Wills & Estate Planning Packages and Prices

Complete Peace of Mind.
See our fixed fee price guide below for Wills and Estate Planning Packages.

Fixed Price Guide

Standard Will

For clients who prefer to provide initial instructions over the phone, via Teams or in-person. This Will is popular with clients who do not have any asset protection concerns. This package does not include complex gifting clauses.

*Couple pricing applies to 'mirror' couple Wills only where the terms of both Wills leave everything to each other in the first instance, and to the same beneficiaries in the second instance.

Individual Will - $750 incl GST
Mirror Couple Wills - $1,400 incl GST

DETAILS

Premium Testamentary Trust Will

A testamentary trust Will is a powerful estate planning tool that provides asset protection and taxation advantages.

*Couple pricing applies to 'mirror' couple Wills only where the terms of both Wills leave everything to each other in the first instance, and to the same beneficiaries in the second instance.

Individual Trust Will - $1,740 incl GST

Mirror Couple Trust Wills - $3,210 incl GST*

DETAILS COMING SOON

Standard Estate Plan

This package includes a standard Will, Power of Attorney, Enduring Guardianship, Complimentary Review/Update of your Superannuation Binding Death Benefit Nomination (excludes SMSF) and complimentary preparation of your Letter of Wishes template. This package does not include complex gifting clauses.
*Couple pricing applies to 'mirror' couple Wills only where the terms of both Wills leave everything to each other in the first instance, and to the same beneficiaries in the second instance.

Individual Plan - $1,500 incl GST
Mirror Couple Plan - $2,900 incl GST*

DETAILS

Premium Estate Plan

The perfect plan for clients who want to protect assets and save tax. This estate plan is also suitable if you have vulnerable beneficiaries who need protection from themselves, creditors, predators or potential family law proceedings.

*Couple pricing applies to 'mirror' couple Wills only where the terms of both Wills leave everything to each other in the first instance, and to the same beneficiaries in the second instance.

Individual Premium Plan - $2,750 incl GST
Mirror Couple Premium Plan - $4,640 incl GST

DETAILS

Blended Family Will

A bespoke Will personalised to suit your blended family’s unique dynamic.

$POA

DETAILS

Complex Estate Plan

Suitable for blended families, clients running a business or company, clients with family trusts and / or self-managed superannuation funds and clients who wish to leave someone out of their Will (or are concerned that someone may challenge their Will).

$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 - $440 incl GST
Couple - $880 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 - $440 incl GST
Couple - $880 incl GST

DETAILS

Initial Strategy Meeting

Book a 30 minute strategy meeting for assistance with:

- estate planning strategy options;

- an estate that you are beneficiary or executor of.

You will be invoiced $325 (plus GST) which will be invoiced and payable at the end of the meeting.

If the meeting exceeds 30 minutes we will invoice you for the time spent together at the rate of $650 (plus GST) per hour or part-thereof. This meeting may require us to prepare by reading existing documents including Wills, trust deeds, SMSF deeds and company constitutions. We will let you know if we require time to prepare for the meeting and the associated cost in advance of the meeting.

$325 plus GST (30 mins)

$650 plus GST (1 hour)

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Exclusions

Our packages are designed to leave your entire estate to a beneficiary with a single giftover clause to back-up beneficiaries in equal shares. If we identify that your circumstances are outside our standard scope, we will provide you with a tailored, fixed fee proposal.

Common exclusions include the following:

- You want to leave real estate to one person but allow someone else to live in the property until they die/re-partner/move out: $660 incl GST

- You want to prepare a Mutual Will Contract to prevent your partner from ever changing their Will: $1,210 incl GST

- You wish to make more than one specific gift, for example multiple gifts of jewellery, motor vehicles, cash etc: $135 incl GST per additional gift

- You require us to prepare a superannuation binding death benefit nomination: $220 incl GST (excludes SMSFs)

- You would like us to prepare a section 100 statutory declaration explaining your reasons for making no provision, or unequal provision for certain beneficiaries: $650 plus GST per hour or part thereof (usually 1 hour)

- 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): $1,540 incl GST plus disbursements

- There are concerns about your capacity to make a Will or enduring document and we are required to prepare a letter to your usual treating GP or specialist doctor requesting a report documenting your testamentary capacity: $650 plus GST

- You require a solicitor to attend your home or hospital on an urgent basis: travel fee $650 plus GST per hour or part thereof

- You require documents to be prepared on an urgent basis: $650 plus GST

- Your require an additional review meeting: $650 plus GST per hour or part thereof

- You fail to sign your documents in a timely manner (within 4 weeks of drafts being prepared and issued) and we are forced to chase you and issue reminders: $110 incl GST per follow up correspondence

Our fixed fees are subject to change and are valid for 30 days only.