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1. Family Provision Claims: Required when there are potential or actual family provision claims to be addressed

2. Overseas Assets: Include when the estate contains assets in foreign jurisdictions

3. Trust Arrangements: Required when establishing ongoing trusts for minors or special purpose trusts

4. Business Interests: Include when the estate includes business assets or shares requiring special handling

5. Charitable Bequests: Required when the settlement includes charitable donations or establishes charitable trusts

6. Intellectual Property: Include when the estate contains patents, copyrights, or other intellectual property

7. Outstanding Litigation: Required when there are ongoing legal proceedings involving the estate

8. Special Conditions: Include for any unique requirements or conditions specific to the estate

1. Schedule A - Estate Assets: Detailed inventory of all estate assets including real property, personal property, investments, and bank accounts

2. Schedule B - Estate Liabilities: List of all debts, taxes, and other liabilities of the estate

3. Schedule C - Distribution Schedule: Detailed breakdown of how specific assets will be distributed to each beneficiary

4. Schedule D - Documents: List of relevant documents including will, death certificate, probate grant, and other important papers

5. Schedule E - Professional Fees: Breakdown of legal, accounting, and other professional fees incurred in estate administration

6. Appendix 1 - Asset Valuations: Professional valuations of significant estate assets

7. Appendix 2 - Tax Calculations: Detailed tax calculations and implications for the estate and beneficiaries

8. Appendix 3 - Distribution Receipts: Template forms for beneficiaries to acknowledge receipt of their inheritance