Your First Appointment - Wills or Powers of Attorney

Wills

Prior to attending our office for your first appointment it would be helpful for you to document the following information:

1. Full names and addresses of your potential Executors;
2. Full names and addresses of your potential Beneficiaries;
3. Particulars as to any superannuation funds including the name of the Trustee;
4. A copy of the Trust Deed for any self-managed superannuation fund;
5. A copy of the Trust Deed for any Family Discretionary Trust;
6. Details of any businesses and business structures;
7. Company directorships/shareholdings;
8. Particulars of your current assets including an estimate of value. 

Powers of Attorney 

Full name, address and telephone number of any proposed Attorneys.

Contact us to arrange an appointment.