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8/18 Township Drive, West Burleigh

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:

  • 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.