PlanAUestatesv199 fields
Estate Planning: Will, Enduring Power of Attorney and Advance Health Directive - Fields (7d0d0f4b)
plan-estate_planning_will_enduring_power_of_attorney_and_advance-lead_counsel-7d0d0f4bInheritance chain
matter-corewills-estates-auplan-estate_planning_will_enduring_power_of_attorney_and_advance-lead_counsel-7d0d0f4b
27 fields defined here - 72 inherited from parent sets. A child set overrides a parent by token.
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Fetch the resolved set
curl -H "x-omn-api-key: YOUR_KEY" https://www.openmatterplans.com/api/v1/field-sets/plan-estate_planning_will_enduring_power_of_attorney_and_advance-lead_counsel-7d0d0f4bThe API returns this set resolved through its full extends chain, each field stamped with definedInprovenance. Use a per-account key (Profile → API Access). See the integration docs.
Resolved fields (99)
own inherited
| Field | Token | Type | Required | Defined in |
|---|---|---|---|---|
| Matter(16) | ||||
| Matter numberⓘ | matter.matterNumber | text | Required | inheritedmatter-core |
| Matter title | matter.title | text | - | inheritedmatter-core |
| Matter typeⓘ | matter.matterType | text | - | inheritedmatter-core |
| Matter status | matter.status | text | - | inheritedmatter-core |
| Contact Detailsⓘ | matter.fieldValues.contact_details | text | - | inheritedwills-estates-au |
| Relationship to Deceased | matter.fieldValues.relationship_to_deceased_2 | select: Spouse / De Facto / Child / Parent / Sibling / Other | - | inheritedwills-estates-au |
| Marital Status | matter.fieldValues.marital_status | select: Married / De Facto / Divorced / Widowed / Single | - | plan-estate_planning_will_enduring_power_of_attorney_and_advance-lead_counsel-7d0d0f4b |
| Substitute Executor(s) | matter.fieldValues.substitute_executor | text | - | plan-estate_planning_will_enduring_power_of_attorney_and_advance-lead_counsel-7d0d0f4b |
| Guardian(s) for Minor Children | matter.fieldValues.guardian_for_minor_children | text | - | plan-estate_planning_will_enduring_power_of_attorney_and_advance-lead_counsel-7d0d0f4b |
| Attorney(s) for EPOA - Financial | matter.fieldValues.attorney_for_epoa_financial | text | - | plan-estate_planning_will_enduring_power_of_attorney_and_advance-lead_counsel-7d0d0f4b |
| Attorney(s) for EPOA - Personal/Health | matter.fieldValues.attorney_for_epoa_personal_health | text | - | plan-estate_planning_will_enduring_power_of_attorney_and_advance-lead_counsel-7d0d0f4b |
| Substitute Attorney(s) | matter.fieldValues.substitute_attorney | text | - | plan-estate_planning_will_enduring_power_of_attorney_and_advance-lead_counsel-7d0d0f4b |
| AHD Decision Maker(s) | matter.fieldValues.ahd_decision_maker | text | - | plan-estate_planning_will_enduring_power_of_attorney_and_advance-lead_counsel-7d0d0f4b |
| Tenancy Type (Joint/Sole) | matter.fieldValues.tenancy_type | select: Joint Tenancy / Tenancy in Common / Sole Ownership | - | plan-estate_planning_will_enduring_power_of_attorney_and_advance-lead_counsel-7d0d0f4b |
| BDBN Status | matter.fieldValues.bdbn_status | select: Current / Expired / Not in Place / N / A | - | plan-estate_planning_will_enduring_power_of_attorney_and_advance-lead_counsel-7d0d0f4b |
| Life Insurance Policies | matter.fieldValues.life_insurance_policies | text | - | plan-estate_planning_will_enduring_power_of_attorney_and_advance-lead_counsel-7d0d0f4b |
| Client(12) | ||||
| Client name | matter.clientName | text | Required | inheritedmatter-core |
| Client email | matter.clientEmail | - | inheritedmatter-core | |
| Client / purchaser phone | matter.linkedContacts.CLIENT.phone | phone | - | inheritedmatter-core |
| Client / purchaser postal addressⓘ | matter.linkedContacts.CLIENT.address | text | - | inheritedmatter-core |
| Client date of birth | matter.fieldValues.client_date_of_birth | date | - | inheritedmatter-core |
| Client ABN / ACN | matter.fieldValues.client_abn_acn | text | - | inheritedmatter-core |
| Client entity type | matter.fieldValues.client_entity_type | select: Individual / Company / Trust/Super Fund / Deceased Estate / Partnership / Government | - | inheritedmatter-core |
| Client Street Address | matter.linkedContacts.CLIENT.addressStreet | text | - | inheritedmatter-core |
| Client Suburb | matter.linkedContacts.CLIENT.addressSuburb | text | - | inheritedmatter-core |
| Client State | matter.linkedContacts.CLIENT.addressState | text | - | inheritedmatter-core |
| Client Postcode | matter.linkedContacts.CLIENT.addressPostcode | text | - | inheritedmatter-core |
| Client Suburb/State/Postcode line | matter.linkedContacts.CLIENT.addressLocality | text | - | inheritedmatter-core |
| Our Firm(9) | ||||
| Firm name | matter.ourFirmName | text | Required | inheritedmatter-core |
| Firm address | matter.ourFirmAddress | text | - | inheritedmatter-core |
| Firm phone | matter.ourFirmPhone | phone | - | inheritedmatter-core |
| Firm email | matter.ourFirmEmail | - | inheritedmatter-core | |
| Firm Street Address | matter.ourFirmAddressStreet | text | - | inheritedmatter-core |
| Firm Suburb | matter.ourFirmAddressSuburb | text | - | inheritedmatter-core |
| Firm State | matter.ourFirmAddressState | text | - | inheritedmatter-core |
| Firm Postcode | matter.ourFirmAddressPostcode | text | - | inheritedmatter-core |
| Firm Suburb/State/Postcode line | matter.ourFirmAddressLocality | text | - | inheritedmatter-core |
| Operator(11) | ||||
| User First Name | matter.user.firstName | text | - | inheritedmatter-core |
| User Surname | matter.user.surname | text | - | inheritedmatter-core |
| User Full Name (first + surname) | matter.user.name | text | - | inheritedmatter-core |
| User Email | matter.user.email | - | inheritedmatter-core | |
| User Postal Address | matter.user.address | text | - | inheritedmatter-core |
| User Contact Number | matter.user.phone | phone | - | inheritedmatter-core |
| User Street Address | matter.user.addressStreet | text | - | inheritedmatter-core |
| User Suburb | matter.user.addressSuburb | text | - | inheritedmatter-core |
| User State | matter.user.addressState | text | - | inheritedmatter-core |
| User Postcode | matter.user.addressPostcode | text | - | inheritedmatter-core |
| User Suburb/State/Postcode line | matter.user.addressLocality | text | - | inheritedmatter-core |
| Key Dates(14) | ||||
| Current date | matter.currentDate | date | - | inheritedmatter-core |
| Matter opened date | matter.fieldValues.matter_open_date | date | - | inheritedmatter-core |
| Limitation date | matter.fieldValues.limitation_date | date | - | inheritedmatter-core |
| Next key date | matter.fieldValues.next_key_date | date | - | inheritedmatter-core |
| Date of Death | matter.fieldValues.date_of_death | date | - | inheritedwills-estates-au |
| Mediation Date | matter.fieldValues.mediation_date | date | - | inheritedwills-estates-au |
| Will Date | matter.fieldValues.will_date | date | - | inheritedwills-estates-au |
| Filing Date (DT_FILING) | matter.fieldValues.filing_date | date | - | inheritedwills-estates-au |
| Grant Issue Date | matter.fieldValues.grant_issue_date | date | - | inheritedwills-estates-au |
| Initial Instructions Date | matter.fieldValues.initial_instructions_date | date | - | plan-estate_planning_will_enduring_power_of_attorney_and_advance-lead_counsel-7d0d0f4b |
| Drafting Deadline | matter.fieldValues.drafting_deadline | date | - | plan-estate_planning_will_enduring_power_of_attorney_and_advance-lead_counsel-7d0d0f4b |
| Signing Appointment | matter.fieldValues.signing_appointment | date | - | plan-estate_planning_will_enduring_power_of_attorney_and_advance-lead_counsel-7d0d0f4b |
| EPOA Registration Date | matter.fieldValues.epoa_registration_date | date | - | plan-estate_planning_will_enduring_power_of_attorney_and_advance-lead_counsel-7d0d0f4b |
| Document Review Due Date | matter.fieldValues.document_review_due_date | date | - | plan-estate_planning_will_enduring_power_of_attorney_and_advance-lead_counsel-7d0d0f4b |
| Other Side(6) | ||||
| Other side / opponent name | matter.fieldValues.opponent_name | text | - | inheritedmatter-core |
| Other side's solicitor | matter.fieldValues.opponent_solicitor_name | text | - | inheritedmatter-core |
| Other side's solicitor email | matter.fieldValues.opponent_solicitor_email | - | inheritedmatter-core | |
| Other side's solicitor phone | matter.fieldValues.opponent_solicitor_phone | phone | - | inheritedmatter-core |
| Other side / opponent email | matter.fieldValues.opponent_email | - | inheritedmatter-core | |
| Other side / opponent phone | matter.fieldValues.opponent_phone | phone | - | inheritedmatter-core |
| Court(4) | ||||
| Court / tribunal name | matter.fieldValues.court_name | text | - | inheritedmatter-core |
| Court file number | matter.fieldValues.court_file_number | text | - | inheritedmatter-core |
| Court date | matter.fieldValues.court_date | date | - | inheritedmatter-core |
| Hearing type | matter.fieldValues.hearing_type | text | - | inheritedmatter-core |
| Financials(11) | ||||
| Estimated fees | matter.fieldValues.estimated_fees | currency | - | inheritedmatter-core |
| Costs agreement signed | matter.fieldValues.costs_agreement_signed | boolean | - | inheritedmatter-core |
| Professional feesⓘ | matter.fieldValues.professional_fees | currency | - | inheritedmatter-core |
| Disbursements estimate | matter.fieldValues.disbursements_estimate | currency | - | inheritedmatter-core |
| Disbursements total | matter.fieldValues.disbursements_total | currency | - | inheritedmatter-core |
| Net Estate Value | matter.fieldValues.net_estate_value | currency | - | inheritedwills-estates-au |
| Court Filing Fee | matter.fieldValues.court_filing_fee | currency | - | inheritedwills-estates-au |
| Superannuation Funds | matter.fieldValues.superannuation_funds | text | - | plan-estate_planning_will_enduring_power_of_attorney_and_advance-lead_counsel-7d0d0f4b |
| Discretionary Trust Interest | matter.fieldValues.discretionary_trust_interest | boolean | - | plan-estate_planning_will_enduring_power_of_attorney_and_advance-lead_counsel-7d0d0f4b |
| Business Interests | matter.fieldValues.business_interests | text | - | plan-estate_planning_will_enduring_power_of_attorney_and_advance-lead_counsel-7d0d0f4b |
| Estimated Estate Value | matter.fieldValues.estimated_estate_value | currency | - | plan-estate_planning_will_enduring_power_of_attorney_and_advance-lead_counsel-7d0d0f4b |
| You (the Operator)(1) | ||||
| Operator signature (image)ⓘ | matter.user.signature | image | - | inheritedmatter-core |
| Parties(5) | ||||
| Full Legal Nameⓘ | matter.fieldValues.full_legal_name | text | - | inheritedwills-estates-au |
| Contact Phoneⓘ | matter.fieldValues.contact_phone | text | - | inheritedwills-estates-au |
| Contact Emailⓘ | matter.fieldValues.contact_email | text | - | inheritedwills-estates-au |
| Last Known Address | matter.fieldValues.last_known_address | text | - | inheritedwills-estates-au |
| Occupation | matter.fieldValues.occupation | text | - | plan-estate_planning_will_enduring_power_of_attorney_and_advance-lead_counsel-7d0d0f4b |
| The Deceased(1) | ||||
| Deceased Name | matter.fieldValues.deceased_name | text | - | inheritedwills-estates-au |
| The Executor(2) | ||||
| Executor Name | matter.fieldValues.executor_name | text | - | inheritedwills-estates-au |
| Executor(s) | matter.fieldValues.executor | text | - | plan-estate_planning_will_enduring_power_of_attorney_and_advance-lead_counsel-7d0d0f4b |
| Compliance(6) | ||||
| Calderbank Offer Issued | matter.fieldValues.calderbank_offer_issued | boolean | - | inheritedwills-estates-au |
| Capacity Assessment Documented | matter.fieldValues.capacity_assessment_documented | boolean | - | plan-estate_planning_will_enduring_power_of_attorney_and_advance-lead_counsel-7d0d0f4b |
| Will Required | matter.fieldValues.will_required | boolean | - | plan-estate_planning_will_enduring_power_of_attorney_and_advance-lead_counsel-7d0d0f4b |
| EPOA Required | matter.fieldValues.epoa_required | boolean | - | plan-estate_planning_will_enduring_power_of_attorney_and_advance-lead_counsel-7d0d0f4b |
| AHD Required | matter.fieldValues.ahd_required | boolean | - | plan-estate_planning_will_enduring_power_of_attorney_and_advance-lead_counsel-7d0d0f4b |
| Testamentary Trust Structure | matter.fieldValues.testamentary_trust_structure | boolean | - | plan-estate_planning_will_enduring_power_of_attorney_and_advance-lead_counsel-7d0d0f4b |
| Property(1) | ||||
| Real Property Owned | matter.fieldValues.real_property_owned | text | - | plan-estate_planning_will_enduring_power_of_attorney_and_advance-lead_counsel-7d0d0f4b |