Welcome to The Estate Planning Centre
Thank you for taking the time to complete our intake form. The information you provide helps us prepare for your appointment and ensure that we offer advice tailored to your specific circumstances.
Providing details such as your full name, email address, and phone number helps us manage your matter efficiently, contact you when needed, and keep your information accurate and secure.
We appreciate your time and cooperation, and look forward to meeting with you.
Contact information
Prefix
First name
*
Middle name
Last name
*
Emails
Email Address
*
Type
Upon submission, a copy of this form will be sent to the primary email.
Work
Home
Other
Primary
Default email false
Add email
Subscribe to receive legal updates, resources, and news from The Estate Planning Centre
Phone Number:
For estate planning enquiries only: Do you have a spouse or partner who is also looking to have their estate planning done?
Yes
Please provide their name and email address:
No
How did you hear about The Estate Planning Centre?
Google/Online
Social Media - Facebook, Instagram, Linkedin.
Financial Planner/Accountant
Please provide details:
Lawyer
Please provide details:
Word of mouth
Other
Please provide details:
What type of service can we assist you with?
Select an option
Estate Planning (for myself, or on behalf of someone)
Deceased Estates
Estate Dispute Resolution
Meditation Services
Please provide any background information or particular details you would like us to be aware of prior to your complimentary discovery call: