Wills and Estate Planning Packages
Bronze Package
The Bronze Package is perfect for those starting out in life or those with simple asset structures. You may have children, purchased your first home, be winding down or anything in between. Your assets may comprise of a home, motor vehicle, shares, superannuation and life insurance and you do not have any businesses, entities or Trusts.
This package includes:
Will
Enduring Power of Attorney
Appointment of Medical Treatment Decision Maker
Advance Care Directive
Single Package - $1,495 plus GST
Couples Package - $2,100 plus GST
Silver Package
This package is suitable for those with the same requirements as the Bronze Package but you have more detailed wishes that you would like stipulated in you Estate Planning documents.
This package includes:
Will
Enduring Power of Attorney
Appointment of Medical Treatment Decision Maker
Advance Care Directive
Memorandum of Wishes
Binding Death Nomination
Single Package - $2,100 plus GST
Couples Package - $2,695 plus GST
Gold Package
The Gold Package is for those who want to leave their wealth to the next generation in the most tax effective and asset protective manner possible. It may be that you want to protect your children's inheritance from matrimonial breakdowns, creditors and litigation. Or you may have a business, entities or Trusts and want to ensure everything is adequately documented so all goes to plan if anything happens to you.
This package includes:
Simple Testamentary Trust Will
Enduring Power of Attorney
Appointment of Medical Treatment Decision Maker
Advance Care Directive
Memorandum of Wishes
Binding Death Nomination
Single Package - $3,100 plus GST
Couples Package - $3,950 plus GST
Platinum Package
You might operate your own business (or several) entities, Trusts or perhaps even your own Self Managed Superannuation Fund. You have worked hard to accumulate your wealth and you want to transfer it to the next generation in the most asset protective tax effective manner possible. Your Estate Planning documents will make provision for any complex structures that you control.
This package includes:
Testamentary Trust Will
Enduring Power of Attorney
Appointment of Medical Treatment Decision Maker
Advance Care Directive
Memorandum of Wishes
Binding Death Nomination
Single Package - $4,200 plus GST
Couples Package - $6,100 plus GST
Please Note
If you decide not to proceed with your estate planning matter you will be invoiced our consultation fee of $550 plus GST.