Your Legal Name:

Email Addresses:

Residential Addresses:

Address
Address

Postal address (if different from above):

Postal Address
Postal Address

Mobile numbers:

Preferred method of communication

Person 1
Person 2

Number of children & their ages (if applicable):

What are your key concerns?

Certainty of outcome of your estate plan
Asset protection for you and/or your family
Tax minimisation
Protection of your children’s inheritance
Risk of your partner re-partnering after your death
Protection of pension entitlements for any family member (including a Disability Support Pension)
Future control of your Family Trust
Is yours a blended family?

Additional Information

Here is a list of documents and information for you to try to bring to the meeting

What to bring

Here are some other issues for you to think about

Issues to consider