Wills & Estate Planning Packages and Prices

No bill shock. See our fixed fee price guide for Wills and Estate Planning Packages.

Simple Will

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.

Individual - $880 incl GST
Couple - $1,500 incl GST

DETAILS

Simple Estate Plan

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.

Individual - $1,100 incl GST
Couple - $1,900 incl GST

DETAILS

Premium Estate Plan

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.

Individual - $2,200 incl GST
Couple - $2,900 incl GST

DETAILS

Complex Estate Plan

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.

$POA

DETAILS

Power of Attorney

A Power of Attorney is a very important and powerful legal document that allows someone, known as your attorney, to make financial decisions on your behalf when you’re not able to or simply do not want to.

Individual - $330 incl GST
Couple - $550 incl GST

DETAILS

Enduring Guardianship

Enduring Guardianships are an excellent estate planning tool that sets out your wishes in relation to your health and lifestyle in the event you lose capacity. Your loved ones will benefit immensely from seeing your wishes documented in black and white, particularly if they are forced to make difficult end of life decisions for you

Individual - $330 incl GST
Couple - $550 incl GST

DETAILS

Initial Strategy Meeting

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.

$295 plus GST

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Exclusions

Our Wills and estate planning packages are designed to meet most circumstances. However, if we identify that your circumstances require more than what is included in our standard estate planning packages (e.g. you would like to incorporate a life estate into your Will, you need to change the way you own a property with someone (e.g. convert the ownership structure from joint tenants to tenants in common), there are concerns about your capacity to make a Will or enduring document or you require an interpreter,) we will provide you with a tailored fixed fee proposal.

Our fixed fees are subject to change and are valid for 2 months.

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