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Needs Assessment
Find out the Estate Planning Documents you require based on your circumstances with this quick, 12-question survey. Powered by Yodal Estate Planning. Click Here to start Needs Assessment
Will Making Questionnaire
Enter your details into our secure Will Making Questionnaire to start creating your Will and protecting the future of your assets and family now. You can save details and resume at a later time. Click Here to access Will Making Questionnaire
Resources
Simply click on the document names below to access the resources.
Estate Planning
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
Enduring Power of Attorney Questionnaire
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
Superannuation
Explanatory Memorandum: Superannuation Wills
Explanatory Memorandum: Binding Death Benefit Nominations
Is tax payable when a superannuation income stream ceases?
SMSF borrowing opportunities and risks
Business Succession Planning
Explanatory Memorandum: Business Succession Planning
