**This service is presently only available for people in New South Wales, Australia. If you do not live in this jurisdiction or have assets in that location, we may in the future have services available to you but for the moment please consult your local law society for a lawyer that can assist you.

Your Full Legal Name (required)

Your Email (required)

Address (required)

Please upload a copy of your driver's license or passport

Do you have an existing will or other estate planning documents?
YesNo

Please identify the name and contact details of any law firm or person currently holding your existing estate planning documents (if you have any)

Do you authorise us to contact the law firm holding your existing estate planning documents (if it is being held by a law firm)?
YesNo

Please give the name or names of the person or persons that you want as your executor or executors

Please give the name or names of the person or persons that you want as your alternate executor or executors

Please identify any specific gifts you would like to give in your will

Please identify any person you would like to grant a right of residency to in your will for property that you own

Please identify any person you would like to inherit the residue of your estate meaning the balance of the estate after specific gifts have been given.

Please identify the name of your superannuation fund (if you have one)

Have you made a binding nomination for your super fund?
YesNo

If so, to who?

Please identify the name of your life insurance or permanent death and disability insurance provider (if you have one)

Please identify the person or persons who are the beneficiaries of your life insurance or permanent death and disability insurance policies (if you have any)

Is it possible that any of the beneficiaries of your estate will lose their social security entitlements as a result of inheriting assets under your will? If so, please explain.

Please identify any person or persons that you intend to exclude from your will who are related to you by birth or marriage or that you would otherwise consider "family" in a broad sense of that word. This included persons to whom you were previously married or in a defacto relationship with. An associated explanation of the reason for their exclusion from your will would also be helpful in the drafting of your will.

Please list all current assets including cash, real estate, intellectual property, digital or business assets and an approximate value of each asset.

Please list all future assets including cash, real estate, intellectual property, digital or business assets and an approximate value of each asset.

Please list all current liabilities and debts including mortgages, car finance, credit cards, tax debts and an approximate value of each liability or debt.

Do you intend for the power of attorney to continue to operate if you lose mental capacity?
YesNo

Do you intend for the power of attorney to allow your attorney to deal in land?
YesNo

Please name the person or persons that you wish to act as your attorney or attorneys

Do you intend for your attorneys to act jointly (must be unanimous decisions) or severally (they can act independently)? JointlySeverally

Please name the person or persons that you wish to act as your substitute attorney or attorneys

Do you intend for your substitute attorneys to act jointly (must be unanimous decisions) or severally (they can act independently)?
JointlySeverally

Do you intend for the guardianship to continue to operate if you lose mental capacity?
YesNo

Please name the person or persons that you wish to act as your guardian or guardians

Please name the person or persons that you wish to act as your alternate guardian or guardians

Further Comments or Information

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