Estate Planning Packages
Estate Planning: The process of deciding what should happen to your money and other assets when you die
Cambridge Dictionary
Estate Plan Packages
Option One.
“Just the documents…”
If you just want the legal documents and no extra’s.
Includes:
Standard will
Enduring Power of Attorney
Enduring Guardianship
1 x 60min instruction meeting via Zoom
1 x signing meeting
Yearly reminder to review your documents
Just you: $660
Couple: $880
Option Two.
“It’s simple & straightforward…”
If you find yourself describing your family and financial circumstances as simple and straightforward but you would like to incorporate the extra’s into your estate plan.
Includes:
Standard Will
Enduring Power of Attorney
Enduring Guardianship
Superannuation Nominations review and redo
1 x 60min instruction meeting via Zoom
1 x signing meeting
Legacy box
Letter of Wishes PDF workbook
Guide to my Guardian PDF workbook
Yearly reminders to review your documents for 2 years
Just you: $990
Couple: $1,499
Option Three.
“It’s complex or we want the added protection…”
If your family or financial circumstances are more complex (think blended family with adult children, director of companies, family trusts or estrangement) or you want to ensure that there is more protection.
Includes:
Will incorporating testamentary trusts
Enduring Power of Attorney
Enduring Guardianship
Superannuation Nominations review and redo
Complex advice (family or financial)
1 x 90min instruction meeting via Zoom
1 x additional consultation up to 60mins
1 x signing meeting
Legacy box
Letter of wishes Workbook
Guide to my Guardian Workbook
Yearly reminder to review your documents for 3 years
Just you: $1,980
Couple: $2,640
Wills
Standard
If you, have very straightforward wishes, you are confident in your ability to complete forms, there is no disharmony in your family.
Complex
Not everybody has a “vanilla” family. To ensure that your wishes are carried out and your family protected a complex will (includes a meeting and written advice) may be required if:
You have a former spouse, step-children or estranged children;
You are leaving someone out of your will
You have overseas assets
A beneficiary lives overseas
A beneficiary has a disability or cannot be trusted to manage their inheritance.
Testamentary Trusts:
Testamentary trusts are one of the most powerful estate planning tools available.
You only get one chance to access the fantastic estate planning benefits of a testamentary trust – it MUST be in your will when you die.
They give:
Relationship protection
Protects immature beneficiaries
Income tax flexibility ($22K per minor child)
Allow you to rule from the grave
Defers tax for overseas beneficiaries
Bankruptcy protection
The small print
All prices are GST inclusive
If you need extra support, we will provide an upfront fixed price before doing any additional work
All work needs to be completed within a 3 month period. Full payment of the package will be due and payable 12 weeks from the date of drafts being delivered.