Just the Will
Death only – just your Will
Each ‘Just the Will’ includes:
INITIAL CONSULT
Our heart-to-heart information and strategy session. We deep dive to ensure the solution we craft sets you + your loved ones up for success.
UNLIMITED EMAIL AND PHONE SUPPORT
Yes, really! We’re here for you every step of the way.
BESPOKE STRATEGY
We’ll provide options plus our recommendation to achieve your goals for your Will.
DETAILED WRITTEN ADVICE
So you’re crystal clear on the workings and strategy of your Will.
WILL
Death? Covered!
CLIENT ONLY RESOURCES
We make life easy for you with resources to help choose the best power players for your Will, facilitate important conversations, keep your Will up to date PLUS more!
Price guide
Fees confirmed with clients after our heart-to-heart
Single Starter
Just the Will
$770 (incl. GST)
Our ‘Starter’ level is for you if you have straight forward assets, eg. house, car, superannuation.
You want the strategic planning for your estate but without the bells and whistles of business structures or self-managed superannuation.
This option does not include a testamentary discretionary trust.
Single Extras
Just the Will
$1,250 (incl. GST)
Our ‘Extras’ level is for you if you have a self-managed superannuation fund (“SMSF”), company or trust.
*For more than one entity a further $450.00 applies per additional entity.
This option does not include a
testamentary discretionary trust.
Single Prime
Just the Will
$2,190 (incl. GST)
Our ‘Prime’ level is for you if you want the greatest flexibility for your beneficiaries, or protection in the event of relationship or business breakdown, or from irresponsible spending by beneficiaries.
This option includes one or more
testamentary discretionary trusts.
Please note that our prices are subject to change without prior notice. The specific circumstances of each client’s matter may impact the scope of work and subsequently affect our fees. To ensure transparency and clarity, we provide clients with written confirmation of our fees after an initial consultation and in a formal Costs Agreement.
When are fees payable?
$300 (including GST) is charged for our initial consult (our heart-to-heart Will strategy meeting). The consult fee is payable on the day of our consult. The consult fee is deducted from the total Will cost. The remaining balance of your chosen Will is payable once your Will is ready for release.
We offer an interest-free payment plan over 3 months, available to all clients with no additional fees or charges. This allows you to spread the balance of your Will across the 3-month term. If you’d like to take advantage of this option, please let us know.
What’s the docs
Let’s break it down
Will: gifts your property after you die and nominates people you know + trust to certain power positions [check out Why do I need a Will?]
Do you want a complete estate plan solution covering death and incapacity? Then you need our Will Value Packages! Our Will Value Packages include a Will, Letter of Wishes, Enduring Power of Attorney, and Advance Health Directive