Estate Planning
Ready to secure your future and protect your loved ones? If you're interested in our estate planning services, please complete the form below, and our team will guide you through the next steps.
Full name
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First Name
Middle Name
Last Name
Date of Birth?
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-
Day
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Month
Year
Date
What is your occupation?
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Email
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example@example.com
Contact Number
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-
Area Code
Phone Number
Would you like to add another person?
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Yes
No
Secondary Persons Full Name
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First Name
Middle Name
Last Name
Secondary Persons Date of Birth?
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-
Day
-
Month
Year
Date
Secondary persons occupation?
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Secondary Persons Email
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example@example.com
Secondary Persons Contact Number
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-
Area Code
Phone Number
What is your relationship status?
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Single
Married
Divorced
Widowed
In a relationship
Are there any special circumstances or specifications?
For example, leave out beneficiary, stepchildren, illness that may influence your will planning.
Provide details of any children or dependents. Please provide their full name, date of birth and relationship to you.
Do you own any real estate?
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Yes
No
Please provide property details: Please include if this is a primary residence or investment, the address, current approximate value & current approximate mortgage owing.
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Do you own shares?
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Yes
No
Please provide the total value of your share portfolio.
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Bank Accounts - Please specify number of bank accounts, whether they are held solely by you or jointly with someone else & the current approximate balance.
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Do you own any motor vehicles?
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Yes
No
Please provide vehicle details. Please include vehicle type (car/boat etc), current approximate value & loan balanced owed (if any).
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Do you own any businesses?
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Yes
No
Please provide business details. Please include business(es) name, business structure & approximate sale value if business was sold today.
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Do you control or receive any distributions from any Trusts?
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Yes
No
Please provide the name, type of trust & ABN.
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Please provide Superannuation details. Include name of your superannuation fund and current approximate value, as well as any beneficiaries and if they are a binding or non-binding nomination.
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Do you have a life insurance policy?
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Yes
No
Please provide policy details and current insured amount.
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Please provide details of any items/money you wish to specifically gift. For example, jewellery, artwork, donations to charity etc.
Any additional comments or other information you would like to provide? For example, include accountant or financial advisor contact information if applicable.
I confirm the information supplied is true and correct to the best of my knowledge.
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I agree
Submit
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