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Client 1

This section is for client 1.
First Name:
First Name:
Field is required!
Field is required!
Last Name:
Last Name:
Field is required!
Field is required!
Date of Birth:
Date of Birth:
Field is required!
Field is required!
Street Address:
Street Address:
Field is required!
Field is required!
Postal Address:
Postal Address:
Field is required!
Field is required!
Email Address:
Email Address:
Field is required!
Field is required!
Occupation:
Occupation:
Field is required!
Field is required!
Are you an organ donor?
  • - select a option -
  • Yes
  • No
- select a option -
Field is required!
Field is required!
Do you have a previous Will?
  • - select a option -
  • Yes
  • No
- select a option -
Field is required!
Field is required!
If so, who holds the original?
If so, who holds the original?
Field is required!
Field is required!
Who would you like to appoint as your Executor/s?
  • - select a option -
  • Each other
  • Other
- select a option -
Field is required!
Field is required!
If you selected Other, please enter the Executor's name and relationship as well as an alternate. This is the person who will look after your Estate.
Field is required!
Field is required!

Client 1 Assets

This section is for Client 1. Please list all assets with estimated value.
Home:
Home:
Field is required!
Field is required!
Other land/investment property (please provide address/es)
Other land/investment property (please provide address/es)
Field is required!
Field is required!
Bank accounts/term deposits
Bank accounts/term deposits
Field is required!
Field is required!
Shares in listed companies
Shares in listed companies
Field is required!
Field is required!
Life insurance
Life insurance
Field is required!
Field is required!
Motor vehicle/s
Motor vehicle/s
Field is required!
Field is required!
Other
Other
Field is required!
Field is required!

Client 1

This section is for Client 1.
Details of Specific Bequests, Gifts or Donations:
Please include relationship.
Details of Specific Bequests, Gifts or Donations:
Field is required!
Field is required!

Client 1 - Residuary Estate

(this is the balance of your estate once your funeral and debts have been paid)
Each other:
  • - select a option -
  • Yes
  • No
- select a option -
Field is required!
Field is required!
Then to Children:
Then to Children:
  • - select a option -
  • Yes
  • No
- select a option -
Field is required!
Field is required!
Children at age:
Children at age:
Children at age:
Field is required!
Field is required!
Then to Grandchildren:
Then to Grandchildren:
  • - select a option -
  • Yes
  • No
- select a option -
Field is required!
Field is required!
Grandchildren at age:
Grandchildren at age:
Grandchildren at age:
Field is required!
Field is required!
Other, Relationship
Other, Relationship
Other, Relationship
Field is required!
Field is required!
Super Fund:
Super Fund:
Field is required!
Field is required!
Binding Nomination Done?
  • - select a option -
  • Yes
  • No
- select a option -
Field is required!
Field is required!
Is it likely that someone may contest your Estate?
  • - select a option -
  • Yes
  • No
- select a option -
Field is required!
Field is required!
If yes, provide details:
If yes, provide details:
Field is required!
Field is required!

Client 1

This section is for Client 1.
Burial/Cremation Wishes:
Burial/Cremation Wishes:
Field is required!
Field is required!
Guardian of Children: (If applicable)
Guardian of Children: (If applicable). Please include relationship.
Field is required!
Field is required!
Signature:
Field is required!
Field is required!

Client 2

This section is for client 2.
First Name:
First Name:
Field is required!
Field is required!
Client 1 Last Name:
Client 1 Last Name:
Field is required!
Field is required!
Date of Birth:
Date of Birth:
Field is required!
Field is required!
Street Address:
Street Address:
Field is required!
Field is required!
Postal Address:
Postal Address:
Field is required!
Field is required!
Email Address:
Email Address:
Field is required!
Field is required!
Occupation:
Occupation:
Field is required!
Field is required!
Are you an organ donor?
  • - select a option -
  • Yes
  • No
- select a option -
Field is required!
Field is required!
Do you have a previous Will?
  • - select a option -
  • Yes
  • No
- select a option -
Field is required!
Field is required!
If so, who holds the original?
If so, who holds the original?
Field is required!
Field is required!
Who would you like to appoint as your Executor/s?
  • - select a option -
  • Each other
  • Other
- select a option -
Field is required!
Field is required!
If you selected Other, please enter the Executor's name and relationship as well as an alternate. This is the person who will look after your Estate.
Field is required!
Field is required!

Client 2 Assets

This section is for Client 1. Please list all assets with estimated value.
Home:
Home:
Field is required!
Field is required!
Other land/investment property (please provide address/es)
Other land/investment property (please provide address/es)
Field is required!
Field is required!
Bank accounts/term deposits
Bank accounts/term deposits
Field is required!
Field is required!
Shares in listed companies
Shares in listed companies
Field is required!
Field is required!
Life insurance
Life insurance
Field is required!
Field is required!
Motor vehicle/s
Motor vehicle/s
Field is required!
Field is required!
Other
Other
Field is required!
Field is required!

Client 2

This section is for Client 2.
Details of Specific Bequests, Gifts or Donations:
Please include relationship.
Details of Specific Bequests, Gifts or Donations:
Field is required!
Field is required!

Client 2 - Residuary Estate

(this is the balance of your estate once your funeral and debts have been paid)
Each other:
  • - select a option -
  • Yes
  • No
- select a option -
Field is required!
Field is required!
Then to Children:
Then to Children:
  • - select a option -
  • Yes
  • No
- select a option -
Field is required!
Field is required!
Children at age:
Children at age:
Children at age:
Field is required!
Field is required!
Then to Grandchildren:
Then to Grandchildren:
  • - select a option -
  • Yes
  • No
- select a option -
Field is required!
Field is required!
Grandchildren at age:
Grandchildren at age:
Grandchildren at age:
Field is required!
Field is required!
Other, Relationship
Other, Relationship
Other, Relationship
Field is required!
Field is required!
Super Fund:
Super Fund:
Field is required!
Field is required!
Binding Nomination Done?
  • - select a option -
  • Yes
  • No
- select a option -
Field is required!
Field is required!
Is it likely that someone may contest your Estate?
  • - select a option -
  • Yes
  • No
- select a option -
Field is required!
Field is required!
If yes, provide details:
If yes, provide details:
Field is required!
Field is required!

Client 2

This section is for Client 2.
Burial/Cremation Wishes:
Burial/Cremation Wishes:
Field is required!
Field is required!
Guardian of Children: (If applicable)
Guardian of Children: (If applicable). Please include relationship.
Field is required!
Field is required!
Signature:
Field is required!
Field is required!

Powers of Attorney

Powers of Attorney are very important documents that let you decide who makes decisions on your behalf when you are no longer in a position to do so yourself. You need to consider who would these responsibilities fall on if you and your partner are unable to decide for each other (ie next of kin), and whether you are happy for that person to make those decisions.

Financial and Personal Enduring Power of Attorney

This document appoints a personal to assist with banking/financial and legal decisions. You can also include a personal attorney who makes decisions on where you live and who you spend time with. You can choose to have this document come into effect immediately or only once you have lost the capacity to make decisions yourself.

There are also different options in relation to how you appoint your attorneys. This means you can make joint attorneys who need to all be present to make any decisions on your behalf.

Appointment of Medical Treatment Decision Maker

This document only comes into effect once you have lost the capacity to make medical decisions yourself. If you have young children, this responsibility may fall on your parents or siblings. If you believe that a certain person would make the best decisions for you in relation to medical treatment, you should appoint them as your Medical Treatment Decision Maker.
Please advise if you would like further information in relation to the preparation of Powers of Attorney.
  • - select a option -
  • Yes
  • No
- select a option -
Field is required!
Field is required!
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