Referral form

Please complete details below. If you have any questions please note them in the comments section or email estateplanning@viewlegal.com.au. We look forward to assisting your customer with their unique holistic estate planning needs.

Referrer details
Firm name*
Adviser contact name*
First Last
Adviser email*
Address that you would like View to liaise with in relation to the referral fee to be paid to you
Enter Email Confirm Email
Details for referral in relation to View Facilitated Estate Planning
Summary details of the customer/s that you would like View to contact to assist them with their holistic estate planning
Customer details
Name of customer 1*
This should be the preferred contact as advised by your customer
First Last
Customer email address
Enter Email Confirm Email
Best contact phone number
Preferred contact method
State or Territory of residence
To ensure that View calls in line with customer's time zone
Does the customer have a spouse?
- Yes
- No
Name of customer 2 (i.e. spouse)
First Last
If you would like to provide any additional comments in relation to your customers circumstances please do so in the space below

Referral form

Referrer details

Details for referral in relation to View Facilitated Estate Planning

Customer details

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