Wills and Estates - New Client Form

This form has 7 sections, and contains some sensitive questions.

Please read this form in full before filling it in.

1. Your Details

First Name

Last Name

Phone

(###)

###

####

Address

Date of Birth

Occupation

2. Details about your Estate

Please provide a brief outline of the your Estate assets (e.g. property, savings, share portfolio, artwork, jewellery, and the like). Please include any overseas assets.

3. Do you know what your wishes are regarding your bodily remains?

We invite you start thinking about what you would like to happen with your bodily remains including, for example, if you would like to be buried or cremated, and where you would like to rest.

Yes

Not yet

4. Please name your Executor

We invite you to nominate an Executor and an alternative Executor in case your first preference is unable to assist.

First Name

Last Name

Please name your alternative Executor

First Name

Last Name

(Please tick if this applies to you) I am not sure who to nominate as Executor and want to discuss this further.

5. Details about your Beneficiaries

Please provide a brief outline of who you want to give your Estate to, including their names and your relationship with them, where possible.

(Please tick if this applies to you) I am not sure who my beneficiaries should be, and want to discuss this further.

6. Superannuation

Superannuation is not automatically treated as part of your Estate. If you would like your superannuation to become part of your Estate, please provide details of your superannuation fund.

7. Any additional comments, questions or concerns