How long has your will been on your to-do list? If you’re anything like most of us it's probably somewhere near the bottom of the list along with repainting the bathroom ceiling and digitizing your great-grandmother's photo albums.
My seven-step process makes it easy for you to tick, “Sort Wills” off your list. Less so the bathroom and the photo albums, but it’s good to start somewhere.
Step One - Get in touch
Get in touch anytime and have a quick chat with me online or by telephone to see if I can help design your estate plan. Then I will send you a costs agreement including my upfront quote based on your individual situation.
People often worry about lawyers’ fees, concerned that they might escalate out of control. This is why I do things differently. To give you transparency and peace of mind, my fees are fixed and I provide an upfront quote before your estate planning meeting.
Step Two - Make an appointment
If you accept my upfront quote, I will meet you at a time - day or night - which is convenient for you. No need to take time off work or find a babysitter.
Your Estate Planning Meeting can be held at my office in Nairne, at your workplace, in a public place or in your own home. Whatever suits you best. We can even hold your Estate Planning Meeting via video conferencing if you prefer.
Step Three - Estate Planning Meeting
Please allow about two hours for your estate planning meeting. This is where you get to tell me about your world and the things that matter to you. And I help you to create a plan that takes good care of these things.
I will help you to understand your options and support you to make watertight estate-planning decisions which reflect your wishes.
Step Four - Document Preparation
I do some homework and prepare your customised wills and other estate planning documents based on your wishes.
Step Five - Document Approval
You get to review your draft estate planning documents online, so that you can approve them before our next meeting.
Step Six - Signatures
We will make arrangements to get your wills and other estate planning documents signed and witnessed.
At this time you will be able to pay your fee via my online payment system.
Step Seven - Storage
We organise storage of your documents: either in a safe place at home or in my safe at no extra cost.