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ABOUT TOPDOCS WILLS

Complete an Online Fact Find
download Download the Estate Planning Fact Find

Topdocs' suite of Wills includes a range of standard, reciprocal, advanced and testamentary trust Wills.

Whether a client wishes to put in place a relatively straightforward Will or has advanced estate planning requirements, Topdocs Wills are designed to meet your individual client’s specific requirements.

All Topdocs Wills are prepared and signed off by specialist lawyers at Topdocs Legal Pty Ltd and advice is included in the document preparation fee.

TOPDOCS CLIENT FACT FIND

Complete an Online Fact Find
download Download the Estate Planning Fact Find

The first step on having your Will prepared by Topdocs is completing our Client Fact Find. Our Client Fact Find enables you to provide us with general information in relation to your client’s assets and personal wishes. This information enables us to then provide you with an accurate quote for the preparation of the required documentation to ensure you client's specific requirements and wishes are catered for.

This short form asks general questions relating to:

  • The personal circumstances of your client, including their marital status
  • Information about your client’s children
  • Assets held personally or jointly by your client
  • Assets held in corporate, trust, business or superannuation by your client
  • Specific wishes your client has in relation to their Will

The completion of this form is free, and there is no obligation to proceed with us once we provide you with your quote.

Once you submit your form to us, a lawyer from Topdocs Legal will personally call you to discuss your client’s specific requirements, and provide you with a quote to prepare your required documentation.

This documentation may include a Will, Powers of Attorney, and/or succession planning documentation, all depending on the specific circumstances of your client.

TOPDOCS RANGE OF WILLS

To learn more about our Wills, click on the links below: