• Full Name*
  Prefix First Name Middle Name Last Name
• Address
  Street Address

  Street Address Line 2

  City State / Province

  Postal / Zip Code
• Phone Number
   - Area Code Phone Number
• Mobile Number
   - Area Code Phone Number
• E-mail*
• Best Time to Call
  Morning Afternoon Evening
• Documents 
• Documents to be prepared
  Will Power of Attorney Enduring Guardianship
• Do you have an existing Will?
  Yes No
• Where is it located?
• Executors 
• Executor
  First Name Last Name
• Address
  Street Address

  Street Address Line 2

  City State / Province

  Postal / Zip Code
• Alternate Executor
  First Name Last Name
• Address
  Street Address

  Street Address Line 2

  City State / Province

  Postal / Zip Code
• Further Alternate Executor
  First Name Last Name
• Address
  Street Address

  Street Address Line 2

  City State / Province

  Postal / Zip Code
• Guardian of Children 
• Name
  First Name Last Name
• Address
  Street Address

  Street Address Line 2

  City State / Province

  Postal / Zip Code
• Gifts 
• Any specific gifts, bequests or donations?
• Do you wish to provide a right of residency so someone can live in your property for a period of time after your death?
  Yes No Not sure
• Beneficiaries 
• First Beneficiary
  First Name Last Name
• Relationship to First Beneficiary
• Address
  Street Address

  Street Address Line 2

  City State / Province

  Postal / Zip Code
• Second Beneficiary
  First Name Last Name
• Relationship to Second Beneficiary
• Address
  Street Address

  Street Address Line 2

  City State / Province

  Postal / Zip Code
• Third Beneficiary
  First Name Last Name
• Relationship to Third Beneficiary
• Address
  Street Address

  Street Address Line 2

  City State / Province

  Postal / Zip Code
• Other information about beneficiaries
• Superannuation and Insurance 
• Super Fund Name
• Details
• Binding nomination required?
  Yes No Not sure
• Insurance Company
• Details
• Power of Attorney 
• Is the power of attorney to be enduring?
  Yes No
• Will your attorney be selling or purchasing property on your behalf?
  Yes No
• Do you want your attorney to be the same as your executor?
  Yes No
• If no, then name of attorney
  First Name Last Name
• Relationship to attorney
• Phone Number
   - Area Code Phone Number
• Address
  Street Address

  Street Address Line 2

  City State / Province

  Postal / Zip Code
• Do you want your alternate attorney to be the same as your alternate executor?
  Yes No
• If no, then name of alternate attorney
  First Name Last Name
• Relationship to alternate attorney
• Phone Number
   - Area Code Phone Number
• Address
  Street Address

  Street Address Line 2

  City State / Province

  Postal / Zip Code
• If there is more than one attorney will they be acting
  Jointly Severally Jointly and severally Not sure
• Other information about your power of attorney
• Enduring Guardians 
• Do you want your guardian to be the same as your executor?
  Yes No
• If no, then name of guardian
  First Name Last Name
• Relationship to guardian
• Phone Number
   - Area Code Phone Number
• Address
  Street Address

  Street Address Line 2

  City State / Province

  Postal / Zip Code
• Do you want your alternate guardian to be the same as your alternate executor?
  Yes No
• If no, then name of alternate guardian
  First Name Last Name
• Relationship to alternate guardian
• Phone Number
   - Area Code Phone Number
• Address
  Street Address

  Street Address Line 2

  City State / Province

  Postal / Zip Code
• If there is more than one guardian will they be acting
  Jointly Severally Jointly and severally Not sure
• Other information about your enduring guardians
• Submit 
• Do you have any questions or comments you would like to share with us?
• How did you hear about us?
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