Test Page - Appleton Studios

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1. Have you ever made a Will before?

No Yes

If Yes (When & Where?)

2. What is your name as shown on your driver's license?

3. What is your address?

4. What is your date of birth?

5. What is your occupation?

6. Were you born in Australia?

Yes No

If No (Please Specify)

7. Do you have a current partner? (Please provide their full name)

Married Defacto No

If Married or Defacto (Please provide their fullname)

8. Have you ever been divorced or separated?

Yes No

9. Do you have any biological children?

No Yes

If Yes (What are their full names & date of birth?)

10. Do you have any adopted children?

No Yes

If Yes (What are their full names & date of birth?)

11. Do you have any dependant(s)? (Do not include anyone already listed above)

No Yes

If Yes (What are their full names & date of birth?)

12. What do you estimate your net worth to be?

Nil - $150,000.00 $150,000.00 - $500,000.00 $500,000.00 - $1,000,000.00 $1,000,000.00 +

13. Do you own or have an interest in any real property (i.e. house or land)?

No Yes

Yes (What is the address & who is listed on the title? (If more than one, please list each)

14. Do you own or have interest in any companies, trusts, businesses, shares, etc (including partnership agreements, or anything similar)?

No Yes

If Yes (Please Specify)

15. Do you own or have an interest in any property, assets, or money overseas?

No Yes

If Yes (Please Specify)

16. Do you own or have an interest in any other thing (for example: crypto currency, intellectual property, patent(s), licenced weapon(s), etc?

No Yes

If Yes (Please Specify)

17. Do you own or have an interst in any rural property or assets you have not already provided this questionaire?

No Yes

If Yes (Please Specify)

18. Do you have a self managed superannuation fund?

Yes No

19. Do you have any debt?

Yes No

20. How many executors would you like?

1 2 (Recommended Minimum) 3

Please list their full name, address & date of birth if known

21. Specify below how you would like your estate to be distributed in the first instance:

A1. To my partner A2. To my children in equal shares A3. To the following specified children - assign percentage allocation A4. To charity, dependant or other - please specify

22. Specify how you would like your estate to be distributed in the second instance below:

B1. To my partner B2. To my children in equal shares B3. To the following specified children - assign percentage allocation B4. To charity, dependant or other - please specify

23. Would you like to add a third backup? (not necessary, but optional)

Yes No

24. Do you want a substitution for children clause? (This would allow a gift to your child(ren) to be passed on to your grandchild(ren) if that child wasn’t able to receive it)

Yes No

25. Do you want to make any further special directions for distribution?

Yes No

Yes (please specify)

26. Do you have any cremation, burial, or funeral preferences or directions?

Yes No

Yes (please specify)

27. Do you have an enduring power of attorney?

28. Do you have any particular concerns or questions about making your will?

Yes No

Yes (please specify)

29. OPTIONAL: Please provide your contact information

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6 Thozet Rd, North Rockhampton QLD 4701

+61 426 213 338

hello@appletonstudios.com.au

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