New Matter – Wills & EstatesNEW MATTER – WILLS AND ESTATESPlease complete where the client is not already existing on Affinity and continue to a matter request form. Phonebook ID (If known. If not, please provide the full name below so that we can identify the correct party in Affinity) Full name * Matter Contact (If the client is a company, please provide the contact person you will be dealing with including name, position, email and contact phone number) Matter description * Expected completion date (The date you expect the matter to be finalised. If you leave this blank, the default will be 31 December of this year.) Conflict check has been done * (A matter will not be opened until a conflict check has been done) Conflict check has been done * (A matter will not be opened until a conflict check has been done) Yes No Matter author * Matter partner * Matter partner *PGLDFSRXCPHBSPW Matter controller * Matter controller *Andrew LumbChris SusiloCredit CommitteeDavid StrattonGreg DoranHelen ZhengMelissa VincentyPeter LumbPhil BrewinRichard HamiltonRyan Curtis-GriffithsSteph ChaferStuart WilsonNathan Xu Matter type * Matter type *Probate & Letters of Administration (PROBP)Wills (PROBW)Powers of Attorney (PROBO)Wills and Powers of Attorney Combo (PROPC)Estate Planning (COMES) Referred by (You may have already completed this at the client level, however we need the same information here.) Staff who will work on the matter * Staff who will work on the matter * Peter Lumb Andrew Lumb Steph Chafer Stacey Raphael Fees (exc GST) * Admin Fee (exc GST) * Admin Fee (exc GST) *$100 New Client$50 Existing Client$50 New Client (Fees less than $750)$25 Existing Client (Fees less than $750)Not Applicable Disbursements (exc GST) * (This is the out of pocket expenses likely to be incurred (and does not include the Admin Fee above)) GST amount * (Fees + Admin Fee + Disbursements ) * 0.10 Total cost (inc GST) * Fees + Admin Fee + Disbursements + GST Upfront costs * (The amount the client is to pay before work is commenced on this matter.) Fee calculation * Fee calculation *Hourly RateFixed FeeFee Scale Retainer type * Retainer type * Full Cost Agreement Short Form Cost Agreement (where fees are $750 or less) Invoices due Invoices dueCompletionMilestonesMonthlyOthers Instructions received * ("You have instructed us to....") Scope of works * Matter file note * Who has completed this form? * Submit