Prior to attending our office for your first appointment it would be helpful for you to document the following information:
- Full names and addresses of your potential Executors;
- Full names and addresses of your potential Beneficiaries;
- Particulars as to any superannuation funds including the name of the Trustee;
- A copy of the Trust Deed for any self-managed superannuation fund;
- A copy of the Trust Deed for any Family Discretionary Trust;
- Details of any businesses and business structures;
- Company directorships/shareholdings;
- 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.