What is Estate Planning?
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Estate planning is the process of arranging your affairs now to ensure there is an efficient and effective distribution of your estate after your death. An estate plan is designed to help to protect your family and loved ones minimise taxation upon transfer of assets in a legal and logical manner as well as ensuring your wishes are followed.Learn more
Our Family Estate Planning package includes:
30 min consultation with a solicitor who will provide estate planning advice and recommendations
The preparation and execution of your Simple Will Couple and Couple Powers of Attorney
Frequently asked questions
Our Family Estate Planning Package includes a 30 min consultation with a solicitor who will provide estate planning advice and recommendations and the preparation and execution of your Simple Will Couple and Couple Powers of Attorney. A simple will includes the appointment of a trustee/executor and the division of asset pool equally between four or fewer beneficiaries. Couple wills are mirrored terms for couples with identical wishes. Persons with Self Managed Superannuation, family trusts, private companies or complex wishes involving specific bequests will be classified as Complex Estate Planning Matters requiring an obligation free quote.
Our fixed-fee Family Estate Planning package costs $495 inc. GST.
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