Wills & EPAs Pre-fill Information

CLIENT 1 INFORMATION

Matter Number

This will should be prepared for: *

MyselfAs a couple

First Name *

Middle Name/s

Last Name *

Email Address *

Date of Birth *

Mobile Phone *

Home Phone Number

Work Phone Number

Residential Address (no PO boxes please) *

Postal Address, if different to above

CLIENT 2 INFORMATION

First Name

Middle Name/s

Last Name

Email Address

Date of Birth

Mobile Phone

Home Phone Number

Work Phone Number

Residential Address (no PO boxes please)

Postal Address, if different to above

CLIENT 1

CLIENT 2

Have you had a will before *

YesNo

Have you had a will before

YesNo

Please let us know what firm

If you hold a copy please upload

Browse

If you hold a copy please upload

Browse

Have you had a Enduring Power of Attorney (EPA) before *

YesNo

Have you had a Enduring Power of Attorney (EPA) before

YesNo

Please let us know what firm

FAMILY INFORMATION

Do you have children under the age of 18 (from this relationship if a couple) *

YesNo

Please advise who you would like to appoint as Guardian (and if more than one the order of preference

Do you have children under the age of 18 from another relationship

YesNo

Do you have children under the age of 18 from another relationship

YesNo

Who do you want to appoint as their Guardian (and if more than one the order of preference)

Please list below the full names of your immediate family members (including de facto partners and step children) and their relationship to you (including estranged family members)

Family members

WILL INSTRUCTIONS

Who would you like to appoint as Executor in charge of administering your estate? Please also provide a backup executor

Who would you like to leave your estate to? (and if more than one the order of preference)

COMPANIES, TRUSTS AND JOINT PROPERTY

Do you have Companies, Trusts, or Properties that are held with other parties? *

YesNo

Do you have Companies, Trusts, or Properties that are held with other parties?

YesNo

What are the names of Companies, Trusts or Properties held? *

What are the names of Companies, Trusts or Properties held?

ASSETS AND LIABILITIES

Please list your Assets

Please list your assets

Please list your Liabilities

SPECIAL INSTRUCTIONS

*NOTE A bequest is a particular item you want to go to a particular person, rather than dealing with the estate as a whole

Do you have any specific bequests?

YesNo

Do you have any specific bequests?

YesNo

Please list bequests *

Please list bequests

Do you wish to be cremated or buried *

CrematedBuriedDo not wish to specify

Do you wish to be cremated or buried

CrematedBuriedDo not wish to specify

Do you have any special instructions for the cremation or burial

Do you wish your Organs to be donated?

YesNo

Do you wish your Organs to be donated?

YesNo

If relevant, what ages would you want minors to inherit?

APPOINTMENT OF ATTORNEY

*NOTE An Attorney makes important decisions on your behalf when you are incapable

Nominate an Attorney for what EPA Selection

FinancialHealthBoth (Financial and Health)

Nominate an Attorney for what EPA Selection

FinancialHealthBoth (Financial & Health)

Please list your Attorney/s below

(if appointing the second client to this snapform, please just put their first and last name)

Please list your Attorney/s below

(if appointing the first client to this snapform, please just put their first and last name)

Full Name

Date of birth

Relationship

Address

Email

Phone Number

Add one more Attorney

Attorney #2

Full Name

Date of birth

Relationship

Address

Email

Phone Number

Add one more Attorney

Attorney #3

Full Name

Date of birth

Relationship

Address

Email

Phone Number

Add one more Attorney

Attorney #4

Full Name

Date of birth

Relationship

Address

Email

Phone Number

How would you like your Attorney/s to act?

Jointly (all of my attorneys must agree on all decisions)Severally (any one of my attorneys may decide)By a majority (more than half of my attorneys must agree on all decisions); orOther (e.g. one person as first option and then another as a backup)

How would you like your Attorney/s to act?

Jointly (all of my attorneys must agree on all decisions)Severally (any one of my attorneys may decide)By a majority (more than half of my attorneys must agree on all decisions)Other (e.g. one person as first option and then another as a backup)

Please advise your order preference below

When do you want your Attorney/s power to begin for financial Matters?

When I do not have capacity to make decisions for myselfImmediately

When do you want your Attorney/s power to begin for financial matters?

When I do not have capacity to make decisions for myselfImmediately

GENERAL INFORMATION

Do you have any wishes, instructions or restrictions you wish to advise your Attorneys

Who is your GP (Doctor) OR what clinic do you go to?

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