Essentials*

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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.

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.

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.

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.

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.

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. 

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.

When was the last time you read through the 80+ pages of the trust deed establishing your SMSF? Give that job to me. 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.

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).

Solo Standard Will $550

Couple's Standard Wills $990

Solo Testamentary Trust Will $1,340

Couple's Testamentary Trust Wills $2,310

Solo EPOA & Enduring Guardian $330

Couple's EPOA & Enduring Guardian $550

EPOA only $150

Click HERE to learn more

Checklist of who is best to appoint

Let's spend an hour working together on an estate plan based on analysis of your circumstances and any question you wish to ask in a safe space. If our pre-planning informs a final estate plan with us, a $110 discount will apply.