Your Details - Applicant One (Stage 1 of 11)

Welcome!

We are delighted to see you.

The process should only take approximately 20-30 minutes.

This form populates in separate sections. Simply complete Client 1's details in each section first and then provide Client 2's details.

Once submitted, one of our experienced Wills & Estate Lawyers will contact you to review the information you have provided and to discuss next steps to finalise and sign your Will.

You can take a break at any time by simply saving your progress by clicking the "Save Progress" button below. A link will be emailed to you allowing you to resume at a time convenient to you.

If you have any questions, please contact our office 02 6583 4312 or email [email protected]

Salutation
Mr Mrs Ms Miss Mx Dr

Full name (including any middle names)

Do you have assets in another name or are you known by another name i.e. maiden name/different spelling
Yes No

Please tell us the details of your other name?

Your current residential address

Occupation

Date of birth

Were you born in Australia?
Yes No

Country of birth

Phone number

Email address

Relationship status
Married Single Divorced/Seperated De Facto New partner Widow/Widower It's complicated

Are you getting married, divorced, or separating?
Yes No

Are you expecting a child?
Yes No

Do you already have a Will?
Yes No

Where is your current Will located?

Do you have a Power of Attorney?

This is a very powerful legal document that allows someone, known as your attorney, to make financial and legal decisions on your behalf if you are incapacitated, overseas or time poor.

Yes No Unsure

Do you have an Enduring Guardianship?
Yes No Unsure

Do you have a family trust?
Yes No Unsure

Family Trust Name

Are you a director or shareholder of a PTY LTD company?
Yes No Unsure

Pty Ltd Company Name

Do you operate an ABN business? i.e. sole trader or partnership.
Yes No

Do you require these documents to be prepared urgently?
Yes No

Accountant (if any)

Financial advisor (if any)

Where did you hear about us?

Please let us know their name so we can thank them.

How did you find our office?