• Yes No Unsure
    Do you currently have 'appropriate' Executors for your estate?
    Do you have adequate 'Asset Protection'? (for example do your wills contain testamentary trust provisions?)
    Does your estate currently provide for anyone who may be considered a 'Black Sheep' in your family (financially) or provisions for children with special needs? Answer if applicable.
    Do you feel your current WILL allows for the RIGHT money to go to the RIGHT PEOPLE at the RIGHT time?
    Is your current Will 'FAIR' (as opposed to just being Equal)?
    Is there currently a lack of 'Family Consensus' or real communication between all family members?
  • Yes No Unsure
    Have you considered the implications of a 'Blended Family' and taken steps to solve those issues? Answer if applicable.
    Do you have 'Out of Date' important Documents?
    Does your WILL include 'Promises' which are NOT funded adequately?
    Are you aware not ALL your Assets will necessarily pass through your Will' - and has control of those assets been addressed?
    Do you have a 'Business Succession' plan in place?
    Do you have a plan if Mum or Dad remarry? Answer if applicable.