Estate Planning

Estate Planning process allows you to legally record your wishes in relation to the management of Finances, Healthcare, Assets and Living Arrangements.

Wills

Wills

  1. Wills for Individual
  2. Wills for Spouses
  3. Wills for Blended Families
  4. Wills creating Testamentary Trusts

Power of Attorney

Power of Attorney

  1. Power of Attorney (per person)
  2. Powers of Attorney (for a couple)
  3. Corporate Power of Attorney

Enduring Guardian

Enduring Guardian

  1. Enduring Guardian (per person)
  2. Enduring Guardians (for a couple)

Wills – Fixed Fees

Will - SINGLE

$45000inc. GST
  • Will only for single person.
  • Cost is not fixed, its for guide only and may vary based on individual circumstances.
Custom Order

Wills - COUPLE

$65000inc. GST
  • Wills only for a couple. (You receive 2 Wills)
  • Cost is not fixed, its for guide only and may vary based on individual circumstances.
Custom Order

Last Will and Testament

Your last will and testament (will) is a legal document providing instructions about who you wish to inherit your assets, who is to be the guardian of your children and who is to be appointed the executor of your estate in the evening of your passing. A valid will ensures any assets and property are distributed according to your wishes and reduces the risk and exposure to unexpected contests.

Instant Generated WILL

Instant WILL

Importance of Will

Everyone over 18 years of age should have a will. And you need to update your will with life changes, for example,

  • Marriage and remarriage
  • Entering/leaving defacto relationships
  • Birth of children
  • Change in health/illness
  • Divorce or separation
  • Changes in assets (e.g. purchasing property)
  • Changes in family structure
  • Starting or buying a businesses

Instant Generated WILL with Testamentary Trusts

Instant WILL with Testamentary Trusts

Testamentary Trust Wills – Fixed Fees

Testamentary Trust Will - SINGLE

$1,45000inc. GST
  • Testamentary Trust Will for a SINGLE person.
  • Cost is not fixed, its for guide only and may vary based on individual circumstances.
Custom Order

Testamentary Trust Wills - COUPLE

$2,35000inc. GST
  • Testamentary Trust WillS for a COUPLE
  • Cost is not fixed, its for guide only and may vary based on individual circumstances.
Custom Order

Power of Attorney – Fixed Fees

Power of Attorney - SINGLE

$33000inc. GST
  • Power of Attorney only for single person or Corporate Power of Attorney.
  • Cost is not fixed, its for guide only and may vary based on individual circumstances.
Custom Order

Power of Attorney - COUPLE

$52500inc. GST
  • Powers of Attorney only for a couple.
  • Cost is not fixed, its for guide only and may vary based on individual circumstances.
Custom Order

Power of Attorney

A Power of Attorney is a legal document that allows you to nominate a person or trustee organisation (non-personal entity) to manage your assets and personal financial affairs. There are two types; A General Power of Attorney and an Enduring Power of Attorney.

A General Power of Attorney remains active only while you possess the mental capacity to make your own decisions. Whereas an Enduring Power of Attorney remains active even if you lose the ability to make decisions for yourself. This is common when an individual’s mental capacity is expected to change due to illness or similar.

Instant Generated Power of Attorney

Instant Power of Attorney

Enduring Guardianship

An Enduring Guardian can make decisions for you in the areas of accommodation, health and lifestyle, but not assets or personal financial affairs.

Both Power of Attorney and Enduring Guardianship, cease to be active in the event of your passing. This is when your last will and testament and estate planning take affect.

Instant Generated Appointment of Enduring Guardian

Instant Appointment of Enduring Guardian

Instant Generated Enduring Power of Attorney

Instant Enduring Power of Attorney

Enduring Guardian – Fixed Fees

Enduring Guardian - SINGLE

$33000inc. GST
  • Enduring Guardian only for single person.
  • Cost is not fixed, its for guide only and may vary based on individual circumstances.
Custom Order

Enduring Guardian - COUPLE

$52500inc. GST
  • Enduring Guardians only for a couple.
  • Cost is not fixed, its for guide only and may vary based on individual circumstances.
Custom Order

Packages for SINGLE person

Packages- SINGLE

$82500inc. GST
  • Will, Power of Attorney and Enduring Guardian only for single person.
  • Cost is not fixed, its for guide only and may vary based on individual circumstances.
Custom Order

Packages - SINGLE

$1,32500inc. GST
  • Testamentary Trust Will, Power of Attorney and Enduring Guardian only for single person.
  • Cost is not fixed, its for guide only and may vary based on individual circumstances.
Custom Order

What happens without a will

Should you pass away without a will you are considered ‘intestate‘.

This means your assets are distributed amongst your surviving relatives in accordance with the Succession Act 2006. The distribution depends on many factors including your marital status, whether you were a parent and your other living relatives.

Ultimately the Court and state laws decide who will receive priority over your assets along with guardianship of children and pets.

Having a will allows you to protect your estate against this situation. You will be able to guarantee your most valued possessions are handed down according to your wishes and instructions.

Will essentials

Anyone can write their own last will and testament.

  • Age – written by individuals aged 18 years or over
  • Executor and beneficiaries – state the executor and beneficiaries. The executor of the will manage your estate and will handle any debts, distribute assets and ensure your instructions are followed, e.g. funeral arrangements. The beneficiaries will be recipients of any assets.
  • Understanding – be written by someone of sound mind
  • Witnesses – The testator (person writing the will) must sign the will in the physical presence of two witnesses. Each witness’ full name and address must be present below the signature.

Packages for a COUPLE

Packages - COUPLE

$1,45000inc. GST
  • WillS, Powers of Attorney and Enduring Guardians for a COUPLE.
  • Cost is not fixed, its for guide only and may vary based on individual circumstances.
Custom Order

Packages - COUPLE

$2,45000inc. GST
  • Testamentary Trust Wills, Powers of Attorney and Enduring Guardians for a COUPLE.
  • Cost is not fixed, its for guide only and may vary based on individual circumstances.
Custom Order

Package add-ons

WILLS - Blended Families

$30000inc. GST
  • Children from another relationship, and/or Blended families
  • Cost is not fixed, its for guide only and may vary based on individual circumstances.
Custom Order

Ancillary Documents

$10000inc. GST
  • International Will Certificates, advising on Trust Deeds, Family Trusts, Superannuation Death Benefit Nominations, Memorandum of Wishes and Company Constitutions.
  • Cost is not fixed, its for guide only and may vary based on individual circumstances.
Custom Order

Will exclusion

  • Jointly owned assets – In instances where ownership of assets is joint or equal, the asset/s automatically pass to the other ‘owner’ regardless of will instructions. This is applied to assets like the family home and joint bank accounts.
  • Superannuation, trusts and life insurance – Assets held in super funds, trusts and life insurance policies are excluded from wills and allow for beneficiaries to be nominated.

Important Information

The prices provided above are based on simple standard documents. For more specific documents, quotes will be provided prior to commencement of tasks.

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