Robust Checklist for Personal Holistic Estate Planning

Thank you for the opportunity to review your estate planning needs via View’s Facilitated Estate Planning platform.

The service provided through this platform is offered as one of several service levels – Compliance, Comprehensive, Concierge or Customised – as summarised here.

To help determine the most appropriate service level for your unique situation, please complete the questions below. Usually this takes less than 10 minutes. If the checklist is completed prior to your initial meeting with a specialist View team member, it will give you a likely indication of the service level that will be best value for your needs.

In particular, the ‘Compliance’ service level is most appropriate when ‘yes’ is answered to 3 or fewer questions.

Alternatively, if ‘yes’ is answered to 4 or more questions, it is likely a service level of either Comprehensive, Concierge or Customised (the scope and fixed pricing for a Customised solution will be provided separately).

Customer details
Name of Customer 1*
First Last
Email*
Do you have a spouse?
- Yes
- No
Name of Customer 2 (i.e. spouse )
First Last
Is an estate plan required for both Customer 1 and Customer 2?
- Yes
- No, Customer 2 does not require an estate plan at this time
Is the Will for Customer 1 to be different for Customer 2?
That is, the Wills will not be on mirror terms.
- Yes, different
- No, the same
On the basis that Wills will not be on mirror terms
- Please complete the remainder of this checklist for customer 1 only
- Please have customer 2 complete their own version of this checklist
The Questions
If there are two customers, and Customer 1 and Customer 2 have different answers in relation to the below questions, Customer 2 should complete their own version of this checklist
Are the wills to be different, i.e. not on mirror terms?
- Yes
- No
Are there to be any specific gifts to beneficiaries other than of cash?
This does not include personal items or items of sentimental value which can be added to the Memorandum of Directions.
- Yes
- No
In the event of a calamity, do you intend on gifting your estate to more than 4 beneficiaries?
- Yes
- No
Do you any dependants who have special needs, dependencies or addictions?
- Yes
- No
Do you have a blended family (i.e. you have step children)?
- Yes
- No
Do you have any previous life spouse relationships where there has not been full financial closure?
- Yes
- No
Do any of the intended beneficiaries, or key people to be nominated, under your estate plan reside, or intend to reside, overseas?
- Yes
- No
Is there anyone who might be likely to challenge your estate (for example, step-children, estranged children, former spouses with whom you have not reached financial closure, or any person to whom you provide regular financial assistance?)
- Yes
- No
Is your estate valued at more than $5 million?
- Yes
- No
Do you have involvement in one or more entities (e.g. a company, trust or self-managed super fund)?
- Yes
- No
Do you own any assets with a third party (other than with your spouse)?
- Yes
- No
Do you own any assets overseas?
- Yes
- No
Do you own real property outside your usual state/territory of residence?
- Yes
- No
Have you ever agreed to make a mutual will, or entered into anything that creates an obligation about your estate (including a binding financial agreement (FA) or a court order)?
If there is a FA, a copy should be provided to View for review. A separate scope of works will be provided once reviewed.
- Yes
- No
Is it intended to grant a person a right to occupy or life interest in any asset?
- Yes
- No
If Testamentary Trusts are intended to be incorporated under your Will, are the key beneficiaries persons other than your spouse and children (if any)?
- Yes
- No
Are you uncertain about your estate planning choices?
- Yes
- No
Do you have any physical or mental disabilities or are you over 70 years of age?
The risk of capacity being brought into question and subsequent estate challenges tends to increase every year after the age of 70.
- Yes
- No
Other Questions
The standard service levels of View’s facilitated solution are only available if you answer ‘No’ to both of these questions:
Are you suffering a terminal or life threatening illness or are you currently in hospital, and the documentation is more than ordinarily urgent?
A traditional legal approach would be more appropriate rather than View’s online platform
- Yes
- No
Do you require an interpreter to read English or to understand spoken English?
An independent interpreter will be required for all steps of the process, to be arranged by you. It is likely we will need more information to assess what the appropriate service level should be.
- Yes
- No

1300 843 900 (1300 VIEW 00)
solutions@viewlegal.com.au
Secure Storage
PO Box 221, Enfield LPO
New South Wales, 2136

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