Not sure which estate planning package is appropriate for your client? Submit an overview of the relevant client circumstances and issues below and we will contact you with our recommendations about the appropriate solution for your client.

Estate Planning - free review

  • Contact details

  • Client details

  • Special information

  • AssetApproximate value 
    Add a new row
  • TrustClient is a controller? 
    Add a new row
  • CompanyClient is a director or shareholder? 
    Add a new row
  • Approximate value of benefitsAccount in SMSF or public fundCurrent nominations in place 
    Add a new row
  • Amount insuredLife insuredOwner of policy 
    Add a new row
  • Please provide copies of:
    (a) Your completed fact find (if any);
    (b) A list of assets and liabilities;
    (c) Any binding financial agreement in place; and
    (d) Source documents for any connected entities (for example trust and superannuation fund deeds (and any variations), ASIC extracts, constitutions and rates notices)
    Drop files here or