Will & Powers of Attorney questionnaire

    • 1

      Personal Details

    • 2

      Executors

    • 3

      Beneficiaries

    • 4

      Assets

    • 5

      Gifts of Personal Estates

    • 6

      Powers of Attorney

    • 7

      Notes

    1/7

    Personal Details

    Personal Details

    Guardians for infant children?

    Previous Will Details

    Any previous Will?

    0%

    Executors

    16%

    Beneficiaries

    Are any of the beneficiaries under a disability?

    33%

    Assets

    Real Estate

    Life Interests

    Personal Estate

    Money in bank / building society

    Share / units Inscribed stock / bonds / debentures

    Life Policies

    Debts Due to you (for example loans to children)

    Interest in Business?

    Superannuation

    Binding Death Benefit Nomination Completed?

    50%

    Gifts of Personal Estates


    Other Matters

    66%

    Powers of Attorney

    Enduring Power of Attorney (Financial)

    Enduring Power of Attorney (Medical)

    Appointment of Enduring Guardian

    83%

    Notes

    100%