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Many clients are unsure of what information to bring with them to their initial appointment with a lawyer and how much information they need to tell their lawyer.
Whether you need someone first to explain the process to you so you can make an informed decision or need advice on how to make a Will, Enduring Power of Attorney or Enduring Power of Guardianship, it is important that you are prepared. This will ensure you get the most out of your initial meeting and save you costs in the long run.
You should bring with you:
- Any Will you may have made previously
- A complete list of your assets and liabilities
- Photo identification, such as a passport or driver’s licence
- The details of your proposed executors and beneficiaries (including correct spelling of full names and address details)
- Copies of any trust deeds, including family trusts and self-managed superannuation funds
- Details of your interests in any companies or businesses
- Real estate/mortgage (that you own or guarantee)
- Money (in separate and joint bank accounts)
- Superannuation
- Shares
- Trusts
- Collectables
- Household contents
- Motor vehicles
- Business holdings
- Personal loans
- Other assets/liabilities, including anything overseas
You can decide who you want to inherit your estate, when they will inherit it and how they will inherit it.
You should consider:
- Are there any specific sums/items you wish to leave to specific people, charities or organisations?
- The age that you want your beneficiaries to inherit, and if a trust is required.
What is your decision? If a choice is not made, the decision is up to your next-of-kin.
Guardian for infant children.
Do you have a preference in this regard?
You can nominate up to two attorneys and up to two alternate attorneys. They should be people who you trust, and over the age of 18 years. We will require their full names and addresses.
You can nominate up to two guardians and up to two alternate guardians. They should be people who you trust, and over the age of 18 years. We will require their full names and addresses.
Remember, the more information you provide to us the more effectively we can provide you with timely and cost effective advice to progress the preparation of your documents.
If you would like further advice on making a will, Enduring Power of Attorney and Enduring Power of Guardianship, please don’t hesitate to contact us on 9375 3411 to make an appointment.