Estate planning information

Please fill out as much as you can to assist us in providing legal advice to you

Personal details

First name

Last name

Phone

Residential Address

Postal Address (if different to residential address)

Date of Birth

Day

Month

Year

Place of Birth

Occupation

Accountant name (if applicable)

Financial Advisor name (if applicable)

Have you had any documents completed in the past?

Will

Enduring Power of Attorney

Appointment of Enduring Guardian

Please upload or bring a copy of any documents to your appointment

Names and relationship of people who live in your household with you

Names and address of children who do not live with you

Names of any children or spouse who have deceased

Any family dynamics that you wish to discuss

Real estate owned (address, ownership, estimated value)

Bank accounts (institution, estimated value)

Shares (Company, number, estimated value)

Superannuation (Fund name, estimated value)

Other assets (eg life insurance, businesses, personal property of significant value, foreign assets)

Liabilities - Mortgages, loans, debts etc (institution and estimated value)