Client Data Capture for Enduring Power of Attorney, Will and SMSF Will

The following interview for your enduring power of attorney, Will and SMSF Will captures details around who will be looking after your affairs in the event of your incapacity (your attorney) or on your death (your executor).

It also looks at whether you want to leave any specific gifts to anyone and finally who and what percentage of the estate you would like to leave to one or more of your primary beneficiaries.  Also, for completeness, if they are not alive what is to happen to their share such as being redistributed to the remaining primary beneficiaries or to be passed onto a secondary beneficiary if there is only one primary beneficiary such as a spouse and they are not alive at the time of your death. 

The interview also includes whether you have any funeral wishes, what may happen to digital assets such a Bitcoin or Facebook, if you have children under 18 or pets who is to be their guardian and if you own a property and want your spouse or some other person to live in the property for their life (known as a life interest in property).

If you have a self-managed superannuation fund you will also be able to leave instructions how you would like your superannuation benefits paid in the event of your death. Your Will cannot designate at law what happens to your superannuation benefits, this is the purpose of the SMSF Will.

If you have any questions, please do not hesitate to contact us and we look forward to receiving the following information as soon as possible so we can complete the relevant documents based on your Interview Data Capture.

Attachment:

EPOA Will and SMSF Will Data Capture December 2020