ESTATE LIQUIDITY & CASHFLOW ANALYSIS

This is offered as a free service to all visitors to our site. Please complete the form as comprehensively as possible and we shall prepare an analysis and email a report back to you as soon as possible. Please note that this is not a solicitation for business and you will not be contacted by anybody unless the information provided is incomplete. Should you wish to be refered to a suitably qualified and licensed financial advisor, please indicate below.

Full name Marital Status  
Age Telephone
Email No. of Children
Residue to Spouse (1) 
Do you have a will?
Total Value of Assets
 Value of assets to be sold upon your death
 Value of Investments
Death Value of Retirement Annuities
 Death Value of Life & Endowment Policies
Group Life Cover
 Retirement Fund Value
Total Value of All Liabilities
 Liabilities to be Settled Upon Death
Total Value of Special Bequests
 Costs of Funeral
Annual Income Required for Family Upon Death
 Annual Income Escalation Required
How long should your income last should you die today?
Risk Profile  
NOTES

(1) Residue to Spouse: Does your will state that your spouse should inherit the balance of your estate after expenses & special bequests.
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