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1300 750 138
Home
About
Family Law
Personal Injury
Wills & Estates
Services
Events
Contact
Will & Powers of Attorney questionnaire
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Will & Powers of Attorney...
Personal Details
CHILDREN
(including adopted)
-
+
STEPCHILDREN
(if applicable)
-
+
Guardians for infant children?
Yes
No
GRAND CHILDREN
(if applicable)
-
+
Previous Will Details
Any previous Will?
Yes
No
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Executors
-
+
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Beneficiaries
-
+
Are any of the beneficiaries under a disability?
Yes
No
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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?
yes
no
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Gifts of Personal Estates
-
+
Other Matters
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Powers of Attorney
Enduring Power of Attorney (Financial)
yes
no
Enduring Power of Attorney (Medical)
yes
no
Appointment of Enduring Guardian
yes
no
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Notes
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