Things to bring to your appointment: 

  • A current proof of identity such as a driver’s licence, passport, or proof of age card
  • Any concession cards
  • A list of your assets and their current worth
  • A list of people who you wish to be beneficiaries stated in your Will:

- including their full name (check correct spelling),

- address, and

- date of birth.

Things to think about before your appointment:

  • Houses and Property you own
  • Vehicles
  • Shares and Investments
  • Funeral Arrangements
  • Superannuation
  • Insurance
  • Furniture, effects, jewellery and heirlooms
  • Care for any dependent children (under 18)

Once you are ready to get started, give our Estate Planning team a call on 1800 650 656 to make an appointment. We're here to help!