Copy and paste this table, or use the attached spreadsheet, and then complete the columns, in order to provide relevant information to View Legal (to solutions@viewlegal.com.au) for estate planning matters:
| Asset | (Client 1) | (Joint) | (Client 2) |
| Home (less liability) | |||
| Investment Property (less liability) | |||
| Bank Accounts (total) | |||
| Investments | |||
| Cars and Vehicles | |||
| Home Contents | |||
| Shares in Public Companies | |||
| Loan Accounts | |||
| Life Insurance (Outside Super) | |||
| Total | $ | $ | $ |
| Superannuation | |||
| Life Insurance (Inside Super) | |||
| Total | $ | $ | $ |
| GRAND TOTAL | $ | $ | $ |