Probate Will Lawyers Australia & Beyond, Probate Wills & Clients = Asset & Property Protection.

Probate ,Wills ,Trusts and Asset Protection

ESTATE PLANNING FORM - QUESTIONAIRE

Estate Planning – Instruction Sheet Will/EPOA/EGA

Last Will & Testament of  :

 

Client Details

Client 1

Client 2

(*if applicable only)

Title

Mr/Mrs/Miss/Ms

Mr/Mrs/Miss/Ms

Full Name

Date of Birth

 

 

 

Occupation

 

 

Marital Status

 

 

Address

 

 

 

Home Phone

 

 

Work Phone

 

 

Mobile

 

 

Email

 

 

 

WILL (N.B. If Client(s) seriously ill ? Going O’seas/No Will?/ other Urgent reasons ; Clients should sign instructions in presence of two Witnesses)

Note : A brief outline of Assets/Property & details is necessary for proper advice.

Details

Client 1

Client 2

*(if applicable only)

Full Name of Executor

 

 

 

Relationship

 

 

Address of Executor

 

 

 

Full Name of Alt. Executor(s)

 

 

 

Relationship

 

 

Address of Alt. Executor

 

 

 

1st Beneficiary

 

 

 

Relationship

 

 

Alt. Beneficiary(s)

 

 

 

Relationship(s)

 

 

Age minor children to receive share (18/21/25 years)

 

 

Guardian of Minor(s)

 

 

 

 

From :

 

 

AUTHORITY AND INSTRUCTION

 

I,          (name):

           

of         (address):

            (Date of Birth)

 

RE:

 

1.Hereby authorize  ………………………………………. Solicitor(s) to *act for me both generally,specifically and to receive all documents and information in relation to myself, all my commercial and legal matters.*Subject to the Solicitor’s Standard Costs Agreement and Disclosure.

2.(Applicable/Not Applicable)Terminate all instructions to ………………………………(Previous Lawyers/Legal Practitioners).

3.Hereby authorise the Solicitor(s) to receive all monies/disbursements/settlement monies and judgments etc on my/or behalf and to pay such disbursements.

4.(Applicable/Not Applicable)Hereby authorise the Solicitors to make all necessary complaints or representations to relevant authorities/parties including H.R.E.O.C. and the Anti Discrimination Board as applicable.

 

 

Signature

(Client)                          Signature

(Witness)                     

D.O.B.

Inmate No

M.I.N. No          (Applicable/Not Applicable)                   Name in Print               

 

Dated :                                                

 

 

Liability is limited by a Scheme approved under the Professional Standards Legislation.

 

 


 

Temporary Will : (Pending completion of final further documentation)

 

Solicitors,…………………………… to act                    Yes       No

 

This is the Last Will & Testament of  :

 

1.     I  revoke all my former Wills and Testamentary Dispositions.

2.     I direct that my Executors/Trustees shall be as directed in this form of instructions.

3.     I incorporate the provisions of the A.T. Law Group Standard Will Trust Document dated 18 01 2010 into this my Will.

4.     I direct that any Residue of my Estate be divided and bequeathed in accordance with my following directions ;(ie anything “left over”/forgotten about)

5.     Other instructions / Bequests /Directions as pEr this form of instructions.(ATTACHED)

 

(“EG I gift and bequeath  (specify Particular item/money/Property to  (Full Name)    and ( Full Name) in equal shares” Note if certain relatives left out etc Note and explain why here or in attached pages (signed & dated))

 

1. The Executor shall be (Name)………………………………………………………………………..

 

2.

 

3.

 

4.

 

 

Signed by the Testator/Testatrix …………………………..

 

Dated

 

At

 

In the presence of  Two Witnesses

 

Witness 1

 

Address

 

Witness 2

 

Address


 

 

         
Prior Relationships

(if applicable)

Client 1 (You)

Client 2 (Your Spouse/Partner)

Have you ever been in a prior marriage or de facto relationship?

Full details including:

·         Date of Divorce

·         Date of Property Order

·         Full names and ages of children of prior relationship

 

Please attach copies of relevant Family Court Orders (if you have them)

 

 

Do you have any ongoing financial commitments from previous relationships i.e. Child Support

 

Please provide all relevant details

Please provide all relevant details

CHILDREN OF YOUR RELATIONSHIP

Please complete details

Full name

Date of Birth

Financially Dependant?

Occupation/School

Number of children if any

 

 

1  ……………………………………

………………………………………..

o No  o Yes  Support to age ….…

……………………………….……….………………………………………..

 

2  ………………………………..………

…………………………………………..

o No  o Yes  Support to age …….…

……………………….………..………………………………………..…………….

Full name

Date of Birth

Financially Dependent?

Occupation/School

Number of children if any

 

3  ……………………………………

………………………………………..

o No  o Yes  Support to age ….…

……………………..…………………………………………………………..

4  ………………………………..………

…………………………………………..

o No  o Yes  Support to age …….…

………………………………..…….…………………………………..…………….

Full name

Date of Birth

Financially Dependent?

Occupation/School

Number of children if any

 

5  ……………………………………

………………………………………..

o No  o Yes  Support to age ….…

………………………..………………………………………………………..

6  ………………………………..………

…………………………………………..

o No  o Yes  Support to age …….…

………………………………..……….………………………………..……………

 

 

Does any child have special needs because of  being under 18, illness,a physical or intellectual handicap, drug, alcohol, gambling addiction ?

 

Please provide full details

 

 

 

 


 

PROPERTY – NOTE NB : ; IF YOU  HAVE OTHER STRUCTURES, COMPANY ,TRUST ETC –

Please  LIST all SHAREHOLDERS,TRUSTEES,DIRECTORS

THESE NEED TO BE SEPARATELY LISTED ! Any  ?  YES / NO (delete if not applicable)

 

ASSETS

Details

Owner

Value

Personal Lifestyle

including home, car, etc

 

……………………………………………………………………………………………………………………………………………………………………………

 

 

………………………..………………..…...………………………………………………………………………

 

$...........

 

Investment Real Property

 

……………………………………………………………………………………………………………………………………………………………………………

 

 

………………………..………………..…...………………………………………………………………………

 

 

 

 

Bank Accounts

including Debentures and

Term Deposits

 

……………………………………………………………………………………………………………………………………………………………………………

 

 

………………………..………………..…...………………………………………………………………………

 

.............................

Insurance Policies that have a cash value

 

……………………………………………………………………………………………………………………………………………………………………………

 

 

………………………..………………..…...………………………………………………………………………

 

 

Insurance and Friendly

Society Bonds

 

……………………………………………………………………………………………………………………………………………………………………………

 

 

………………………..………………..…...………………………………………………………………………

 

 

 

PROPERTYNOTE NB : ; IF YOU  HAVE OTHER STRUCTURES, COMPANY ,TRUST ETC –

Please  LIST all SHAREHOLDERS,TRUSTEES,DIRECTORS

THESE NEED TO BE SEPARATELY LISTED !   (Please attach any details)

 

Any  ?  YES / NO (delete if not applicable)

 

 

*Trusts – Detail all Trustees, Beneficiaries etc

 

 

*Companies – Detail all Directors,Shareholders


 

Master Fund Investments

 

……………………………………………………………………………………………………………………………………………………………………………

 

 

………………………..………………..…...………………………………………………………………………

 

$.............................

 

 

 

 

 

Managed Funds

 

……………………………...……………………………………...………………………………...……………………...………………………………………..……………

 

 

………………………..………………..…...………………………………………………………………………

 

$.............................

 

Shares

 

……………………………………………………………………………………………………………………………………………………………………………

 

 

………………………..………………..…...………………………………………………………………………

 

$.............................

 

 

 

 

 

Superannuation

Any Binding Death Benefit Nominations

Specifying to whom the money goes ?…………………………………………………………………………………………………………………

Self Managed Super’ Fund ? (SMSF?)

 

Trustee(s):                         Beneficiaries ……

 

………………………..………………..…...………………………………………………………………………

 

$.............................

 

 

 

 

 

 

Other Assets

 

……………………………………………………………………………………………………………………………………………………………………………

 

 

………………………..………………..…...………………………………………………………………………

 

$

 

 

 

 

 

 

 

Total

 

 

 

$


 

LIABILITIES

Details

Debtor

Amount

Mortgages & Other Loans

 

……………………………………………………………………………………………………………………………………………………………………………

 

 

………………………..………………..…...………………………………………………………………………

 

$.............................

$.............................

$.............................

$.............................

$..............................

Credit Cards/Overdrafts

 

……………………………………………………………………………………………………………………………………………………………………………

 

 

………………………..………………..…...………………………………………………………………………

 

$.............................

$.............................

$.............................

$.............................

$..............................

Leases/Rental Agreement/Hire Purchase

 

……………………………………………………………………………………………………………………………………………………………………………

 

 

………………………..………………..…...………………………………………………………………………

 

$.............................

$.............................

$.............................

$.............................

$..............................

Personal Guarantees

 

……………………………………………………………………………………………………………………………………………………………………………

 

 

………………………..………………..…...………………………………………………………………………

 

$.............................

$.............................

$.............................

$.............................

$..............................

PAYG Tax

 

……………………………………………………………………………………………………………………………………………………………………………

 

 

………………………..………………..…...………………………………………………………………………

 

$.............................

$.............................

$.............................

$.............................

$..............................

Other Debts

 

……………………………………………………………………………………………………………………………………………………………………………

 

 

………………………..………………..…...………………………………………………………………………

 

$.............................

$.............................

$.............................

$.............................

$..............................

Total

 

 

 

$

LIFE INSURANCE

 

Insurance 1

Insurance 2

Insurance 3

Insurance 4

 

Life Insured

(Client 1, Client 2)

 

 

 

 

 

Amount of Life Cover

$

$

$

$

 

Nominated Beneficiary

 

 

 

 

 

 

 

Are you expecting an inheritance?          Client 1 o Yes  o No                Client 2 o Yes  o No


 

 

 

POWER OF ATTORNEY

 

Details

Client 1

Client 2

 

Full Name of Attorney

 

 

 

Address of Attorney

 

 

 

Full Name of Alternate Attorney(s)

 

 

 

 

Address of Attorney(s)

 

 

 

 

 

POA to come into effect ? (immediately/capacity lost/ other)

 

 

Joint/Joint & Severally

 

 

Conditions/Limitations

 

 

 

 

APPOINTMENT OF ENDURING GUARDIAN

 

Details

Client 1

Client 2

 

Full Name of Guardian

 

 

 

Address of Guardian

 

 

 

Occupation of Guardian

 

 

Name of Alt. Guardian(s)

 

 

 

 

 

Address of Guardian(s)

 

 

 

 

 

Occupation of Alt. Guardian

 

 

Joint/Joint Severally

 

 

Conditions/Limitations

 

 

 

 


NOTES :    _______________________________________________________

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Marketing :                (please tick one)

 

proximity    reputation     existing client  ref. by previous client

 

ref. by bank mgr       ref. by friend/relative             ref. by staff member

 

E/P brochure   media/advertising     other _______________________

                                                                                           (please specify)