Full name - please include middle name(s)
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Date of Birth?
MM
DD
YYYY
What is your occupation?
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Email
*
Phone
*
(###)
###
####
Would you like to add another person?
If yes, please provide their full name, occupation, date of birth & contact information.
What is your relationship status?
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Single
De Facto Relationship
Married
Divorced
Other
Are there any special circumstances or specifications?
For example, e.g. 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
If yes, please provide property details:
Please include if this is a primary residence or investment, the address, current approximate value & current approximate mortgage owing.
Do you own shares?
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Yes
No
If yes, please provide the total value of your share portfolio.
Bank Accounts
Please specify number of bank accounts, whether they are held solely by you or jointly with someone else & the current approximate balance.
Do you own any motor vehicles?
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Yes
No
If yes, please provide vehicle details.
Please include vehicle type (car/boat etc), current approximate value & loan balanced owed (if any).
Do you own any businesses?
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Yes
No
If yes, please provide business details.
Please include business(es) name, business structure & approximate sale value if business was sold today.
Do you control or receive any distributions from any Trusts?
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For example a family trust or self managed super fund.
Yes
No
If yes, please provide the type of trust?
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.
Do you have a life insurance policy?
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Yes
No
If yes, please provide policy details and current insured amount.
Please provide details of any items/money you wish to specifically gift.
For example, jewellery, artwork, donations to charity etc.
Is there any other information you would like to provide?
I confirm the information supplied is true and correct to the best of my knowledge.