Estate Planning Core Package
Cost: $990 Fixed incl. GST
Everyone needs a robust estate plan. This package provides you with everything you need to deal with assets you own personally, as well as confirmation of recommendations to deal with any assets not held personally (such as assets held in trusts, companies, and superannuation). The fixed price is per person, however, a 50% discount is available for spouses who require documents that are substantially identical, (not available for blended families).
Items Included:
Review of background information
Initial meeting (in person or online) to discuss your estate planning intentions
Draft Will, enduring power of attorney and template memo of wishes
Confirmation of recommendations in relation to non-estate assets such as trusts, companies, and superannuation (if any)
Second meeting (in person or online) to discuss the draft documents and arrange for signing