fbpx

Will Value Packages

[The gold standard – complete estate plan solution]

SWE circle

[Price guide – fees confirmed with clients after our heart-to-heart]

Single Starter

Will Value Package

$1,180 (incl. GST)

Out ‘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.

The option does not implement a testamentary discretionary trust.

Single Extras

Will Value Package

$1,630 (incl. GST)

Out ‘Extras’ level is for you if you have a self-managed superannuation fund, company or trust.
*For more than one entity a further $450.00 applies per additional entity.

The option does not implement a testamentary discretionary trust.

Single Prime

Will Value Package

$2,250 (incl. GST)

Out ‘Prime’ level is for you if you have self-managed superannuation fund, company or trust.
*For more than one entity a further $450.00 applies per additional entity.

You may wish to have the greatest flexibility for your beneficaries, or protection in the event of relationship or business breakdown, or from irrespnsible spending by beneficiaries – this option implements 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 estate plan strategy meeting).  The consult fee is payable on the day of our consult.  The consult fee is deducted from the total package cost.  The remaining balance of your chosen package is payable once your documents are ready for release.

SWE circle

[What’s the docs – let’s break it down]

Will: sets out how you want to gift your property after you die, and nominates people you know +trust to certain power positions [check out Why do I need a Will?]

Letter of Wishes: where you add your thoughts, stories, and feelings to your estate plan.  The things that aren’t so legal-ish, yet crucial to ensure your loved ones thrive [check out Why do I need a Letter of Wishes?]

Enduring Power of Attorney: appoints people you know + trust to be your decision makers if you’re unable to make decisions for yourself (eg. due to accident, injury, medication) [check out Why do I need an Enduring Power of Attorney?]

Advance Health Directive: is used to record what medical treatment you do and don’t want, and can also inform your health professionals about your health conditions and any spiritual or cultural beliefs that are important for your care and treatment [check out Why do I need an Advance Health Directive?]

SWE circle
SWE circle

Download The Complete Testamentary Guardian Workbook to:

  • protect your children’s future
  • know the what, who, and why of testamentary guardians
  • questionnaire included to find the best match for your family

Download The Complete Estate Plan Guidebook to:

  • take the overwhelm out of estate planning
  • know what documents you need to protect yourself and your loved ones
  • appoint the best suited people to control positions
  • step-by-step guide to sort your estate plan
SWE circle

[The boring bits] By using our website you agree to our Terms and Conditions, and Privacy Policy

Liability limited by a Scheme approved under professional standards legislation. © Sun Wills & Estates Pty Ltd.