Estate Administration Intake Form

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Thank you for taking the time to complete this questionnaire.

Whilst many questions are optional, please try to tell us as much information as possible, even if it is just an approximation or guess. Doing so will help paint a clearer picture of your situation and will best set us up to assist you. Please note that, by using this online questionnaire, you are not receiving legal advice or a legal service. No engagement for legal services is formed unless and until you enter into a costs agreement with us.

Please check the box below to continue with questionnaire.(Required)

I understand that this questionnaire is not providing me with any legal advice

About you

Okay, let’s get started! Please answer the following questions about yourself. These are just some basic details to help us get on the way.

What is your full legal name?

What is your date of birth?

DD slash MM slash YYYY

What are your preferred gender pronouns?

Male

Female

Non-binary

Do not wish to disclose

What is your address?

Street Address City State Postcode Country

Do you have a different postal address?

Yes

What is your postal address?

Street Address City State Postcode Country

What is your occupation?

What number can we use to contact you?

What is your email address?

How did you hear about us?

I am an existing client

The deceased was an existing client

Google

Social Media

Friends and Family

Word of Mouth

Other

About the deceased

Deceased's Full Legal Name

Was the deceased known by any other name?

Yes

Please list in full the other names the deceased was known as

What was deceased's relationship status at the time of their passing?

Single

Married

De facto relationship

Divorced

Widowed

Separated

What was deceased's relationship to you?

Spouse

De facto partner

Child

Parent

Sibling

Friend

Other

Name of deceased's spouse/partner if not you

Deceased's date of birth

DD slash MM slash YYYY

Deceased's date of death

DD slash MM slash YYYY

Last known address of deceased

Street Address City State Postcode Country

Did the deceased have any children?

Yes

Please list full names and dates of birth (if known) for children of the deceased

Do you have the full Death Certificate yet?

Yes

Please upload a copy

Max. file size: 100 MB.

About the Will

To your knowledge, did the deceased ever prepare a Will?

Yes

Unsure

Was the Will prepared by Coulter Legal?

Yes

Can you please upload a copy of the Will

Max. file size: 100 MB.

Did the deceased marry or divorce after the Will was made?

Yes

Unsure

Are you an executor named in the Will?

I am the sole Executor named in the Will

I am one of the multiple Executors named in the Will

Executor Details

Executor Name	Executor Phone	Executor Address	Executor’s relationship to deceased	Actions

There are no Entries.

Maximum number of entries reached.

Are the named Executors willing and able to act as Executors?

Yes

Why can't the named Executor's act as Executor?

Assets

Property

Did the deceased own any real estate property?

Yes

Unsure

Please list all properties owned by the deceased

How is the property owned?	Address of property	Estimated value	Is there a mortgage on the property?	Actions

There are no Entries.

Maximum number of entries reached.

Bank Accounts

Did the deceased have any sole bank accounts?

Yes

Unsure

Please list all bank accounts for the deceased

Name of Bank	Account number (if known)	Estimated value	Actions

There are no Entries.

Maximum number of entries reached.

Did they have any credit cards in their sole name?

Yes

Unsure

Please list all credit cards in deceased's name

Name of Bank \ Card Issuer	Estimated value owing	Actions

There are no Entries.

Maximum number of entries reached.

Refundable Accommodation Bond

Did they have a Refundable Accommodation Deposit (RAD) with an Aged Care Facility?

Yes

Unsure

What is the approximate value of the RAD?

What is the name of the Aged Care Facility?

Did they have any shares in their sole name?

Yes

Unsure

Approximate value of shares

Are the shares Broker or Issuer Sponsored?

Broker (X)

Issuer (I)

Unsure

Valuables

Did they have any valuable personal belongings or moveable property (eg. motor vehicles, jewellery, artwork or collectibles)?

Yes

Please list all valuable items owned by the deceased

Item description	Estimated value	Actions

There are no Entries.

Maximum number of entries reached.

Superannuation

Did the deceased have any Superannuation entitlements?

Yes

Unsure

Name of Fund

Member Number (if known)

What is the estimated value of the superannuation entitlements?

Do you know if the deceased made a binding death benefit nomination in relation to the super fund listed?

Yes

Unsure

Who did they nominate?

Life Insurance

Did the deceased have Life Insurance?

Yes

Unsure

Name of insurer

Estimated value of Life Insurance policy

Businesses and Trusts

Did the deceased have any interests or roles in a business or Trust?

Yes

Select which option(s) apply:

The deceased was a Director and/or shareholder of a business

The deceased was a Trustee, Appointer and/ or Beneficiary of an existing Trust (e.g. a Family Trust)

Please list all Business names and the deceased's role in the business

Please list the Trust/s and the role of the deceased

Additional Comments or Concerns

Thank you for taking the time to complete this questionnaire.

About you

About the deceased

About the Will

Assets

Property

Bank Accounts

Refundable Accommodation Bond

Shares

Valuables

Superannuation

Life Insurance

Businesses and Trusts