Are you sure you want to send a delete request to Acorn Lawyers?
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Reason for Delete
Visit acorn lawyers
Estate Planning Health Check
Client 1 Details
Surname*
Given Name(s)*
Date of Birth
Telephone
Email
Health Status
Address Line 1
Address Line 2
Suburb
State
Postcode
Occupation
Client 2 Details (if applicable)
Surname
Given Name(s)
Date of Birth
Telephone
Email
Health Status
Address Line 1
Same as above
Address Line 2
Suburb
State
Postcode
Occupation
Please tick the box if you have the following documents:
Notes:
Testamentary Trust Will (TTW)
Will (but not TTW)
Enduring Power of Attorney
Enduring Power of Attorney, alternative attorneys
Appointment of Enduring Guardian
Advance Health Care Directive
Company with one sole director
Self-Managed Superannuation Fund (SMSF)
Binding Death Benefit Nomination
Family Trust or other Trust
None of the above
Upload Documents
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Description of Asset
Owner
Estimated Value ($)
Remove
Remove
Remove
Remove
Remove
Add More Assets
Description of Liabilities
Owner
Estimated Value ($)
Remove
Remove
Remove
Remove
Remove
Add More Liability
Total Estimated Value:
Notes – Your Objectives :
Notes – Other Information :
