Online legal documents.
Personal guidance.

Tell us whether you are 18 or older, live in Victoria and are giving your own instructions freely. If someone is helping you complete this questionnaire, give their name and role. If you are unsure about any of these points, or feel pressured, ask our team for a private conversation before continuing.

First name, all middle names, last name, maiden name and any other name or alias. Preserve the spelling used in your records.

Use an unambiguous date, such as 15 March 1970. Do not enter passport, driver licence or other identity-document numbers.

Residential address, postal address if different, and any other relevant address. Include suburb, state, postcode and country.

Your email address, telephone number and preferred contact method. Tell us if a device or inbox is shared, if messages should not be left, or if you need another arrangement for receiving your draft. Do not provide email passwords.

Your current spouse or partner; former relationships relevant to your wishes; children, including children of previous relationships and stepchildren; and other dependants. For each, give their full name, relationship and age if under 18. Tell us about anyone you wish to leave out or treat differently so the solicitor can discuss your instructions.

For each proposed executor: first, middle and last names, address and relationship to you. List as many as needed and say whether you want them to act together. Tell us if you have not decided or have not discussed the role with them.

For each alternative executor: full name, address and relationship to you. Explain the order of appointment or whether alternatives should act together. Tell us what you would like if only one of several executors can act, or say Not sure.

For each beneficiary: first, middle and last names, address, relationship to you and proposed share. State equal shares, fractions or percentages and identify who is included in each group. If using percentages, check your intended shares total 100%; the questionnaire does not calculate or approve the distribution.

For each gift: describe the item, asset or amount, and the beneficiary's full name, address and relationship to you. Include any charity's exact name if applicable. Tell us who owns the asset and any conditions you want discussed. Do not enter account numbers or passwords.

Identify each relevant beneficiary and gift, their current age and your preferred age to receive the bequest, for example 18, 21 or 25. Mention any support needs you would like to discuss privately. Say Not sure if you need guidance.

Identify the beneficiary and gift or share, and any replacement beneficiaries with their full names, addresses and relationships to you. Tell us your wishes if none of your first choices survives, or say Not sure for the solicitor to discuss.

Identify the children concerned. For each proposed guardian: first, middle and last names, address and relationship to you. Say whether you want joint or alternative nominees and whether you have discussed your wishes with them. Say Not applicable if appropriate.

List each asset and its Owner: you alone, jointly with another person, a company, a trust or another owner. Include property, bank accounts, superannuation and share portfolios, and mention overseas assets or business interests. Give general descriptions and relevant debts; do not enter account numbers, credentials or access codes. Listing an asset does not determine whether it can pass under your Will.

Tell us about any existing Will or codicil, where the original is held, any relevant agreements or promises, and any planned marriage, separation or divorce. Mention trusts, companies, superannuation nominations or a Will in another country. Our team will arrange how to receive supporting documents privately.

Blended families, excluding a close family member, inheritance disputes, overseas property, complex trusts or business interests, or concerns about understanding the document or pressure from someone else. Give a brief outline, or ask for a private call; detailed medical information is not needed here.

Explain any urgency and quote an external deadline exactly if there is one. You may suggest dates and times for attending our office in person, or leave this until you review your first draft. Preferred times are requests only; our team will confirm an appointment after the review process. Call 1300 132 097 if urgent.

Include any additional wishes, questions, communication or accessibility needs, or anything you are unsure how to answer. Please tell the team if your circumstances change after preparing these answers.

Full legal name / role / private email / telephone / authority

For Party A and Party B: individual or company; full legal name; trading and former names; ABN and ACN if applicable; address; contact person and role. If a trustee, partnership or other structure is involved, describe it for review

Related entities, business owners, proposed recipients and any lawyers already involved

Yes / No / Not sure. Explain locations and any overseas access or disclosure

Employment or contractor restrictions; settlement or dispute; existing confidentiality breach; threatened publication; court order or deadline; request to conceal wrongdoing; proposed restraint or exclusivity; third-party information; personal or sensitive data. For each: Yes / No / Not sure, with details

Yes / No / Not sure. Describe what, with whom, when and under which agreement. Attach existing terms through the method we arrange

Preferred date and reason; quote any external deadline exactly and identify its source

Party A only / Party B only / Both parties / Not sure. Explain

Describe the specific project or evaluation and any use that should be excluded

For example pricing, designs or business plans; written, oral, demonstrations or files. Identify any trade secrets without reproducing them

Employees, advisers or named others; storage systems; proposed cloud or AI use; overseas access; copying, testing or analysis needed for the purpose

Proposed start date / final disclosure date / Not sure

Proposed protection period and reason; identify information needing longer protection

Return or deletion preference; proposed time allowed; any legal retention duties or technical backup limitations

Names, roles, basis of authority and preferred signing method

Relevant agreement / requested special terms / other concern

Creditor’s full legal name, entity type, trading/former names, ABN/ACN, address; your name, role, authority, email and phone

Debtor’s full legal name, entity type, ABN/ACN if known, trading/former names, address, email, contact person; source of these details

Related entities, guarantors, agents, owners, insurers, other creditors or existing lawyers, and their roles. Is either side represented?

Yes / No / Not sure. Give the response in their words and dates, and provide the correspondence

Personal lending or consumer credit; guarantee or security; rent; employment; building or construction payment; overseas party; deceased estate; bankruptcy, administration or liquidation; existing judgment or proceedings. For each: Yes / No / Not sure. Details

Quote any deadline exactly and give its source. Identify an order, threatened urgent action, allegation of fraud, hardship or vulnerability, payment arrangement, settlement offer or prior release

Contract date, parties, goods/services, agreed price and payment terms; dates of delivery/completion; evidence of acceptance and any variations

Use one row per invoice. Include GST already charged on the invoice; do not add GST again. Record payments and credits once only. Add rows if needed. For each invoice, enter its reference, date, due date, total, payments and credits, and balance. Include the total balance. Include GST already charged; do not add GST again.

No / Yes / Not sure. Identify the amount and the contract or other basis claimed. These amounts are excluded unless separately verified and approved

Dates, amounts and exact relevant wording; any revised due date or repayment plan. Provide the oldest relevant documents and most recent exchanges

Agreement and accepted terms; invoices; delivery/work records; account ledger; payments/credits; reminders; debtor responses; any other relevant document. Identify missing records Tell us the number of documents and total pages, including email chains and attachments. The fixed-fee service includes up to five documents and 20 pages in total. Identify all relevant material even if it exceeds the limit; do not omit information to fit the service. We arrange delivery after the initial checks.

Client-issued draft / Ask Balwyn Legal to send after separate acceptance and authority / Not sure. Confirm recipient address or represented debtor’s lawyer, proposed method, preferred response date and reason

Preferred contact for replies; invoice payment reference and existing verified payment method. Do not provide card details or assume payment will be to the firm’s trust account