CHECKLISTS

Will Preparation Checklist
Please provide us with the following information to assist in the advising on and preparing of your Will and estate plan.
  Balfour Meagher Will Instruction Form (v08-22)
Enduring Power of Attorney (“EPA”) Checklist
Please provide us with the following information to assist in the advising on and preparing of your EPA.
  Balfour Meagher EPA Instruction Form (v08-22)
Enduring Power of Guardianship (“EPG”) Checklist
Please provide us with the following information to assist in the advising on and preparing of your EPG.
  Balfour Meagher EPG Instruction Form (v08-22)

INSTRUCTION SHEETS

Balfour Meagher Company Instruction Form (v12-23)

We offer a no-charge, up-to 15 minute consult with your preparation of your Company Formation Instructions.  For example: Do you want to have a standard proprietary limited company, a public company or a company limited by a guarantee?  Is the company to be used in its own right or possibly as a corporate trustee (of a trust such as a Family Trust or even a Self-Managed Superannuation Fund (SMSF), the latter of which is actually charged at a discounted rate by ASIC).  We can also advise you on the importance of putting together at the outset an appropriate Share Issue/Subscription and Shareholders Agreements, if it is to be a valuable (i.e. trading) company and which Agreement are much more important than just a ‘standard’ Constitution that comes with most companies.

Balfour Meagher Trust Instruction Form (v07-22)

Our fees for establishing a discretionary trust are: $400 + GST and which includes a bound copy plus an electronic PDF copy of the Trust Deed (if requested). If you require more than one family trust, please speak to us as we may be able to offer you a discount.

Balfour Meagher Unit Trust Instruction Form (v08-22)

Our fees for establishing a discretionary trust are: $450 + GST which includes a bound copy of the Trust Deed plus an electronic PDF copy of the Trust Deed (if requested). If you require more than one family trust, please speak to us as we may be able to offer you a discount.