Estate Planning
for South Australians
who want more
than just a will
Estate planning isn't just writing a will, it's a chance to play a game I call "What does it look like if you die this year?"...
Ticking boxes or filling in an online form isn't the same as sitting down with an experienced professional to work out who and what is important to you, tapping into their experience to really understand what life will look like for the people you love after you die, and then making sure everything in your head and your heart add up legally so your family aren't left fighting for you (or themselves) after you die.
Estate Planning
for South Australians
who want more
than just a will
Estate planning isn't just writing a will, it's a chance to play a game I call "What does it look like if you die this year?"...
Ticking boxes or filling in an online form isn't the same as sitting down with an experienced professional to work out who and what is important to you, tapping into their experience to really understand what life will look like for the people you love after you die, and then making sure everything in your head and your heart add up legally so your family aren't left fighting for you (or themselves) after you die.
"If you're a human, you're breathing and you have people you care about, you need an estate plan."
Your Estate Planning Appointment
We get together at our cosy, comfortable Meeting Place in Hahndorf where we'll chat over a coffee about all the people and things that are important to you and how you want to look after them in your will. Our first appointment usually takes about 2 hours.
I work my legal magic preparing your will and other documents. A fixed fee service means you'll get the best kind of will for your circumstances - no matter how much fancy lawyer work I need to do.
You'll receive a copy of your documents to review before we catch up to sign your will. When your advance care directive and power of attorney documents are completed we'll meet a third time to sign them.
During Your Appointment We'll Make Decisions About...
We'll review how you wish to distribute your assets after your death, including:
- Your home
- Investments
- Superannuation
- Life insurance
- Family trusts
- Business
We'll work through your guardianship options for children under 18 years of age so you can put your mind at ease knowing who will be responsible for caring for your children in the event of your death.
We'll navigate how to provide and care for blended families and ensure step-children are looked after in your will.
We'll ascertain who you'd like to care for your pets and how your pet carer's will be compensated.
We'll provide you with the tools you need to gather information on your personal belongings and digital assets. This includes electronic devices, online assets, and accounts. Ensuring they're accessed, handled, and disposed of, or distributed according to your wishes.
We'll work with you to prepare your will to include any testamentary or other trusts to protect both your assets and beneficiaries after your death.
We'll help you decide who you would like to manage your estate and distribute your assets to your beneficiaries after your death and nominate them as your Executors(s).
We'll help you decide who you can trust to look after your finances and decision-making if you are no longer able to do so and nominate them as your Power Of Attorney.
We'll ensure your decisions around health care, medical treatment, living arrangements, and other personal needs are legally communicated. Protecting you if you're unable to make them for yourself.
We'll make decisions about your funeral and how you'd like your body treated after your death so your family aren't left trying to make decisions without your guidance in the midst of grief.
Your Estate Planning Appointment
We get together at our cosy, comfortable Meeting Place in Hahndorf where we'll chat over a coffee about all the people and things that are important to you and how you want to look after them in your will. Our first appointment usually takes about 2 hours.
I work my legal magic preparing your will and other documents. A fixed fee service means you'll get the best kind of will for your circumstances - no matter how much fancy lawyer work I need to do.
You'll receive a copy of your documents to review before we catch up to sign your will. When your advance care directive and power of attorney documents are completed we'll meet a third time to sign them.
During Your Appointment We'll Make Decisions About...
We'll review how you wish to distribute your assets after your death, including:
- Your home
- Investments
- Superannuation
- Life insurance
- Family trusts
- Business
We'll work through your guardianship options for children under 18 years of age so you can put your mind at ease knowing who will be responsible for caring for your children in the event of your death.
We'll navigate how to provide and care for blended families and ensure step-children are looked after in your will.
We'll ascertain who you'd like to care for your pets and how your pet carer's will be compensated.
We'll provide you with the tools you need to gather information on your personal belongings and digital assets. This includes electronic devices, online assets, and accounts. Ensuring they're accessed, handled, and disposed of, or distributed according to your wishes.
We'll work with you to prepare your will to include any testamentary or other trusts to protect both your assets and beneficiaries after your death.
We'll help you decide who you would like to manage your estate and distribute your assets to your beneficiaries after your death and nominate them as your Executors(s).
We'll help you decide who you can trust to look after your finances and decision-making if you are no longer able to do so and nominate them as your Power Of Attorney.
We'll ensure your decisions around health care, medical treatment, living arrangements, and other personal needs are legally communicated. Protecting you if you're unable to make them for yourself.
We'll make decisions about your funeral and how you'd like your body treated after your death so your family aren't left trying to make decisions without your guidance in the midst of grief.
"Every year thousands of Australian's die without a legal or adequate will leaving their loved one's to make decisions on their behalf, or fight to stake their claim."
Single Player
Your estate plan includes in person planning and signing meetings, comprehensive will, advance care directive, power of attorney, and access to our Dream Dead Person templates and resources.
From $1,760 (inc gst)
Multi Player
Your estate plan includes in person planning and signing meetings, comprehensive wills, advance care and power of attorney documents for two people, and access to our templates and resources.
From $2,420 (inc gst)
A Carnival
If you have a company, family trust, farm asset, blended family, self-managed super fund, and/or people who require special considerations such as a person with a disability, we'd love to help you.
Contact Us For Pricing
Single Player
Your estate plan includes in person planning and signing meetings, comprehensive will, advance care directive, power of attorney, and access to our Dream Dead Person templates and resources.
From $1,760 (inc gst)
Multi Player
Your estate plan includes in person planning and signing meetings, comprehensive wills, advance care and power of attorney documents for two people, and access to our templates and resources.
From $2,420 (inc gst)
A Carnival
If you have a company, family trust, farm asset, blended family, self-managed super fund, and/or people who require special considerations such as a person with a disability, we'd love to help you.
