Before your appointment
- Estate Planning Personal Information Form:
After booking your appointment, we will send you a Personal Information Form.- This form helps us understand your family and assets to tailor our advice to your needs.
- Completing it before your appointment saves time and reduces the need for follow-ups.
- If you’re unsure about certain sections, fill out as much as you can—we will assist you during your appointment.
Why we need your personal information before your appointment
Providing this information ensures your estate planning is efficient, accurate, and tailored to your needs.
- The solicitor will review your details before your appointment.
- Even if you are a returning client, we recommend completing the form to update your information, even for minor changes.
What Information Do We Need?
The Estate Planning Personal Information Form will ask for:
- Contact Details: Name, address, phone, and email.
- Relationship Status: Marital status, partner details, key dates (e.g., marriage, divorce).
- Children: Names, relationships (e.g., natural, adopted, step), date of birth, and any relevant details.
- Assets: Household items, vehicles, real estate, bank accounts, investments, and shares.
- Liabilities: Loans, credit cards, mortgages.
- Superannuation: Fund details, balance, beneficiaries, death benefit cover.
- Insurance: Life insurance and funeral arrangements (pre-paid or insured).
- Other Assets: Business interests, foreign assets, intellectual property.
How to Return the Form:
- By Email: Scan or email the completed form to bsu@publictrustee.tas.gov.au.
- By Post: Send it to GPO Box 1565, Hobart 7001 (ensure it arrives before your appointment).
- In Person: Drop it off at your local office if other options are not possible.
What to bring to your appointment
- 2 forms of ID, including one photo ID (e.g., driver’s license, passport). Click here for a full list of acceptable IDs
- Reading Glasses, if you need them to read or complete paperwork.
- Payments can only be made by EFTPOS or bank transfer (EFT). We do not accept cash.