[Death only – just your Wills]
[Price guide – fees confirmed with clients after our heart-to-heart]
$1,155 (incl. GST)
Our ‘Starter’ level is for you if you have straight forward assets, eg. house, car, superannuation.
You want the strategic planning for your estate but without the bells and whistles of business structures or self-managed superannuation.
This option does not include a
testamentary discretionary trust.
$1,875 (incl. GST)
Our ‘Extras’ level is for you if you have a self-managed superannuation fund (“SMSF”), company or trust.
*For more than one entity a further $450.00 applies per additional entity.
This option does not include a
testamentary discretionary trust.
$3,285 (incl. GST)
Our ‘Prime’ level is for you if you want the greatest flexibility for your beneficiaries, or protection in the event of relationship or business breakdown, or from irresponsible spending by beneficiaries.
This option includes one or more
testamentary discretionary trusts.
Please note that our prices are subject to change without prior notice. The specific circumstances of each client’s matter may impact the scope of work and subsequently affect our fees. To ensure transparency and clarity, we provide clients with written confirmation of our fees after an initial consultation and in a formal Costs Agreement.
When are fees payable?
$300 (including GST) is charged for our initial consult (our heart-to-heart Will strategy meeting). The consult fee is payable on the day of our consult. The consult fee is deducted from the total Wills cost. The remaining balance of your chosen Wills is payable once your Wills are ready for release.
[What’s the docs – let’s break it down]
Will: gifts your property after you die and nominates people you know + trust to certain power positions [check out Why do I need a Will?]
Do you want a complete estate plan solution covering death and incapacity? Then you need our Will Value Packages! Our Will Value Packages include a Will, Letter of Wishes, Enduring Power of Attorney, and Advance Health Directive.
Download The Complete Testamentary Guardian Workbook to:
Download The Complete Estate Plan Guidebook to:
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