Your
ESTATE PLAN
The purpose of this form is to discover how you wish to distribute your estate
to your family and beneficiaries, to enable you to prepare your Will and Testament.
Couple Applicant
If Single – click button:
SECTION 1
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This section is gathering information on you and your family tree.
SECTION 2
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Please detail the entities you have and the purpose of the entity.
SECTION 3
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Please detail your Assets, Specific Assets, Properties, Superannuation and Life insurance.
SECTION 4
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An Executor of an estate is an individual appointed to administer the estate.
As the administrator your main duty is to manage the estate,
in accordance with the ‘Will’.
Duties include:
- Notify all beneficiaries
- Obtaining ‘Probate’ from the supreme court (QLD)
- Maintaining and Protecting the estate assets.
Whoever you choose to serve as your Executor:  Â
- Be sure to get their approval before naming him or her in your Will.
Once you’ve made your choice, then let him or her know where you keep all your: Â
- Important documents and financial information.
- Once the Will is established, go over your financial details with that person.
You can select ‘one another’ plus one or two more extra executors:Â