Wills & Estates

Personal Information

Client ......
Solicitor ......
Date of Initial Consultation ......

Thank you for considering AVA Solicitors to discuss your Wills and Estate Planning.

Before we meet with you to discuss your wishes, please take a few moments to complete this questionnaire as best you can.

General Information

Full Name: Mr/Ms/Mrs/Miss ...... ……………………………………………………………………

Residential Address: ………………………………………………………………………………..

Postal Address:…………………………………………………………………………………………..

Email: …………………………………………………………………………………………………….

Home Telephone: ……………………………………………………………………………………….

Business Telephone: …………………………………………………………………………………...

Mobile: ……………………………………………………………………………………………………

Date of Birth: …………………………………………………………………………………………….

Relationship Status: …………………………………………………………………………………

Occupation: ……………………………………………………………………………………………..

Do you have a Binding Co-Habitation or Recognised Financial Agreement: Yes / No

If separated is the divorce finalised: Yes / No

If separated is the property settlement finalised: Yes / No

Children Name Age

…………………………………………………………………………………… ….….………

Are any children adopted: Yes / No Details:………………………………………………………….

Partner’s Name: Mr/Ms/Mrs/Miss/Dr …………………………………………………………………

Partner’s Children Name Age

…………………………………………………………………………………… ….….………

Does any family member suffer from a disability or receive a pension, grant or other form of financial assistance Yes / No Details:…………………………………………………………………

Is anyone (other than a child and partner) financially dependent on you:…...……………………

Accountant Details

Accountant’s firm name:…..……………………………………………………………………………

Accountant’s name: ………………………………………………………………………………….…

Business Address:.……………………………………………………………………………………...

Postal Address:………………………………………………………………………………………….

Email:.…………………………………………………………………………………………………….

Business Telephone:.………………………………….………………………………………………..

Mobile:.……………………………………………………………………………………………………

Financial Planner’s Details

Financial Planner’s firm name:…………………………………………………………………………

Financial Planner’s name:…………….………………………………………………………………..

Business Address:.……………………………………………………………………………………...

Postal Address:………………………………………………………………………………………….

Email:.…………………………………………………………………………………………………….

Business Telephone:.………………………………….………………………………………………..

Mobile:.……………………………………………………………………………………………………

Insurance Broker’s Details

Insurance Broker’s firm name:…….…………………………………………………………………

Insurance Broker’s name:……………………………………………………………………………..

Business Address:.……………………………………………………………………………………...

Postal Address:………………………………………………………………………………………….

Email:.…………………………………………………………………………………………………….

Business Telephone:.………………………………….………………………………………………..

Mobile:.……………………………………………………………………………………………………

Insurance

Life Insurance Policies

Do you have insurance: Yes / No

1st Policy

Insurance Provider:……………………………………………………………………………………..

Type Term / Trauma / TPD / Other:…………………………….

Death Benefit $...... Policy Number………………. Beneficiary:…………..

Trauma Benefit $...... Policy Number………………. Beneficiary:…………..

TPD $...... Policy Number………………. Beneficiary:…………..

Other $...... Policy Number………………. Beneficiary:…………..

2nd Policy

Insurance Provider:……………………………………………………………………………………..

Type Term / Trauma / TPD / Other:…………………………….

Death Benefit $...... Policy Number………………. Beneficiary:…………..

Trauma Benefit $...... Policy Number………………. Beneficiary:…………..

TPD $...... Policy Number………………. Beneficiary:…………..

Other $...... Policy Number………………. Beneficiary:…………..

Superannuation

Company …………………………………… Member No. ……………………………………

Type Retail, Self-managed, Employer-Sponsored, Other:…………………………....

Death Benefit:$…………………………………………………………………………………………..

TPD Benefit:$…………………………………………………………………………………………….

Temporary Salary Continuance:$…………………………………………………………………...…

Other Insurance

Type:………………………………………………………………………..…………………………….

Insurance Provider:……………………………………………………………………………………..

Policy Number:……………………….. Beneficiary:………………………………………………..

Superannuation

Company …………………………………… Member No. ……………………………………

Type: Industry, Self-managed or Other::………………………………………………....

Do you have a Binding Death Benefit nomination: Yes / No

Do you have a Non Binding Death Benefit nomination: Yes / No

Related Entities

Trusts

Are you a trustee, director of a corporate trustee, appointor or a potential beneficiary of any type of trust: Yes / No

If yes, provide details:…………………………………………………………………………………

Do you have a copy of the trust deeds: Yes / No

Have you nominated someone to succeed you as appointor / principal: Yes / No

Companies

Are you the director or shareholder of any private companies: Yes / No

If yes, provide details:…………………………………………………………………………………..

Do you have a Shareholders Agreement or Buy/Sell Agreement. Yes / No

Do you have Keyman Insurance: Yes / No

Partnership

Are you (or one of your entities) a partner in a partnership?

If yes, provide details:…………………………………………………………………………………...

Do you have a Partnership Agreement or Buy/Sell Agreement: Yes / No

Do you have Keyman Insurance: Yes / No

Assets and Liabilities

ASSETS

Private Residence .……………………………………………………………………………….

Investment Properties ………………………………………………………….…………………….

………………………………………………………….…………………….

Bank Accounts ………………………………………………………….…………………….

………………………………………………………….…………………….

Shares: ………………………………………………………….…………………….

………………………………………………………….…………………….

Business: ………………………………………………………….…………………….

Motor Vehicles: ………………………………………………………….…………………….

Other Assets: ………………………………………………………….…………………….

………………………………………………………….……….....…………

LIABILITIES

Mortgage: .………………………………………………………….…………………….

Commercial Loans .………………………………………………………….…………………….

Private Loans ………………………………………………………….….………………….

Credit Cards ....………………………………………………………………………...……

Leases ...... ………….………………………………………………….…….………

Other Debts ..………………………………………………………….…………………….

..………………………………………………………….…………………….

Wills

Do you currently have a Will Yes / No

If yes, do you have a copy of your Will Yes / No

If yes, when was your Will last reviewed …………/…………/…………

Charities

Do you wish for a charity to benefit under your Will Yes / No

If yes, give details:…………………………………………………………………….…………………

Life Interests

Is any person to be given property under the Will for the term

of his/her life only, with the property thereafter being given to

someone else Yes / No

If yes, give details:……………………………………………………………………………………….

Do you have any jewellery or personal items that you wish to gift to any one in specific?

Item / Who do you wish to give it to? / Who do you wish to give it to should that person have predeceased you?
……………………………………….
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……………………………………… / ……………………………
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Burial Arrangements

Do you have any specific requests regarding burial

arrangements Yes / No

If yes, give details:………………………………………………………………………………………

The Executor

The Executor winds up the estate, acts under instruction of the Will. You may appoint up to four people however they must be 18+:

Full Name / Should any of those appointed be unable to act who would replace each one?
…………………………………………………
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………………………………………………. / ……………………………………………
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How do you wish the executors to make their decisions Jointly / Majority / Severally

The Guardians

(The legal guardians of your children should both of their parents die until they attain the age of 18 years). We suggest that you gain their consent to act before nominating them.

Full Name / Should your first appointed guardians be unable to act who would replace them?
…………………………………………………
………………………………………………… / ………………………………………………
………………………………………………

Sometimes only one of your first nominated guardians will be unable to act, if this is the case would you prefer to have the other act alone or have the back up guardians (couple) replace both of them

………………………………………………………………………………………..…..

Testamentary Trust

1st Testamentary Trust

Trustee

The trustee to the day to day management of the testamentary trust, determines how much money will be distributed to the beneficiaries and decides which beneficiary/ies will receive a distribution from the testamentary trust. You may appoint up to four people however they must be 18+:

Full Name of Trustee / Should any of those appointed be unable to act who would replace each one?
……………………………………………….…
…….……………………………………………
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/ …………………………………………………
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If nominating independent trustees until your children attain the age of 18 years at what age must your children attain before those independent trustees resign?

Appointor

The Appointor has the sole responsibility of removing and replacing the Trustees You may appoint up to four people however they must be 18+:

Full Name of Appointor / Should any of those appointed be unable to act who would replace each one?
……………………………………………….…
…….……………………………………………
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/ …………………………………………………
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Beneficiaries

The beneficiaries are the people whom you wish to benefit from your estate under your Will. With a Testamentary Trust, the assets are left under your Will to be held “on trust” for the beneficiaries.)

Who will benefit - Full Names / Percent of estate of $ amount / Should any of those people predecease you who will receive their share of the estate?
……………………………………………………
……………………………………………….…
………………………………………………..…
/ …………...
…………...
…………… / ……………………………………
……………………………………
………………………….………..

2nd Testamentary Trust

Trustee

You may appoint up to four people however they must be 18+:

Full Name of Trustee / Should any of those appointed be unable to act who would replace each one?
……………………………………………….…
…….……………………………………………
…………………………………………….……
………………………………………….……… / …………………………………………………
…………………………………….…..………
………………………………………….…….. ………………………………………….………

If nominating independent trustees until your children attain the age of 18 years at what age must your children attain before those independent trustees resign?

Appointor

You may appoint up to four people however they must be 18+:

Full Name of Appointor / Should any of those appointed be unable to act who would replace each one?
……………………………………………….…
…….……………………………………………
…………………………………………….……
………………………………………….……… / …………………………………………………
…………………………………….…..………
………………………………………….…….. ………………………………………….………

Beneficiaries

Who will benefit - Full Names / Percent of estate of $ amount / Should any of those people predecease you who will receive their share of the estate?
……………………………………………………
……………………………………………….…
………………………………………………..…
…………………………………………………… / …………...
…………...
……………
…………..… / ……………………………………
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3rd Testamentary Trust

Trustee

You may appoint up to four people however they must be 18+:

If nominating independent trustees until your children attain the age of 18 years at what age must your children attain before those independent trustees resign?

Appointor

You may appoint up to four people however they must be 18+:

Beneficiaries

Who will benefit - Full Names / Percent of estate of $ amount / Should any of those people predecease you who will receive their share of the estate?
……………………………………………………
……………………………………………….…
………………………………………………..…
…………………………………………………… / …………...
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…………..… / ……………………………………
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Memorandum of Wishes

A memorandum of Wishes is drafted in conjunction to the Testamentary Trust created under your Will. This memorandum outlines non binding instructions to the Trustees and Appointors of the Trust and to the Guardians of your children. You may wish to incorporate into this memorandum specific investment instructions at you wish for the trustees make or specific instructions to your guardians about how you wish for your children to be raised.

To the Guardians

………………………………………………………………………………………………………...…

……………………………………………………………………………………………………………

To the Trustees

………………………………………………………………………………………………………...…

……………………………………………………………………………………………………………

To the Appointors / Principals

………………………………………………………………………………………………………...…

……………………………………………………………………………………………………………

Enduring Powers of Attorney

An Enduring Power of Attorney is an instrument which entitles a nominated person to act on your behalf when you cannot act for yourself. Without having an Enduring Power of Attorney, any interested person may apply to the Court for the role.

Do you currently have a valid Enduring Power of Attorney Yes / No

If yes, do you have a copy (if so please bring it to our meeting) Yes / No

Your Financial Affairs

Full Name of Attorney / Should that Attorney be unable to act, who will replace them?
……………………………………………
……………………………………………
…………………………………………… / …………………………………………………………
…………………………………………………………
…………………………………………………………

How would they make their decisions: Unanimously / ………. % majority / Severally

When do you want the power of attorney to commence:...... ……………………………….

Are there any restrictions on them in making their decisions

………………………………………………………………………………………………………...…

……………………………………………………………………………………………………………

Your Personal Affairs

How would they make their decisions: Unanimously / ………. % majority / Severally

Are there any restrictions on them in making their decisions

………………………………………………………………………………………………………...…

……………………………………………………………………………………………………………

Advanced Health Directive

Do you currently have an Advanced Health Directive Yes / No

If yes, do you have a copy Yes / No

If you do not currently have an Advanced Health Directive do you

wish to create one Yes / No