Estate Planning Questionnaire 3 About you and your familyAre you:*marriedin a de facto relationshipsingleYour Name* First Middle Last Are you known by any other names?*NoYesList the other names you are known by* What is your residential address* Address Line 1 Address Line 2 City/Suburb State Postcode What is your preferred email What is your preferred telephone/mobile no What is your date of birth?* DD slash MM slash YYYY My wishes for burial/cremation are:*A special burial/cremation wish might include a desire that your body is cremated and ashes scattered in place of special significance to you or that you be buried in a designated family plotI don't want to include any wishes in my will about burial/cremationI want to be crematedI want to be buriedI have special burial/cremation wishes which I will set out belowMy special burial wishes are:*My wishes in relation to organ donation are:*If you want your organs to be donated in addition to including those wishes in your will you should also register on the Organ Donation RegisterI don't want to include any wishes in my will about organ donationI want my organs to be donated.Your spouses detailsYour Spouse's Name* First Middle Last Is your spouse known by any other names?*NoYesList the other names your spouse is known by* What is your spouses's date of birth?* DD slash MM slash YYYY Your spouse's wishes for burial/cremation are:*A special burial/cremation wish might include a desire that your body is cremated and ashes scattered in place of special significance to you or that you be buried in a designated family plotMy spouse don't want to include any wishes in my will about burial/cremationMy spouse wants to be crematedMy spouse wants to be buriedMy spouse has special burial/cremation wishes which are set out belowMy spoue's special burial wishes are:*My spouses wishes in relation to organ donation are?*If you want your organs to be donated in addition to including those wishes in your will you should also register on the Organ Donation RegisterMy spouse does not want to include any wishes in my will about organ donationMy spouse want his or her organs to be donated.ChildrenDo you have any children?*Include adoptive children and step childrenYesNoAre any of your children under the age of 18?*YesNoHave you and your spouse had any children together?*NoYesAre any of your children of your current spouse under the age of 18?*YesNoPlease provide details of the children you and your spouse's have together (including adopted children)*NameDate of Birth Do you or your spouse have any children from any previous relationships?*NoYesAre any of your children from previous relationships under the age of 18?*YesNoPlease provide details of children from previous relationships*NameDate of BirthNames of parents (if known) About your assets and liabilitiesDo you or your spouse own any real property/land?*NoYesPlease provide details of properties you own*AddressOwner/sJoint Tenants or Tenants in CommonValueLenderAmount owing Please include details of bank accounts and term depositsBank/Financial InstitutionAccount holder/sType of AccountApproximate Balance Do you or your spouse own shares in listed companies?*Do not include shares held in your super fundNoYesPlease provide details of share portfolio*Owner of share portfolioApproximate value of share portfolio Do you or your spouse have any life insurance policies?*NoYesPlease include details of your life insurance policiesInsurerWho's life insured?Sum InsuredPolicy BeneficiarySelf owned or Super fund Do you or your spouse have any superannuation?*NoYesPlease provide details of superannuation*Super Fund NameOwner/MemberAppoximate BalanceSelf Managed Super Fund Y/N? Have you and your spouse completed binding death benefit nomination for your super?*Yes, all of my super fundsNo, none of my super fundsYes, but only for some of my super fundsI don't know what a binding death benefit nomination is and need to discuss with a solicitorDo you or your spouse have an interest or shareholding in any private or family companies?*Answer yes if you own shares in your own name or via a trust or other family comapnyNoYesPlease provide details of private or family companies*Company NameEntity that owns your shareholdingWhat percentage of company do you own?What are key company assets/businesses? Do you or your spouse have an interest in any trusts?*Common types of trusts are family trusts, discretionary trusts and unit trustsNoYesPlease provide details of trusts*Name of trustWho is the trustee?Type of trustWhat are key trust assets/businesses? Do you or your spouse own any other assets which have a particular monetary or personal value?*Examples might include businesses, artwork, jewellery, loans owed to youNoYesPlease provide details of other assets*Description of assetOwnerApproximate value Details of your executorsIt is necessary to nominate in your will one or more persons to be the executor. An executor is a trusted person or persons who is responsible for administering your affairs after you die and giving effect to the terms of your will. If you have a spouse, it is more usual than not that your spouse will be your executor in the first instance. However, you can choose anyone you want to be your executor. Even if you want your spouse to be your executor in the first instance, we recommend that you nominate a reserve executor/s who can step in if your spouse dies or is unable to act as your executor.Who do you want to be your executor in the first instance?My spouseI want someone else (named below)I'm not sure and want to discuss with a solicitorWho does your spouse want as his or her executor in the first instance?His or her spouse (i.e. you)Someone else (my spouse and I will have the same executors)Someone else (my spouse and I will have different executors)Not sure and I would like to discuss with a solicitorWho will be your executors in the first instance?*You can appoint up to four executorsNameRelationship to you Who will be your spouse's executors in the first instance?*NameRelationship to your spouse Do you want to name a reserve executor?*The reserve executor/s step in to administer your estate if your initial executor/s have died before you or are unable to act. If your spouse is your initial executor, the reserve executors will administer your estate after both you and your spouse has died.Yes (named below)NoI'm not sure and want to discuss with a solicitorWill you and your spouse have the same reserve executors?*YesNoWill you and your spouse have the same reserve executors?*YesNoWho will be your reserve executors?*We normally recommend having 2 reserve executors, but it is not essentialName of Reserve ExecutorRelationship to you Who will be your spouse's reserve executors?*We normally recommend having 2 reserve executors, but it is not essentialName of Reserve ExecutorRelationship to you Do you want to name a backup reserve executors?*It might seem like overkill, but if your reserve executors are older than you (e.g. your parents) it makes sense to name back up reserve executors.Yes (named below)NoI'm not sure and want to discuss with a solicitorWill you and your spouse have the same backup reserve executors?*YesNoWill you and your spouse have the same backup reserve executors?*YesNoWho will be your reserve backup executors?We normally recommend having 2 reserve backup executors, but it is not essentialName of Reserve Backup ExecutorRelationship to you Who will be your spouse's reserve backup executors?*We normally recommend having 2 reserve backup executors, but it is not essentialName of Reserve Backup ExecutorRelationship to your spouse Guardianship for your childrenIf you have infant children, you can nominate one or more persons to be legal testamentary guardians if both parents to your children die.Do you want to name guardians for your children?*Yes (named below)NoI'm not sure and want to discuss with a solicitorWill you and your spouse have the same guardians?*YesNoWho will be the guardians for your children?*Name of GuardianRelationship to you Who will be the guardians for your spouse's children?*Name of GuardianRelationship to your spouse Do you want to name reserve guardians for your children?*If the guardians you first appointed can't care for your children, you can name others who can step in and care for your children.Yes (named below)NoI'm not sure and want to discuss with a solicitorWho will be the reserve guardians for your children?*Name of GuardianRelationship to you Who will be the reserve guardians for your spouse's children?*Name of GuardianRelationship to your spouse What you want to happen to your estateI want my entire estate to go to my spouse and after both my spouse and I have died, to be split equally between our children*YesBasically yes, but I have some specific wishesNo, I want something elseI want to discuss further with a solicitorI would like to make the following gifts in my willThis might be a specific sum of money, a particular asset or property, or item of jewellery. Leave blank if you don't want to make any specific giftsWhat I want to giftName of person/charity who will receive the giftRelationship of that person to me My residuary beneficiaries are:*After taking into account any specific gifts, it is necessary to name the beneficiaries amongst whom the remaining balance of your estate will be split.Name of Residuary BeneficiaryRelationship to you% share of your residuary estate If one of your residuary beneficiaries dies before you, do you want that beneficiaries children to inherit their parent's share?*YesNoNot sure. I would like to discuss with a solicitorIf one of or more of your children dies before you, do you want your grandchildren to inherit their parent's share?*YesNoNot sure. I would like to discuss with a solicitorAt what age is a beneficiary able to receive his or her inheritance?*The default is 18 years. Even though you can nominate an older age, general legal principles mean the child may be able to access his or her inheritance when they turn 18 anyway.18 years21 years25 yearsAnother age (specified below)Not sure. I would like to discuss with a solicitorWhat is the specified age to receive inhertance?* Enduring Power of AttorneyIt is a document which allows you to appoint someone else to make decisions for you usually when you have lost the capacity to make decisions for yourself. In your EPOA, the attorney is the name given to the person or persons you nominate to make decisions on your behalf. Attorneys can be given the power to make financial decisions (e.g. decisions about spending money or dealing with property), personal decisions (e.g. where you live) and health decisions (e.g. medical treatment). You have a few different options determining how your attorneys must make decisions. You can require attorneys to act unanimously or you permit any one of the attorneys to make the final decision. A common method is to give one person the right to make decisions on their own but to then appoint back up decision makers. For example, you might appoint your spouse and then have a brother and sister as reserve attorneys.Do you want an enduring power of attorney?*Yes (named below)NoI'm not sure and want to discuss with a solicitorHow many attorneys will you be appointing?*In your EPOA, the attorney is the name given to the person or persons you nominate to make decisions on your behalf.Please enter a number from 1 to 4.Who are you appointing as your attorneys?*Name of PersonRelationship to youAddress My attorneys have the power to make the following decisions for me?*Financial onlyPersonal and health onlyFinancial, personal and healthWhen can my attorney make financial decisions for me?*ImmediatelyWhen I lose capacity to make decisions for myselfNot sure. I want to discuss with a solicitorWhen can my attorney make financial decisions for me?*ImmediatelyWhen I lose capacity to make decisions for myselfNot sure. I want to discuss with a solicitorIs you spouse appointing the same attorneys as you?*YesNoIs you spouse appointing the same attorneys as you?*YesNoHow many attorneys will your spouse be appointing?*In your EPOA, the attorney is the name given to the person or persons you nominate to make decisions on your behalf.Please enter a number from 1 to 4.Who is your spouse appointing as his or her attorneys?*Name of PersonRelationship to youAddress My spouses attorneys have the power to make the following decisions for him/her?*Financial onlyPersonal and health onlyFinancial, personal and healthWhen can my spouse's attorneys make financial decisions for him/her?*ImmediatelyWhen I lose capacity to make decisions for myselfNot sure. I want to discuss with a solicitorHow will my attorneys make decisions for me?Any one can make the decision/sign on my behalfBy majority decision (e.g. 2 out of 3)Successively. My spouse makes decisions for me in the first instance. My other attorney/s only make decisions when my spouse dies or loses capcityOther/Not sure. I'd like to discuss with a solicitorNearly thereAre there any other things you want us to know about your circumstances?Please let us know about things like children with special needs, family estrangements or things which are important to you.NoYes (set out below)What else do you want us to about?Please upload any files we might need to reviewInclude any family trust deeds and SMSF deedsMax. file size: 32 MB.
