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Wills Client Form

Wills

Step 1 of 6

CLIENT DETAILS

Address
(If different from above)
(If so please provide)
DD slash MM slash YYYY

DETAILS OF ASSETS AND LIABILITIES

Please provide details of all of your assets including:
  • Real property
  • Household chattels
  • Cash in the bank (name of bank, account type)
  • Motor vehicles (make, model, year)
  • Shares in public companies (list companies and broker)
  • Shares in private companies
  • Other significant assets such as jewellery, art etc
  • Loans
Note:
  • For each asset it is important to confirm the ownership and ascribe an approximate value.
  • Please indicate if you jointly own any assets.

ASSETS- IDENTIFY WHICH ASSETS ARE OWNED BY THE COUPLE JOINTLY AND WHICH ARE SEPARATELY OWNED OR OWNED BY SEPARATE ENTITIES.

Real Property
Asset
Owner
If co-owner, jointly tenancy or tenancy in common
Approximate Value
Ownership Verified? (e.g., by title search, bank statement etc)
 
Bank Accounts
Asset
Owner
If co-owner, jointly tenancy or tenancy in common
Approximate Value
Ownership Verified? (e.g., by title search, bank statement etc)
 
Shares etc
Asset
Owner
If co-owner, jointly tenancy or tenancy in common
Approximate Value
Ownership Verified? (e.g., by title search, bank statement etc)
 
Life Insurance
Asset
Owner
If co-owner, jointly tenancy or tenancy in common
Approximate Value
Ownership Verified? (e.g., by title search, bank statement etc)
 
Loans - Money owed by someone else to you.
Asset
Owner
If co-owner, jointly tenancy or tenancy in common
Approximate Value
Ownership Verified? (e.g., by title search, bank statement etc)
 
Motor Vehicle
Asset
Owner
If co-owner, jointly tenancy or tenancy in common
Approximate Value
Ownership Verified? (e.g., by title search, bank statement etc)
 
Household Content (e.g. collectibles, jewellery, art etc)
Asset
Owner
If co-owner, jointly tenancy or tenancy in common
Approximate Value
Ownership Verified? (e.g., by title search, bank statement etc)
 
Other Assets
Asset
Owner
If co-owner, jointly tenancy or tenancy in common
Approximate Value
Ownership Verified? (e.g., by title search, bank statement etc)
 
Any property outside Australia? If so please provide details
Asset
Owner
If co-owner, jointly tenancy or tenancy in common
Approximate Value
Ownership Verified? (e.g., by title search, bank statement etc)