At Your Estate Lawyer
Estate planning
Is so much more
Than writing a will
Estate planning is so much more than writing a will.
When we get together, we'll play a game called What does it look like if you die this year. We don't actually want you to die this year, but it helps to get clear on what your will should include to protect the people and things that are most important to you - if something were to happen now, not at some point in the future when you think you'll die.
You'll come away with the ideal will for your personal circumstances, all the documents your family will need if you lose capacity, clarity around who will make decisions on your behalf if you're unable to, and the security and calrity of knowing the people and things that are important to you will be taken care of.
At Your Estate Lawyer
Estate planning
Is so much more
Than writing a will
Estate planning is so much more than writing a will.
When we get together, we'll play a game called What does it look like if you die this year. We don't actually want you to die this year, but it helps to get clear on what your will should include to protect the people and things that are most important to you - if something were to happen now, not at some point in the future when you think you'll die.
You'll come away with the ideal will for your personal circumstances, all the documents your family will need if you lose capacity, clarity around who will make decisions on your behalf if you're unable to, and the security and calrity of knowing the people and things that are important to you will be taken care of.
"If you're a human, you're breathing and you have people you care about, you need an estate plan."
What We'll Cover During Your Estate Planning Appointment
What We'll Cover In Your Estate Planning Appointment
"Thank you for helping us realise our 'simple will' was actually going to make things MORE complicated for our children after we died, not less."
Strong Willed In Three Easy Steps
We know it can take a lot of courage to face your own mortality or seek advice from a legal professional, which is why we make our esate planning process as easy as possible. We don't ask you to do hours of homework before you meet with Fiona, we always take things at your pace and leave plenty of time to support you to make the decisions that sit best with you.
We Meet Up
You'll meet Fiona at our Meeting Place in Hahndorf for a coffee and a chat about all the people and things that are important to you. Together you'll decide how you want to look after them in your will and who you want to be on your Death Team. This first appointment usually takes about 2 hours.
Documents Are Created
Our Estate Planning team will work their magic and prepare your documents ready for review before you sign. You're welcome to ask as many questions as you need and make changes if required. This process usually takes about 10 days.
Sign Away
A week or two later, you'll get together with Fiona to sign your will and arrange to send other paperwork to your substitute decision-makers. When that paperwork is returned to us we'll catch up a third time to finalise your Advance Care Directive and Enduring Power of Attorney documents.
Estate Planning Costs
Costs include your initial estate planning meeting, two signing appointments, the right type of will for your circumstances (usually a Testamentary Trust will), an Advance Care Directive, an Enduring Power of Attorney, ongoing support, and access to online resources.
Testamentary Trust Will for a Single Person
from $1,870 (inc gst)
Testamentary Trust Will for a Couple*
from $2,750 (inc gst)
If You Have a Company, SMSF or Farm Asset
additional $1,100 (inc gst)
* We believe estate planning is a team sport and that looking after the people you're in a relationship with is non-negotiable. If your other half isn't up for the adventure, make a time for a 15-minute chat with Fiona before you book an appointment.
