Instruction Form - Print, complete and fax to us

Why do I need a Power of Attorney and what is it meant to do?

A Power of Attorney keeps control of your affairs within your family, not a government department. For more information please speak to your Financial Planner, Risk Adviser and Accountant or our Manuals on Mutual & Cascading Power of Attorneys and Estate Planning.

Do Brett Davies Lawyers GUARANTEE happiness?

Our documents leave out the gobbledegook and we put our money where our mouth is. If either you, your Financial Planner, Risk Adviser or Accountant are unable to understand any part of the Power of Attorney, even after we have explained it to you, then we do not expect you to pay for it. You get the Power of Attorney for free!

What if I don't like the Power of Attorney?

If you are unhappy with the Power of Attorney, in any way, then you may return all originals within one month to us for a complete refund.

When do I have to pay for the Power of Attorney?

Before we prepare your Power of Attorney we require full payment. Please either post us a cheque or complete the credit card details. Our costs are on the back.

What support does Brett Davies Lawyers give?

Your Power of Attorney has a 24 Hour Life Time Advice Warranty. If you or any of your professional advisers require advice on the Power of Attorney then just ring our 24 Hour Advice Line. One of our lawyers working in the area of Estate Planning will answer your questions. Every 4 years we write to you and ask if you would like your Power of Attorney reviewed to make sure it is up to date. There is no charge for this review.

How do I get a Power of Attorney?

If you don’t like filling out forms then don't worry. Call our helpline on 9325 8033. We will discuss your Power of Attorney in person or by phone - whichever you prefer.

Me

My Spouse (only complete if your spouse needs a power of attorney as well) (only complete if your spouse needs a power of attorney as well) (only complete if your spouse needs a power of attorney as well)

Surname

First name

Second name(s)

Home address

Phone numbers

Home:   

Your Work:   

Spouse’s Work:  

My Adviser

My Accountant

My Risk Adviser

1. We are married (If you are not married go to question 2)

You can appoint your spouse and then if you become of unsound mind appoint also up to two of your children. This is a Cascading power of attorney.

ü

We appoint each other

ü

the appointment takes place immediately (most married couples tick this box)

ü

the appointment only takes effect if I become of unsound mind

If I become of unsound mind then I also appoint:

Full Name

Address

ü

First Person/Child

ü

Second Person/Child

ü

who have to act together

ü

who can act separately

Full name

Address

Relationship if any

1.

2.

ü

who must act together

ü

who can act separately

tick only one box

3. Buying and Selling Real Estate

You don’t have to stamp or lodge your enduring power of attorney to make it effective. However, if your donee needs to use it to deal with real estate then it will first have to be registered at the Office of Titles. Your donee can do this when and if the need arises. However, we can do it for you now if you so desire. The cost is an additional $122 per person per power of attorney ($62 for the Office of Titles and $60 in legal costs).

ü

Don't worry about lodging the power of attorney at this time.

ü

Yes, please lodge my power of attorney with Office of Titles.

husband & wife

(for both) $325

individual power of attorney

185

lodging fee at office at titles(if required) $122 per person making a power of attorney per power of attorney (including government charges)

Total

ü

I enclose my cheque for the above total

(please tick one box)

ü

Please charge my credit card

Bankcard / Visa / MasterCard / Diners / Amex

circle one

Card number

Name on card

Expiry date

/199

Name:

Telephone: