Legal Services Estate Planning

Estate Planning

What is an Estate Plan?

Estate planning is the process of carefully arranging your legal and financial affairs to ensure that your assets are protected and distributed to your intended beneficiaries in accordance with your wishes, in an orderly and tax-effective manner.

A carefully prepared estate plan brings together your legal and financial affairs to protect your assets and ensure that your wishes are clearly understood and effectively carried out.

While preparing a Will is an important part of planning your estate, a comprehensive estate plan should also address a range of other legal and financial considerations. These may include your superannuation, providing for vulnerable beneficiaries, tax planning, and appointing someone you trust to manage your legal and financial affairs if you lose the capacity to do so.


We work closely with our clients to understand their individual circumstances, priorities and wishes, and to develop an estate plan tailored to their particular needs.

Estate Planning Packages
 
One Document Two Documents Three Documents

a single document:

  • a Will,
     
  • a Power of Attorney, 
     
  • an Enduring Guardian

Order two essential legal documents, such as

  • a Will and a Power of Attorney  
  • a Will and an Enduring Guardian

This comprehensive package covers all three crucial legal documents:

  • a Will,
     
  • a Power of Attorney, and
     
  • an Enduring Guardian. 
Fixed Fee $250 Fixed Fee $350 Fixed Fee $550
     
Ideal if you require assistance with a specific legal document such as your will.  

For complete peace of mind - you will know that your affairs are taken care of. This comprehensive package will provide you the following:

  • A Will
  • Power of Attorney
  • Enduring Guardian
     
How it works How it works How it works
     
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