Katoomba
150 Bathurst Road
Ph: (02) 4782 2922 • Fax: (02) 4782 4624
Springwood
5 Raymond Road
Ph: (02) 4751 6166 • Fax: (02) 4751 1800
Estate Information for Executor or Next of Kin
The following form will assist your family to meet legal requirements and fulfil your wishes. After completing this form it should be printed and kept with your important documents.
Family Name:

Given Names:

Date Of Birth:

Place Of Birth:

Occupation During Working Life:

Parent's Details

Father's Full Name:

Mother's Full Name:

Mother's Maiden Name:

Location of Will:

Marriage Details

Current Marital Status:

First Marriage:
Age at Marriage:
 Place of Marriage:
Date of Marriage:
 Name of Spouse:

Second Marriage:
Age at Marriage:
 Place of Marriage:
Date of Marriage:
 Name of Spouse:

Children

Give first names, current surnames, gender and date of birth of all children including any legally adopted, still born or deceased. If more than 4 children, please attach details

1
Given Names:

Surname

Male FemaleDate of Birth:

2
Given Names:

Surname

Male FemaleDate of Birth:

3
Given Names:

Surname

Male FemaleDate of Birth:

4
Given Names:

Surname

Male FemaleDate of Birth:

Email:

Phone:

Address:

Executor of Will:

Address:

Solicitor:

Address:

Details of Bank Accounts:

Type & Ref. No. Of Insurance Policies:

Location of other relevant documents:

Other Contacts: