Welcome to your Estate Planning hub!
It’s vital for every adult to have an Estate Plan in place, but we understand that it can often be a daunting or confusing task. We’ve designed this page to provide you with all of the information you need to get your Estate Plan underway with ease.
Will Making Questionnaire
Use our secure online questionnaire to start creating your Will and protecting the future of your assets and family.
Power of Attorney Questionnaire
Seamlessly nominate a financial or personal Attorney to maintain your affairs.
Resources
Simply click on the document names below to access the resources.
- Yodal – Estate Planning Platform for Advisers
- Explanatory Memorandum: Powers of Attorney
- Explanatory Memorandum: Testamentary Trusts
- Explanatory Memorandum: Advance Health Directive
- Will Making Questionnaire (paper-based form)
- Will Making Questionnaire Hints and FAQs
- Power of Attorney Questionnaire (paper-based form)
- How to Kick-start Your Client’s Estate Plan
- What Does it Mean to Die Without a Will?
- The 10 Most Common Objections to Estate Planning
- Explanatory Memorandum: Superannuation Wills
- Explanatory Memorandum: Business Succession Planning
