IMPORTANT INFORMATION

CLIENT DETAILS

Preferred Name:

Postal Address (if different):

Preferred Contact Method:

Select an option Phone Email SMS

Preferred Contact Time:

Select an option Morning Afternoon Anytime

REFERRAL SOURCE

How did you hear about us?

Select an option Google Existing Client Friend or Family Accountant Financial Adviser Real Estate Agent Another Lawyer Social Media Website Other

If referred by someone, please provide their name:

MATTER TYPE

What area of law does your enquiry relate to?

Select an option Family Law Estate Planning Probate / Estate Administration Estate Dispute Wills Powers of Attorney Enduring Guardianship Other

Briefly describe your matter:

CONFLICT CHECK INFORMATION

Other Party #1:

Provide Details

Full Name: Relationship to Matter:

Not Applicable

Other Party #2:

Provide Details

Full Name: Relationship to Matter:

Not Applicable

Other Party #3:

Provide Details

Full Name: Relationship to Matter:

Not Applicable

OTHER PROFESSIONALS INVOLVED

Are any other professionals involved?

Yes

Professional's Name: Firm Name:

No

If yes, select all that apply:

SolicitorAccountantFinancial AdviserMediatorCounsellorOther

URGENCY

Is your matter urgent?

Yes

Please explain why the matter is urgent:

No

Do you have any upcoming deadlines?

Court DateMediationProbate DeadlineProperty Settlement DeadlineFamily Law HearingOther

Deadline Date:

Additional Details:

PREVIOUS LEGAL ASSISTANCE

Have you previously obtained legal advice regarding this matter?

Yes

Law Firm Name: Solicitor Name:

No

If yes, is the solicitor still acting for you?

Yes

No

DOCUMENTS AVAILABLE

Which documents do you currently have available?

Existing WillDeath CertificatePower of AttorneyCourt DocumentsFinancial RecordsProperty DocumentsCorrespondenceAgreementsParenting OrdersConsent OrdersOther

Additional Details:

FAMILY LAW ENQUIRIES ONLY

Current Relationship Status:

Select an option Married De Facto Separated Divorced Never Lived Together

Date of Separation:

Are there any children under 18 years of age?

Yes

No

Main Issues:

Parenting ArrangementsProperty SettlementDivorceChild SupportFamily ViolenceBinding Financial AgreementRelocationUrgent Parenting IssuesOther

Brief Summary:

ESTATES & WILLS ENQUIRIES ONLY

What is the nature of your enquiry?

New WillUpdate Existing WillEnduring Power of AttorneyEnduring GuardianshipEstate planning package - Will, Power of Attorney and Enduring GuardianProbate ApplicationAdministration of EstateEstate DisputeFamily Provision ClaimOther

Does the matter involve a deceased person?

Yes

Deceased Person's Full Name: Date of Death (DD/MM/YYYY):

No

State/Territory (if a deceased person is involved):

Select an option NSW QLD VIC ACT WA SA TAS NT

Your Relationship to the Deceased (if applicable):

Select an option Executor Beneficiary Spouse Child Parent Sibling Other Relative Other

CONSULTATION REQUEST

What assistance are you seeking?

Initial Legal AdviceOngoing RepresentationProbate AssistanceEstate PlanningUrgent AdviceSecond Opinion

Preferred Appointment Type:

Select an option In Person Telephone Video Conference

Preferred Day/Time:

ACKNOWLEDGEMENT

Please confirm the following:

The information provided is true and correct to the best of my knowledge.I understand that submission of this form does not create a solicitor-client relationship.I understand that LMC Lawyers must complete a conflict check before accepting instructions.I acknowledge that legal advice cannot be provided until a consultation occurs and the firm agrees to act.

THANK YOU