Occupation of Client 1:

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Full Name of the deceased:

Was the deceased known by any other name?

Yes

Please provide details

No

Occupation of the deceased:

Relationship to the deceased:

Has a Death Certificate been issued for the deceased?

Yes

If the Death Certificate is readily available, please upload it here:

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If the deceased was known by any other names not included in the death certificate, please provide those names here:

No

To your knowledge, did the deceased ever prepare a Will?

When someone passes away without a Will it is usually referred to as passing away ‘intestate’. There are specific ‘rules of intestacy’ which set out how the deceased’s assets are to be dealt with and distributed, and who will be responsible for administer

Yes

If the Will is readily available, please upload it here:

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Did the deceased marry or divorce after the Will was made? Do you know if you are an Executor named in the Will? If another person is appointed as Executor instead of or in addition to you, please provide their full name and relationship to the deceased:

No

I'm unsure

Please describe why you are unsure (e.g. had the deceased left a document you you are not sure is a vilid will? Has the deceased talkabout writing a WIll but you have never seen the document?)

Where was the deceased living when they passed away?

In a nursing home or care facility

Did the deceased pay a bond or deposit to secure her accommodation?

In a house that she owned

Was the property in the sole name of the deceased or in joint names with someone else who survived them?

In a house that she rented

In a house owned or rented by someone else

Some other arrangement

I'm not sure

Did the deceased own any of the following types of assets when they passed away? Please select all that apply.

Real EstateCash in the bankSharesBusinessTrustValuable jewellery, antiques or other personal itemsSuperannuation

Family Information

On what date did the deceased pass away?

Has a funeral taken place for the deceased?

If the funeral director’s invoice has not yet been paid, it can likely be paid from one of the deceased's bank accounts. If you or someone else has already paid for the funeral, that cost can be reimbursed once probate is granted.

Yes

No

Did the deceased have a spouse or significant other in the past five years?

Yes

Please provide the full name of the deceased's spouse/ significant other, and any additional relevant details: What was the status of the deceased's relationship with their significant other? (E.g. de facto partnership, married, divorced) When did the relationship commence? If the relationship has ended, briefly describe the circumstances (e.g. separation, one partner passed away):

No

Did the deceased have children?

Yes

Please provide the full name and age of all the deceased's children (including and step-children): If any of the deceased's children are from a prior relationship not listed above please note this here, with the details of their other parent:

No

Do any of the deceased's children have children or step-children of their own?

Yes

Please provide the full name and age of all the deceased's children (including and step-children):

No

Did the deceased have any previous marriages or de facto relationships?

Yes

What year did your prior relationship commence? Did you formally separate? In what year did you separate? If you are divorced, in what year was the divorce? If you had a Binding Financial Agreement, please provide it here:

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

No

Are either of the deceased's parents still alive?

Yes, they both are

Yes, one is

No

Did the deceased have any siblings?

Yes

Please provide the names and ages of any of the deceased's surviving siblings:

No

Does anyone in the deceased's family have a disability or special needs?

Yes

Please provide details:

No

Does anyone in the deceased's family live overseas?

Yes

Who lives overseas, and where do they live?

No

Assets

Did the deceased have an accountant that they regularly used?

Yes

Please provide their information (name, firm and contact details):

No

I'm not sure

Did the deceased have a financial planner that assisted with managing their affairs?

Yes

Please provide their information (name, firm and contact details):

No

I'm not sure

Did the deceased own any real estate at the date they passed away?

Yes

What was the address of the property? How was the property owned by the deceased (i.e. in their name alone, jointly, in a company/trust)? How much is the property worth approximately? Was the property the deceased's home, holiday home or investment property? Did the deceased own any additional properties? If so, please provide their details:

No

I'm not sure

Did the deceased have any cash in the bank at the date they passed away?

Yes

What institution/s did the deceased hold their savings at? Were the accounts in the sole name of the deceased, joint accounts, or a combination? If accounts were held jointly, who did the deceased hold their accounts with? How much money did the deceased have in their accounts, approximately?

No

I'm not sure

Did the deceased have any shares in public companies at the date they passed away?

Yes

What is the approximate value of the deceased's share portfolio? If you have a share statement accessible, please upload it here:

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No

I'm not sure

Did the deceased have any interest in a business at the date they passed away?

Yes

What is the name and broad nature of the business? Did anyone else own this business alongside the deceased? If you have any documents that would help us understand more about the company, please attach them here:

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No

I'm not sure

Did the deceased have any trusts at the date they passed away?

Yes

What is the trust called? What sort of trust is it (e.g. family trust, unit trust, testamentary trust)? What type of assets does the trust hold? What is the approximate value of the assets in the trust? If you have any documents that would help us understand more about the trust, please provide them here:

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No

I'm not sure

Did the deceased have any cars, boats, or other vehicles at the date they passed away?

Yes

Please provide a brief description of each asset, and its approximate value:

No

I'm not sure

Did the deceased have any valuable jewellery, antiques or other personal items at the date they passed away?

Yes

Please provide a brief description of each asset, and its approximate value:

No

I'm not sure

Did the deceased have any superannuation at the date they passed away?

Yes

What type of superannuation fund did the deceased have (e.g. self-managed, industry/ retails, public sector)? What is the name of the fund? What is the approximate balance of the superannuation fund? Were there and Binding Death Benefit Nominations in place with the superannuation fund? If a self-managed super fund, please provide any documents that will allow us to understand the fund, such as the trust deed:

No

I'm not sure

Did the deceased have any other substantial assets not listed above at the date they passed away?

Yes

Can you please provide a brief description of the asset/s and their approximate value:

No

I'm not sure

Did the deceased have any substantial liabilities (other than bills and ordinary living expenses) at the date they passed away?

Examples of substantial liabilities include mortgages, loans, large credit card balances, or significant tax bills.

Yes

Can you please provide a brief description of the liabilities, and their approximate value:

No

I'm not sure

Did the deceased own any assets jointly?

Yes

Provide details:

No

I'm not sure

Are any of the deceased's assets overseas or interstate?

Yes

Which of the assets are located interstate/ overseas? Where are the assets located?

No

I'm not sure

Concerns and Priorities

If you have any specific concerns about the estate of the deceased, please describe your concerns:

Finally, is there anything in particular that you would like to discuss at our first meeting, or that you would like us to be aware of at this stage?

Thank you for your time