Trusts, Wills & Estates

This package is suitable for a couple who have one or more of these: assets in their own name or jointly with others, assets held in a family trust, a blended family, self-managed super fund or business in ownership with third parties. 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. This package includes: * Advanced Will with Testamentary Trusts * Enduring Power of Attorney * Enduring Power of Guardianship

The "Fixed Price Application for Grant of Letters of Administration without a Will" package is only suitable for simple estates and if there is not a family provision claim by unsatisfied beneficiaries. The fixed price is based on the assumption that the administrator knows what are the assets and liabilities of the estate. The package does not include administration of the estate.

The “Fixed Price Grant of Representation with a Will” package is only appropriate for simple estates and if there is not a family provision application by unsatisfied beneficiaries. The fixed price is based on the assumption that the executor knows what are the assets and liabilities of the estate and there isn't a dispute about the validity of the Will. The package does not include administration of the estate.

This package is suitable for people who only have assets in their own name and superannuation in an industry superannuation fund. This package is not suitable for people who: - have self-managed super funds - have a family trust - own a business with a third party - have a blended family - want to pass on tax benefits - seek higher level of asset protection.