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  • Communicating your Wishes
    • Do you have a current and valid will?
    • If you have a will have you reviewed it within the last 3 years?
    • Have you named executor(s) and trustee(s)?
    • Do you have an enduring power of attorney?
    • Have you made a nomination in relation to your superannuation?
    • If you have specific wishes regarding your funeral, have you left instructions with your executor?
    • Have you documented your wishes regarding organ donations?
  • Protecting your Family
    • Does your spouse/children/executor know the names and addresses of your professional advisers?
    • Does your will name a guardian(s) for minor children?
    • Does your will provide for children from a previous marriage(s)?
    • If you have dependents with disabilities does your estate plan protect their interests?
    • Do you have the right amount and type of life insurance?
  • Protecting their Inheritance
    • Have you considered setting up a trust to protect your family?s inheritance?
    • Does your estate plan take account of the possibility of someone making a claim on your estate?
    • Does your will protect potential beneficiaries who may face family breakdown or become bankrupt?
    • Do you know what effect your death would have on your self managed super fund, family trust or family company?
  • Other Considerations
    • Have you considered making a planned gift to charity?
    • Do you know what the tax and social security consequences would be for beneficiaries of your current will?
Estate Planning Checklist
  Kimberly French


on December 29, 2011

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