Referral Partners | Wills and Estate Planning Client Details Form

Your Clients Details

Name

First Last

Previous Name / Alias

Date of Birth

Address

Street Address Address Line 2 City State / Province / Region ZIP / Postal Code Country

Phone

Mobile

Email

Existing Documents

Do they have an existing Will?

Yes

No

If Yes, do we hold the original Will?

Yes

No

If No, has the client provided a copy?

Yes

No

Please upload a copy of the original Will

Drop files here or

Max. file size: 128 MB.

Is an authority required to retrieve the original Will?

Yes

No

Firm currently holding documents to send authority to

Relationship Status

Is client currently in a relationship?

Yes

No

If Yes, please provide Spouse name

If Yes, please provide length of relationship

If No, are they:

Separated

Divorced

Widowed

Potential for future relationships - advice given surrounding potential future family provision claims - when new documents need to be made etc.

Family Tree

Please upload a diagram of the family tree if you have available.

Drop files here or

Max. file size: 128 MB.

Family Tree Overview

Please write a description of the family tree if available.

Business Structure Diagram

Business Structure

Please upload a diagram of the Business Structure if you have available.

Drop files here or

Max. file size: 128 MB.

Business Structure Overview

Please write a description of the Business Structure if available.

Trust Deeds / Amendments / Variations

Trust Deeds

Please upload any Trust Deeds, including Amendments or Variations if you have available.

Drop files here or

Max. file size: 128 MB.

Financial Dependants

Does Your Client Have Financial Dependants?

Yes

No

Financial Dependants

Please list your clients Financial Dependants including DOB and Details of Provision if available.

Assets & Liabilities

Please list all known Assets and Liabilities

Real Property

Example details to include if available: Please include Address, Owner(s), Joint Tenancy / Tenants in Common and Value ($).

Manufactured Home / Nursing Home Bond

Example details to include if available: Please include Address, Owner(s)/ Park Manager details, Joint Tenancy / Tenants in Common, Value($)

Bank Accounts

Example details to include if available: Please include Bank, Product Type and Location, plus Owner(s), Joint Accounts and Value ($).

Credit Cards

Example details to include if available: Please include Bank, Product Type and Location, plus Owner(s), Joint Accounts and Value ($).

Shareholdings

Example details to include if available: Please include Entity, Type, Trading Exchange, Registered Shareholders, Broker / Share Registry, No. of Shares, Value ($).

Other Assets / Investments

Example details to include if available: Please include Entity, Type, Location, Owner(s), Joint, Value ($).

Mortgages / Loans to Family/Friends

Example details to include if available: Please include Type (mortgage/loan), Lender/family member name, Security, Value ($).

Superannuation / Self-Managed Superannuation Fund (SMSF)

Example details to include if available: Please include Entity, Type, Location, Owner(s), Binding Death Nominations, Value ($).

Binding Death Nominations

Does your client have Binding Death Nominations on their Superannuation?

Yes

No

Unsure

If No, is BDN to be prepared by Argon Law?

Example details to include if available: Please enter Superannuation Member Number, Entity, Type, Location, Owners and Value ($) where possible.

Enduring Power of Attorney Information

Does Your Client Require an EPA?

Yes

No

Unsure

Referral Partners | Wills and Estate Planning Client Details Form

Referral for Wills & Estate Planning | Your Clients Details

Your Clients Details

Existing Documents

Relationship Status

Family Tree

Business Structure Diagram

Trust Deeds / Amendments / Variations

Financial Dependants

Assets & Liabilities

Enduring Power of Attorney Information