ORDERING - WILLS PACKAGES
Understanding that often individuals and couples will make (or update) their Wills and powers of attorney at the same time, Topdocs offers discounts on combined package orders for Wills and powers of attorney.
As the type and number of powers of attorney required for each state and territory may differ, separate Wills and powers of attorney packages have been put together for each state and territory.
TOPDOCS CLIENT 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.
COMBINED PACKAGES & PRICING OPTIONS FOR ADVISERS
For more information about the Topdocs SMSF Deed Update System, please contact the team at Topdocs on 1300 659 242.