Fixed Price Will with Testamentary Trusts
Cost: $1,490 Fixed incl. GST
The will with testamentary trusts is suitable for clients who are seeking a long term approach to protecting their assets, tax effectiveness and avoiding disputes upon death. The will can also protect the client’s bequest from creditors of their beneficiaries. The will is useful in circumstances where the client wants to provide for their spouse but are concerned that they may remarry and divert the family assets to the new family.
Items Included:
Includes
- Up to 1 hour taking instructions by Skype or at our office about your wishes
- Preparing your Will which may deal with these:
- Specific gifts
- Residue provision
- Equal or unequal division of assets
- Australian property
- Industry super and SMSF
- Burial preferences
- Pet living arrangements
- Guardians for your children
- Appoint of Australian Executor(s)
- Single or multiple testamentary trusts
- Right of residence
- Life interest estates
- Create trust/s for minors which protects inheritance until they turn 18 or an age otherwise specified
- Unlimited revisions of the first draft of the Will after client's review
- Meeting with client at our office to execute Will
- Alternatively if client does not want or cannot attend at our office for execution, advice on executing the Will
- Client will receive the original Will that is valid in any state or territory in Australia and 1 copy of the Will
Excludes
- More than 2 meetings to discuss and finalise the document
- Gifts of overseas property
- Storage of original Will
- Any travel
We can quote for any of these services