Getting started with Estate Planning Matter Types

Smokeball currently provides localised Estate Planning matter types for the following States and Territories:

In each of the jurisdictions listed above, you can choose a matter type for a single document or a combined matter type if multiple documents are being prepared.

Non-localised Will and Power of Attorney matter types are also available for the Northern Territory.

Estate Planning Documents for Two Clients

All Estate Planning matter types support up to two Clients preparing Estate Planning documents together.

Each Client Contact Card has a dedicated Details section where you can enter information to populate their Wills, Powers of Attorney, Guardianships, and Advance Directives/Medical Decisions.

Important Note

Enter each client separately in the matter, even if they share an address or are preparing mirrored/mutual documents.

This allows you to record their individual details and ensures that their information flows correctly into the documents.

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