For Lawyers & Executors

For Lawyers & Executors

Last-Will-and-Testament300

Bequest Wording For Lawyers & Executors

Please refer to the clauses below for preferred wording when preparing a bequest to Jewish Care:

"I GIVE the residue of my real and personal estate of whatsoever nature and wheresoever situate to my Trustee UPON TRUST and I DIRECT my Trustee to receive payment of all proceeds payable to me and pay such part of my estate as is required to pay my debts, funeral and testamentary expenses and all duties which may be payable by reason of my death or in respect of my estate and I DIRECT that my Trustee DIVIDE AND PAY the balance of my estate ("my residuary estate") as follows:

[insert percentage – e.g. 50%] to Jewish Care (Victoria) Inc of 619 St Kilda Road Melbourne Victoria for its general purposes and I DECLARE that my Trustees shall not be required to see to the application of the funds and may rely on the written acknowledgement of the Chief Executive Officer, the treasurer / Chief Financial Officer, secretary or public officer for the time being as sufficient discharge;

*NB: residuary estate means the residue, or balance of your estate after payment of any specific gifts, debts, costs and expenses.

 

"I GIVE the residue of my real and personal estate of whatsoever nature and wheresoever situate to my Trustee UPON TRUST and I DIRECT my Trustee to receive payment of all proceeds payable to me and pay such part of my estate as is required to pay my debts, funeral and testamentary expenses and all duties which may be payable by reason of my death or in respect of my estate and I DIRECT that my Trustee pay and apply the balance of my estate to Jewish Care (Victoria) Inc of 619 St Kilda Road Melbourne Victoria for its general purposes and I DECLARE that my Trustees shall not be required to see to the application of the funds and may rely on the written acknowledgement of the Chief Executive Officer, the treasurer / Chief Financial Officer, secretary or public officer for the time being as sufficient discharge."

 

"I bequeath to Jewish Care (Victoria) Inc of 619 St Kilda Road Melbourne Victoria, beneficially and absolutely for its general purposes $[insert] and I declare that my Trustees shall not be required to see to the application of the funds and may rely on the written acknowledgement of the Chief Executive Officer, the treasurer / Chief Financial Officer, secretary or public officer for the time being as sufficient discharge."

"I bequeath to Jewish Care (Victoria) Inc of 619 St Kilda Road Melbourne Victoria, beneficially and absolutely for its general purposes [insert description of item – e.g. my shares in X; the property located at # Street, Caulfield, Victoria] and I declare that my Trustees shall not be required to see to the application of the funds and may rely on the written acknowledgement of the Chief Executive Officer, the treasurer / Chief Financial Officer, secretary or public officer for the time being as sufficient discharge."

Useful links and information

Jewish Care (Victoria) Inc.

ABN:78 345 431 247

ARN: A0040705X

Direct link to Australian Government Business Register.

Jewish Care(Victoria) Inc. is a registered charity classed as a public benevolent institution. Direct link to Australian Charitries and Not-for-profits Commission.

 

For more information, please contact Feygl Cylich, Business Development Manager (03) 8517 5602 or


  • About NDIS
  • Financial Counselling
  • saver plus
  • Claims Conference
  • Residential Respite Care
  • Job Club
  • Counselling