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Estate Planning – Will Questions

Please complete this intake carefully. Upload supporting documents where available. Do not send passwords by email.

Client Details

Can you provide current identification?
Driver licence, passport, or other acceptable ID.
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Do you currently have a will?
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Enduring power of attorney, enduring guardian/medical decision-maker, advance care directive, binding death benefit nomination, or similar documents.
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Relationships, Family, and Dependants

Full name, date of birth, and contact details.
Include any continuing financial obligations.
Full names, dates of birth, and addresses of biological, adopted, stepchildren, and children from previous relationships.
Include details if you wish to make provision for them.
Identify the person and provide reasons.

Executors and Guardians

Full names, addresses, telephone numbers, email addresses, and relationship to you.
Would you like to consider a professional executor?
Nominate a guardian and substitute guardian with contact details.
Schooling, religion, residence, upbringing, or care arrangements.

Assets and Liabilities

Addresses, title details if known, mortgages, and ownership as sole, joint, or tenant in common.
Institution, account type, and whether held solely or jointly.
Shares, managed funds, term deposits, cryptocurrency, bonds, or other investments.
Family trust, unit trust, discretionary trust, testamentary trust, or other trust involvement.
Companies where you are a director, shareholder, or officeholder.
Fund name, member number, approximate balance, and binding death benefit nomination status.
Trust deed, amendments, member details, trustee details, and current death benefit nomination.
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Insurer, policy owner, insured person, nominated beneficiary, and approximate insured amount.

Gifts and Estate Distribution

Recipient full name, relationship, address, and item or amount to be gifted.
Full legal name and ABN if known, plus amount or percentage.
Who receives the balance of the estate after debts, expenses, and specific gifts? Specify shares or percentages.
Should gifts to children or grandchildren pass to their own children if they die before you?
For example 18, 21, 25, or another age.
Under 18, disability, Centrelink/DVA, bankruptcy risk, addiction issues, family law risk, or difficulty managing money.
Would you like to consider testamentary trusts?

Wishes, Digital Assets, Advisers, and Documents

Cryptocurrency, digital wallets, online businesses, domains, social media, cloud storage, or digital subscriptions.
Do you maintain a secure password register or digital access plan?
Do not send passwords by email.
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Existing will, powers of attorney, super nominations, trust deeds, company constitutions, shareholder agreements, partnership agreements, title searches, loan documents, if available.