Asset and Property Protection

Estate Planning Form

div>

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 NameDate 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 detailsFull 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 nameDate 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 nameDate 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 Lifestyleincluding home, car, etc ……………………………………………………………………………………………………………………………………………………………………………

 

………………………..………………..…………………………………………………………………………… $………..

 

Investment Real Property ……………………………………………………………………………………………………………………………………………………………………………

 

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

 

 

Bank Accountsincluding Debentures and

Term Deposits

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

 

………………………..………………..…………………………………………………………………………… ………………………..
Insurance Policies that have a cash value ……………………………………………………………………………………………………………………………………………………………………………

 

………………………..………………..……………………………………………………………………………
Insurance and FriendlySociety Bonds ……………………………………………………………………………………………………………………………………………………………………………

 

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

 

PROPERTY – NOTE 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 NominationsSpecifying 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)