Click to watch The Convenient Truth
Click to watch The Convenient Truth

Online Estate Planning Report Service

The following service allows you to ask specific questions of our solicitors, as well as enabling us to provide you with:

Once you have received your tailored report, you will contacted by your RetireLaw solicitor for an obligation free chat over the phone  so that any further questions you may have can be answered directly.

No cost. No obligation. For use by clients and professionals.


* indicates compulsory field


Section 1 General Details
  1. *
  4. *
  6. 6. Preferred method of being contacted? *
  8. 7. Were you referred by someone to RetireLaw? *
  12. 8. Have you watched The Convenient Truth? *
  14. 9. Do you have a current Will? *
  16. 10. Do you have a current Power of Attorney? *
  18. 11. Do you have a current Enduring Guardian? *
  20. 12. Do you have an accountant? *
  22. 13. Do you have a financial adviser? *
  24. 14. Do you reside in NSW? *
Section 2 Personal Details
  1. *
  2. 1.1 If married or de facto selected above, do you have any children from your current relationship?
  4. 2. Do you have any children from a previous relationship? *
  6. 3. Do you want your spouse or partner to inherit your estate first, then for your children to inherit? *
  8. 4. Do you want all of your children to inherit equally? *
  10. 5. Are there beneficiaries who you consider to be ‘vulnerable’ (e.g. disabled, gambler, addict, bad with money?) *
Section 3 Asset Details
  1. Home
  2. *
  3. Super
  4. 2. Do you or your spouse or partner have a self managed super fund? *
  6. Trusts
  7. 3. Do you or your spouse or partner have any assets held in trust(s)? *
  9. 3.1 If yes to Q3, does the trust hold or include a separate business interest? *
  11. Life Insurance
  12. 4. Do you or your spouse or partner have any Life Insurance? *
  14. 4.1 If yes to Q4, do you pay the premiums on the policy or is it paid by your super fund?
  16. 4.2 If yes to Q4, is it payable to your estate or to a beneficiary directly?
  18. Gifts
  19. 5. Do you want to make specific gifts of particular parts of your estate? *
  21. Business Assets
  22. 6. Are you or your spouse or partner owner or part-owner of any companies? *
  24. 7. Do you have any interest in an operating business that you would like to continue after your death and/or be protected by your Will? *