To whom do you want to leave your assets?

Would you like to exclude step-children and (future) step-grandchildren from your Will?
Yes No

Specific gifts of money/items to people/charities

Is everything to go to your spouse/partner in first instance?
Yes No

If your spouse predeceases you, who is to benefit in the second instance?

Disposition if none of your nominated beneficiaries survive you?

Who do you wish to receive your superannuation on your death?

Thank you

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The more information that you enter will help our team develop your estate planning strategy and will ensure that our first meeting flows smoothly.