Welcome to our online Estate Planning questionnaire.

We ask you to provide some of your information online so that our expert lawyers can prepare ahead of your meeting and be ready to provide you with legal advice best tailored to you.

The process should take around 30 minutes to complete. If you need to take a break, there is a "save progress" button at the bottom of the Questionnaire. You'll need to click this to ensure no information is lost.

Privacy Policy:

Our easy online system is provided by Clio, a software that securely holds the information you provide. Answering the questionnaire doesn’t create a lawyer-client relationship between you and anyone. We won’t act for you, or prepare any estate planning documents for you, until you formally engage us. In the meantime, this system does not create 'informal' Wills — which in any event are risky and best avoided.

Contact information: Client 1

Prefix

First name *

Middle name

Last name *

Date of birth

Emails

Address *

Type

Upon submission, a copy of this form will be sent to the primary email.

Add email

Addresses

Street address

Country

City

State/Region

Zip/Postal code

Address type

Add address

Phone numbers

Phone number

Type

Add phone number

Occupation of Client 1:

Contact information: Client 2

Prefix

First name *

Middle name

Last name *

Date of birth

Emails

Address *

Type

Add email

Addresses

Street address

Country

City

State/Region

Zip/Postal code

Address type

Add address

Phone numbers

Phone number

Type

Add phone number

Occupation of Client 2:

How did you hear about us?

Please let us know which of you is completing this Questionnaire:

Client 1

Client 2

Is this survey being completed on behalf of someone else?

Yes

Existing Estate Plan

Does Client 1 have an existing/previous Will?

Yes

Does Client 2 have an existing/previous Will?

Yes

Does Client 1 have an existing/previous Power of Attorney (POA)?

Yes

Does Client 2 you have an existing/previous Power of Attorney (POA)?

Yes

Does Client 1 have an existing/previous Appointment of Enduring Guardian (AEG)?

Yes

Does Client 2 have an existing/previous Appointment of Enduring Guardian (AEG)?

Yes

Please provide the name and firm of your accountant (if applicable)

Please provide the name and firm of your financial planner (if applicable)

Do we have your authority to contact your Accountant and/or Financial Planner to discuss your estate plan?

Yes

How we can help

At The Estate Planning Centre we pride ourselves on providing holistic and individual advice that is grounded in a deep understanding of your circumstances and priorities.

When we meet with you in our initial conference, we will discuss your wishes with you in detail and provide advice including:

The appointment of a Guardian, who would take care of your minor children if you are no longer able to.
Options for providing long term care and support for someone who requires extra assistance.
Protecting your intended beneficiaries from legal claims that frequently arise when certain family members and ‘dependents’ are left out of a Will.
How we can structure your Will to fairly balance the competing needs and expectations of all your family members.
Methods to minimise taxation, including CGT and tax on Superannuation Death Benefits. We’ll also consider how income may be taxed in the hands of your beneficiaries, and options available to address that.
The steps that we can take to minimise the risk of litigation over your estate, which can turn very nasty if Wills are not expertly drafted.
The ways you can distribute your assets in your Will, to make sure that your intentions are adhered to.

Estate Planning Objectives

Family Information

What is your current relationship status?

Married

In a de facto relationship

Engaged

Has Client 1 had any previous marriages or de facto relationships?

Yes

What year did your prior relationship commence? If you are widowed, in what year did your former partner die? If you are divorced, in what year was the divorce? If you are separated, in what year was the separation? If you had a Binding Financial Agreement, please provide it here:

Add attachment

If there are other details of your previous relationship that are relevant, or you have additional prior relationships, please provide the details here:

Has Client 2 had any previous marriages or de facto relationships?

Yes

Add attachment

If there are other details of your previous relationship that are relevant, or you have additional prior relationships, please provide the details here:

Children and Family

Do you have children?

We have biological children together only

We are a blended family

Joint Biological Children: please provide names, dates of birth and addresses for each Client 1 (only) Biological Children: please provide names, dates of birth and addresses for each (not already listed), and the name of their other parent/s Client 2 (only) Biological Children: please provide names, dates of birth and addresses for each (not already listed), and the name of their other parent/s We have adopted children: please provide names, dates of birth and addresses for each We have foster children: please provide names, dates of birth and addresses for each We are the legal guardian of a child or have primary care for grandchildren or relatives: please provide names, dates of birth and addresses I am looking after a child because their parent has died or is unable to care for them: please provide names, dates of birth and addresses Do any of the children mentioned above also have children? Please provide full details

Are there any other current or past members of your household?

We are interested to hear about anyone else who lives with you on a domestic basis, or has lived with you in the past. They could be a friend, relative or carer.

Is there anyone else who has ever been wholly or partly financially dependent on you?

A person may be ‘financially dependent’ on you if they have received any gift, transfer or other financial support from you. Anyone who has a close relationship with you could be a financial dependant, especially if they have an economic need for support.

Do any of your children, grandchildren, householders, or financial dependants have a disability or any other special needs? If they do, please provide details:

Are you financially contributing to the education of your adult children or your grandchildren? If you are, please provide details:

Risk Management

Do any of your children, grandchildren, householders or dependents have issues with gambling, alcohol or drugs, or struggle to manage their own finances?

Yes

Do you think any of your children or grandchildren may be at risk of a relationship breakdown?

Yes

Do any of your family members, householders or dependents have a “high risk” occupation?

Examples include medical doctors, lawyers, accountants, financial advisors, architects, self-employed people or business owners.

Yes

Have any of your family members, householders or dependents ever been bankrupt?

Yes

Do any of your family members, householders or dependents live overseas or have citizenship in another country?

Yes

Have you made any significant gifts, or given a significant loan to or acted as guarantor for someone, in the last 10 years?

Yes

Are there any Court Orders or other legal Agreements that could impact your estate planning?

Yes

Assets

Please fill out the below section as thoroughly as possible as a detailed understanding of the way that you hold your assets allows us to provide advice tailored to your circumstances and risk profile.

Real Property

Type of property:

Primary Residence

Investment Property

Other

Address:

How is the property held?

Joint Tenants (each party owns the whole property in its entirety)

Tenants in Common (each party owns a 50% share of the property)

Solely by one client

Unsure

Other

What is the value of the property?

Do you own additional properties?

Yes

Type of property: Address: How is the property held? What is the value of the property? Type of property: Address: How is the property held: What is the value of the property?

Estimated Balance of Bank Accounts

Client 1:

Client 2:

Joint:

Estimated Value of Shares - publicly listed

Client 1:

Client 2:

Joint:

Estimated Value of Motor Vehicles

Client 1:

Client 2:

Jointly owned:

Foreign Assets

Type of asset:

Location of asset:

Estimated value of asset:

Name in which the asset owned:

Do you own further foreign assets?

Yes

Other Valuable Personal Property

Type of asset:

Estimated value:

Type of asset:

Estimated value:

Do you have further valuable personal assets you would like to provide details of?

Yes

Superannuation

There are different types of superannuation funds, broadly speaking there are:

Self-managed superannuation funds (SMSF); and
Non-SMSFs.

SMSFs are usually set up by financial planners or accountants and are managed entirely by family members or an appointed corporate trustee.

Non-SMSFs are more common and include government, corporate, industry, public sector and retail funds.

Does Client 1 have a SMSF?

Yes

Does Client 2 have a SMSF?

Yes

Does Client 1 have superannuation with a non-SMSF fund?

Yes

Name of superannuation fund: Estimated superannuation balance? Member/ policy number (if known): Is there currently a nominated death benefit beneficiary for this account? If you have your most recent member statement readily available, please upload it here:

Add attachment

Does Client 2 have superannuation with a non-SMSF fund?

Yes

Add attachment

Do you have additional superannuation accounts?

Yes

Does this superannuation account belong to Client 1 or Client 2? Name of additional superannuation fund: Estimated superannuation balance: Member/ policy number (if known): Is there currently a nominated death benefit beneficiary for this account? Does this superannuation account belong to Client 1 or Client 2? Name of additional superannuation fund: Estimated superannuation balance: Member/ policy number (if known): Is there currently a nominated death benefit beneficiary for this account?

Life Insurance

Insurance provider for Client 1:

Insured value for Client 1:

Nominated beneficiary of life insurance policy (if known):

Insurance provider for Client 2:

Insured value for Client 2:

Nominated beneficiary of life insurance policy (if known):

Shares - Private Companies

Does Client 1 have an interest in a private company?

Yes

Does Client 2 have an interest in a private company?

Yes

Does Client 1 hold shares in additional companies?

Yes

Does Client 2 hold shares in additional companies?

Yes

Trusts

Does Client 1 have any interest in a trust?

Yes

Name of trust: Type of trust: Name of trustee/s: Names of beneficiaries: Estimated value of assets held by the trust: If you hold a copy of the Trust Deed, please upload it here:

Add attachment

Does Client 2 have any interest in a trust?

Yes

Name of trust: Type of trust: Name of trustee/s: Names of beneficiaries: Estimated value of assets held by the trust: If you hold a copy of the Trust Deed, please upload it here:

Add attachment

Does Client 1 have an interest in any additional trust?

Yes

Name of trust: Type of trust: Name of trustee/s: Names of beneficiaries: Estimated value of assets held by the trust: If you hold a copy of the Trust Deed, please upload it here:

Add attachment

Does Client 2 have an interest in any additional trust?

Yes

Name of trust: Type of trust: Name of trustee/s: Names of beneficiaries: Estimated value of assets held by the trust: If you hold a copy of the Trust Deed, please upload it here:

Add attachment

Business interests and partnerships

Does Client 1 have any other interest in a business or company not already mentioned?

Yes

Name and ACN/ABN of business: Nature of interest: Estimated value of the interest (if known): If you have the Memorandum and Articles of Association or Constitution for the company readily available, please upload them here:

Add attachment

If you have a structure diagram for the company readily available, please upload it here:

Add attachment

Does Client 2 have any other interest in a business or company not already mentioned?

Yes

Add attachment

If you have a structure diagram for the company readily available, please upload it here:

Add attachment

Does Client 1 have any other interest in a partnership not already mentioned?

Yes

Does Client 2 you have any other interest in a partnership not already mentioned?

Yes

Additional Information

Do you have any assets not already mentioned?

If you have any other relevant documents, including financial planning summaries/ fact finds, please upload them here:

Add attachment

Liabilities

Do Client 1 and Client 1 have a joint mortgage/s?

Yes

Does Client 1 have a mortgage/s in their own name?

Yes

Does Client 2 have a mortgage/s in their own name?

Yes

Do you have any personal loans?

Yes

Do you have any car loans?

Yes

Do you have any credit card debt?

Yes

Do you have any liabilities not already mentioned?

Thank you for your time

Thank you for completing our induction process. We hope that it helped you to consider some of the key issues in your estate planning. The information you provided will enable us to provide you with the highest quality service.

We look forward to meeting with you in person, and we will be in touch to organise a time for us to meet.

Contact information: Client 1

Occupation of Client 1:

Contact information: Client 2

Occupation of Client 2:

How did you hear about us?

Please let us know which of you is completing this Questionnaire:

Is this survey being completed on behalf of someone else?

Existing Estate Plan

Does Client 1 have an existing/previous Will?

Does Client 2 have an existing/previous Will?

Does Client 1 have an existing/previous Power of Attorney (POA)?

Does Client 2 you have an existing/previous Power of Attorney (POA)?

Does Client 1 have an existing/previous Appointment of Enduring Guardian (AEG)?

Does Client 2 have an existing/previous Appointment of Enduring Guardian (AEG)?

Please provide the name and firm of your accountant (if applicable)

Please provide the name and firm of your financial planner (if applicable)

Do we have your authority to contact your Accountant and/or Financial Planner to discuss your estate plan?

How we can help

Estate Planning Objectives

What has prompted you to make (or update) your estate plan?

Do you have any particular priorities or concerns you would like to discuss?

Family Information

What is your current relationship status?

Has Client 1 had any previous marriages or de facto relationships?

Has Client 2 had any previous marriages or de facto relationships?

Children and Family

Do you have children?

Are there any other current or past members of your household?

Is there anyone else who has ever been wholly or partly financially dependent on you?

Do any of your children, grandchildren, householders, or financial dependants have a disability or any other special needs? If they do, please provide details:

Are you financially contributing to the education of your adult children or your grandchildren? If you are, please provide details:

Risk Management

Do any of your children, grandchildren, householders or dependents have issues with gambling, alcohol or drugs, or struggle to manage their own finances?

Do you think any of your children or grandchildren may be at risk of a relationship breakdown?

Do any of your family members, householders or dependents have a “high risk” occupation?

Have any of your family members, householders or dependents ever been bankrupt?

Do any of your family members, householders or dependents live overseas or have citizenship in another country?

Have you made any significant gifts, or given a significant loan to or acted as guarantor for someone, in the last 10 years?

Are there any Court Orders or other legal Agreements that could impact your estate planning?

Assets

Real Property

Type of property:

Address:

How is the property held?

What is the value of the property?

Do you own additional properties?

Estimated Balance of Bank Accounts

Client 1:

Client 2:

Joint:

Estimated Value of Shares - publicly listed

Client 1:

Client 2:

Joint:

Estimated Value of Motor Vehicles

Client 1:

Client 2:

Jointly owned:

Foreign Assets

Type of asset:

Location of asset:

Estimated value of asset:

Name in which the asset owned:

Do you own further foreign assets?

Other Valuable Personal Property

Type of asset:

Estimated value:

Type of asset:

Estimated value:

Do you have further valuable personal assets you would like to provide details of?

Superannuation

Does Client 1 have a SMSF?

Does Client 2 have a SMSF?

Does Client 1 have superannuation with a non-SMSF fund?

Does Client 2 have superannuation with a non-SMSF fund?

Do you have additional superannuation accounts?

Life Insurance

Insurance provider for Client 1:

Insured value for Client 1:

Nominated beneficiary of life insurance policy (if known):