Documents to bring

Wills & Estate Planning: 

• Details of your chosen Executors, Beneficiaries, Attorneys and Medical Treatment Decision Makers (this includes, FULL legal names, Residential address, Date of birth, Phone number).
• Any previous Estate Planning documents you have prepared. 

Deceased Estates: 

• Original Death Certificate.
• Original Will, if our office does not already hold it.
• Executor's Identification (preferably a Driver Licence and Australian Passport)*.
• Deceased's Identification (if available).
• Asset details of the deceased (this may vary but can include); 

1. Motor Vehicles (cars, boats, caravans, etc) 
2. Bank accounts
3. Insurance policies
4. Share details
5. Superannuation
6. Certificate of Title/s for any properties 

Conveyancing: 

• Annual Council Rates Notice 
• Water Rates Notice
• Your Identification, which includes:*

1. Driver Licence
2. Australian Passport

If you do not have one of the above, then consider the following:

1. Birth Certificate
2. Medicare Card
3. Marriage Certificate, if name has changed since Birth. 
4. Centrelink Card 

*If you are unsure of what identification to bring, please contact our office and we'll advise you.