For clients who need a basic will. Popular with individuals and couples who
have a small number of assets and beneficiaries that are not at risk of family
law breakdown or bankruptcy.
Appropriate for clients that don’t want any loose ends. This package includes a simple Will, Power of Attorney, Enduring Guardianship, Superannuation Binding Death Benefit Nomination and Letter of Wishes.
The perfect plan for clients who want to protect their hard earned assets and save significant amounts of tax. It is appropriate for clients that have minor children (or grandchildren) to stream income through to, blended families and clients that wish to leave someone out of their Will (or are concerned that someone may challenge their Will). This estate plan is also suitable if you have vulnerable beneficiaries that need protection from themselves, creditors, predators or potential family law proceedings.
Suitable for clients running a business or company and clients with family trusts and / or self-managed superannuation funds. We will review your company constitution, SMSF deed, family trust deed or partnership agreement to ensure that the inbuilt succession plan aligns with your personal succession plan.
A meeting to discuss your unique circumstances and wishes with respect to your estate plan. We will review your completed questionnaire and answer any questions you have. This fee is deducted from your nominated package if you proceed.
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