1. Your Will (up to 2 points):

Do you have a Will that reflects your current wishes?

- Yes, and it's up to date! (2 points)

- Yes, but it could use a little update. (1 point)

- Oops, I haven't got one yet! (0 points)

2. Enduring Powers of Attorney (up to 2 points):

Have you appointed someone you trust as your power of attorney for both property and personal care & welfare?

- Absolutely! All sorted. (2 points)

- Yes, but I might need to review it. (1 point)

- Not yet, but I'm looking into it. (0 points)

3. Loans and Financial Assistance (up to 2 points):

Have you documented any loans, financial assistance/gifts you've given to others or received from others?

- Yes, all accounted for! (2 points)

- Some are documented, but I'm working on it. (1 points)

- I haven't done that yet. (0 points)

If you haven't given or received any loans or financial assistance/gifts:

- I would definitely contact a lawyer to make sure it was legally documented in the right way. (2 points)

- I'd just hope it all turned out for the best! (0 Points)

4. Relationship Property Agreements (up to 1 point):

If you are in a relationship, have you considered a relationship property agreement?

- Yes, we have one in place. (1 point)

- We don’t have one - we looked into it and we don’t need one. (1 point)

- Yes, we have one, but it could do with a check. (0.5 points)

- I haven’t looked into it at all. (0 points)

If you are not in a relationship, do you have any shared property and has it been documented in an agreement?

- Yes, all sorted. (1 point)

- I have an agreement, but it could do with checking to make sure I’m covered. (0.5 points)

- I do have shared property but it’s not documented in an agreement. (0 points)

*Note: If you don’t have any shared property, give yourself 1 point.

5. Divorce/Separation (up to 1 point):

If you’ve separated from your partner/spouse, have you entered into a relationship property separation agreement to divide your assets?

- Yes, all done and (if married) we have our divorce order from the Family Court. (1 point)

- Yes, all done but we haven’t completed our divorce yet. (0.5 points)

- No, this is still on the to-do list. (0 points)

*Note: If this isn’t applicable to you, but you would consult a lawyer in this situation, give yourself 1 point.

 6. Family Trust Documentation (up to 2 points):

If you have a family trust, are all the documents up to date?

- Of course, everything's in order! (2 points)

- Some need a little update, but we're on it. (1 point)

- I haven’t done anything with my Trust since it was set up many moons ago. (0 points)

If you haven’t got a Family Trust, what's the reason?

- I haven't got one but I did seek legal advice about whether it was right for my situation. (2 points)

- I’m thinking about whether a Family Trust is right for me, but I haven’t sought legal advice yet. (1 point)

- I haven't looked into it at all. (0 points)

- I don't yet have any assets, such as a home, that would require one but would definitely discuss this option with my lawyer if I did. (2 points)

Total Score: [Add up the points from each section to get your Legal Wellbeing Score out of 10]

Results:

9-10 points: You're a legal superstar! Your ducks are in a row, and your future is secure.

6-8 points: Great job! A few tweaks here and there, and you'll be all set.

3-5 points: A good start, but there's room for improvement. Take small steps by making an appointment with our team to boost your legal wellbeing.

0-2 points: Don’t worry! It's never too late to start taking care of your legal wellbeing. Make an appointment with our team, and you'll be on your way.

Remember, this is just a friendly questionnaire, not legal advice! For specific advice, get in touch with us.