Preparing a Will
Preparing a Will
“Let’s all sit around and think about what happens if we die”, said no one ever. But like taxes, death is an unavoidable part of life and when the time comes, you need to make sure your intentions are known. Even if you do not have many assets or a million dollars in the bank, not having an estate plan is highly likely to put your family through a significant amount of stress when they are already grieving their loss of you.
The Types of Things We May Do for You
Life is complicated enough – we help make it easier
You’ve worked hard for the things you own.
Make sure you get to choose what happens to them by having a Will in place.
Client Testimonials
M Condi
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Koffee'n'Chocolate
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S Cooper
Pricing & Packages
Choose a Package to Suit You
This may be your first time but it’s not ours.
We’ll take care of it so you can focus on your new Property.
FOR YOU
From
$1,400 +GST
Bare Essentials Package
Standard Will (No Testamentary Trust)
Enduring Power of Attorney
Secure Storage of Document Prepared by Us
Summary of Documents
Letter of Wishes
60 minute Advice Call/Video Call with a Senior Lawyer
Valued at $1,400
Review of relevant source materials provided to us
An online strategy meeting with one of our estate planning lawyers to discuss your estate planning objectives
A will, enduring power of attorney and a letter of wishes
A second online meeting to catch up and step through the documents and discuss signing
A signing checklist to help you with executing your documents
Secure storage of any original documents prepared by us for up to 7 years.
From
$3,300 +GST
Smart Planning Package
Will with Single Testamentary Trust
Enduring Power of Attorney
Secure Storage of Document Prepared by Us
Summary of Documents
Letter of Wishes
90 minute Advice Call/Video Call with a Senior Lawyer
Valued at $1,800
Review of relevant source materials provided to us
An online strategy meeting with one of our estate planning lawyers to discuss your estate planning objectives
A will, enduring power of attorney and a letter of wishes
A second online meeting to catch up and step through the documents and discuss signing
A signing checklist to help you with executing your documents
Secure storage of any original documents prepared by us for up to 7 years.
From
$4,400 +GST
All Bases Covered Package
Will with Multiple Testamentary Trusts
Enduring Power of Attorney
Secure Storage of Document Prepared by Us
Summary of Documents
Letter of Wishes
120 minute Advice Call/Video Call with a Senior Lawyer
Valued at $2,600
Review of relevant source materials provided to us
An online strategy meeting with one of our estate planning lawyers to discuss your estate planning objectives
A will, enduring power of attorney and a letter of wishes
A second online meeting to catch up and step through the documents and discuss signing
A signing checklist to help you with executing your documents
Secure storage of any original documents prepared by us for up to 7 years.
FOR BOTH OF YOU
From
$1,700 +GST
Bare Essentials Package
2 x Standard Will (No Testamentary Trust)
2 x Enduring Power of Attorney
Secure Storage of Documents Prepared by Us
2 x Summary of Documents
2 x Letter of Wishes
120 minute Advice Call/Video Call with a Senior Lawyer
Valued at $2,600
Review of relevant source materials provided to us
An online strategy meeting with one of our estate planning lawyers to discuss your estate planning objectives
A will, enduring power of attorney and a letter of wishes
A second online meeting to catch up and step through the documents and discuss signing
A signing checklist to help you with executing your documents
Secure storage of any original documents prepared by us for up to 7 years.
From
$4,400 +GST
Smart Planning Package
2 x Will with Single Testamentary Trust
2 x Enduring Power of Attorney
Secure Storage of Documents Prepared by Us
2 x Summary of Documents
2 x Letter of Wishes
150 minute Advice Call/Video Call with a Senior Lawyer
Valued at $3,200
Review of relevant source materials provided to us
An online strategy meeting with one of our estate planning lawyers to discuss your estate planning objectives
A will, enduring power of attorney and a letter of wishes
A second online meeting to catch up and step through the documents and discuss signing
A signing checklist to help you with executing your documents
Secure storage of any original documents prepared by us for up to 7 years.
From
$5,500 +GST
All Bases Covered Package
2 x Will with Multiple Testamentary Trusts
2 x Enduring Power of Attorney
Secure Storage of Documents Prepared by Us
2 x Summary of Documents
2 x Letter of Wishes
180 minute Advice Call/Video Call with a Senior Lawyer
Valued at $3,800
Review of relevant source materials provided to us
An online strategy meeting with one of our estate planning lawyers to discuss your estate planning objectives
A will, enduring power of attorney and a letter of wishes
A second online meeting to catch up and step through the documents and discuss signing
A signing checklist to help you with executing your documents
Secure storage of any original documents prepared by us for up to 7 years.
Frequently Asked Questions
Will You Review My Will and Let Me Know if It Does What I Want It to?
Yes, for a simple Will of up to 8 pages, we do free reviews. For more complex Wills, we provide a quote for the review and advice service, so you can be sure you’re covered, and can do a new Will if necessary.
I Am Getting Married Next Year but Really Want to Get a Will in Place Now. Will It Be Valid Still Once I Get Married?
So long as you specifically say in your Will that it is made in ‘contemplation of marriage’, then it will still be valid. If you divorce, however, you will need to do a new will.
What Happens to My Home if My Husband Passes Away? We Own It as Joint Tenants.
Where you own the property as Joint Tenants, the property will vest in the surviving tenant i.e. you if your husband has passed away. So you will own the entire property. If you owned it as Tenants in Common, then your husband’s share of the property would vest in his estate and would go to the beneficiary under his Will.
What Happens if One of My Beneficiaries is Going Through a Divorce or Bankruptcy When I Pass Away?
It is hard to know what life issues your beneficiaries may be dealing with when you pass on. For this reason, it is best to have one or more testamentary trusts in your will. This way, the benefit that is due to your beneficiary can be held in the testamentary trust until such time that they want to actually receive it so that their life issue has passed and the benefit is less likely to be taken by an ex-partner, in litigation or a creditor in bankruptcy.
What Happens to My Superannuation – Will It Go to the Beneficiaries Under My Will?
Superannuation does not form part of your estate, unless you specifically provide a binding nomination for the super to go to your estate. We can help with this too.
What Happens if I Die Without Having a Will?
Where there is no Will, the Rules of Intestacy apply and there is a specific process that must be followed. Just click on the Claim Free Strategy Call and we can provide you with a booklet on next steps in this type of situation. Needless to say, it is best to ensure you have a valid Will in place no matter how much or how little you have, as tidying up after you pass is much harder without a Will.
My Nanna Has Passed and I Am Executor. I Have a Copy of the Will. What Do I Do Now?
We’re sorry for your loss. Just click on the Claim Free Strategy Call and we can provide you with an Executor’s Guide so you can administer the estate yourself. You may even benefit from having us Apply for Probate or act for you in the estate administration.
You’ve worked hard for your stuff. Make sure the right people get it!
Estate planning doesn’t have to be hard – we’ll help you rule from the grave.
