Yesterday is history,
Tomorrow is a mystery,
Today is a gift – use it wisely!

Nobody is promised tomorrow…….we can leave this earth at any point.

Our areas of expertise do not include, Wills, Trusts or Taxation; however the following checklist should prove helpful in identifying any issues you may have over looked.

Should you require assistance, we are able to refer you to the appropriate specialist. We do not receive any financial remuneration for any referral we pass on as our sole interest is simply to ensure your affairs are in order.

Personal

Name:

Do you have a current and valid will?

 Yes No

If you have a will have you reviewed it within the last 3 years?

 Yes No

Have you named executor(s) and trustee(s)?

 Yes No

Do you have an enduring power of attorney?

 Yes No

Have you made a nomination in relation to your superannuation?

 Yes No

If you have specific wishes regarding your funeral, have you left instructions with your executor?

 Yes No

Have you documented your wishes regarding organ donations?

 Yes No

Business

If you are a Business Owner or Shareholder – do you have a Business Succession Strategy in
place?

 Yes No

Protecting your Family

Does your spouse/children/executor know the names and addresses of your professional advisers?
You’ll find a Vital Family Information sheet here which you may find useful.

 Yes No

Does your will name a guardian(s) for minor children?

 Yes No

Does your will provide for children from a previous marriage(s)?

 Yes No

If you have dependents with disabilities does your estate plan protect their interests?

 Yes No

Do you have the right amount and type of life insurance?

 Yes No

Is your life insurance designed to be in force at death?

 Yes No

Protecting their Inheritance

Have you considered setting up a trust to protect your family’s inheritance?

 Yes No

Does your estate plan take account of the possibility of someone making a claim on your estate?

 Yes No

Does your will protect potential beneficiaries who may face a family breakdown, addiction or become bankrupt?

 Yes No

Do you know what effect your death would have on your self-managed super fund, family trust or
family company?

 Yes No

Other Considerations

Have you considered making a planned gift to charity or creating an enduring legacy?

 Yes No

Do you know what the tax consequences would be for beneficiaries of your current will?

 Yes No

Following up with you

Preferred method of contact:

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