Downloads

Resource Kit for Interviewing and Onboarding

How this helps:

This is a set of tools to make it easier to work with us and access the support we can provide. 

You can choose to use some resources to give to clients when they brief you about their situation. Other resources can be used to develop your skills and guide the conversations you have with your clients, referrers and collaborators.

What we need you to tell us

CLIENT REGISTRATION FORM & WILL INSTRUCTIONS

WHAT YOU HAVE TO KNOW TO APPOINT REPRSENTATIVES

ESTATE ADMINISTRATION INSTRUCTIONS FORM

DECISION MAKING EVALUATION
PRICE GUIDE

ESTATE PLANNING
PRICE GUIDE

 

Evaluating your client’s information

DOCUMENT REVIEW CHECKLIST

 

TRIGGER LIST –
BEHAVIOUR
OF CONCERN

AUTONOMY FIRST CLINIC APPROACH & OBJECTIVES

FACT SHEET: HOW YOUR GUARDIAN MAKES DECISIONS

Support for the client interview

CLIENT ATTENDANCE ATTESTATION
RECORD

ESTATE
ADMINISTRATION INSTRUCTIONS FORM

INTERVIEW FORM
PRIVATE
CLIENTS

WILL WRITING
APPROACH
AND ACTIONS

TESTAMENTARY
TRUST
EXPLAINER

LEGAL MATTER
WORK PLAN

Estate planning: where is the line between estate planning and legal advice?

WILL INTENT AND ACTIONS

THE FRONTAL LOBE PARADOX

AGEING, ESTATES PRACTICE AND ETHICSS

ESTATE ADMINISTRATION INSTRUCTIONS FORM

FINANCIAL PLANNING ESTATE PLANNING RESPONSIBILITY

TEMPLATE CLIENT REGISTRATION AND WILL INSTRUCTIONS

 

 

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