Wills and Estate Online Checklist
Your Name:
Address:
Please contact me by:
Phone
Email
Time of Contact:
After Business Hours
Afternoon
Any Time
Morning
Phone Number:
Email Adress:
To Help us:-
Please advise if any of the following are applicable to you:
Have you previously made a will and/or Enduring Power of Attorney?
Yes
No
Are you intending to marry or Divorce?
Yes
No
Do you have any children from a previous relationship?
Yes
No
Do you have a child you do not want to make provision for or that you are making a lesser provision for in comparison to your other children?
Yes
No
Do you have assets held by a family trust or a company?
Yes
No
Do you have business interests?
Yes
No
and if so are these operated as a
Company
Partnership
Sole Trader
NA
Do you have a self managed super fund?
Yes
No
Do you have life insurance which is not a component of your super?
Yes
No
Do you have assets outside of Queensland whether interstate or overseas?
Yes
No
Do you have any concerns that your intended beneficiaries might be at risk of losing their inheritance as a result of a disability, substance abuse, poor financial skills or on a breakdown of a marriage or defacto relationship?
Yes
No
