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Wills & Estates Intake Form

Wills and Estates Intake form

1. Basic Information

1.1 Your Details

1.2 Existing Will & Attorneys

Do you have an existing…  

1.3 Health Concerns

Your Family

Do you have children

1.6 Household members

Other than those listed above…

1.7 Other dependents

Other than those listed above…

2. Assets & Liabilities

Loans and debts



3. Executor/Trustee

Who do you want your executor(s) to be?

Who do you want your alternative executor(s) to be?

4. Guardian of Minor Children

5. Specific Bequests

6. Beneficiaries of the Residue

7. Enduring Powers of Attorney and Medical Decision Makers

An enduring power of attorney is a legal document that lets you appoint someone to make decisions about personal or financial matters. This person is called an attorney. The power endures - or continues - if and when you are unable to make decisions.


8. Additional notes

Privacy Policy

At Shelbourne Legal, we take privacy and security of your personal information very seriously.  Shelbourne Legal will only use your personal information for the purpose for which you have provided it. We will not disclose your personal information to third parties, unless you have consented to such disclosure or in other circumstances where such disclosure is required or permitted by law.

We endeavour to keep all personal information safe by taking all reasonable precautions to protect personal information from misuse, loss, unauthorised access, modification or disclosure.