Start the process online

Make an appointment in our planning ahead portal. The portal is the most efficient way for us to prepare your documents.

Video conference appointments are available to customers to make their Will during the period of COVID-19 social distancing restrictions.

Read our Video Conference Appointment Guide for more details.

Before you start

  • The portal does not operate as instructions for, a draft of, or a final Will, Power of Attorney or Enduring Guardianship. It's a process to make an appointment with our experienced staff to prepare your documents.
  • The planning ahead portal is secure. Information you enter is private and cannot be accessed by third parties.
  • Ensure you are in a quiet place without distractions. You will be required to provide personal details.
  • You cannot re-enter the portal, so please allow at least 15 minutes to an hour to complete the process.
  • Fees may apply¬†and are payable at your appointment.


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