Document checklists

By clicking on the links below, you can download the checklists associated with each Cleardocs document. These checklists are a useful tool to help you gather the information you need before you come online with Cleardocs to actually create the documents.

If you are a professional working within a firm, it can be useful to print and keep copies of these checklists at hand for making notes whilst with your clients.

Company

Trusts

Superannuation (SMSF)

Business Services

Estate Planning

Employment and HR