Estate Planning Portal

Welcome to our Estate Planning Portal!

We are here to assist you in completing your Will, Enduring Power of Attorney, and Enduring Guardian documents.

Please provide us with the following information to commence the process. Rest assured that all information you provide will be treated with the utmost confidentiality.

Please enable JavaScript in your browser to complete this form.

Section 1: PERSONAL INFORMATION

Full Name

Date of Birth

Gender

Marital Status

Spouse/Partner's Full Name (if applicable)

Spouse/Partner's Date of Birth (if applicable)

Contact Number

Email Address

Residential Address

Postal Address (if different from residential address):

Section 2: WILL

Executor(s) - The person(s) responsible for administering your estate after your passing:

Full Name(s) of Executor(s):

Relationship to Executor(s):

Backup Executor(s) (optional):

Relationship to Backup Executor(s):

Beneficiaries - The individuals or organizations who will inherit your assets:

Full Name(s) of Beneficiary(ies):

Relationship to Beneficiary(ies):

Percentage of Estate for each Beneficiary (if applicable):

Guardian(s) (if you have minor children) - The person(s) responsible for caring for your children if you and the other parent are unable to:

Full Name(s) of Guardian(s):

Relationship to Guardian(s):

Backup Guardian(s) (optional):

Relationship to Backup Guardian(s):

Special Requests - Any specific instructions or additional provisions you would like to include in your Will:

Section 3: ENDURING POWER OF ATTORNEY

Attorney(s) - The person(s) you authorise to make legal and financial decisions on your behalf if you become incapacitated:

Full Name(s) of Attorney(s):

Relationship to Attorney(s):

Backup Attorney(s) (optional):

Relationship to Backup Attorney(s):

Powers Granted - Please indicate which powers you would like to grant to your Attorney(s) (e.g., managing finances, making medical decisions):

Section 4: ENDURING GUARDIAN

Guardian(s) - The person(s) you authorise to make personal and medical decisions on your behalf if you become incapable of doing so:

Full Name(s) of Guardian(s):

Relationship to Guardian(s):

Backup Guardian(s) (optional):

Relationship to Backup Guardian(s):

Medical Preferences - Any specific medical preferences or instructions you would like to provide to your Guardian(s):

Section 5: ADDITIONAL INFORMATION

Existing Will, Power of Attorney, or Enduring Guardian - Do you already have any of these documents in place? If yes, please provide details:

Other Considerations - Are there any other specific concerns or considerations you would like us to address in your estate planning documents?

Please note that the information provided here is for the purpose of gathering initial details only. A legal professional from our firm will review your responses and reach out to you to discuss the next steps in finalising your estate planning documents.

Thank you for choosing our law firm for your estate planning needs. We appreciate your trust in us.

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Estate Planning Portal

Welcome to our Estate Planning Portal!

We are here to assist you in completing your Will, Enduring Power of Attorney, and Enduring Guardian documents.

Please provide us with the following information to commence the process. Rest assured that all information you provide will be treated with the utmost confidentiality.

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(02) 9633 1826

1800 180 500

reception@mcauleylawyers.com.au

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