The Estate Planning Gaps Checklist
10 things Queensland families should check before relying on their Will.
Having a Will is an important part of protecting your family. But does your estate plan account for everything your family might need if you died or lost the ability to make decisions?
Your superannuation, property ownership, children's care, financial arrangements, and the way an inheritance is managed can all affect what happens next.
We've created this free checklist to help Queensland families identify areas of their estate planning that may need attention.
The Estate Planning Gaps Checklist
[Not legal advice – General information only – Based on Queensland law]
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The information in this ebook is general information only and not legal advice.
Is your family protected by more than just a Will?
Many families have a Will but haven't considered how all the other pieces of their estate plan fit together.
For example:
Does your Will reflect your current family circumstances and wishes?
Have you considered who would care for your children if you and their other parent died?
Do your superannuation arrangements work alongside your Will?
Have you appointed someone to make financial and personal decisions if you lose capacity?
Have you considered how your children or other beneficiaries would receive and manage their inheritance?
Do you understand what happens to jointly owned assets and assets held through companies or trusts?
These are just some of the questions worth considering when planning for your family's future.
What's inside the checklist?
The Estate Planning Gaps Checklist covers 10 areas to help you think about your existing arrangements and identify anything that may need checking.
You'll work through:
Your Will: Whether it reflects your current wishes and circumstances.
Your children and guardianship: Who would care for your children and what practical and financial guidance they may need.
Your superannuation: Whether your superannuation death benefit arrangements align with your broader estate plan.
Planning for incapacity: Who could make decisions on your behalf if you couldn't make them yourself.
Your inheritance plan: How your beneficiaries would receive and manage their inheritance.
Your home, property, and other assets: Whether your asset ownership has been properly considered.
Blended families and second marriages: How your arrangements account for the needs and expectations of different family members.
Practical information for your family: Whether the people left behind would know where to find important information and understand your wishes.
Your estate planning questions and next steps: What you may need to investigate further.
Your personal priority summary: A place to record the areas you want to address.