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FEES

Simple Package

IDEAL IF YOU HAVE:

  • No business assets

  • Straightforward or equal distribution of assets

INCLUDES:

  • Instructions Appointment

  • Preparation of Documents:

  • Simple Will

  • Medical Power of Attorney

  • Financial Power of Attorney

  • Letter of Wishes

  • Signing Appointment

A simple package suitable for those who are passing assets to their spouse or equally between their children. ​​

$1,320

$1,870

Tailored Package

Designed for those with common but more complex circumstances such as blended families or business.​​

IDEAL IF YOU HAVE:

  • Blended family with stepchildren

  • Need to include life interest, right to occupy or protective trust

  • Assets being unequally divided, giving less to a person or leaving people out

  • Beneficiaries with known issues

  • Businesses

  • Existing Trusts or Self Managed Superannuation Trusts

  • Persons likely to contest the Will

INCLUDES:

  • Everything in the Simple Package, with a Tailored Will

from $1,980

from $2,750

Ultimate Package

Selected by those wanting ultimate protection and the premium benefits of Testamentary Trust Wills.

IDEAL IF YOU HAVE:

  • Protect your assets from divorce and bankruptcy risks

  • Create peace of mind that your assets will be passed on and distributed as per your wishes

  • Provide a sense of security that your family and loved ones will be looked after when you die

  • Save your family tax after you die

INCLUDES:

  • Everything in the Tailored Package, with a Testamentary Trust Will

from $3,300

from $4,400

We also offer Wills and Powers of Attorneys as individual documents. Please contact us for pricing.​

TERMS OF PAYMENT

  • All prices include GST.

  • An Instructions Appointment is a cost of $330, invoiced to you after your appointment and payable within 14 days.

  • If you choose to proceed with your documents, the cost of your Instructions Appointment $330 is deducted from your final balance.

  • The final balance is invoiced to you after your Signing Appointment and payable within 14 days.

  • Prices do not include review of existing entities.

  • Additional fees may apply for:

    • Non-mirror documents between couples

    • Urgent documents

    • Change of mind revisions

    • Traveling further than a 30 minute distance from Wheelers Hill, Vic.

Family Love by a Mother and Her Two Daughters

Secure your legacy 

Protect the people you love and the future you’ve worked hard to build. 

​

We make estate planning simple and convenient by helping you put your Wills and Powers of Attorney in place with confidence and peace of mind.

​

Take the first step today and speak with our friendly team.

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