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Estate Planning Questionnaire

Client Questionnaire - Estate Planning

Step 1 of 11

Confidentiality

The information you provide in this form is strictly confidential and is collected solely for the purpose of preparing your estate planning documents. It will be handled in accordance with CLO Lawyers' Privacy Policy and our obligations under the Australian Solicitors' Conduct Rules.

If you are unsure about any question, you can leave it blank and your solicitor will discuss it with you during your appointment.

SPOUSE 1 - Personal Information

Full Legal Name(Required)

First Middle Last

Have you ever been known by any other name?(Required)

Yes

What other name have you been known by?

First Middle Last

Your date of birth(Required)

DD slash MM slash YYYY

Your gender(Required)

Your email address(Required)

Your phone number(Required)

Current occupation

Your residential address(Required)

Street Address Address Line 2 Suburb State Post Code

Is your postal address different from your residential address?(Required)

Yes

Your postal address

Street Address Address Line 2 Suburb State Post Code

Your Accountant (if applicable):

Your Financial Planner (if applicable):

Do you have a Will?(Required)

Yes

Where is your Will currently located?

Do you have a spouse or partner?(Required)

Yes

SPOUSE 2 - Personal Information

Spouse's Full Legal Name

First Middle Last

Has your spouse ever been known by any other name?

Yes

What other name has your spouse been known by?

First Middle Last

Spouse's date of birth

DD slash MM slash YYYY

Spouse's gender

Spouse's email address

Spouse's phone number

Spouse's current occupation

Is your spouse's address the same as yours?

Yes

Spouse's residential address

Street Address Address Line 2 Suburb State Post Code

Is your spouse's postal address different from their residential address?

Yes

Spouse's postal address

Street Address Address Line 2 Suburb State Post Code

Spouse's Accountant (if applicable):

Spouse's Financial Planner (if applicable):

Does your spouse have a Will?

Yes

Where is your spouse's Will currently located?

Marriage & Children

What is the nature of your current relationship?

Date of marriage:

DD slash MM slash YYYY

Date of commencement:

DD slash MM slash YYYY

How many children do you have with your current partner?

Do you have any children with any previous partner?(Required)

Yes

How many children do you have in total? Including your current partner / any former partner if applicable

Please provide full legal names and dates of birth of all children - one name per row.

Personal Assets - Home

Do you own a home?(Required)

Yes

Is this the same as your residential address above?

Yes

Address

Street Address Address Line 2 Suburb State Post Code

Is it owned singly or jointly?

Name of property owner:

Please specify:

Property Value:

Please enter a number less than or equal to 100000000.

Is there a current mortgage on the property?

Yes

Which bank is the mortgage with?

Current amount of debt:

Please enter a number less than or equal to 10000000.

Personal Assets - Investment Property

Do you have an investment property?(Required)

Yes

How many investment properties do you have?

Address

Street Address Address Line 2 Suburb State Post Code

Is it owned singly or jointly?

Name of property owner:

Please specify:

Property Value:

Please enter a number less than or equal to 100000000.

Is there a current mortgage on the property?

Yes

Which bank is the mortgage with?

Current amount of debt:

Please enter a number less than or equal to 10000000.

Investment Property 2

Address:

Street Address Address Line 2 Suburb State Post Code

Is it owned singly or jointly?

Name of property owner:

Please specify:

Property Value:

Please enter a number less than or equal to 100000000.

Is there a current mortgage on the property?

Yes

Which bank is the mortgage with?

Current amount of debt:

Please enter a number less than or equal to 100000000.

Investment Property 3

Address:

Street Address Address Line 2 Suburb State Post Code

Is it owned singly or jointly?

Name of property owner:

Please specify:

Property Value:

Please enter a number less than or equal to 100000000.

Is there a current mortgage on the property?

Yes

Which bank is the mortgage with?

Current amount of debt:

Please enter a number less than or equal to 100000000.

Investment Property 4

Address:

Street Address Address Line 2 Suburb State Post Code

Is it owned singly or jointly?

Name of property owner:

Please specify:

Property Value:

Please enter a number less than or equal to 100000000.

Is there a current mortgage on the property?

Yes

Which bank is the mortgage with?

Name of bank/other:

Single or joint account?

Name of Super Fund:

Current balance of Super:

Please enter a number less than or equal to 100000000.

Do you have life insurance held inside this fund?

Yes

Amount of Life Insurance:

Please enter a number less than or equal to 100000000.

Super Fund 3

Name of Super Fund:

Current balance of Super:

Please enter a number less than or equal to 100000000.

Do you have life insurance held inside this fund?

Yes

Amount of Life Insurance:

Please enter a number less than or equal to 100000000.

SPOUSE 2

Do you have superannuation?(Required)

Yes

How many super funds does your spouse have?

Name of Super Fund:

Current balance of Super:

Do you have life insurance held inside your super?

Yes

Amount of Life Insurance:

Do you have a binding death benefit nomination?

Yes

Not sure

Who is nominated?

Spouse Super Fund 2

Name of Super Fund:

Current balance of Super:

Please enter a number less than or equal to 100000000.

Do you have life insurance held inside this fund?

Yes

Amount of Life Insurance:

Please enter a number less than or equal to 100000000.

Spouse Super Fund 3

Name of Super Fund:

Current balance of Super:

Please enter a number less than or equal to 100000000.

Do you have life insurance held inside this fund?

Do you have any other assets of value that you would like to list?(Required)

Yes

Details:

Value:

Details:

Value:

Details:

Value:

Entities - Companies and Trusts

Do you have a company?(Required)

Yes

How many companies do you have?

Name of company:

Name of directors:

If available, please bring copies of the company constitution and financial reports to your appointment.

Company 2

Name of company:

Name of directors:

Company 3

Name of company:

Name of directors:

Do you have a trust?(Required)

Yes

How many trusts do you have?

Name of trust:

Name of trustee:

If available, please bring copies of the trust deed and financial reports to your appointment.

Trust 2

Name of trust:

Name of trustee:

Trust 3

Name of trust:

Name of trustee:

Will Instructions

If you are unsure about any of these, you can leave them blank and your solicitor will discuss all options with you during your appointment.

Executors

Your executor is the person responsible for carrying out the wishes in your Will.

Who would you like as your first executor?

Each other

Someone else

First Executor

Full name:

First Middle Last

Relationship to you:

Date of birth:

DD slash MM slash YYYY

Occupation:

Substitute Executor

Full name:

First Middle Last

Relationship to you:

Date of birth:

DD slash MM slash YYYY

Occupation:

Further Substitute Executor

Full name:

First Middle Last

Relationship to you:

Date of birth:

DD slash MM slash YYYY

Occupation:

Guardians of Children Under 18

Do you have any children under the age of 18?(Required)

Yes

Preferred guardian (full name):

Relationship to you:

Gifts to Beneficiaries

If you have any specific wishes about how your estate should be distributed, please note them below. Your solicitor will discuss all options in detail during your appointment.

Cash gifts (if any):

For example: "$5,000 to my brother John Smith"

Specific gifts (if any):

For example: "My wedding ring to my daughter Jane"

Share or percentage of estate:

For example: "50% to my wife, 25% each to my two children"

Enduring Power of Attorney Instructions

An Enduring Power of Attorney allows you to appoint someone to make decisions on your behalf if you lose capacity. Please provide details of who you would like to appoint as your attorney/s. Your solicitor will explain the different types of powers during your appointment.

Who would you like as your first attorney?

Each other

Someone else

Do you wish to appoint a second attorney?

Full name:

Email address:

Phone number:

Address:

Street Address Address Line 2 Suburb State Post Code

How did you hear about us?

Please specify:

For full details on how we handle your information, please read our Privacy Policy.

Consent(Required)

I agree to CLO Lawyers' Privacy Policy

Enduring Power of Attorney

Advance Health Directives

Testamentary Trust Wills

Wills for Blended Families

Statutory Wills

Superannuation and Estate Planning

Deceased Estate Administration (Probate)

Farm Succession Planning

Challenging the Validity of a Will

Contesting a Will or Estate

Divorce Lawyers

Separation

Prenuptial & Binding Financial Agreements

Child Custody & Parenting Arrangements

Property Matters & Settlements

Spousal Maintenance

Domestic Violence Lawyers

Mediation

Collaborative Law

Business Structuring & Asset Protection

Business Sales Lawyers

Business Purchase Lawyers

Mergers & Acquisitions

Hotels & Motels – Sales and Purchases

Commercial & Retail Leasing Lawyers

Business Succession Planning

Commercial Conveyancing

Rural Property Law

Granny Flat Agreements

Residential Conveyancing

Retirement Villages, Aged Care & Senior Living Lawyers

Enduring Power of Attorney

Advance Health Directives

Testamentary Trust Wills

Wills for Blended Families

Statutory Wills

Superannuation and Estate Planning

Deceased Estate Administration (Probate)

Farm Succession Planning

Challenging the Validity of a Will

Contesting a Will or Estate

Divorce Lawyers

Separation

Prenuptial & Binding Financial Agreements

Child Custody & Parenting Arrangements

Property Matters & Settlements

Spousal Maintenance

Domestic Violence Lawyers

Mediation

Collaborative Law

Business Structuring & Asset Protection

Business Sales Lawyers

Business Purchase Lawyers

Mergers & Acquisitions

Hotels & Motels – Sales and Purchases

Commercial & Retail Leasing Lawyers

Business Succession Planning

Commercial Conveyancing

Rural Property Law

Granny Flat Agreements

Residential Conveyancing

Retirement Villages, Aged Care & Senior Living Lawyers

Enduring Power of Attorney

Advance Health Directives

Testamentary Trust Wills

Wills for Blended Families

Statutory Wills

Superannuation and Estate Planning

Deceased Estate Administration (Probate)

Farm Succession Planning

Challenging the Validity of a Will

Contesting a Will or Estate

Divorce Lawyers

Separation

Prenuptial & Binding Financial Agreements

Child Custody & Parenting Arrangements

Property Matters & Settlements

Spousal Maintenance

Domestic Violence Lawyers

Mediation