Estate Planning Assistance Form

Your Details

Name*

First Last

Date of Birth*

Gender*

Male
Female

Marital Status*

Email*

Mobile Number*

(including country code)

Employment Status*

Residential Status*

Language spoken at home*

Language spoken at home (other)

Resident Country*

Your Partner's Details

Partner's name*

First Last

Partner's Gender*

Male
Female

Partners Date of Birth*

Partner's Email

Partner's Mobile Number

Partners Employment Status*

Partner's Resident Country*

Residential and Postal Details

Residential Address*

Street Address Address Line 2 City State / Province / Region Postcode / Zip Country

Have you lived at this address for more than 2 years?*

Yes
No

Please provide your previous address*

Street Address Address Line 2 City State / Province / Region Postcode / Zip Country

Is your postal address the same as your residential address?*

Yes
No, my postal address is different

Postal Address*

Street Address Address Line 2 City State / Province / Region Postcode / Zip Country

Legal Briefing

Please complete to provide a summary briefing of your estate planning needs

Does your partner have a condition that affects, or with the passing of time could affect, his/her mental capacity (e.g., Alzheimer's disease)?

Does your partner have serious problems handling money, to the point where you would not want him/her having direct access to the assets in your estate?

Are you and your partner having serious relationship problems, to the point where you are concerned that you and he/she might separate?

Are there any other reasons why you might want to exclude your partner from your Will or limit the gift you make to him/her from your estate?

Are you responsible for the care and upbringing of someone else's child (i.e., a child who is not your natural or adopted child)?

Have you had a son or daughter die leaving behind a child or children of his or her own (i.e., do you have a grandchild or grandchildren from a son or daughter who has since died)?

Does your partner have any children from another relationship (i.e., children that are not your natural or adopted children)?

Do you have any children from another relationship (i.e., children that are not your current spouse/partner’s natural or adopted children)?

Do you have a child with a disorder for whom special arrangements are needed in your Will?

Do you have a child who has serious problems handling money and who you would not want having direct access to the assets in your estate?

Do you have a child who is married or in a committed domestic relationship and having serious relationship problems with his/her spouse/partner, to the point where you are concerned that they might separate?

Do you have a child whom you want to exclude from your Will or give a much smaller share of your estate than your other children?

Do you wish to make a specific gift to someone when you die, even if your spouse/partner survives you?

Do you want to leave someone a gift in your Will that is subject to them satisfying a particular condition (other than them living longer than you and/or reaching a given age)?

Do you want to leave a gift of specific shares in a company or other securities to someone in your Will?

Do you want to make a gift to a beneficiary subject to them taking over a debt or mortgage (rather than that debt or mortgage being paid out by your estate, which is what would normally happen)?

Do you or your spouse/partner control a family company or have shares in any private (non-listed) company that may need special consideration in your Will?

Do you or your spouse/partner control a family trust or have units in any private (non-listed) unit trust that may need special consideration in your Will?

Do you or your spouse/partner operate a business or have an interest as a partner in a partnership that may need special consideration in your Will?

Do you or your spouse/partner own substantial assets, especially real estate, outside Australia?

Are you or your spouse/partner subject to any agreement or court order that restricts your ability to transfer your assets or that could otherwise affect the distribution of your estate

Do you want to include a discretionary testamentary trust in your Will?*

Children

Knowing your family situation will enable us to provide personalised advice to your needs.

Do you have any children?*

Name, DOB, and Gender of Each Child

Please add a row for each.

Name	DOB	Gender	Financially Dependent Until 18 or 21?

Do you have any step children?*

Name, DOB, and Gender of Each Child

Please add a row for each.

Name	DOB	Gender	Financially Dependent Until 18 or 21?

Guardianship of Children

If both parents die and you have children under the age of 18 years then a guardian will be responsible for looking after those children.

Primary Guardians

Please add a row for each.

Full Name	Address	Date of Birth	Relationship to you

Appointing an Executor

An executor is the person responsible for ensuring your wishes are carried out. Any person over the age of 18 can take the responsibility of being an executor.

Primary Executors

Please add a row for each.

Full Name	Address	Date of Birth	Relationship to you

Substitute Executors

Please add a row for each.

Full Name	Address	Date of Birth	Relationship to you

Executors Financial and Legal Advisor

Do your wish to recommend your accountant or financial planner in your Will to assist your executor?

If yes provide details.

Gifts

Gifts are made before the balance of your estate is given to your beneficiaries.

Specific Gifts

Full Name of Recipient	Description of Gift

Other Entities

Do you have other entities you control?

Please detail any family trusts you control:

Please detail any companies you control:

Please detail any SMSF you control:

Residual Beneficiaries

The residue of your estate is the balance of your assets that is left over after the payment of your debts, funeral and other testamentary expenses and after any specific gifts have been distributed.

Do your wish the residue of your estate to go to your spouse/partner?

If no, please provide details of how you wish your estate to be distributed?

Full Name of Recipient	Relationship to you	Address	% of your Estate	Estate to their children if they don't survive you?

If the above gifts fail, do yo wish your estate to be equally divided between any children you may have?

If you have any step children, do you want to leave them anything?

If you have any children under the age of 18, at what age do you want them to receive their share?

If any of your children were to die before you, would you want their share of the estate to be divided between any children that they may have?

Further Residual Beneficiaries

You may wish to appoint further beneficiaries if you are presently single and have no children, or if you die without having any children or if none of your children or grandchildren were to survive you.

Name/Charity	Relationship to you	Address	% of your Estate	Estate to their children if they don't survive you?

Assets

Please attach your schedule of assets and liabilities.

File

Max. file size: 2 MB.

Superannuation

Please attach your superannuation statements.

File

Max. file size: 2 MB.

Life Insurance

Please attach your life insurance statements.

File

Max. file size: 2 MB.

Funeral Arrangements

Please select*

Buried
Cremated
Wish to donate organs
If I die overseas I desire that my ashes be returned to Australia
If I die overseas I wish my body to be brought back to Australia

Other Matters

Please provide any other notes and instructions:

Additional Forms

Additional forms

Power of attorney
Enduring guardian
Advanced health directive
Testamentary trust schedule

Submit Form

I wish the instructions in this booklet to take effect as a temporary Will until a formal Will is prepared and sighted by me.

I agree and accept the Privacy Policy and Acknowledge the Cashel Financial Services Guide and Cashel Credit Guide and Privacy Statement.

I confirm the answers provided above are true and correct.

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Estate Planning Fact Find

Your Details

Your Partner's Details

Residential and Postal Details

Legal Briefing

Children

Guardianship of Children

Appointing an Executor

Executors Financial and Legal Advisor

Gifts

Other Entities

Residual Beneficiaries

Further Residual Beneficiaries

Assets

Superannuation

Life Insurance

Funeral Arrangements

Other Matters

Additional Forms

Submit Form

[email protected]03 9209 9000

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