Health Check

There are many important things to consider when putting together a plan for your estate. Below are some suggestions that you may want to factor in when deciding on the type of plan that is right for you. Try out our estate health check below for a recommendation on things you may wish consider when planning for your estate:

NOTE: The information below is intended as a guide only. Please seek proper legal guidance on the rules that apply to your area/jurisdiction

Questions to consider....

  1. How complicated is your situation? This will follow on with how complicated your estate plan may need to be
  2. Have you received legal advise? If not, it is strongly recommended you seek proper legal advise about your situation
  3. Have you considered your superannuation? This is not considered as part of your estate and is treated separately
  4. Are you divorced, have any jointly owned assets, or have a trust of any kind? These can result in the need for very clear estate instructions

Estate Health Check

Fill all form field to go to next step

  • Q1
  • Q2
  • Q3
  • Q4
  • Q5
  • Q6
  • Q7
  • Q8
  • Q9
  • Finish

Do you currently have a will?

What is your current relationship status?

Do you have an ex-partner (spouse/defacto)?

Do you have any children/dependants from your current relationship?

Do you have any children/dependants from a previous relationship?

Approximate Net Worth (all Assets)?

Do you own more than one property?

Do you have life, disability or income protection insurance?

Do you make use of trusts or other structures?

Do you have a business that employs other people?

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