Everything we need, gathered in one sitting.

This replaces our paper data collection form. Work through nine short sections — about 25 to 35 minutes — and we will prepare a PDF summary for your first meeting. Nothing is stored between visits, so please finish in one sitting and keep the PDF you receive at the end.

Plain-English guidance sits beside every question.
Skip anything that does not apply to you.
A PDF summary is produced the moment you submit.

Your privacy

Your answers are sent directly to your solicitor and treated as confidential client information. We never sell or share them.

Documents to bring

Copy of any previous wills
Title deeds to real property
Copy of any trust deed
Copy of any company constitution
Recent bank statements
Share certificates or holding statements
Superannuation statements and binding nominations
Life insurance policies
Any existing enduring power of attorney