As legal risk experts, we offer an estate planning service to our clients. We are passionate about ensuring families, businesses, and legacies are protected.  We know that in providing this service, our clients feel a sense of relief and usually enjoy it more than they thought they would!

 

Our estate planning services are holistic and consider your unique circumstances. We do not provide a basic "fill in the blanks" will. We understand you can get that online (although we don't recommend it).  

 

We will always consider your family structure and your values and advise you on how to make your will work best for you. Our estate planning packages cover an in-depth discussion of your circumstances, goals and wishes, including your assets, your superannuation and insurance nominations.

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Estate planning is not just drafting your will. Our packages below include an enduring power of attorney and an advanced care directive, sometimes referred to as your "living wills".  These documents are very powerful and in our view, they are best advised on and drafted by a skilled lawyer.

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Bespoke Estate Planning

 

We specialise in more complex estate planning, including wills for individuals who run their businesses from a family trust and/or company. These wills are not necessarily more complex, but there must be "business succession" built into your trust deeds, constitutions and/or shareholder agreements so that your business is protected when you can no longer be at the helm.

 

Another option is a testamentary trust will, which creates a trust inside of your will that can provide extra protection for your assets, your beneficiaries, and can provide tax benefits. You can find further info in our FAQs. We can discuss with you at our meeting whether this is the right kind of will for you.

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Our Process

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1. You book a discovery call or send us an enquiry giving us some basic details. We can give you an estimate of what it will cost at this step.

 

2. We make an appointment to take your instructions. Prior to meeting, we send you a form to complete, which helps us work out what sort of estate planning you require and you can also raise any specific issues. The form also assists us with finalising our fixed fee quote to you.  If you cannot complete an electronic form, a short telephone call can be arranged.

 

3. We meet at our office or via video link to discuss your will, your superannuation/ life insurance death benefit nominations, appointing a power of attorney, and making an advanced care directive. This takes 60-90 minutes and we offer some after hours appointments.

 

4. We then work on your estate plan for you, taking into account all of your individual factors and goals, so that the documents are customised to what you need.

 

5. We send you the will and other documents to review and provide your comments.

 

6. Around two weeks after the first meeting, we meet one more time to read through the estate planning documents with you. This is when the documents are signed and witnessed, and your estate planning is all done!