Wills and Estate Planning Form

If your enquiry is in relation to creating or amending a Will and/ or Power of Attorney documents, please fill out the relevant details below prior to your intial appointment

Your Details

First name: *

Middle name/s:

Last name: *

Date of birth: *

Email address: *

Phone number: *

Occupation: *

Address: *

Street address

City

State

Postcode

How did you hear about us? *

If other, please let us know how you heard about us *

Do you have an existing will? *

Yes No

Do you have existing Power of Attorney documents in place? *

Yes No

Are you creating a will? *

YesNo

Will Details

Executor's details

An executor is the person who will be responsible for managing your assets and carrying out the wishes of your Will.

First name: *

Middle name/s:

Last name: *

Date of birth: *

Email address: *

Phone number: *

Address: *

Address line 1 *Address line 2

City *

State *

Postcode *

Country

Relation to you: *

Do you have more than one executor *

Yes No

Second executor's details

First name:

Middle name/s:

Last name:

Date of birth:

Email address:

Phone number:

Address:

Address line 1Address line 2

City

State

Postcode

Country

Relation to you:

Add another executor

Third executor's details

First name:

Middle name/s:

Last name:

Date of birth:

Email address:

Phone number:

Address:

Address line 1Address line 2

City

State

Postcode

Country

Relation to you:

Add another executor

Fourth executor's address

First name:

Middle name/s:

Last name:

Date of birth:

Email address:

Phone number:

Address:

Address line 1Address line 2

City

State

Postcode

Country

Relation to you:

Details of Beneficiaries

First name:

Middle name/s:

Last name:

Relation to you:

Date of birth:

Email address or phone number:

Add another beneficiary

First name:

Middle name/s:

Last name:

Relation to you:

Date of birth:

Email address or phone number:

Add another beneficiary

First name:

Middle name/s:

Last name:

Relation to you:

Date of birth:

Email address or phone number:

Add another beneficiary

First name:

Middle name/s:

Last name:

Relation to you:

Date of birth:

Email address or phone number:

Add another beneficiary

First name:

Middle name/s:

Last name:

Relation to you:

Date of birth:

Email address or phone number:

Add another beneficiary

First name:

Middle name/s:

Last name:

Relation to you:

Date of birth:

Email address or phone number:

Please advise us of the details of any further beneficiaries at your inital appointment

Are any of the beneficiaries under the age of 18?

YesNo

Please name the beneficiaries under the age of 18

Do any of the beneficiaries lack capacity?

YesNo

Please name the beneficiaries who lack capacity:

Do you wish to include a charity as a beneficiary?

Yes No

Details of Charity

Legal name:

ABN number:

Address:

Street address

City

State

Postcode

Deductible Gift Recipient (DGR) status:

Guardianship

Do you have any children under the age of 18? *

YesNo

Would you like to appoint a guardian for your children?

Yes No

Please provide the details of the guardian you wish to appoint:

First name:

Middle name/s:

Last name:

Email address or phone number:

Are you creating Power of Attorney documents? *

YesNo

Power of Attorney Details

Attorney 1

Medical and/or Financial Power of Attorney? *

First name: *

Middle name/s:

Last name: *

Date of Birth: *

Email address: *

Phone number: *

Address: *

Street address *Street address line 2

City *

State *

Postcode *

Do you wish to appoint another attorney?

Attorney 2

Medical and/or financial power of attorney? *

First name: *

Middle name/s: *

Last name: *

Date of Birth *

Email address: *

Phone number: *

Address: *

Street address *Street address line 2

City *

State *

Postcode *

Please advise our solicitor if you wish to appoint any more Attorneys.

Additional Details

Please advise us of any other concerns:

Thank you for providing us with this information which helps us streamline our process