the Legal Hub | Estate Planning Instructions

Estate Planning Instructions

Details required to complete documentation and advice by our member law firms. This form is not required until you and your client have accepted the scope and quote provided by the Legal Hub.

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Where would you like the final documents to be sent? *

Adviser Client

Adviser details

Adviser Name *

Practice Name *

Adviser contact phone number *

Adviser email address *

How many clients ?

Client 1: Title *

Client 1: Surname *

Client 1: First Name *

Client 1: Middle Name *

Client 2: Title *

Client 2: Surname *

Client 2: First Name *

Client 2: Middle Name *

Client 1 : Details of initial executor/trustee

Title *

Surname *

First Name *

Middle Name *

Address

Relationship to client 1

How many substitute Executor/Trustee’s are required?

Client 1: 1st substitute Executor/Trustee

Title *

Surname *

First Name *

Middle Name *

Address

Relationship to client 1

Client 1: 2nd substitute Executor/Trustee

Title *

Surname *

First Name *

Middle Name *

Address

Relationship to client 1

Client 2 : Details of initial executor/trustee

Title *

Surname *

First Name *

Middle Name *

Address

Relationship to client 2

How many substitute Executor/Trustee’s are required?

Client 2: 1st substitute Executor/Trustee

Title *

Surname *

First Name *

Middle Name *

Address

Relationship to client 2

Client 2: 2nd substitute Executor/Trustee

Title *

Surname *

First Name *

Middle Name *

Address

Relationship to client 2

Details of Guardians

Guardian 1 : Title

Guardian 1 : Surname

Guardian 1 : First Name

Guardian 1 : Middle Name

Guardian 1 : Relationship to Individual

Guardian 2 : Title

Guardian 2 : Surname

Guardian 2 : First Name

Guardian 2 : Middle Name

Guardian 2 : Relationship to Individual

Details in the event of a Calamity

Select one of the following :

Your Parents Your Siblings equally

Client 1: Details of Initial Attorney

Title *

Surname *

First Name *

Middle Name *

Address

Relationship to client 1

How many substitute Attorney’s are required ?

Client 1: Details of 1st substitute Attorney

Title *

Surname *

First Name *

Middle Name *

Address

Relationship to client 1

Client 1: Details of 2nd substitute Attorney

Title *

Surname *

First Name *

Middle Name *

Address

Relationship to client 1

Client 2: Details of Initial Attorney

Title *

Surname *

First Name *

Middle Name *

Address

Relationship to client 2

How many substitute Attorney’s are required ?

Client 2: Details of 1st substitute Attorney

Title *

Surname *

First Name *

Middle Name *

Address

Relationship to client 2

Client 2: Details of 2nd substitute Attorney

Title *

Surname *

First Name *

Middle Name *

Address

Relationship to client 2

Specific Instructions

Please provide specific instructions below or any comments to assist our member firm in preparing your clients documents

Upload any supporting documentation:

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