs disclosure before settlement in litigation matters
        • Item icon Letter to client - Costs disclosure before settlement - NSW, VIC, and WA
        • Item icon Letter to client - Costs disclosure before settlement - QLD, SA, TAS, ACT, and NT
    • Folder icon If required - Advice to client on testamentary discretionary trusts
      • Item icon Letter to client advising on testamentary trusts
      • Item icon Enclosure - Benefits of testamentary discretionary trusts
    • Folder icon If required - Authority for deeds
      • Item icon Letter to solicitor with authority for deeds
      • Item icon Authority to solicitor to forward deeds
    • Folder icon General deeds, agreements, execution clauses, and statutory declarations
      • Item icon Deeds and Agreements
      • Folder icon Deeds
        • Item icon Deed for general use
        • Item icon Deed of guarantee
        • Item icon Deed of release
        • Item icon General deed of indemnity
        • Item icon Deed of assignment of agreement
        • Item icon Deed of gift
        • Folder icon Library of standard clauses for deeds
          • Item icon Amendment
          • Item icon Confidentiality for defined information - All parties
          • Item icon Confidentiality for defined information - One party
          • Item icon Confidentiality for terms of deed - All parties
          • Item icon Confidentiality for terms of deed - One party
          • Item icon Costs
          • Item icon Counterparts
          • Item icon Dispute resolution
          • Item icon Events beyond control
          • Item icon Governing law and jurisdiction
          • Item icon Interpretation
          • Item icon No assignment
          • Item icon Notices
          • Item icon Severance
          • Item icon Waiver
          • Item icon Whole agreement
      • Folder icon Agreements
        • Item icon Agreement for general use
        • Item icon Heads of agreement
        • Item icon Non-disclosure agreement - Formal
        • Item icon Non-disclosure agreement - Informal
        • Folder icon Library of standard clauses for agreements
          • Item icon Amendment
          • Item icon Confidentiality for defined information - All parties
          • Item icon Confidentiality for defined information - One party
          • Item icon Confidentiality for terms of agreement - All parties
          • Item icon Confidentiality for terms of agreement - One party
          • Item icon Costs
          • Item icon Counterparts
          • Item icon Dispute resolution
          • Item icon Events beyond control
          • Item icon Governing law and jurisdiction
          • Item icon Interpretation
          • Item icon No assignment
          • Item icon Notices
          • Item icon Severance
          • Item icon Waiver
          • Item icon Whole agreement
      • Folder icon Execution clauses
        • Folder icon Library of execution clauses for agreements
          • Item icon Attorney
          • Item icon Authorised officer
          • Item icon Company
          • Item icon Company - Sole director
          • Item icon Individual
          • Item icon Individual - No witness
        • Folder icon Library of execution clauses for deeds
          • Item icon Attorney
          • Item icon Authorised officer
          • Item icon Company
          • Item icon Company - Sole director
          • Item icon Individual
      • Folder icon Statutory declarations
        • Item icon Commonwealth statutory declaration
        • Item icon Statutory declaration - blank - ACT
        • Item icon Statutory declaration - blank - NSW
        • Item icon Statutory declaration - blank - VIC
        • Item icon Statutory declaration - blank - QLD
        • Item icon Statutory declaration - blank - TAS
        • Item icon Statutory declaration - blank - SA
        • Item icon Statutory declaration - blank - WA
        • Item icon Statutory declaration - blank - NT
        • Item icon Standard annexure note for documents
      • Item icon Standard annexure note for documents
  • Folder icon B. The will
    • Folder icon Wills for individual
      • Item icon Individual will
      • Item icon Individual will creating testamentary discretionary trust
      • Item icon Individual will creating multiple testamentary discretionary trusts
      • Item icon Individual will with spouse as trustee
      • Item icon Individual will with blended family
    • Folder icon Wills for spouses
      • Item icon Client 1 will for spouses with client 2 as trustee
      • Item icon Client 2 will for spouses with client 1 as trustee
    • Folder icon Wills for blended families
      • Item icon Client 1 will for blended families with client 2 as trustee
      • Item icon Client 2 will for blended families with client 1 as trustee
    • Folder icon Wills creating testamentary discretionary trusts
      • Item icon Individual will creating testamentary discretionary trust
      • Item icon Client 1 will creating testamentary discretionary trust with client 2 as executor
      • Item icon Client 2 will creating testamentary discretionary trust with client 1 as executor
      • Item icon Individual will creating multiple testamentary discretionary trusts
      • Item icon Client 1 will creating multiple testamentary discretionary trusts with client 2 as executor
      • Item icon Client 2 will creating multiple testamentary discretionary trusts with client 1 as executor
    • Folder icon Library of clauses, deeds, contracts, and codicils
      • Item icon Asset management clause
      • Item icon Assets - Quarantining assets from a nominated jurisdiction
      • Item icon Beneficiaries - Excluding beneficiaries - Some reasons for excluding beneficiaries
      • Item icon Beneficiaries - Separate fund for particular beneficiary - Clause to establish trust
      • Item icon Body - Burial in reserved plot
      • Item icon Body - Burial with modest funeral
      • Item icon Body - Cremation
      • Item icon Body - Funeral service location
      • Item icon Body - Medical research purposes
      • Item icon Body - Medical research purposes excluded
      • Item icon Body - Organs for donation or research purposes
      • Item icon Charity - Bequests to charity
      • Item icon Civil union - Will in contemplation of civil union
      • Item icon Codicil
      • Item icon Deed not to change will
      • Item icon Deed not to change will in favour of mortgagee
      • Item icon Deemed disclaimer of an interest under this will
      • Item icon Divorce - Clause in contemplation of divorce
      • Item icon Gift of business to employees
      • Item icon Gift to spouse with reasons for children of previous marriage
      • Item icon Guardians - Appointment of guardians
      • Item icon Guardians - Appointment of guardians when other parent has not survived
      • Item icon Home - Right of occupation of home
      • Item icon Hotchpot - Excluding hotchpot
      • Item icon Hotchpot - Including hotchpot
      • Item icon Life estate clause
      • Item icon Life insurance used for debts
      • Item icon Marriage - Will in contemplation of marriage
      • Item icon Monthly payment - Establish a monthly payment not an annuity
      • Item icon Mutual wills - Contract to make mutual wills
      • Item icon Option - Grant an option to purchase to a beneficiary
      • Item icon Solicitor - Direction for appointment of solicitors
      • Item icon Solicitor executor - Clause to charge fees
      • Item icon Specific bequest of digital rights
      • Item icon Trustee - Separate trustee for minor beneficiary
    • Folder icon Library of attestation clauses
      • Item icon Blind
      • Item icon Can read but unable to write
      • Item icon Can read but unable to write or make a mark
      • Item icon Can write but unable to read
      • Item icon Unable to read but can speak and understand English and can sign
      • Item icon Unable to read or speak English but can sign
      • Item icon Unable to read or write
      • Item icon Unable to speak or read English or write
    • Folder icon If required - International wills
      • Item icon International will certificate
    • Folder icon If required - Binding death benefit nomination
      • Item icon Binding death benefit nomination notice
    • Folder icon If required - Power of attorney
      • Item icon Power of attorney
      • Item icon Revocation of power of attorney
    • Folder icon If required - Advance personal plan
      • Item icon Advance personal plan
      • Item icon Application to register advance personal plan (APP)
  • Folder icon C. Execution
    • Item icon Testamentary capacity checklist
    • Item icon Letter advising client that documents are ready for signing
    • Item icon Letter reminding client that documents are ready for signing
    • Folder icon If required - Sending will for signing
      • Item icon Letter to client with will to sign
      • Item icon Enclosure - Instructions for signing
  • Folder icon D. Finalising the matter
    • Item icon Letter to client finalising the matter
    • Item icon Example invoice incorporating notification of client's rights - NT
    • Item icon Invoice recital - Wills
    • Item icon File closing checklist
  • Item icon Comments and suggestions for By Lawyers

Our Authors

A team of legal professionals contribute to By Lawyers' publications, all helping to ensure that content is updated regularly to reflect changes in legislation, practice, and procedure.

Meet Our Authors
Authors