the Legal Hub | Scope and Quote Request Estate Planning

Scope and Quote Request - Estate Planning

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I agree to the legal hub privacy statement and terms & conditions *

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Would you like to use the legal concierge service? *

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Adviser details

Adviser Name *

Practice Name *

Adviser contact phone number *

Adviser email address *

Client Details

How many clients ? *

Client 1 (e.g. husband)

Title *

Surname *

Given names*

Date of birth *

Marital Status *

Occupation *

Residential address *

Is postal address same as residential ? *

Yes No

Postal Address *

Best contact number *

Email *

Client 2 (e.g. wife)

Title *

Surname *

Given names*

Date of birth *

Marital Status *

Occupation *

Are your contact details different to Client 1?*

Yes No

Children

Do you have any children? *

Details of children

Number of children*

Child 1: Name*

Child 1: Date of birth*

Child 2: Name*

Child 2: Date of birth*

Child 3: Name*

Child 3: Date of birth*

Child 4: Name*

Child 4: Date of birth*

Child 5: Name*

Child 5: Date of birth*

Child 6: Name*

Child 6: Date of birth*

Child 7: Name*

Child 7: Date of birth*

Child 8: Name*

Child 8: Date of birth*

Are any of the children listed above not from this relationship?*

Are there any current wills?*

Yes No

Are there any power of attorneys in place?*

Yes No

Approximate total assets

Approximate total liabilities

Does the client have any structures?*

Yes No

Please indicate which structures*

Companies Trusts SMSF Partnership

** Legal Hub recommends reviewing the Deeds of any entity the client has an interest in or control of to ensure they meet the client’s estate planning objectives.

Specific Objectives

Please advise any specific objectives – concern for children’s relationships, disabled child, specific gifts etc.

If you have any current wills or additional supporting documentation, please upload:

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