Will & Powers of Attorney questionnaire

    Personal Details

    CHILDREN (including adopted)

    STEPCHILDREN (if applicable)

    Guardians for infant children?

    GRAND CHILDREN (if applicable)

    Previous Will Details

    Any previous Will?

    Executors

    Beneficiaries

    Are any of the beneficiaries under a disability?

    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?

    Gifts of Personal Estates


    Other Matters

    Powers of Attorney

    Enduring Power of Attorney (Financial)

    Enduring Power of Attorney (Medical)

    Appointment of Enduring Guardian

    Notes