Request a Copy of A Will | Planning & Esates

Understand Your Rights

Will & Estate Planning Instruction Sheet

Please complete this form as fully as possible. All information is treated in strict confidence. If you are unsure of any question, leave it blank — our team will follow up with you.

Will & Estate Planning Instructions - Step 1 of 7

Your Personal Details

Please provide your details exactly as they appear on official documents.

Full Legal Name

First

Middle

Last

Include all given names as they appear on your birth certificate or passport.

Also Known As / Alias

Any other name you are legally known by, e.g. maiden name.

Date of Birth

Phone Number

Email Address

Current Residential Address

Address Line 1

City

State / Province / Region

Postal Code

Country

Is your postal address the same as your residential address?

Yes, same address
No — my postal address is different

Postal Address

Address Line 1

City

State / Province / Region

Postal Code

Country

Existing Documents

Please advise if you have previously prepared any estate planning documents.

Have you previously made a Will and/or Enduring Power of Attorney?

Primary Executor(s)

Your Executor carries out your Will and distributes your estate. Qld Estate Lawyers can serve as your Executor if you wish.

Do you know who you would like to appoint as your Executor?

Yes - I have someone in mind
I'd like QLD Estate Lawyers to act as my Executor
I'm unsure - I'd like to discuss this
Other

Alternate Executor

Steps in if a primary Executor predeceases you or is unable to act. Optional but strongly recommended.

Do you wish to appoint an Alternate Executor?

Advance Health Directive (AHD)

An AHD records your medical treatment preferences so practitioners know your wishes when you cannot communicate them yourself.

Do you wish to prepare an Advance Health Directive?

Yes — please contact me for further information
No

Execution of Documents

We will prepare a draft for your review before arranging a signing appointment.

Where would you like to sign (execute) the documents?

At your office
Other — please contact me to arrange

Safe Custody of Documents

Free safe custody available for your original Will and EPA. A certified copy is provided at no charge. An uplift fee of $80 + GST applies when retrieving originals.

Would you like Qld Estate Lawyers to store your original documents?

Yes — please store at your office
No — I will retain the originals myself

Additional Information

Any other comments, instructions or questions

Declaration & Authorisation

By submitting this form, I declare that:

The information provided is accurate and complete to the best of my knowledge.
Draft documents will only be prepared once the agreed funds are received into the Marbesa Trust Account.
Additional fees may apply if my instructions require work above and beyond basic estate planning.
Qld Estate Lawyers accepts responsibility for protecting my legal rights only once I have accepted a written offer for the provision of legal services.

Acknowledgement

I confirm the above and authorise Qld Estate Lawyers to prepare estate planning documents based on my instructions.

Your Signature

Clear Signature

Please sign in the box below to authorise your instructions.

Quick Links to Important Resources

Easily access everything you need, from legal insights to client tools.

Understand Your Rights

Will & Estate Planning Instruction Sheet

Your Personal Details

Existing Documents

Primary Executor(s)

Alternate Executor

Distribution of Your Estate

Specific Gifts

Pecuniary Legacies

Your Children

Guardianship of Minor Children

Your Current Partner

Other Dependants

Potential Claimants

Funeral Wishes

Superannuation & Insurance

Property Ownership

Other Assets

Urgency & Risk

Enduring Power of Attorney (EPA)

EPA Attorney 1

EPA Attorney 2

EPA Commencement & Terms

Notification Requirements

Advance Health Directive (AHD)

Execution of Documents

Safe Custody of Documents

Additional Information

Declaration & Authorisation

Quick Links to Important Resources

Understand Your Rights

Will & Estate Planning Instruction Sheet

Your Personal Details

Existing Documents

Primary Executor(s)

Alternate Executor

Distribution of Your Estate

Specific Gifts

Pecuniary Legacies

Your Children

Guardianship of Minor Children

Your Current Partner

Other Dependants

Potential Claimants

Funeral Wishes

Superannuation & Insurance

Property Ownership

Other Assets

Urgency & Risk

Enduring Power of Attorney (EPA)

EPA Attorney 1

EPA Attorney 2

EPA Commencement & Terms

Notification Requirements

Advance Health Directive (AHD)

Execution of Documents

Safe Custody of Documents

Additional Information

Declaration & Authorisation

Quick Links to Important Resources​

Quick Links to Important Resources