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:

Single Applicant

 

SECTION 1

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This section is gathering information on you and your family tree.

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Personal Details

 

 

 

 

 

 

 

 

 

 

First / Second / Out of Marriage

 

 

 

 

 

 

 

 

 

 

Answer or enter 'N/A'

 

 

 

FAMILY TREE: 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

SECTION 2

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Please detail the entities you have and the purpose of the entity.

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What is the company used for ?

 

 

What is the company used for ?

 

 

What is the company used for ?

 

 

Have you organised someone to take control of the Company(ies):

 

 

What is the Trust used for ?

 

 

What is the Trust used for ?

 

 

What is the Trust used for ?

 

 

Have you organised someone to take control of these Trusts:

 

 

Since 'Start Date'
For Any 'Trustee'

 

 

 

 

 

 

 

 

 

SECTION 3

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Please detail your Assets, Specific Assets, Properties, Superannuation and Life insurance.

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$
$
$

 

 

$
$
$
$

 

 

$
$
$
$

 

 

To gift to a specific Person / Family member

 

 

$

 

 

$

 

 

$
$

 

 

$
$

 

 

$
$

 

 

$
$

 

 

$
100%-ESTATE or Family Member-(%)

 

 

$
100%-ESTATE or Family Member-(%)

 

 

$
100%-ESTATE or Family Member-(%)

 

 

$
100%-ESTATE or Family Member-(%)

 

 

LIFE INSURANCE:
$

 

 

Total & Permanent Disablement (TPD):
$

 

 

TRAUMA INSURANCE:
$

 

 

LIFE INSURANCE (Partner):
$

 

 

Total & Permanent Disablement (TPD):
$

 

 

TRAUMA INSURANCE:
$

 

 

Australia or Elsewhere

 

 

 

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:   

  • 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:  

  • 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: 

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As a 'Couple' we'd suggest the same 'Executors'.
As a 'Couple' we'd suggest the same 'Executors'.

 

 

 

 

 

 

Leave your estate to who? If all beneficiaries Pre-Decease you ?
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-
-

 

 

Who would you like to appoint to be your testamentary guardians for your children?

 

CHECK LIST:

 

 

 

 

Information Link on Testamentary Trust below:

 

 

 

 

 

 

 

 

 

 

Michael Lobodarz, Authorised Representative (no. 256607), Director of BDM Financial Services Pty Ltd ABN 53 115 925 141, Corporate Authorised

Representative (no. 319619) of, The Financial Link Group Pty Ltd., ABN 12 055 622 967 Australian Financial Services Licensee (no. 240938)