Your Details - Client Two (Stage 1 of 11)

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Your Details - Client Two (Stage 1 of 11)

Thank you for completing the details for Client 1. We will now collect the details for Client 2.

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?
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

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.

We'd love to know how you found us. Please let us know below.

Not sure how to answer this a question?
Simply select "Unsure" or skip over the question and we can discuss any concerns you have during our teleconference.

1 Your Details
2 Family Details
3 Executors
4 Guardians
5 Assets & Liabilities
6 Gifts
7 Disputes
8 Disposal of Body Wishes

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