Our estate planning meetings usually last for 60 minutes. We understand that some of our clients like to know the type of questions they will be asked before they attend their appointment. Our lawyers will ask you about your finances, your family situation, your health, and what you want to include in your will. If you have any entities such as family trusts or a self-managed super fund, we will require a copy of the trust deed and any amending deed.
If you already have a will, power of attorney, enduring power of attorney, enduring power of guardianship or advance health directive then please bring those documents to your first meeting.
After our lawyers have taken your instructions and gained an understanding of your financial and family situation we will advise you on the appropriate documents required to create your estate plan. We will also give you an estimate of our costs which will be dependent on the type of documents required to distribute your assets according to your wishes in the most tax-effective way possible.
The following Will Instruction Form can be downloaded and completed prior to your appointment: