Estate planning: a 10-minute self-check

See how up to date your estate plan is and where it may need attention.

Estate planning is more than a Will. It covers who makes decisions for you, how your super, trusts and companies are managed, and how you protect what you leave behind.

How it works

  1. Answer five quick questions.
  2. In each section, tick any statement that's true for you. These are the areas worth raising.
  3. If none are true for you, choose Nothing to flag.

Your results will highlight areas to review and specialists who can help.

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Before you start

Five quick questions help us skip anything that doesn't apply to you.

Do you have children, including stepchildren or adopted children?
Have you been in a previous marriage or de facto relationship?
Do you currently have a spouse or partner?
Do you have a Will?
Do you have a business, family trust, company, SMSF or assets overseas?

0 of 10 areas reviewed

Any other questions or notes

Anything else you'd like to raise with your advisor. Your notes are included in your summary and PDF. You can use up to 300 characters across all your notes.

Your result

    Specialists who may help

    Your Partners Wealth Group advisor can coordinate our house of specialists and work with your trusted advisors to achieve better outcomes.

    Because we believe we're Stronger together.

    Your results are based solely on your answers and are general in nature, not tailored advice.