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Estate Planning Resources

Welcome to your Estate Planning hub!

It’s vital for every adult to have an Estate Plan in place, but we understand that it can often be a daunting or confusing task. We’ve designed this page to provide you with all of the information you need to get your Estate Plan underway with ease.


Get Started Now

Our digital forms allow you to get your Estate Planning started quickly and conveniently

Needs Assessment

Find out the Estate Planning Documents you require based on your circumstances with this quick, 12-question survey. Powered by Yodal Estate Planning. Click Here to start Needs Assessment

Will Making Questionnaire

Enter your details into our secure Will Making Questionnaire to start creating your Will and protecting the future of your assets and family now. You can save details and resume at a later time. Click Here to access Will Making Questionnaire


Resources

Simply click on the document names below to access the resources.

Estate Planning

Yodal – Estate Planning Platform for Advisers

Explanatory Memorandum: Powers of Attorney

Explanatory Memorandum: Testamentary Trusts

Explanatory Memorandum: Advance Health Directive

Will Making Questionnaire (paper-based form)

Will Making Questionnaire Hints and FAQs

Enduring Power of Attorney Questionnaire

How to Kick-start Your Client’s Estate Plan

What Does it Mean to Die Without a Will?

The 10 Most Common Objections to Estate Planning

Client Commitment Schedule

Superannuation

Explanatory Memorandum: Superannuation Wills

Explanatory Memorandum: Binding Death Benefit Nominations

Is tax payable when a superannuation income stream ceases?

SMSF borrowing opportunities and risks

Business Succession Planning

Explanatory Memorandum: Business Succession Planning

Buy Sell Agreement Questionnaire

Buy Sell Agreement Questionnaire – Short Form

Meet The Experts

Ian

Ian Tindale

Director

Ian works collaboratively with other industry professionals to provide expert advice for managing personal and business risk.

Meet Ian
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Emily O’Brien

Associate Director

Emily O’Brien’s work with the Private and Commercial teams involves working with clients to develop plans for their business or personal...

Meet Emily

Our Insights

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Digital Legacy – is this the most valuable...

Social media accounts for 33% of the total time we spend online averaging 2 hours and 24 minutes per day across multiple social networks and...

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Ian
Estate Planning: The market has moved and...

At our Wednesdays With Redchip webinar in April, our experts Ian and Emily stepped through how you can generate additional revenue for your...

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