Estate Planning Estate Goals Client Client In the of my death I would like each of my Yes No Yes No beneficiaries to receive a specific lump sum approx. amount: spouse:_____________ $ % $ % $ % $ % child:_____________ $ % $ % child:_____________ $ % $ % child:_____________ $ % $ % other:_____________ $ % $ % Are any of the following Estate Planning issues applicable to either you or your partner? Client Client Likely to receive an inheritance Likely to receive an inheritance Currently in a de facto relationship Currently in a de relationship Have children from different relationship Have children from different relationship Desire to omit spouse, child or financial dependant Desire to omit spouse, child or financial dependant from the Will from the Will Potential beneficiaries in a vulnerable situation i.e. Potential beneficiaries in a vulnerable situation i.e. – – Financial trouble, handicapped, marital problems Financial trouble, handicapped, marital problems Further Estate Planning Considerations Client Client Has anything in your life changed your last will Yes No Yes No was prepared? Is this change with under the terms of your Yes No Yes No current will? Have there been any gifts or loans (received or Yes No Yes No loaned)? Is a financial agreement in place with your Yes No Yes No partner? Have you previously been married? Yes No Yes No If yes, number of children Notes:
Estate Planning Estate Goals Client Client In the of my death I would like each of my beneficiaries to receive a specific lump sum Yes No Yes No approx. amount: spouse:_____________ $ % $ % $ % $ % child:_____________ $ % $ % child:_____________ $ % $ % child:_____________ $ % $ % other:_____________ $ % $ % Are any of the following Estate Planning issues applicable to either you or your partner? Client Client Likely to receive an inheritance Likely to receive an inheritance Currently in a de facto relationship Currently in a de relationship Have children from different relationship Have children from different relationship Desire to omit spouse, child or financial dependant from the Will Desire to omit spouse, child or financial dependant from the Will Potential beneficiaries in a vulnerable situation – i.e. Financial trouble, handicapped, marital problems Potential beneficiaries in a vulnerable situation – i.e. Financial trouble, handicapped, marital problems Further Estate Planning Considerations Client Client Has anything in your life changed your last will was prepared? Yes No Yes No Is this change with under the terms of your current will? Yes No Yes No Have there been any gifts or loans (received or loaned)? Yes No Yes No Is a financial agreement in place with your partner? Yes No Yes No Have you previously been married? Yes No Yes No If yes, number of children Notes: