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Estate Planning.

Estate Planning - Client Information

Only one form required where couple preparing documents together – client one and the other client two.

17%

Your details

Residential address
Postal address
How would you prefer to receive correspondence?
Public Service Association (PSA) member?
Are you eligible for any of the following benefits or concessions

Please select all that apply

Your employment details

SPOUSE DETAILS

Residential address
Postal address
Children
Assets
Do you have an interest in a Family Trust or Proprietary Company

If yes, please provide us with a copy of the Trust Deed (and any variations) and a recent financial statement

If you have superannuation have you completed a binding death benefit nomination

if applicable to your fund

e.g. your estate, another person, jointly owned

Liabilities

N.B. If you have additional assets and liabilities, please complete an additional sheet.

Financial Planner

Accountant

Do you authorise Johnston Withers Lawyers to discuss and forward your documents to your advisor?
Appoint Spouse Detailed above:
Appointed as
Other Appointed Person(s)

Other information

How did you hear about Johnston Withers?
May we thank your referrer?

Estate Planning Terms

  1. Will A document which authorises a person (executor/trustee) to distribute your assets (estate) after your death to the person or persons you nominate (beneficiary). A will only takes effect upon your death.

  2. Enduring Power of Attorney A document which authorises a person (Attorney) to act as your agent during your lifetime to deal with your legal and financial affairs. A Power of Attorney ceases to have effect upon your death

  3. Advance Care Directive A document which expresses your wishes regarding health care, end of life matters, accommodation and personal decisions (including refusals of care), and allows you to appoint a person (Substitute Decision Maker) to make those decisions if you are unable to make your own decisions (e.g. if you can’t understand information about the decision, understand / appreciate the risks and benefits involved, remember the information for a short time, or tell someone your decision and why you have made it).

Fees

Fixed fees will generally apply for a ‘standard’ Will, e.g. if your entire Estate is left to your partner or (if s/he dies before you) to your children equally.

Further fees will likely apply if you require any of the following:

  • Different terms in each of your Wills (in the case of a couple)

  • Additional provisions in your Will – e.g. numerous specific bequests, life interests/right to reside, testamentary trusts – simple, complex, protective, special disability trusts;

  • Advice on:

    • People you are excluding on your Will, who may claim on your Estate under the Succession Act 2023;

    • Blended families – i.e. you or your partner have children from a previous relationship;

    • Contracts for mutual wills.

  • Reviewing:

    • Family Trust Deeds and including clauses on appointors;

    • complicated superannuation arrangements or self‐managed superannuation funds (SMSF’s); or

    • company ownership of assets

  • Preparation of a Binding Death Benefit Nomination form for a self‐managed superannuation fund.

  • Travel/Home visits

    Any additional charges will be discussed when taking your instructions. If you are not satisfied with the revised quote then you are under no obligation to proceed.

    Other related services we can offer:

    • Property Transfers

    • Trust Deeds, Trust Deed Variations, Loan accounts • Binding Financial Agreements