Estate Planning Questionnaire
Client Name
First Name
Last Name
Spouse Name
First Name
Last Name
Will Details
Rows
Client
Spouse
Do you have a current Will
Date of execution
Does it reflect your Current Wishes (e.g. have you remarried or had more children?)
Name of Executor
Do you have a testamentary Trust
Where is the original Stored
Enduring Power of Attorney (POA) -someone can make your financial decisions if you are unable to make them due to incapacity
Rows
Client
Spouse
Do you have an Enduring POA
Who is listed as your Enduring POA
Do you have a Medical Guardian (someone can make your medical decisions)
Who is listed as your Medical Guardian
Date of Execution
Are there any limitations on the Enduring POA
Where is the original Stored
Are you concerned about your beneficiaries paying tax on inherited assets?
Yes
No
Do you want to prevent your young children from accessing capital until they reach a particular age?
Age 18
Age 21
Age 25
Other Age
No
Do you have an elderly dependent parent who will require ongoing financial support?
Yes
No
Do you have a spendthrift/drug/alcohol/gambling addict beneficiary?
Yes
No
Do you have a bankrupt beneficiary? Is asset protection important to you?
Yes
No
Are any of your beneficiaries in high risk occupations (eg directors) where bankruptcy is a possibility?
Yes
No
Do you have a beneficiary with a physical/mental disability?
Yes
No
Do you have a beneficiary who is going through/likely to go through a marital breakdown?
Yes
No
Do you want to provide protection for beneficiaries in the event of marriage breakdown, bankruptcy or future marriage?
Yes
No
Do you get along with all your children’s partners?
Yes
No
N/A
Do you have children from previous marriages / relationships?
Yes
No
Do you have non-resident beneficiaries?
Yes
No
Do you intend to give certain assets to specific beneficiaries?
Yes
No
If yes, provide details
Do you have a bulky asset you would like to give to your beneficiary/ies, which will be difficult to split? Is estate equalisation an issue?
Yes
No
Does your spouse/children/executor know your intended estate provisions?
Yes
No
Does your estate plan provide for children from the previous marriage(s)?
Yes
No
N/A
Are there beneficiaries you specifically want to leave out of your estate plan? Are you aware of the potential consequences of doing so?
Yes
No
Is the proposed plan likely to cause dispute/disagreement between beneficiaries?
Yes
No
Submit
Should be Empty: