Trusted Legal Services
Essentials*
Couple's Standard Estate Plan $1,430
Couple's Estate Plan establishing Testamentary Trusts (TTs) $2,750
Couple's Standard Estate Plan $1,430
You and your partner are on the same page. If you have kids, then deciding who will take care of them will be particularly important in your estate planning.
Wills, Enduring Powers of Attorney and Enduring Guardian appointments, Superannuation advice and Memo of Wishes
Solo Estate Plan $880
Couple's Estate Plan establishing Testamentary Trusts (TTs) $2,750
Couple's Standard Estate Plan $1,430
Whether you are a single parent, a financially independent professional or retiree, or your partner has a Will and you don't - there are all sorts of reasons to go it alone in your estate planning.
Package also includes Enduring Power of Attorney and Enduring Guardian appointment, Superannuation advice and Memo of Wishes
Couple's Estate Plan establishing Testamentary Trusts (TTs) $2,750
Couple's Estate Plan establishing Testamentary Trusts (TTs) $2,750
Couple's Estate Plan establishing Testamentary Trusts (TTs) $2,750
You have assets in excess of $500,000 (you can add life insurance to this figure!) and want increased protection for your beneficiaries from divorce and bankruptcy risks plus favourable tax treatment of income generated from the TT. This Will is sophisticated but drafted in plain English. Estate plan package also includes Enduring Powers of Attorney and Enduring Guardian appointments, Superannuation advice and Memo of Wishes
Solo estate plan with Testamentary Trust(s) (TTs) $1,430
Couple's Estate Plan establishing Testamentary Trusts (TTs) $2,750
Couple's Estate Plan establishing Testamentary Trusts (TTs) $2,750
You have assets in excess of $500,000 (you can add life insurance to this figure!) and want increased protection for your beneficiaries from divorce and bankruptcy risks plus favourable tax treatment of income generated from the TT. This Will is sophisticated but drafted in plain English. Package also includes Enduring Power of Attorney and Enduring Guardian appointment, Superannuation advice and Memo of Wishes
Solutions* to complement your essentials
Review current Will $330
Review current Will $330
Review current Will $330
Not sure if your current Will does the job in an ever-changing world? Let me look it over. Should you proceed with a new estate plan, a $110 discount will apply.
Blended family $330
Review current Will $330
Review current Will $330
So your family tree has a few branches grafted on to it? You have a blended family.
Kids from another relationship, whether under 18 or in their 50s, require special attention in your estate plan.
Protective Trust $880
Review current Will $330
Right of Residence/Life Interest $880
A beneficiary sometimes needs protection from themselves. Gambling, drug addition and/or generally bad with money - we have a way to protect their inheritance. A trusted person will manage their inheritance and use funds for the sole benefit of the primary beneficiary, e.g. housing and living expenses.
Right of Residence/Life Interest $880
Business Succession $220 per document and/or entity
Right of Residence/Life Interest $880
You want someone (partner/child/elderly parent) to be able to live in your home until they pass away (or some other event). Your home will then go to your kids or other nominated beneficiary.
Leave someone out or give less $440
Business Succession $220 per document and/or entity
Business Succession $220 per document and/or entity
Society expects us to take care of others close to us when we pass away. But what if you are estranged from a family member? Let me work with you to manage risk and give you peace of mind.
Business Succession $220 per document and/or entity
Business Succession $220 per document and/or entity
Business Succession $220 per document and/or entity
Small business owner or a company director? What will happen if you lose capacity or die? Who will step into your decision making shoes? Will the business be frozen and your employees go unpaid? Let's work together to come up with a plan. Importantly, let's look at the Company Constitution, Shareholders Agreement and/or Unit Trust deed.
Family Trust $330
Self Managed Super Fund (SMSF) $660
Self Managed Super Fund (SMSF) $660
You and your accountant set up a Family Trust for good reason. Regardless of its function - such as holding shares in a business or sitting dormant - a modern estate plan needs to consider who is in control if you lose capacity or die. A thorough review of the trust deed will give us the rules to play by when appointing someone to step into your shoes.
Self Managed Super Fund (SMSF) $660
Self Managed Super Fund (SMSF) $660
Self Managed Super Fund (SMSF) $660
When was the last time you read through the 80+ pages of the trust deed establishing your SMSF? Give that job to us. A modern estate plan looks to who can control your SMSF if you lose capacity or die. Let's also make sure your Binding Death Benefit Notice/Nomination (BDBN) is valid (or maybe you don't have a BDBN!) otherwise there may be unintended consequences.
International Assets $220/$150
Self Managed Super Fund (SMSF) $660
Assisted Reproductive Treatment advice and drafting $220
Do you hold assets in a country or US state which is a signatory to the UNIDROIT Convention (don't worry, our instruction form lists each one)? An international Will ($220) may be your solution. Or, your international assets are in a non-UNIDROIT country or US state - there is a solution for you too ($150).
Assisted Reproductive Treatment advice and drafting $220
Assisted Reproductive Treatment advice and drafting $220
Assisted Reproductive Treatment advice and drafting $220
Do you have eggs, sperm and/or embryos in storage at a fertility clinic? A modern estate plan should include what should happen to your genetic material if you die. There are different laws in each state for us to navigate so that we can draft your Will and Enduring Power of Attorney correctly.
FAQs
Do your prices include GST?
*Yes, all prices include GST.
What if I need a Will urgently?
Whether travelling overseas or going into hospital for surgery, or something else, we can work with you to get your estate plan done! For a 72 hour turnaround from initial instructions to signing, our urgent fee is $330.
I am an adult child and want to help my elderly parent make a new estate plan, can I?
Yes and no. Adult children are important support for their parents or near relatives. We encourage you to have open discussions with your parent about their estate plan and you can even talk with us to help make an appointment. But when it comes to providing instructions and meeting in conference, your parent must do this alone. We will take good care of them, we promise! If your parent is over 80 and/or has a medical condition that may affect their capacity to make legal decisions, please understand if we ask for a doctor's certificate confirming capacity.
English is my second language, do I need an interpreter?
Depends. A solicitor must be confident that their client understands the act of making a Will, understands the contents of their estate planning documents, knows what makes up their estate and knows who in their world would reasonably expect to be a beneficiary. If you think you, your partner or family member whom you are supporting, may struggle to read the Will and/or understand our questions in conference, then we recommend an interpreter be present in the conference. We will provide a quote for this service at the time of your booking.
What states do you practise in?
We work with clients in New South Wales, Victoria and Queensland.
How long is our video-conference?
Allow about 60-90 minutes for our video-conference. We will work together to make sure as much of what is important to you, and what the law wants us to do, is in balance. You are likely to laugh, learn a lot and feel a great sense of relief once the pieces of your estate planning puzzle come neatly together.
Can we meet in person?
Yes, if you live in the NSW regions of Illawarra, Southern Sydney, Southern Highlands and Shoalhaven. Within the Illawarra, our in person fee is $150, all other areas $220.
Can we meet after hours?
Yes, Saturday mornings by negotiation. Our Saturday fee is $150.
Can I contact you directly?
Yes please. If I don't pick up the phone straight away I am likely with a client.
M: 0400 57 55 18 E: louise@louisemoultonlegal.com.au