Enduring Power of Attorney Questionaire

Estate Planning - NSW EPOA - Couples

Client 1 - Details

Full Name:

Address:

Phone Number:

Email:

Occupation:

Client 1 - Attorneys

Are you and your partner/spouse appointing each other as Attorney? (If no - please provide name and address of Attorney to be below)

Yes

How many Attorneys would you like to appoint?

Client 1 - Attorney/s Details

Please click "add" to add multiple attorneys. Please note you can appoint no more than 4 attorneys.

Full Name of Attorney: *

Relationship to Attorney: *

Attorney's Address: *

Attorney's Phone Number: *

Attorney's Email:

Attorney's Occupation:

Add Remove

Client 1 - Alternative Attorney/s Details

If for some reason your primary attorney cannot act, who would you like to appoint as your alternative attorney

Full Name of Alternative Attorney:

Relationship to Alternative Attorney:

Alternative Attorney's Address:

Alternative Attorney's Phone Number:

Alternative Attorney's Email:

Alternative Attorney's Occupation:

Add Remove

Client 1 - Enduring Guardian

Are you and your partner/spouse appointing each other as Enduring Guardian? (If no - please provide name and address of Enduring Guardian to be below)

Yes

How many Guardians would you like to appoint?

Client 1 - Enduring Guardian/s Details

Please click "add" to add multiple attorneys. Please note you can appoint no more than 4 attorneys.

Full Name of Enduring Guardian: *

Relationship to Enduring Guardian: *

Enduring Guardian's Address: *

Enduring Guardian's Phone Number: *

Enduring Guardian's Email:

Enduring Guardian's Occupation:

Add Remove

Client 1 - Alternative Enduring Guardian/s Details

If for some reason your Primary Enduring Guardian cannot act, who would you like to appoint as your alternative Guardian

Full Name of Alternative Enduring Guardian:

Relationship to Alternative Enduring Guardian:

Alternative Enduring Guardian's Address:

Alternative Enduring Guardian's Phone Number:

Alternative Enduring Guardian's Email:

Alternative Enduring Guardian's Occupation:

Add Remove

How are the attorneys/guardians to act?

Please select how you intend your attorneys/guardians to act:

Jointly

Severally

Majority

Successive

Other - please provide further detailsOther - please provide further details

If you are human, leave this field blank.

Estate Planning - NSW EPOA - Single

Your Details

Full Name:

Address:

Phone Number:

Email:

Occupation:

Your Instructions

How many Attorneys would you like to appoint?

Attorney/s Details

Please click "add" to add multiple attorneys. Please note you can appoint no more than 4 attorneys.

Full Name of Attorney: *

Relationship to Attorney: *

Attorney's Address: *

Attorney's Phone Number: *

Attorney's Email: *

Attorney's Occupation:

Add Remove

Alternative Attorney

If for some reason your Primary Attorney cannot act, who would you like to appoint as your alternative Attorney

Full Name of Alternative Attorney:

Relationship to Alternative Attorney:

Alternative Attorney's Address:

Alternative Attorney's Phone Number:

Alternative Attorney's Email:

Alternative Attorney's Occupation:

Add Remove

Your Instructions

How many Guardians would you like to appoint?

Enduring Guardian

Enduring Guardian's Name:

Relationship to Enduring Guardian: *

Enduring Guardian's Address: *

Enduring Guardian's Phone Number: *

Enduring Guardian's Email:

Enduring Guardian's Occupation:

Add Remove

Alternative Enduring Guardian

If for some reason your primary Enduring Guardian cannot act, who would you like to appoint as your alternative Guardian

Full Name of Alternative Guardian:

Relationship to Alternative Guardian:

Alternative Guardian's Address:

Alternative Guardian's Phone Number:

Alternative Guardian's Email:

Alternative Guardian's Occupation:

Add Remove

How are the attorneys/guardians to act?

Please select how you intend your attorneys/guardians to act:

Jointly

Severally

Majority

Successive

Other - please provide further detailsOther - please provide further details

If you are human, leave this field blank.

Estate Planning - QLD EPOA - Single

Your Details

Full Name:

Address:

Phone Number:

Email:

Occupation:

Your Instructions

How many Attorneys would you like to appoint?

Attorney/s Details

Please click "add" to add multiple attorneys. Please note you can appoint no more than 4 attorneys.

Full Name of Attorney:

Relationship to Attorney:

Attorney's Address:

Attorney's Phone Number:

Attorney's Email:

Attorney's Occupation:

Add Remove

Alternative Attorney

If for some reason your primary Attorney/s cannot act, who would you like to appoint as your alternative Attorney

Full Name of Alternative Attorney:

Relationship to Alternative Attorney:

Alternative Attorney's Address:

Alternative Attorney's Phone Number:

Alternative Attorney's Email:

Alternative Attorney's Occupation:

Add Remove

How are the Attorneys to act?

Please select how you intend your Attorneys to act:

Jointly

Severally

Majority

Successive

Other - please provide further detailsOther - please provide further details

Commencement of Enduring Power of Attorney

Please select when you would like the Enduring Power of Attorney to commence:

Immediately

Loss of capacity

OtherOther

If you are human, leave this field blank.

Where are you located?

Are you a:

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Client Testimonial.

Recently due to some circumstances within our family we had to update our will. As we live on the Gold Coast it was not practical to have our Wills located elsewhere. We decided to use Attwood Marshall Lawyers in Coolangatta. Our Estate Lawyer was Xara Coassin, Xara was a very effective communicator, advising and taking time to explain and recommend our journey forward and understanding our family complications. After two meetings to complete the process of updating our wishes we felt complete confidence with Xara and the team at Attwood Marshall. I could not fault any of their processes. Highly recommended would never hesitate to make contact if any circumstances required further adjustments to our will.

Jenny. A

I recently had the opportunity to work with Donna, Debbie, and the estate team at Attwood Marshall for an estate matter. From the moment I stepped into their office, I was met with warmth and a genuinely welcoming atmosphere. Their team was not only helpful but also impressively knowledgeable. it is clear that they are a heart-led practice, and they have their client’s best interest at heart. Based on my experience, I wholeheartedly recommend Attwood Marshall for anyone in need of estate services. I wouldn’t hesitate to refer my clients, friends, and family to them.

Jon

How can I thank you enough. From the very first time, I spoke with you and at all times since. You have been an absolute pleasure to communicate with. At my stage of life, the work and experiences I have had to deal with, over a lengthy period. Both in my work and private life. I thought I could handle pretty much anything.. However in this matter, I was completely lost. With your professional, knowledgeable, caring and ability to explain, whilst keeping me calm. Has been outstanding. Thank you again Debbie, to you and to your extremely professional and competent company.

Gavan

Lawyers have a reputation for being cold hearted and only interested in facts. However, from the moment I first had dealings with you, you’ve shown the personal, genuine, human side of your nature, and I feel so proud, so lucky, to call you my lawyer.

David H

The service and professionalism displayed from the get go, along with the patience and courtesy shown by both Debbie & Lucy throughout the journey are truly reflective of an outstanding law firm and two excellent solicitors whom I would indeed highly recommend.

Norma.B

My wife and I were recently referred to your Will Specialist, Zoe Penman, at your Kingscliff office. We found her to be welcoming and sensitive to our needs. She guided us through our discussions using her extensive professional knowledge – she is a great asset to your company. We just loved our appointments with her and would recommend her services without hesitation to anyone needing legal advice.

Margaret & Bill