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Our digital forms allow you to get your Estate Planning started quickly and conveniently
Needs Assessment
Understand the Estate Planning Documents you require with this short survey. Powered by Yodal Estate Planning. Click Here to start
Will Making Questionnaire
Use our secure online questionnaire to start creating your Will and protecting the future of your assets and family. Click Here to access
Power of Attorney Questionnaire
Seamlessly nominate a financial or personal Attorney to maintain your affairs. Click Here to begin
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
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
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
