Estate Planning Client Checklists

Download these checklists before a client meeting, to help fast track the client intake process. They’re also a great way to familiarise yourself with the Smart Q&A Form.

Will

• Last Will and Testament
• Express Mirror Will
• Express Will all to Children
• Simple Will

Enduring Power of Attorney

• Enduring Power of Attorney NSW
• Enduring Power of Attorney SA
• Enduring Power of Attorney WA
• Enduring Power of Attorney QLD
• Enduring Power of Attorney ACT
• Enduring Power of Attorney VIC
• Enduring Power of Attorney TAS
• Advance Personal Plan NT

Enduring Guardianship

New South Wales

• Enduring Guardianship NSW

Victoria

• Advanced Care Directive VIC
• Advanced Care Directive (Someone Signing on Behalf of the Maker)
• Appointment of Support Person
• Appointment of Support Person (Someone Signing on Behalf of the Appointor)
• Appointment of Medical Treatment Decision Maker (Long Form)
• Appointment of Medical Treatment Decision Maker (Short Form)
• Appointment of Medical Treatment Decision Maker (Short Form)(Someone Signing on Behalf of the Appointor)

Queensland

• Advanced Care Directive QLD

South Australia

• Advanced Care Directive SA

Western Australia

• Enduring Guardianship WA
• Advanced Health Directive WA

Australian Capital Territory

• Health Direction ACT

Probate

• Probate NSW
• Probate QLD