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Trust Payment Request

In order to process your Trust Payment Request, we require the following form to be completed in its entirety. If required, you can Save & Continue (located at bottom of form) which will send you a link to your email address in order to continue at a later date. Thank you.

"*" indicates required fields

Company

This field is for validation purposes and should be left unchanged.

Details

Your Name*

First Last

Matter Number*

Matter Name*

Amount Payable*

Due Date for payment. Please indicate below.*

Trust Payment Details

Type of Payment*

Note: BPay payments cannot be made from trust account.

EFT Transfer

Cheque

EFT Transfer requirements:

Account Name

BSB Number:

Account Number:

Bank Name:

Cheque requirements:

If Cheque is selected, who should the cheque be made payable to:

What is Payment for?

Select what Payment is for:*

Once you have selected an option below, you will see the required fields to be completed before continuing.

Payment of disbursement/fee/third party invoice

Payment of Argon Law invoice for professional costs and expenses

Estate Distribution

Other: Please Specify

Payment of disbursement/fee/third party invoice requirements:

Signed Trust Account Authority

Max. file size: 128 MB.

Instructions from client to proceed with payment of the disbursement/fee/third party invoice.

If more than one client, then both clients’ instructions or approval to be uploaded, unless we have an authority to take instructions from one person only. If we have this authority, please upload.

Drop files here or

Max. file size: 128 MB.

Copy of the Invoice

Max. file size: 128 MB.

File note of your verbal communication with the receiver/third party that the bank details are correct (N/A if the payment is by cheque).

Max. file size: 128 MB.

Payment of Argon Law invoice for professional costs and expenses requirements:

Has the invoice been sent to client and is that email or letter saved to Clio?

If so, please enter the date. If the answer is ‘no’ – Argon Law cannot make this payment until the invoice has been sent to the client. Please Save and Continue the form later.

Has the invoice been finalised in Clio?

If so, please enter ‘yes’ below. If the answer is ‘no’ – Argon Law cannot make this payment until the invoice has been finalised in Clio. Please Save and Continue the form later.

Are there any anticipated disbursements yet to be paid?

If not, please enter ‘no’ below. If the answer is ‘yes’ – payment of the anticipated disbursement needs to be made prior to transferring the money from trust to pay our invoice. Please Save and Continue the form later.

Evidence required and to be uploaded below:*

Please upload the Signed Client Agreement or Trust Account Authority below.

Max. file size: 128 MB.

Estate Distribution requirements:

Please indicate if this is an Interim Distribution or a Final Distribution below.*

Interim Distribution

Final Distribution

Signed Deed or Distribution Statement signed by all executors

Max. file size: 128 MB.

Signed Trust Account Authority

Max. file size: 128 MB.

Instructions from client to proceed with distribution payment/s

Max. file size: 128 MB.

File note of your verbal confirmation with the receiver/beneficiary that the bank details provided to us are correct.

Note: This will need to be done for each receiver/beneficiary (N/A if the payment is by cheque).

Drop files here or

Max. file size: 128 MB.

Other payment requirements:

Signed Trust Account Authority*

Max. file size: 128 MB.

Instructions from client to proceed with payment of the disbursement/third party invoice.

If more than one client, then both clients’ instructions or approval unless we have an authority to take instructions or approval unless we have an authority to take instructions from one person only. If we have this authority, then please upload that authority and copy of the invoice (if applicable).

Drop files here or

Max. file size: 128 MB.

File note of your verbal communication with the receiver/third party that the bank details are correct (N/A if the payment is by cheque).

Max. file size: 128 MB.