Estate Planning and Wills
The process of making plans for what will happen to all the important things and people in your life after you've died.
Sitting down to talk about what life might look like after you die, isn't something most people look forward to. But we know from experience leaving a great legacy takes bravery, strength and requires tough conversations. This is why we think it's one of the most important things you can do in life.
Having a plan for your estate and creating a great will means you can safeguard all the things that are important to you; your finances, health, lifestyle choices, property, and assets. As well as thinking ahead and making decisions about your possessions, funeral plans, and most importantly the people you love.
We Make Estate Planning Easy (and fun!)
Whether you've been around the block a few times, or this is your first will. An estate planning session with us most certainly isn't a boring, sit-quietly-in-a-posh-office experience! We'll meet you where you feel most comfortable; your home, your office, or on neutral ground, so we can really get to know you.
During our time together we'll talk about the things that are important to you. No matter how big or small they may seem.
We'll decide on the will type that is best for you, what you want to include in it and then I'll go away and prepare your documents. Following a review, we'll meet up again to sign off and discuss the next steps in preparing your estate.
We'll review any documents relevant to your estate including;
- Outdated or DIY wills
- Superannuation policies
- Life insurance policies
- Trust deeds
- Self-managed super
- Property deeds.
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. Then create documentation to 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 work through your guardianship options for children under 18 years of age. Putting your mind at ease knowing who will be responsible for caring for your children in the event of your death.
We'll decide what happens to your superannuation or any life insurance after you die. Including nomination of your beneficiaries and options around payment of your death benefit.
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.
Keeping your estate business secret can lead to confusion and conflict. We'll help you gather your family or loved ones in a neutral space so you can start a conversation about your wishes and estate planning decisions.
Ensure your loved ones can easily access your will and other documents. We lodge a copy of your will in the South Australian Legal Society's Will Register. We'll also file it in our safe and ensure hard copies of your Advanced Care Directives and Power Of Attorney documents are sent to your attorneys or substitute decision-makers.
Create a will that gives your beneficiaries their share of your estate absolutely with a comprehensive will that protects your people and your assets. Ideal for simple estates.
Includes all meetings, research + review of your documents, preparation of new estate planning documents and standard will, notification of executors, and registration of your documents.
single $990 | couple $1,430
Distribute your assets in a way that protects both your estate and your beneficiaries through a Discretionary, Protective, or Special Disabilities Testamentary Trust.
Includes all meetings, research + review of your documents, preparation of new estate planning documents and will, notification of executors, and registration of your documents.
single $1,430 | couple $2,200
BUSINESSES + TRUSTS
Protect your personal, business, family trust and self-managed superannuation fund assets with a will that takes all your personal and business activities into consideration.
Includes all meetings, research + review of your documents, preparation of new estate planning documents and a complex will, notification of executors, and registration of your documents.