Wills and Estate Planning
Packages and Pricing
All prices include GST
Essentials Package
Suitable if you just want the basics, have a small number of assets (ie. home, car bank account) and superannuation and/or life insurance makes up the majority of your wealth. Your beneficiaries can manage their own money and are at minimal risk of family breakdown, bankruptcy or litigation (eg. in a high risk profession).
This package may also be suitable if you have an interest in one business or family structure (ie. company, trust, partnership, self-managed superannuation fund), ‘your entity’. If this is relevant to you, the ‘Business Owner’s’ pricing and additional inclusions below will apply.
Essentials Package Inclusions
Individuals and Couples
Initial strategy and recommendation meeting (up to 1.5 hours)
Will/s (not including testamentary trusts or complex gifting clauses)
Package price applies to mirror Wills only. Additional fees apply where different appointments and/or gifting provisions are desired
Enduring Power/s of Attorney (Qld) appointing attorneys to make decisions for you when you’re still alive
Revocation of your existing Enduring Powers of Attorney and letter to outgoing attorney/s (if required) (does not include lodgment fees)
Arranging for your incoming attorney(s) to accept their appointment(s) and monitoring return of your original Enduring Powers of Attorney
One current title search of your principal place of residence to confirm ownership and the tenancy in which it is held (this may be critical to your estate plan) * It is recommended that a title search be carried out for all of your properties. Further charges will apply (at cost) for additional searches
Review of your superannuation and life insurance arrangements and providing recommendations to align your superannuation and life insurance with your estate plan
Meeting with you to sign your estate planning documents or providing them to you with detailed instructions to guide with signing, witnessing and document handling
Secure storage of your original documents (if desired)
Business Owners
In addition to the above, the Business Owners package includes:
Collaboration with your financial advisers, accountants or other business advisers (as required/instructed)
One current ASIC organisational extract, to confirm officeholdings/shareholdings
*It is recommended that a title search be carried out for all of your properties. Further charges will apply (at cost) for additional searches
Review and consideration of documents associated with your entity (ie. company constitution, trust deed, current financial statements) and advising on succession of your interests
Identifying any matters contained within your entity documents that may affect your your estate (ie. unpaid present entitlements, loans) and liaising with your other advisers as required)
Additional provisions in your Will/s and/or Enduring Power/s of Attorney with respect to your succession of your entity (if applicable)
a General Power of Attorney for your company (if required/instructed)
Additional services:
Binding Death Benefit Nominations for your self-managed superannuation fund - add an additional $330.00 per document.
Essentials Package Pricing
Individuals $1,100 Couples $1,750 Business Owners: (individual) $1,950
(couples) $2,600
Flexi Package
Perfect if you have complex gifting requirements or have minor children or grandchildren and want to provide a more secure, structured and tax effective gift, or you want to give your beneficiaries the greatest flexibility on your death.
Our Business Owners pricing and additional inclusions will apply if you have an interest in up to 3 business or family structures (ie. company, trust, partnership, self-managed superannuation fund), ‘your entities’.
Flexi Package Inclusions:
Individuals and Couples
Initial strategy and recommendation meeting (up to 2 hours)
Will/s (which may include a Will with complex gifting provisions, or a Will with standard testamentary trusts).
*For couples: Package price applies to mirror Wills only. Additional fees apply where different appointments and/or gifting provisions are desired
Enduring Power/s of Attorney (Qld) appointing attorneys to make decisions for you when you’re still alive
Revocation of your existing Enduring Powers of Attorney and letter to outgoing attorney/s (if required) (does not include lodgement fees)
Arranging for your incoming attorney(s) to accept their appointment(s) and monitoring return of your original Enduring Powers of Attorney
Review of your superannuation and life insurance arrangements and recommendations to align them with your estate plan
Advance Health Directive/s (if desired)
Letter/s of Wishes (if desired)
One current title search of your property (if any) to confirm ownership and the tenancy in which it is held (this may be critical to your estate plan) *It is recommended that a title search be carried out for all of your properties. Further charges will apply (at cost) for additional searches
Meeting with you to sign your estate planning documents or providing them to you with detailed instructions to guide you with signing, witnessing and document handling
Secure storage of your original documents (if desired)
Business Owners
In addition to the above, the Business Owners package includes:
Collaboration with your financial advisers, accountants or other business advisers (as required/instructed)
Up to 3 current ASIC organisational extracts, to confirm officeholdings/shareholdings
Up to 3 General Powers of Attorney for your companies (if required/instructed)
Review and consideration of documents associated with your entities (ie. company constitutions, trust deeds, current financial statements) and advising on succession of your interests
Identifying any matters contained within your entity documents that may affect your your estate (ie. unpaid present entitlements, loans) and liaising with your other advisers as required
Additional provisions in your Will/s and/or Enduring Power/s of Attorney with respect to your succession of your entities (if applicable)
Preparation of Binding Death Benefit Nominations in accordance with your self-managed superannuation fund trust deed (if applicable)
Additional services:
Binding Death Benefit Nominations for your self-managed superannuation fund - add an additional $330.00 per document.
Flexi Package Pricing
Individuals $2,200 Couples $3,400 Business Owners: (individual) $4,000
(couples) $5,500
It’s Complex
If you like the look of one of the above packages but have additional complicating factors like:
a blended family (with or without) estranged children
one or more beneficiaries with special needs or one whose inheritance may be at risk
complex asset holdings or multiple (4+) business or family structures (ie. companies, trusts, partnerships and/or a self-managed superannuation fund),
We would be happy to tailor a fixed fee package to your circumstances. Contact us for a no-obligation free discussion.
Singular Documents
You just need one document or can’t find what you are looking for?
Email us or book a free 15 minute call with our estate planning lawyers and we will provide you our fixed fee individual document pricing.
Can’t Find a Package to Suit You?
We can tailor a fixed fee package to you.
Book a free 15 minute call with our estate planning lawyers for a confidential discussion.