Estate Planning Questionnaire

About you and your family

Do you have an existing Will?*

Please let your solicitor know if you have made a previous Will pursuant to an agreement (mutual Wills contract or other)

Are you:*

Your name*

First Middle Last

Are you known by any other names?*

List 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?*

My wishes for burial/cremation are:*

A special burial/cremation wish might include a desire that your body be buried in a designated family plot or cremated and your ashes scattered in place of special significance to you

My special burial/cremation 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 Register

Your spouse's details

Your spouse's name*

First Middle Last

Is your spouse known by any other names?*

List the other names your spouse is known by*

What is your spouse's preferred email?

What is your spouse's preferred telephone/mobile no?

What is your spouse's date of birth?*

Your spouse's wishes for burial/cremation are:*

A special burial/cremation wish might include a desire that your body be buried in a designated family plot or cremated and your ashes scattered in place of special significance to you

My spouse's special burial/cremation wishes are:*

My spouse's wishes in relation to organ donation are?*

If your spouse wants their organs to be donated, in addition to including those wishes in their Will they should also register on the Organ Donation Register

Children

Do you have any children?*

Include adoptive children and step children

Are any of your children under the age of 18?*

Have you and your spouse had any children together?*

Are any of your children with your current spouse under the age of 18?*

Please provide details of the children you and your spouse have together (including adopted children)*

Name	Date of Birth

Do you or your spouse have any children from any previous relationships?*

Are any of your children or your spouse's children from previous relationships under the age of 18?*

Please provide details of your children or your spouse's children from previous relationships*

Name	Date of Birth	Names of parents (if known)

About your financial circumstances

Do you (or your spouse) own any real property/land?*

Please provide details of properties*

Address	Owner/s	Joint Tenants or Tenants in Common	Value	Lender	Amount owing

Please include details of bank accounts and term deposits

Bank/Financial Institution	Account holder/s	Type of Account	Approximate Balance

Do you (or your spouse) own shares in listed companies?*

Do not include shares held in your super fund

Please provide details of share portfolio*

Owner of share portfolio	Approximate value of share portfolio

Do you (or your spouse) have any life insurance policies?*

Please include details of life insurance policies

Insurer	Whose life is insured?	Sum Insured	Policy Beneficiary	Self owned or Super fund

Do you (or your spouse) have any superannuation?*

Please provide details of superannuation*

Super Fund Name	Owner/Member	Approximate Balance	Self Managed Super Fund Y/N?

Have you (or your spouse) completed binding death benefit nomination/s for your super?*

Do you (or your spouse) have an interest or shareholding in any private or family companies?*

Answer yes if you are a director, or own shares in your own name or via a trust or other family company

Please provide details of private or family companies*

Company Name	Who are the directors?	Entity that owns the shareholding	What percentage of the company is owned by that entity?	What are the 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 trusts

Please provide details of trusts*

Name of trust	Who is the trustee?	Who is the appointor?	Type of trust	What are the key trust assets/businesses?

Do you (or your spouse) own any other assets which have a particular monetary or personal value?*

Examples might include business or partnership assets, artwork, jewellery, money owed to you (loans)

Please provide details of other assets*

Description of asset	Owner/s	Approximate value

Do you (or your spouse) have any family agreements or arrangements?*

Examples might include intrafamily loans, granny flat arrangements, or a mutual Wills contract

Please provide details of the agreement or arrangement*

Details of your executors

It is necessary to nominate in your Will one or more persons to be the executor. An executor is a trusted person or persons 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?

Who does your spouse want as his or her executor in the first instance?

Who will be your executors in the first instance?*

You can appoint up to four executors

Name	Relationship to you

Who will be your spouse's executors in the first instance?*

Name	Relationship to your spouse

Do you want to name a reserve executor?*

The reserve executor/s steps in to administer your estate if your initial executor/s has died before you or is otherwise unable to act

Will you and your spouse have the same reserve executors?*

Who will be your reserve executors?*

We normally recommend having 2 reserve executors, but it is not essential

Name of Reserve Executor	Relationship to you

Who will be your spouse's reserve executors?*

We normally recommend having 2 reserve executors, but it is not essential

Name of Reserve Executor	Relationship to your spouse

Do you want to name a backup reserve executor/s?*

It might seem like overkill, but if your reserve executors are older than you (e.g. your parents) it makes sense to name one or more backup reserve executors

Will you and your spouse have the same backup reserve executors?*

Who will be your reserve backup executors?

We normally recommend having 2 reserve backup executors, but it is not essential

Name of Reserve Backup Executor	Relationship to you

Who will be your spouse's reserve backup executors?*

We normally recommend having 2 reserve backup executors, but it is not essential

Name of Reserve Backup Executor	Relationship to your spouse

Guardianship for your children

If you have infant children, you can nominate one or more persons to be legal testamentary guardians for your children while they are under 18 years old

Do you want to name guardians for your children?*

Will you and your spouse have the same guardians?*

Who will be the guardians for your children?*

Name of Guardian	Relationship to you

Who will be the guardians for your spouse's children?*

Name of Guardian	Relationship to your spouse

Do you (or your spouse) 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.

Who will be the reserve guardians for your children?*

Name of Guardian	Relationship to you

Who will be the reserve guardians for your spouse's children?*

Name of Guardian	Relationship to your spouse

Do you (or your spouse) want the chosen guardian/s to start caring for your children while the other parent for the children is still alive?*

What you want to happen to your estate

I 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*

I would like to make the following gifts in my Will

This might be a specific sum of money, a particular asset or property, or an item of jewellery. Leave blank if you don't want to make any specific gifts

What I want to gift	Name of person/charity who will receive the gift	Relationship of that person to me

My residuary beneficiaries are:*

After taking into account any specific gifts, it is necessary to name the beneficiaries to or amongst whom the remaining balance of your estate will be split.

Name of Residuary Beneficiary	Relationship to you	% share of your residuary estate

If one of your residuary beneficiaries dies before you, do you want that beneficiary's children to inherit their parent's share?*

If one or more of your children dies before you, do you want their children (your grandchildren) to inherit their parent's share?*

At what age is a beneficiary able to receive his or her inheritance?*

The default age is 18 years. Even though you can nominate an older age, general legal principles mean the child may still be able to access their inheritance when they turn 18

What is the specified age for beneficiaries to receive their inheritance?*

Enduring Power of Attorney

An Enduring Power of Attorney (EPOA) is a document that allows you to appoint someone as an attorney to make decisions for you, usually when you have lost the capacity to make decisions for yourself. 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 can decide how your attorneys must make decisions. For example, you can require attorneys to act unanimously or you can permit any one of the attorneys to make the final decision. A common method is to give one person (e.g. a spouse) the right to make decisions on their own, but to then appoint backup decision makers (e.g. a brother and sister).

Do you have an existing Enduring Power of Attorney?

Do you want a new Enduring Power of Attorney?*

How many attorneys will you be appointing?*

In your EPOA, the attorney is the name given to the person you nominate to make decisions on your behalf

Please enter a number from 1 to 4.

Who are you appointing as your attorney/s?*

Name of Person	Relationship to you	Address	Telephone/mobile no

What decisions do you want your attorney/s to have the power to make for you?*

Do you want to appoint different attorneys for financial matters to your attorneys for personal and health matters?

You do not need to appoint the same attorneys to make decisions for both financial matters and personal/health matters. If you prefer, you can appoint different attorneys for each role (i.e. because of their special knowledge or skill set). Please record these instructions below

When do you want your attorney's power to make financial decisions to begin?*

How do you want your attorneys to make decisions for you?

Is your spouse appointing the same attorneys as you?*

How many attorneys will your spouse be appointing?*

In your spouse's EPOA, the attorney is the name given to the person or persons your spouse nominates to make decisions on his or her behalf

Please enter a number from 1 to 4.

Who is your spouse appointing as his or her attorney/s?*

Name of Person	Relationship to your spouse	Address	Telephone/mobile no

What decisions does your spouse want the attorney/s to have the power to make for him/her?*

Does your spouse want to appoint different attorneys for financial matters to their attorneys for personal and health matters?

Your spouse does not need to appoint the same attorneys to make decisions for both financial matters and personal/health matters. If your spouse prefers, they can appoint different attorneys for each role (i.e. because of their special knowledge or skill set). Please record these instructions below

When does your spouse want the attorney/s power to make financial decisions to begin?*

How does your spouse want their attorneys to make decisions for them?

Are there any terms (i.e. restrictions) or special allowances that you (or your spouse) want to apply to your attorney/s?

If yes, please record these below

Nearly there

Do you (or your spouse) suffer from any condition that might currently affect your decision making capacity?*

For example, a dementia diagnosis

Please record details of the condition below*

Do you need your Will or Enduring Power of Attorney prepared urgently?*

For example, if you have upcoming overseas travel planned, an upcoming surgery, or a serious illness

Please let us know the reason for the urgency below so that we can prioritise your matter*

Are there any other things you want us to know about your circumstances?

Please let us know about things like any children with special needs, family estrangements, if you want to discuss making an Advanced Health Directive, or anything else important to you

What else do you want us to know about?

Please upload any files we might need to review

Include any family trust deeds and SMSF deeds, constitutions for private or family companies, and the last 2 balance sheets for each trust or company structure (showing profit and loss)

Max. file size: 32 MB.