Estate Planning Summary Package
Cost: $1,430 Fixed incl. GST
Everyone needs a robust estate plan. This package provides you with everything in the core package plus some summary documents to help document your estate planning intentions in an easy to comprehend manner.
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
Bound documents for signing
Summary paper outlining your estate planning intentions