Friday 30 Oct 2026·NSW trust rules
RL-26/0164

Wills and powers of attorney

Wills and powers of attorneyDrafts with clientsResponsible: Helen Carter· Opened 24 Oct 2026

People

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Details

Will-makers
Kerrie and Paul O'Brien
Fixed fee agreed
$1,100
Conflict check
Clear
Bec Wilson, Sat, 24 Oct, 10:00 am

Key dates

  • Signing appointment7 Nov 2026
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Tasks (2 open)

  • Signing appointment
    No due date · Helen Carter · checklist
  • Originals into safe custody
    No due date · Helen Carter · checklist
2 done
  • ✓ Take instructions (Helen Carter)
  • ✓ Send drafts (Helen Carter)
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Latest

All emails, calls and notes
  • Call from 02 6925 7788
    Fri, 30 Oct, 7:55 am
    Call · Helen Carter, 02 6925 7788, 2 min 10 s
    Filed by David Moore
  • Draft wills: a couple of changes
    Mon, 26 Oct, 8:15 pm
    Email · From Kerrie O'Brien <kerrie.obrien@gmail.com> to Helen Carter

    Hi Helen, Thanks for the drafts. We'd like my sister Anne to be the backup executor instead of Paul's brother. Otherwise all good. Kerrie

    Filed automatically: Kerrie O'Brien has one open matter