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Details for Estate Planning

Details for Estate Planning Form

PERSONAL PARTICULARS:

Title

Mr

Mrs

Ms

Miss

Dr

Other

Name(Required)

Given Name(s) Surname

Date of birth(Required)

DD slash MM slash YYYY

Occupation(Required)

Address(Required)

Phone (Work)(Required)

Phone (Mobile)(Required)

Email(Required)

Are you happy for us to email you at this address?(Required)

Yes

No

Have you previously made a will?

First Choice

Second Choice

Third Choice

If YES, where is it held?

Marital Status

Married

Partner

Divorced

Separated

Widowed

Single

SPOUSE/PARTNER DETAILS (IF ANY)

Name

Given Name(s) Surname

Untitled

Date of birth

DD slash MM slash YYYY

Occupation

Address

Phone (Work)

Phone (Mobile)

Email

RELATIONSHIP HISTORY DETAILS

Any previous relationships/divorce?

Yes

No

Name

Given Name(s) Surname

Date of birth

DD slash MM slash YYYY

Occupation

Address

Is he/she a parent of your child/ children?

Yes

No

Has Property Settlement been completed?

Yes

No

Any Spouse Maintenance Arrangements (please provide details)

Is the Will to be made in contemplation of a marriage/divorce?

Yes

No

CHILDREN'S DETAILS (If applicable)

CHILD 1

Full Name

Date of birth

DD slash MM slash YYYY

Age

Address

Dependent

Yes

No

Spouse of Child Name

Grandchild 1: Full Name

Date of birth

DD slash MM slash YYYY

Grandchild 2: Full Name

Date of birth

DD slash MM slash YYYY

Grandchild 3: Full Name

Date of birth

DD slash MM slash YYYY

Grandchild 4: Full Name

Date of birth

DD slash MM slash YYYY

CHILD 2

Full Name

Date of birth

DD slash MM slash YYYY

Age

Address

Dependent

Yes

No

Spouse of Child Name

Grandchild 1: Full Name

Date of birth

DD slash MM slash YYYY

Grandchild 2: Full Name

Date of birth

DD slash MM slash YYYY

Grandchild 3: Full Name

Date of birth

DD slash MM slash YYYY

Grandchild 4: Full Name

Date of birth

DD slash MM slash YYYY

CHILD 3

Full Name

Date of birth

DD slash MM slash YYYY

Age

Address

Dependent

Yes

No

Spouse of Child Name

Grandchild 1: Full Name

Date of birth

DD slash MM slash YYYY

Grandchild 2: Full Name

Date of birth

DD slash MM slash YYYY

Grandchild 3: Full Name

Date of birth

DD slash MM slash YYYY

Grandchild 4: Full Name

Date of birth

DD slash MM slash YYYY

CHILD 4

Full Name

Date of birth

DD slash MM slash YYYY

Age

Address

Dependent

Yes

No

Spouse of Child Name

Grandchild 1: Full Name

Date of birth

DD slash MM slash YYYY

Grandchild 2: Full Name

Date of birth

DD slash MM slash YYYY

Grandchild 3: Full Name

Date of birth

DD slash MM slash YYYY

Grandchild 4: Full Name

Date of birth

DD slash MM slash YYYY

GUARDIANSHIP DETAILS:

On death of both parents, who should be the Guardian/s of your children under the age of 18?

Full Name of Guardian 1

Address

Relationship

Full Name of Guardian 2 (optional)

Address

Relationship

SUBSTITUTE GUARDIANS DETAILS:

Full Name of Substitute Guardian 1

Address

Relationship

Full Name of Substitute Guardian 2

Address

Relationship

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Perth (08) 9486 9733
South Yarra (03) 9071 4466

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Seek a Second Opinion

Reputation

Our Team
Testimonials
Careers

Our Team
Testimonials
Careers

Information Hub

Blogs
In the Media
Guides
Webinars
FAQs

Blogs
In the Media
Guides
Webinars
FAQs

Perth (08) 9486 9733
South Yarra (03) 9071 4466

Linkedin Instagram Facebook

Seek a Second Opinion

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