Will Questionnaire

    

                        
Preliminary Will instructions
This questionnaire gathers preliminary information for a solicitor to review. It does not generate a Will, provide legal advice or create a lawyer–client relationship. Do not upload identity documents or other files through this form.
        

            
Website

            
1. About you
Full name *Date of birth
Email *Telephone
Residential address
OccupationRelationship statusSelect…SingleMarriedDe facto relationshipSeparatedDivorcedWidowed
Spouse / partner nameRelevant details
            
2. Family and dependants
Do you have children?Select…YesNoDo you have stepchildren?Select…YesNo
Children details
Stepchildren details
Are any children under 18?Select…YesNo
Proposed guardian(s)
            
3. Existing planning and executors
Do you have an existing Will?Select…YesNoUnsure
Existing Will details
Preferred executorSubstitute executor
Would you like to discuss powers of attorney?Select…YesNoUnsure
            
4. Beneficiaries and gifts
Who should receive your residuary estate?Specific giftsDo you wish to exclude, reduce or specially treat the entitlement of a family member or other potential claimant?Select…YesNoUnsure
Please explain the circumstances
Would you like to discuss a testamentary trust?Select…YesNoUnsure
Objectives or circumstances
            
5. Assets, superannuation and structures
Do you own real property?Select…YesNoBusiness or company interests?Select…YesNo
Real property details
Business/company details
Trust interests?Select…YesNoUnsureSuperannuation?Select…YesNo
Trust details
Superannuation details
Do you have a self-managed superannuation fund?Select…YesNoUnsure
SMSF details
Life insurance?Select…YesNoUnsureOverseas assets?Select…YesNo
Life insurance details
Overseas asset details
            
6. Final instructions
Funeral or cremation wishes (optional)Anything else we should know?I confirm that the information supplied is preliminary and may require clarification and legal advice before any document is prepared. *
For privacy, the complete answers are stored in the WordPress administration area. The notification email to the firm contains only basic contact information and a secure administration link.
            
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