This estate planning personal information form is a guide to provide us with information about your assets and family, so we can provide you with the best estate planning advice tailored to your circumstances.

Completing the form before your appointment will save time and minimise the need for follow-up appointments. If you have any trouble completing your form, please do not worry, return the document with as much information as you can complete and we can discuss and gather more information at your appointment.

This form has multiple sections, however, please note that some sections may not apply to you and will not require information.

Why does the Public Trustee need this information?
To ensure your estate is distributed the way you intend and to minimise the risk of your Will being challenged, we need to know:

• what assets and liabilities you have
• how you own assets and
• the estimated value of your assets.

For example – how you own your assets (such as your home or bank account) will determine who you can leave that asset to. Information on the value of your assets or liabilities will help determine if certain gifts are possible or if the estate is distributed ‘fairly’ or the way you intend.

You need specialist legal advice

Based on the information you have shared you need specialist legal advice. To ensure you receive the most appropriate advice and support we recommend you seek assistance from a private solicitor.

To find a solicitor near you, you can contact the Law Society of Tasmania:

Phone: (03) 6234 4133

Website: www.lst.org.au

If you’re unsure or would like to discuss your circumstances, please contact us, so we can help you work out the next step.

Please call 1800 068 784 or email BSU@publictrustee.tas.gov.au