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!