Plan Today for Peace Tomorrow:
Protect What Matters
Wills & Estate Planning
When it comes to estate planning, we focus on strategies that help minimise the risk of claims on your estate, all whilst ensuring that your intended beneficiaries receive the most out of your estate. Our experienced legal team is here to answer your questions and guide you through every step, offering tailored advice and representation to achieve the best possible outcome for your unique circumstances. With multiple and diverse referral partners, we pride ourselves on ensuring that your estate plan is holistic in every sense of the word.
Comprehensive Review: We assess your assets, superannuation, relationships, and beneficiaries to provide personalised advice.
Instructions: Complete our instruction sheet, then discuss your options with us in person, by phone, or online.
Collaboration: We liaise with your accountant, superannuation trustee, or financial planner as needed.
Document Preparation: Drafting, review, and implementation of your estate planning documents.
Signing & Execution: Attend a signing appointment (in-person), with last-minute changes as required.
Finalisation: We provide copies to you and your financial planner and store originals securely (storage free of charge)
Our Process
Our estate planning fees reflect the high level of care and expertise we bring to crafting thorough and tailored solutions to your needs.
Our Pricing
All of our pricing includes GST and may vary depending on complexity and the number of people or documents involved.
Estate planning services we provide:
Simple Will
Testamentary Trust Will
Enduring Power Guardianship
Enduring Power of Attorney
Company Attorney
Advance Care Directive
Superannuation Binding Death Benefit Nominations, including those for SMSF’s
Letter of Wishes