Estate Planning Questionnaire

Estate Planning Instructions
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How to complete Estate Planning Questionnaire

We kindly ask for your time to complete this questionnaire prior to your appointment.

This questionnaire allows you the opportunity to consider and provide us with information on your wishes and needs to assist in your initial appointment with us.

It will take approximately 15 minutes to complete.

Before you commence please have available full name, address and contact details of your children (and any guardians if children are minors), beneficiaries and executors.

Please complete all of the questions on a screen before clicking the ‘Next’ button. If needed, you can move backwards and forwards between screens, by clicking the ‘Back’ and ‘Next’ buttons at the bottom of each screen. You can also click the save to draft button should you wish to complete at a later time.