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Succession Planning Form
- PASCALE LEGAL -

Succession Planning Questionnaire

Have you arranged this appointment to discuss your Succession Planning Documents for:
Please complete the below information whereby you are Client 1, and your partner is Client 2.

Section 1 - Client 1 Details

What is your full legal name?
(this is the name that would be present on your birth certificate, driver’s licence etc).
Name(Required)
Address(Required)
Do you hold any assets in any name other than the one you have provided above?
Assets in another name choice
What name(s) is is held in?
What name(s) is is held in?
Please provide a scanned or photographed copy of your drivers licence, birth certificate or passport.
You can also bring the documents to your upcoming appointment.
Max. file size: 512 MB.
 

Section 1 - Client 2 Details

What is your full legal name?
(this is the name that would be present on your birth certificate, driver’s licence etc).
Name(Required)
Address(Required)
Do you hold any assets in any name other than the one you have provided above?
Assets in another name choice
What name(s) is is held in?
What name(s) is is held in?
Please provide a scanned or photographed copy of your drivers licence, birth certificate or passport.
You can also bring the documents to your upcoming appointment.
Max. file size: 512 MB.
 

Section 2 - Family Details

Are you currently married?
MM slash DD slash YYYY
If you are not married, are you in a relationship?
With whom are you in a relationship with? (if different from the person named in Section 1 above)
Full Legal Name
Do you live with this person?
Have you previously been married or had any formal de-facto partners?
If Yes, with whom were you previously married to or in a relationship with?
Full Legal Name
MM slash DD slash YYYY
When separation occurred, did a property settlement take place?
MM slash DD slash YYYY
Are you now divorced?
MM slash DD slash YYYY
 

Section 3 - Immediate Family

Please provide details of your immediate family members, including their full legal name, dates of birth, and gender. Immediate Family means your parents and siblings. It does not mean children.

Client 1

Mother's Details
Full Legal Name
MM slash DD slash YYYY
Gender
Father's Details
Full Legal Name
MM slash DD slash YYYY
Gender
 
Do you have any siblings?

Client 1 - Sibling 1

Full Legal Name
MM slash DD slash YYYY
Gender
Relation

Client 1 - Sibling 2

Full Legal Name
MM slash DD slash YYYY
Gender
Relation

Client 1 - Sibling 3

Full Legal Name
MM slash DD slash YYYY
Gender
Relation

Client 1 - Sibling 4

Full Legal Name
MM slash DD slash YYYY
Gender
Relation

Client 1 - Sibling 5

Full Legal Name
MM slash DD slash YYYY
Gender
Relation

Client 1 - Sibling 6

Full Legal Name
MM slash DD slash YYYY
Gender
Relation

Client 1 - Sibling 7

Full Legal Name
MM slash DD slash YYYY
Gender
Relation

Client 1 - Sibling 8

Full Legal Name
MM slash DD slash YYYY
Gender
Relation
 

Client 2

Mother's Details
Full Legal Name
MM slash DD slash YYYY
Gender
Father's Details
Full Legal Name
MM slash DD slash YYYY
Gender
Do you have any siblings?

Client 2 - Sibling 1

Full Legal Name
MM slash DD slash YYYY
Gender
Relation

Client 2 - Sibling 2

Full Legal Name
MM slash DD slash YYYY
Gender
Relation

Client 2 - Sibling 3

Full Legal Name
MM slash DD slash YYYY
Gender
Relation

Client 2 - Sibling 4

Full Legal Name
MM slash DD slash YYYY
Gender
Relation

Client 2 - Sibling 5

Full Legal Name
MM slash DD slash YYYY
Gender
Relation

Client 2 - Sibling 6

Full Legal Name
MM slash DD slash YYYY
Gender
Relation

Client 2 - Sibling 7

Full Legal Name
MM slash DD slash YYYY
Gender
Relation

Client 2 - Sibling 8

Full Legal Name
MM slash DD slash YYYY
Gender
Relation
 

Section 4 - Children

Please provide details of any children that you have, including their full legal name, dates of birth, and gender.

Child 1

Full Legal Name
MM slash DD slash YYYY
Gender

Child 2

Full Legal Name
MM slash DD slash YYYY
Gender

Child 3

Full Legal Name
MM slash DD slash YYYY
Gender

Child 4

Full Legal Name
MM slash DD slash YYYY
Gender

Child 5

Full Legal Name
MM slash DD slash YYYY
Gender
 

Section 5 - Grandchildren

Please provide details of any grandchildren that you have, including their full legal name, dates of birth, and gender.

Grandchild 1

Full Legal Name
MM slash DD slash YYYY
Gender

Grandchild 2

Full Legal Name
MM slash DD slash YYYY
Gender

Grandchild 3

Full Legal Name
MM slash DD slash YYYY
Gender

Grandchild 4

Full Legal Name
MM slash DD slash YYYY
Gender

Grandchild 5

Full Legal Name
MM slash DD slash YYYY
Gender

Grandchild 6

Full Legal Name
MM slash DD slash YYYY
Gender

Grandchild 7

Full Legal Name
MM slash DD slash YYYY
Gender

Grandchild 8

Full Legal Name
MM slash DD slash YYYY
Gender
 

Section 6 - Assets

Please provide all details of any assets which you hold in your sole name, or jointly with another person.
 
Real Estate - Property 1
Address
Property Owned By
Name(s) Property is Held In
Name(s) Property is Held In
Name(s) Property is Held In
 
Real Estate - Property 2
Address
Property Owned By
Name(s) Property is Held In
Name(s) Property is Held In
Name(s) Property is Held In
 
Bank Accounts
Account Owned By
Account Holder 1
Account Holder 2
 
Account Owned By
Account Holder 1
Account Holder 2
 
Account Owned By
Account Holder 1
Account Holder 2
 
Account Owned By
Account Holder 1
Account Holder 2
 
Shares in Public Companies
Account Owned By
Name(s) shares are Held In
Shares Account Holder 2
 
Account Owned By
Name(s) shares are Held In
Shares Account Holder 2
 
Motor Vehicles
Make, Model and Year
Name(s) Vehicle is Registered in
Name(s) vehicle is registered to
Account Holder 2
 
Make, Model and Year
Name(s) Vehicle is Registered in
Name(s) vehicle is registered to
Account Holder 2
 
Make, Model and Year
Name(s) Vehicle is Registered in
Name(s) vehicle is registered to
Account Holder 2
 
Make, Model and Year
Name(s) Vehicle is Registered in
Name(s) vehicle is registered to
Account Holder 2
 
Jewellery
If all your jewellery was to be sold, what is an estimated value of all your jewellery?
Please provide details of any items of jewellery of significant value and / or sentiment.
 
Furniture and Personal Effects
If all items within your house were to be sold at a garage sale, inclusive of all furniture and whitegoods, what is an estimated amount that you are likely to receive (noting that this value will be ‘second-hand’ value)
 
Companies / Partnerships / Business
Do you have any interest in a Company, Partnership or Business?
Do you have a copy of the Company Constitution / Partnership Agreement?
Max. file size: 512 MB.
 
Trusts
Are you involved in any trusts?
Beneficiary(ies)
Beneficiary(ies)
Beneficiary(ies)
Beneficiary(ies)
Max. file size: 512 MB.
 
Assets Located Overseas
Do you have any assets located overseas?
Asset Owned By
Asset Owned By
Asset Owned By
 
Assets Located Overseas
Do you have any assets located overseas?

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