Foresight Family Office Estate Planning · Data Sheet
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Estate Planning Data Sheet

Confidential questionnaire for preparation of your Will

All fields are required. Sections that do not apply to you stay hidden until you indicate they are relevant, so you only complete what applies to your situation. Nothing here is final - you can discuss any of it later.

How to use this form: The form is split into eight short sections. Move through them with the Back and Next buttons at the bottom, or jump to any section using the numbered bar below. Some questions unlock further fields when you answer them - for example, ticking an asset reveals its details. Hover the small i icons for a note on why we ask. When you are done, click “Download / Print PDF” and choose “Save as PDF” as the destination (or send it to a printer). The saved PDF contains every section you have completed.

Private & Confidential — the details you enter are submitted securely to Foresight Family Office for the sole purpose of preparing your Will, and are not shared with any third party. You may also download your own copy as a PDF at any time.

Foresight Family Office  ·  Private & Confidential
Prepared for the purpose of drafting a Will. This document is not legal or investment advice. AMFI-registered Mutual Fund Distributor · ARN-122806.