Estate Planning Premium Package
Cost: $1,980 Fixed incl. GST
Everyone needs a robust estate plan. This package provides you with everything in the core and summary packages plus the technical advice if you are interested in it.
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
Advice letter outlining the obligations for your executors and various issues arising from your estate plan (including why you need to update your estate plan on certain events occurring)
An estate planning folder holding executed copies of your signed estate planning documents.