Start Your Will & Estate Plan Online

A little about you

Let's start with the basics.

This helps your solicitor identify you and open the correct client file.

Legal first name Legal last name Preferred name Optional Date of birthYou must be 18 or older to make a Will. Find your suburb or postcode Australia only

Pick a match to fill your suburb, state and postcode automatically — or if you can't find it, just type them in below. Street address Suburb or locality State or territory Postcode Country Email Mobile

Are you currently living in Australia?

YesNo

This intake is designed for people living in Australia.You can still contact the firm, but cross-border advice and a different intake may be required.

Privacy & independence

We need to hear directly from you.

These questions help the solicitor plan a private, accessible consultation. They do not determine your legal capacity.

Who first suggested making or updating these documents?

MePartner / familyProfessional adviserOther

Are you completing this questionnaire yourself?

YesWith assistanceNo

Who is assisting, why, and what is their relationship to you?

Can the solicitor speak with you privately, without family or beneficiaries present?

YesNoI need support

Is there anything that may affect how the consultation should be conducted?

Hearing, vision or communication needsLanguage or independent interpreter needsDifficulty with memory, understanding or decision-makingSerious illness, hospital admission or urgent health concernAged care, supported living or reliance on a carerPressure from another person or a safety concernNone of these

Anything the solicitor should know to make the meeting safe and accessible? Optional Safe way and time for the firm to contact you Optional

Your planning needs

What would you like help with?

Select everything you want to discuss. Your solicitor will confirm what is appropriate.

WillExecutors, gifts, beneficiaries and guardians Enduring power of attorneyOr the equivalent enduring document in your state Review existing documentsCheck whether your current plan still fits Something elseDiscuss trusts, business or complex assets

What prompted you to plan now? Optional

What already exists

Find the documents that may affect your plan.

Do not upload anything yet. Record what exists, when it was made and where the original is held.

Which documents or arrangements do you already have?

Will or codicilEnduring power, guardianship or medical decision documentAdvance health directive or advance care directiveMutual Wills or other binding estate agreementFinancial agreement, divorce or family-court ordersTrust, company or business succession documentsNone or unsure

Document dates, parties and key details Where are the signed originals kept? Previous solicitor or firm If known

Have any major events occurred since the documents were made?

Relationships & family

Tell us about the people close to you.

This helps identify potential beneficiaries, dependants and people your solicitor may need to discuss.

Relationship status

Current or most recent partner's full nameWhen did the relationship begin or end? Approximate date is fine

Which family circumstances apply?

Children with my current partnerI have children from an earlier relationshipMy partner has children from another relationshipAdopted or foster children are part of my familyI do not have children or stepchildren

Children, stepchildren and dependantsAdd each person separately so your solicitor can understand the family structure.

Blended family detail

These answers help your solicitor explore how to provide for a partner while protecting children from different relationships.

Do you and your partner have different wishes about your estates?

YesNoUnsure

Any property, inheritance or family assets you want kept for particular children?

Do you have a former spouse or partner who may have a financial claim or continuing arrangement?

YesNoUnsure

Former relationship, property settlement, maintenance or binding agreement details

Does anyone require ongoing care or financial support?

YesNoUnsure

Who needs support, and what arrangements are currently in place?

Are you considering excluding someone close to you or providing unequal shares?

YesNoUnsure

Who, and what are the circumstances?

Protection & provision

Could any beneficiaryAnyone who receives something from your Will — a gift, a share of your estate, or both. need extra protection?

This helps the solicitor identify whether direct gifts, staged gifts or trust options should be discussed.

Do any intended beneficiaries have these circumstances?

Under 18Disability, supported decision-making or ongoing care needsCentrelink, NDIS or means-tested benefit considerationsBankruptcy, creditor or financial-management riskAddiction, exploitation or other vulnerabilityRelationship breakdown or family-law exposureOverseas residence or tax issueNone or unsure

Who is affected, and what should the solicitor understand?

Would you like to discuss a protective or testamentary trust?

YesMaybeNo

Preferred age or staged ages

Do you have pets or animals needing a care plan?

YesNo

Animal, proposed carer and any amount for care

Your estate

First, map the types of assets you have.

Select every category that may apply, including assets held jointly, through an entity or outside Australia. The next questions will adapt to your choices.

Estimated total assets Estimated debts

Does another person or entity own, control or benefit from any of these assets with you?

YesNoUnsure

Who else is involved, and how?

Real property

Tell us about your land and homes.

Add broad details for every property. Your solicitor can confirm title searches and ownership later.

Ownership and debt both matter.Your solicitor will confirm whether your interest is controlled by your Will and how any mortgage or other secured debt should be treated.

Your propertiesAdd each property separately, including one that is fully paid off.

Should anyone have a right to live in or use a property after your death?

YesNoUnsure

Who, which property, and for how long?

Money & investments

Break down your financial and personal assets.

Approximate balances are enough. Do not enter account numbers, passwords, wallet keys or other security credentials.

Keep credentials private.Use institution names and approximate values only.

Bank accounts, term deposits and cash holdingsAny special intention for money held with a particular institution? For solicitor discussion

Which investments apply?

Australian listed sharesOverseas listed sharesPrivate company or unlisted entity interestsManaged funds or exchange-traded fundsGovernment or corporate bonds, notes or debenturesOptions, derivatives, loans or other investments

Investment holdings and approximate valuesBroker, platform, registry or financial adviser No login detailsWhere are statements, certificates or agreements kept?

Are any investments subject to restrictions, shareholder agreements or transfer conditions?

YesNoUnsure

Describe the restriction or agreement

Digital assets

Which personal assets apply?

Jewellery, watches or gemstonesGold, silver, bullion or precious metalsCars, boats, caravans or other vehiclesArt, antiques, coins, wine or collectionsOther valuable personal items

Item, approximate value, storage location and proof of ownershipShould any item go to a particular person or charity?

Are any assets held for someone else, or is someone holding assets for you?

YesNoUnsure

Describe the arrangement

Super & insurance

Assets that may pass outside your Will.

Your solicitor needs to understand these arrangements even if they are not controlled directly by your Will.

Insurance details

Is any cover held through superannuation?

YesNoUnsure

Where are the policy documents kept, and who is the broker or adviser? Optional

Business & trusts

Map your roles, ownership and succession arrangements.

Include interests where you are an owner, director, partner, trustee, appointor, beneficiary or lender.

Which structures apply?

Entities and your role in each

Company details

Company nameACN or ABN If knownYour shares and classApproximate company value

Directors, shareholders and decision-making arrangementsKey person, buy-sell or shareholder insurance If any

Trust details

Trust name and typeDate established If knownCurrent trusteeAppointor, principal or guardian

Primary beneficiaries and your interest or roleWho should control the trustee and appointor role after death or incapacity?

Partnership or joint venturePartners, ownership shares and agreement termsWhat happens to your interest on death or incapacity?

Sole trader businessBusiness name, assets, licences, employees and essential contacts

Other owners, directors, trustees, appointors or key people

Are there governing or succession documents?

What should happen to the business or control of the structure if you die or lose capacity? Loans between you and an entity Include debit or credit loan accounts Where are the deeds, agreements, registers and key records kept?

Overseas interests

Identify assets and connections outside Australia.

Cross-border estates may require advice in more than one country.

Country, asset type, ownership and approximate value

Do you already have a Will covering assets in another country?

YesNoUnsure

Country, date of Will and where the original is kept

Overseas lawyer, accountant or adviser If any

Would you like the Australian solicitor to discuss coordinating with an overseas lawyer?

YesMaybeNo

Citizenship, residency, domicile or overseas tax connections

Liabilities & arrangements

What could reduce or complicate the estate?

Include formal debts and informal family arrangements, even if you are unsure whether they are legally enforceable.

Mortgages, personal loans, credit, tax debts or other liabilities

Have you guaranteed another person's or entity's debt?

YesNoUnsure

Guarantee details

Have you made significant loans, gifts or early inheritances to family members?

YesNoUnsure

Who received it, how much, and should it affect their inheritance?

Expected inheritance, legal claim, compensation or other future asset Optional

Your Will wishes

Who should carry out and benefit from your Will?

These are preliminary instructions only. Your solicitor will test and confirm them with you.

ExecutorsThe person you appoint to carry out the instructions in your Will — collecting your assets, paying debts, and passing on what's left to your beneficiaries.Add each proposed executor separately. Most people also name a backup in case their first choice can't or won't act.

If you name more than one executor, how should they act? Optional Anything else about your executor arrangements? Optional

Which distribution approach is closest to your wishes?

Describe how you would like the main estate distributed Specific gifts to people Optional

Would you like to leave a gift to a charity or community organisation?

YesMaybeNo

Charity or causeABN OptionalType of giftAmount or percentage If known

Purpose or fallback wishes If the organisation has changed or closed

Guardian preferences for children under 18 If applicable

Funeral & personal wishes

How would you like to be remembered?

Record your preferences for your solicitor and family. Your solicitor will explain how these wishes should be documented and who has legal responsibility when the time comes.

What type of farewell would you prefer?

A funeral service before burial or cremationA memorial service at another timeA private family gathering onlyNo funeral or memorial serviceI am undecided

Are there religious, spiritual or cultural practices you want followed?

YesNoUnsure

Religion, culture, community and specific practices

Preferred cemetery, plot or burial location If known

What should happen to your ashes?

Organisation, registration and fallback wishes if donation is not accepted

Would you like to record organ and tissue donation preferences?

I am registeredI wish to donateI do not wish to donateUnsure

Have you prepaid or arranged anything?

Provider, location and where the paperwork is kept

People to consult about these wishes Other preferences Optional

Enduring power of attorney

Who do you trust to make decisions?

The name, scope and signing requirements of enduring documents differ across Australia. Your solicitor will use your state or territory to confirm the correct document, powers, timing and safeguards.

Proposed attorney(s)

Which decisions should be discussed?

FinancialPersonal & healthI'm unsure

How should multiple attorneys act? Preferences, limits or important circumstances Optional

Could there be disagreement between your proposed attorneys or family members?

YesNoUnsure

What should your solicitor understand about the potential disagreement?

Identity & risk checks

Prepare for secure verification.

For your protection, identity documents should be handled only through the firm's approved secure verification-of-identity (VOI) process, never through this online form.

Do not upload ID here.Your solicitor will arrange the required in-person or approved identity-agent check and explain how copies are stored.

Which current identity documents can you access?

Australian or foreign passportAustralian driver licence or photo cardBirth or citizenship certificateName change evidence, if relevant

Will anyone else be present or helping during your appointment?

YesNoUnsure

Communication, accessibility or interpreter needs Optional

Review & next step

Your consultation brief is ready.

Review the summary below. Submitting it does not create a Will or EPOA and does not establish a solicitor-client relationship by itself.

✓

Ready for secure submissionYour answers will be stored securely against your account for solicitor review.

Put your wishes into clear words.

Sign in to begin

Check your email

Let's start with the basics.

We need to hear directly from you.

What would you like help with?

Find the documents that may affect your plan.

Tell us about the people close to you.

Could any beneficiaryAnyone who receives something from your Will — a gift, a share of your estate, or both. need extra protection?

First, map the types of assets you have.

Tell us about your land and homes.

Break down your financial and personal assets.

Assets that may pass outside your Will.

Map your roles, ownership and succession arrangements.

Identify assets and connections outside Australia.

What could reduce or complicate the estate?

Who should carry out and benefit from your Will?

How would you like to be remembered?

Who do you trust to make decisions?

Prepare for secure verification.

Your consultation brief is ready.

Thank you, your brief is ready.

From first contact to signing.

Put your wishes into clear words.

Sign in to begin

Check your email

Let's start with the basics.

We need to hear directly from you.

What would you like help with?

Find the documents that may affect your plan.

Tell us about the people close to you.

Could any beneficiary?Anyone who receives something from your Will — a gift, a share of your estate, or both. need extra protection?

First, map the types of assets you have.

Tell us about your land and homes.

Break down your financial and personal assets.

Assets that may pass outside your Will.

Map your roles, ownership and succession arrangements.

Identify assets and connections outside Australia.

What could reduce or complicate the estate?

Who should carry out and benefit from your Will?

How would you like to be remembered?

Who do you trust to make decisions?

Prepare for secure verification.

Your consultation brief is ready.

Thank you, your brief is ready.

Could any beneficiaryAnyone who receives something from your Will — a gift, a share of your estate, or both. need extra protection?