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
Please Select
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?
Submit
Print Form
Should be Empty: