Your Will. Your Way.
Our estate planning pricing reflects the level of care and expertise we provide in ensuring your estate planning is well thought out and thorough.
Services
- Instructions
- We take a thorough dive into your assets and superannuation, relationship circumstances and the circumstances of your proposed beneficiaries to give you proper advice.
- Send and review pro forma instruction sheet to be completed by you.
- Thorough assessment and discussion as to your options, in person, via telephone, zoom or teams.
- Obtaining further information from you, your accountant, your superannuation trustee or financial planner.
- Drafting your estate planning documents, sending to you for review and implementation of any necessary changes.
- Signing Appointment.
- Advising in relation to the documents prepared.
- Making any last-minute changes.
- Executing documents with you.
- Attending on you Attorney and/or Enduring Guardian for acceptance of appointments in person, or by audio visual means such as Zoom or Teams.
- Providing copies of your documents to you and your financial planner with letter of advice
- Storage of originals in fire proof safe custody.
- Free 2 year review.
Pricing
Prices vary depending on complexity. Choose from one of the following options.
Simple Will – Single ($660) or Couple ($1,000) – inclusive of GST
- 1 hour assessment via phone, zoom or in office;
- Drafting of simple Estate planning document;
- Executing documents by appointment;
- Attending to execute with attorney to accept;
- Sending by express post to Attorney & Enduring Guardian (Zoom appt);
- Copy of documents to client ; and
- Hold in safe custody
Other Estate Documents
Enduring Guardian and Power of Attorney: $440* for one service, or $660* for the packaged price of both services.
Advanced Care Directive from $330* and depending on complexity
Testamentary Trust Will
- Individuals – $2,500
- Couples – $4,000*
Special Disability Trust
- Individuals – $2,500
- Couples – $4,000*
*including GST and depends upon complexity, number of people you are including in the documents, and inclusion of and Enduring Power of Attorney, Appointment of Enduring Guardian, Letter of Wishes.
Will Package with either a Power or Attorney or Appointment of Enduring Guardian
- 1 hour assessment via phone, zoom or in office;
- Drafting of simple Estate planning document;
- Executing documents by appointment;
- Attending to execute with attorney to accept;
- Sending by express post to Attorney & Enduring Guardian (Zoom appt);
- Copy of documents to client ; and
- Hold in safe custody
$950 (single)
$1,500 (couple)
inclusive of GST
Other Estate Documents
Enduring Guardian and Power of Attorney: $440* for one service, or $660* for the packaged price of both services.
Advanced Care Directive from $330* and depending on complexity
Testamentary Trust Will
- Individuals – $2,500
- Couples – $4,000*
Special Disability Trust
- Individuals – $2,500
- Couples – $4,000*
*including GST and depends upon complexity, number of people you are including in the documents, and inclusion of and Enduring Power of Attorney, Appointment of Enduring Guardian, Letter of Wishes.
Will Package with both Power of Attorney and Appointment of Enduring Guardian
- 1 hour assessment via phone, zoom or in office;
- Drafting of simple Estate planning document;
- Executing documents by appointment;
- Attending to execute with attorney to accept;
- Sending by express post to Attorney & Enduring Guardian (Zoom appt);
- Copy of documents to client ; and
- Hold in safe custody
$1,200 (single)
$2,000 (couple)
inclusive of GST
Other Estate Documents
Enduring Guardian and Power of Attorney: $440* for one service, or $660* for the packaged price of both services.
Advanced Care Directive from $330* and depending on complexity
Testamentary Trust Will
- Individuals – $2,500
- Couples – $4,000*
Special Disability Trust
- Individuals – $2,500
- Couples – $4,000*
*including GST and depends upon complexity, number of people you are including in the documents, and inclusion of and Enduring Power of Attorney, Appointment of Enduring Guardian, Letter of Wishes.
Wills for every circumstance
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