Estate planning made easy.
We understand the importance of holistic estate planning that considers your specific circumstances and needs.
Below you will find some FAQ sheets and an estate planning client questionnaire. To start the process, we recommend you read the FAQ sheets before completing the questionnaire. The questionnaire is designed to guide you through essential estate planning considerations.
If you would prefer not to complete the questionnaire or have difficulty completing it, that’s fine. Please contact us through the enquiry field at the bottom of this page and we’ll arrange a meeting with a lawyer.
Once we've received your completed questionnaire (or met in person), we can usually provide draft documents for your review soon afterwards.
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FAQs: Enduring Powers of Attorney
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FAQs: Appointment of Medical Treatment Decision Maker
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Benefits of Testamentary Trust Wills
Estate Planning Questionnaire
When completing the questionnaire, please answer all the relevant sections of the form.
Your answers can be typed into the form and saved, and once complete, emailed to us at estateplanning@conlancummings.com.au.
If you have issues completing the questionnaire, or if you'd prefer to meet with one of our expert estate planning lawyers, please fill in your details to request a meeting.