BusinessMentor.com.au combines experienced commercial lawyers with cutting edge software.

Ordering Estate Plan bundle (spouse or partner with children) [CP]

• Estate Plan bundle (spouse or partner with children) [CP]

  Please type in a name to identify this bundle?
  - Unselect the documents you do not wish to order. - If you have completed a Client Fact Find, on the next page a Choose Reference button will appear. - Click on it and a window will appear with your Client Fact Finds. - Any Client Fact Find that has not been returned to your MyOrders page, will not appear. Select the relevant Client Fact Find and it will automatically populate many (BUT NOT ALL) of the fields required in these documents. - Please check that all relevant fields have been completed as you work your way through the documents. Change anything you want to.
  Please select the documents you wish to order?
  Estate Plan - Will (spouse or partner with children) [CP] This Will template has been designed for a person that has a spouse/partner and children... Enduring Power of Attorney - WA [CP] Enduring Power of Attorney (WA) Estate Plan - Will (spouse or partner with children) partner [CP] This Will template has been designed for a person that has a spouse/partner and children... Enduring Power of Attorney - WA partner [CP] Enduring Power of Attorney (WA) Enduring Power of Guardianship and Advance Health Directive forms (Western Australia) 13062023 [CP] Two essential estate planning documents for people that live in Western Australia amended on 13/06/2023. Enduring Power of Guardianship and Advance Health Directive forms (Western Australia) CP] partner Two essential estate planning documents for people that live in Western Australia. Estate Plan (Discretionary Trust Direction) A direction (by Deed) by a willmaker concerning a Discretionary Trust that they are a Trustee/Appointor of. Estate Plan Covering Letter This letter provides you/your client with an in depth review of various aspects of estate planning ..... Estate Plan - Deed of Agreement for a Will

• ADDITIONAL INFORMATION

  Please place any comments, special requests or notes about this order, in the box below:

  If you would like this document sent to additional recipients, please enter them in the box below separated by a comma: