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Estate Planning Questionnaire

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Adviser Details

Client Details

Client 1

Client 2 (If applicable)

(Optional)

(Optional)

(Optional)

(Optional)

(Optional)

(Optional)

Details of children and stepchildren (and adopted)

(Optional)

(Optional)

(Optional)

(Optional)

(Optional)

(Optional)

Executors of your will

(Optional)

(Optional)

(Optional)

Your Assets

Include any assets and liabilities that you have currently (include houses) and who the asset is owned by (person/company/trust/SMSF), please also include the value of the asset and liability

Specific Gifts

Please inform us of any specific gifts you wish to leave to your beneficiaries (Please note: these gifts will only be given over if available on your passing)

Gift of your estate

(i.e. First Instance, Second Instance, Third Instance, and Further Distributions)

Disaster Clause: Default Beneficiaries If All of my Other Gifts of my Estate in the Will Fail

Default: Divide the estate between the client's parents (if any) then client's siblings, then to the children of any deceased siblings? (For couples, one-half of the clients' estates will be distributed between each extended family)

List Full Names and Contact Details

Testamentary Trusts

Our recommendation is that if your children are still under the age of 15 years, that you have one testamentary trust for your spouse and the children. But as they mature, we recommend that they may have a trust of their own as co-trustees until they have reached qualifying age

Guardians of Children Under the Age of 18

Full name of guardian/s:

(If applicable)

Power of attorney

If Yes (skip to backup)

If No (insert details below)

Client 1

(Attorney for Client 1)

(Attorney for Client 1)

(Attorney for Client 1)

(Attorney for Client 1)

Client 2

(Attorney for Client 2) (If applicable)

(Attorney for Client 2) (If applicable)

(Attorney for Client 2) (If applicable)

(Attorney for Client 2) (If applicable)

Client 1

(Backup Attorney for Client 1) (If applicable)

(Backup Attorney for Client 1) (If applicable)

(Backup Attorney for Client 1) (If applicable)

(Backup Attorney for Client 1) (If applicable)

Client 2

(Backup Attorney for Client 2) (If applicable)

(Backup Attorney for Client 2) (If applicable)

(Backup Attorney for Client 2) (If applicable)

(Backup Attorney for Client 2) (If applicable)

(If applicable, please include the following details: Full Name, Address, Phone Number and Email Address)

(If applicable, please include the following details: Full Name, Address, Phone Number and Email Address)

Power of attorney - Notification

Please select the options that apply

If you selected other information (Please provide details about the information that must be provided including how often your attorney(s) must provide the information

Please select the options that apply

Private Entities

Please advise of the names of any private companies, trust or other entities that you hold assets, conduct a business or otherwise have an interest in.