Will Value Packages
The gold standard -
complete estate plan solution
Our Will Value Packages are a gold-standard estate planning solution, designed to protect you during your lifetime if you lose decision-making capacity, and to provide certainty and protection for your loved ones after you pass away.
Initial consultation to discuss your loved ones and circumstances, explore strategies to achieve your estate planning goals, and give you the information you need to make confident, informed decisions.
Detailed written advice plus a bespoke document review recording stepping you through your draft plan.
Will for each client.
Enduring Power of Attorney for each client to appoint your personal (including health) and financial decision makers.
Advance Health Directive for each client to record your medical decisions.
My Estate Workbook including Letter of Wishes for each client allowing you to record your guidance and intentions, including parenting guidance, business directions, personal messages, and more.
Recommendations for your superannuation nominations.
Hard copy or email documents (your choice) sent to you for signing.
Each Will Value Package includes:
Starter
Will Value Package
Our 'Starter' level is for you if you have straight forward assets, eg. house, car, superannuation, and simple gifting wishes like leaving everything to your spouse and children (Will does not include a testamentary trust).
Single: $1,780 (incl. GST)
Couple: $2,670 (incl. GST)
Prime
Will Value Package
Our 'Prime' level is for you want the greatest flexibility for your beneficiaries, protection in the event of relationship or business breakdown, or from irresponsible spending by beneficiaries. This Package includes one or more testamentary trusts in your Will.
Single: $3,200 (incl. GST)
Couple: $4,500 (incl. GST)
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.
Entity Review
If you have a company, trust, or SMSF, we will review the relevant documents, such as a company constitution or trust deed, and advise you on how they interact with your estate plan, including any succession planning considerations.
Our fee to review each entity is $450 (incl. GST), payable in addition to your estate planning fees.
If further documents are required following our review, we will provide you with a tailored cost estimate at that time.
When are fees payable?
$300 (incl. GST) is charged for our initial consult (our heart-to-heart strategy meeting). This fee is payable on the day of our consult.
We offer an optional 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 Value Package across the 3-month term. If you’d like to take advantage of this option, please let us know.
Exclusions
Some matters fall outside our standard fees. This can include complex gifting arrangements, changes to property ownership, concerns about your capacity to make your documents, or where an interpreter is required.
If anything arises during our discussions that may affect our fees, we will let you know as soon as possible at that time.
What’s the docs
Let’s break it down
Will: gifts your property after death and nominates people you know + trust to certain power positions [check out Why do I need a Will?]
Letter of Wishes: adds your thoughts, stories, and feelings to your estate plan. The things that aren’t so legal-ish, yet crucial to ensure your loved ones thrive [check out Why do I need a Letter of Wishes?]
Enduring Power of Attorney: appoints people you know + trust to be your decision makers if you’re unable to make decisions for yourself (eg. due to accident, injury, medication) [check out Why do I need an Enduring Power of Attorney?]
Advance Health Directive: records the medical treatment you do and don’t want, and informs your health professionals about your health conditions and any spiritual or cultural beliefs that are important for your care and treatment [check out Why do I need an Advance Health Directive?]