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Estate Planning Preparation Survey

Thank you for your feedback. We would love to know a little more.

What document(s) were prepared at your appointment?(Required)

Will

Enduring power of attorney

Enduring guardianship

How do you rate the Public Trustee in the service it provided to you in the preparation of your estate plan?

a. The courtesy and helpfulness of our staff

Excellent

Good

Satisfactory

Below Average

Poor

b. The knowledge and expertise of our staff

Excellent

Good

Satisfactory

Below Average

Poor

c. The information provided helped me understand the processes involved in preparing my estate plan

Excellent

Good

Satisfactory

Below Average

Poor

d. Were the fees and charges to prepare an estate plan and/or estate administration explained adequately

Excellent

Good

Satisfactory

Below Average

Poor

e. The value for money in relation to the level of service provided

Excellent

Good

Satisfactory

Below Average

Poor

f. The allocated time was sufficient to prepare my documents

Excellent

Good

Satisfactory

Below Average

Poor

g. The office venue/environment

Excellent

Good

Satisfactory

Below Average

Poor

h. The quality of the phone connection: were you able to clearly communicate? (if applicable)

Excellent

Good

Satisfactory

Below Average

Poor

Please explain your reasoning for your rating below.

From your experience would you recommend the Public Trustee to others?

Very likely

Likely

Unsure

Unlikely

Very unlikely

Can the Public Trustee share your testimony (with first name and location only) with other Tasmanians?

Yes

No

How can we improve our services?

This last section provides general information about you and your contact details if we need to follow-up on any of your comments or concerns. The information is important to us but it is optional for you to complete

Who was your Public Trustee solicitor?

Courtney Pryor

Mandy Lew

Naomi Foo

Other

Who was your Public Trustee solicitor?

Name

First Last

Email

Address

Street Address Address Line 2 State / Province / Region ZIP / Postal Code Country

If you are not already – would you like to be added to our e-mailing list?

Yes

No

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