To help us prepare and make the most of your appointment, please complete the Estate Planning Information Form and return it to us when ready.

Completing this form before your appointment helps us understand your circumstances and provide advice that is right for you.

Download the form

For your convenience, the form is available in two formats:

• Download the Estate Planning Information Form (PDF)
• Download the Estate Planning Information Form (Word)

If you’re unable to edit either format, you can:

• Print the form
• Complete it by hand
• Return a scanned copy to us at bsu@publictrustee.tas.gov.au

If needed, we can also provide a hard copy on request.

Why this form matters

The form helps us understand:

• Your family and personal circumstances
• Your assets
• What matters most to you

This allows us to give advice that is tailored to your situation.

Completing the form before your appointment:

• Saves time
• Reduces the need for follow‑up appointments

Please complete the form as best you can. If you’re unsure about any questions, you can talk them through with your lawyer during your appointment.

Even if you’ve prepared documents with us before, we still recommend completing the form. This helps ensure we have your most up‑to‑date information, even if only small things have changed.

Need help?

If you have questions or need a hard copy of the form, please contact us on 1800 068 784.