What is Estate Planning?
Estate planning is preparing your affairs and the relevant documents to ensure that your loved ones can manage your affairs in the event you become incapacitated or your passing. This provides your loved ones with your direction and guidance to ensure your wishes are upheld regarding your estate and any direction for your care and welfare if you become incapacitated.
what is a Will
A will is a legally enforceable document that sets out your wishes and directions for your loved ones in the event of your passing including how you would like your assets distributed, whether you would like any gifts to be given and whether you would like any specific gifts to be made to charities. You can also include directions for the care of any minor children, and any burial or funeral requests.
Benefits of a Legal Will:
- You have the control to choose you to want to be your executor and administer your estate.
- You can adequately provide for any minor children and ensure they are being taken care of by a person you trust.
- You can give particular loved ones specific gifts or a part of your estate and you can give gifts to charities.
who can make a Will?
A Will can be made by anyone aged over 18, as long as they have the mental capacity to understand what they are doing.
A person under 18 can only make a Will if they:
- are married
- get a court order to authorise making a Will.
should I update my
estate plan or will?
Keeping your Plan up to date ensures that your wishes are followed and your loved ones do not enter prolonged probate.
Your Estate Plan or Will should be updated any time there is a significant change in your life or your wealth, for example, any time you:
- Buy or Sell Property
- Have Children
- Marry or Separate
- Start a Business
- Refinance Property
What are the options
Ensure Your Wishes Are Honored – With Expert Legal Assistance
Preparing a legal will is a crucial step in managing your estate and ensuring your wishes are respected after your passing. Our service, led by experienced lawyers, offers professional assistance in drafting a legally binding will that accurately reflects your intentions for your assets and loved ones.
Why Choose Our Legal Expertise:
- Professionalism: Our qualified lawyers bring expertise and attention to detail to every will.
- Customization: We provide a personalized approach, ensuring your will aligns perfectly with your wishes and legal requirements.
- Comprehensive Guidance: From understanding complex assets to appointing executors, we guide you through every step.
Benefits of a Professionally Prepared Legal Will:
- Clarity of Intentions: Avoid ambiguities and ensure your wishes are clearly expressed.
- Legal Compliance: Ensure your will adheres to all legal standards, minimizing the risk of disputes.
- Peace of Mind: Rest easy knowing your estate is in professional hands.
Our Service Includes:
- One-on-one consultation to understand your situation and wishes.
- Drafting of your will by a qualified lawyer.
- Review and modification of the will as needed.
- Finalization and advice on safely storing your will.
Our comprehensive legal will preparation service is available for $660 for Individuals or $880 for Couples.
Plan for Tomorrow Today – Secure Your Legacy with Our Expert Will Preparation
Comprehensive Planning and Care
Our Estate Planning service is designed to offer you peace of mind by ensuring that your assets and loved ones are taken care of according to your wishes. We provide personalized estate planning solutions, including wills, trusts, power of attorney, and healthcare directives, tailored to your unique situation.
Why Choose Us:
- Expert Guidance: Our experienced estate planning professionals provide knowledgeable and compassionate guidance.
- Tailored Solutions: We understand that each individual’s situation is unique and offer customized estate planning to meet your specific needs.
- Comprehensive Support: From initial consultation to the finalization of your plan, we are with you every step of the way.
Benefits of Comprehensive Estate Planning:
- Asset Distribution: Control how and to whom your assets will be distributed.
- Future Planning: Ensure arrangements are in place for your healthcare and financial decisions, should you be unable to make them yourself.
- Family Security: Provide peace of mind for yourself and security for your family’s future.
Our Service Includes:
- Initial consultation to discuss your goals and needs.
- Development of a personalized estate plan.
- Preparation of all necessary documents (Wills, Trusts, Powers of Attorney, etc.).
- Guidance on estate and tax planning strategies.
Our complete estate planning package is available for $1,100 for Individuals or $1,650 for Couples.
Empower Your Future – Plan Your Estate Today for a Secure Tomorrow
Comprehensive Testamentary Trust Will Preparation
Protect Your Legacy and Ensure Peace of Mind with this critical legal document that ensures your assets are managed and distributed according to your wishes after your passing. Our expert team specializes in creating customized testamentary trusts that reflect your unique circumstances and needs.
Why choose us:
- Expertise: Our team has years of experience in estate planning, guaranteeing you professional and knowledgeable service.
- Personalization: We tailor each testamentary trust to your specific requirements, ensuring your assets are protected and your wishes are honored.
- Support: We provide continuous support, guiding you through every step of the process.
What are the benefits:
- Asset Protection: Safeguard your assets from legal disputes and ensure they are managed for the benefit of your chosen beneficiaries.
- Tax Efficiency: Potentially reduce tax liabilities for your beneficiaries.
- Peace of Mind: Gain comfort in knowing your estate will be handled exactly as you intend.
What’s included:
- Detailed consultation to understand your needs.
- Custom drafting of your testamentary trust will.
- Assistance with all necessary legal formalities.
- Ongoing support and advice.
Act Now for Your Peace of Mind and the Protection of Your Loved Ones
Empower Your Future: Make Crucial Decisions with Confidence
Standalone Power of Attorney (POA) Service:
Understanding POA: A Power of Attorney is a legal document that grants someone you trust the authority to make decisions on your behalf, particularly regarding financial and legal matters, should you become unable to do so.
Key Aspects:
- Choice and Control: Select a trusted individual to manage your affairs.
- Flexibility: Tailor the POA to your specific needs, whether for a limited period or certain tasks.
- Security: Ensure your financial and legal matters are handled according to your wishes.
Medical Decision Maker Service:
Understanding Medical Decision Making: This service involves appointing a trusted individual to make medical and health-related decisions for you if you are unable to communicate your wishes due to illness or incapacity.
Key Aspects:
- Healthcare Preferences: Ensure your medical treatment preferences are known and respected.
- Peace of Mind: Trust that someone who understands your values and wishes will make health decisions for you.
- Clarity in Emergencies: Provide clear guidance to healthcare professionals in critical situations.
Why These Services are Important:
- Future Planning: Preparing for unforeseen circumstances ensures your wishes are upheld.
- Reducing Family Burden: Easing the decision-making process for your loved ones during difficult times.
- Legal Assurance: Both documents provide legal clarity and are enforceable, ensuring your choices are respected.
Considerations:
- Selecting the right person(s) for these roles is crucial.
- Regularly review and update these documents to reflect your current wishes.
Plan Today for Peace of Mind Tomorrow – Empower Your Decisions with Legal Certainty
Consider Your Options Carefully – Know the Pros and Cons
Key Points to Consider with DIY Will Kits:
- Generic Templates: DIY kits offer generic templates that may not suit complex personal situations or specific legal requirements.
- Risk of Errors: Without professional legal guidance, there’s a higher risk of making errors that could invalidate the will or cause disputes.
- Lack of Personalized Advice: DIY kits cannot provide personalized legal advice tailored to your unique circumstances and estate planning needs.
Why Professional Legal Services are Recommended:
- Expertise: Professional lawyers can navigate complex legalities and ensure your will is legally sound.
- Customization: A lawyer can tailor your will to your specific needs and ensure all your assets are covered.
- Peace of Mind: With a professional service, you have the assurance that your will is accurate and valid.
Considering a DIY Will Kit? Think About This:
- Legal Compliance: Are you confident in your understanding of legal requirements for a valid will?
- Complexity of Assets: If your estate involves complex assets, business interests, or overseas property, professional advice is crucial.
- Family Dynamics: In cases of blended families or potential disputes, a professionally prepared will can provide clarity and reduce conflict.
The Bottom Line: While DIY Will Kits offer a quick and inexpensive option, the potential risks and downsides often outweigh the initial savings. For most people, the security and assurance provided by a professional will preparation service are invaluable.
Make an Informed Decision – Your Legacy Deserves Careful Planning
Legal Will
Cost Effective, Legally Sound Peace of Mind
$660 for Individuals
$880 for Couples
What is included
- A Legal Will
- Consultation with an Estate Lawyer
- Guidance on preparing your Legal Will
- Your Will stored securely
- Significant saving for couples
- Electronic Copy on record
Get your legal will professionally prepared for $660 for individuals or $880 for couples. Our experienced lawyers ensure clarity, legal compliance, and peace of mind. Schedule your consultation to secure your legacy with our expert service.
MyLife Plan
Comprehensive Planning for Larger Estates
$1,100 for Individuals
$1,650 for Couples
What is included
- A Legal Will
- Consultation with an Estate Lawyer
- Guidance on preparing your Legal Will
- Your Will stored securely
- Significant saving for couples
- Electronic Copy on record
- Enduring Power of Attorney
- Medical Treatment Decision Maker
- Advanced Care Directive
- Statement of Wishes
Secure your future with our comprehensive Estate Planning Service. Expert guidance, personalized solutions, and complete support for your estate needs. Contact us to learn more about our services and start planning today.
DIY Will Kits
Considering a DIY Will Kit?
About DIY Will Kits: DIY Will Kits are a low-cost alternative to professional will preparation services. These kits provide templates that allow individuals to draft their own wills. While they may seem convenient and budget-friendly, it’s important to understand their limitations
Know the risks: generic templates, potential errors, and lack of personalized advice. For peace of mind and legal certainty, professional will preparation is recommended.
Contact us to discuss your situation and planning needs.
can I use an online will kit?
Will kits are an attractive option to save money on planning your estate. They are generally suited to younger people with little wealth and assets who do not own property or a business and wish to leave their assets to immediate family. These Kit’s should still be updated when there are significant changes in your circumstances.
While preparing your Will with an experienced lawyer may be a small investment now, it can save your loved ones the added stress and cost in the future if your Will was not accepted by the court during the probate application. Your estate doesn’t need to be wasted on lawyers and fees and can directly benefit your beneficiaries.
Online or ‘mail in’ will kits are not suitable if you have accumulated wealth and assets such as property, investments, or you run your own business. Complex Estate Plans should be created after a Face-to-Face consultation with an expert Will and Estate Lawyer.
What Our Clients say
"responsive and helpful professionals"
"caring and empathetic approach"
"understood our circumstances, made the process smooth"
"worked really hard to give me a new start "
"highly knowledgable and patient"
"very professional, but personalised"
"made me feel at ease from the get go"
"very understanding and patient team"
"wouldn't hesitate to use their services agai"
"great advice on what would be best to do"
You have Questions. We have Answers.
Frequently asked questions
Can I use an Online Will Kit?
Will kits are an attractive option to save money on planning your estate. They are generally suited to younger people with little wealth and assets who do not own property or a business and wish to leave their assets to immediate family. These Kit’s should still be updated when there are significant changes in your circumstances.
While preparing your Will with an experienced lawyer may be a small investment now, it can save your loved ones the added stress and cost in the future if your Will was not accepted by the court during the probate application. Your estate doesn’t need to be wasted on lawyers and fees and can directly benefit your beneficiaries.
Online or ‘mail in’ will kits are not suitable if you have accumulated wealth and assets such as property, investments, or you run your own business. Complex Estate Plans should be created after a Face-to-Face consultation with an expert Will and Estate Lawyer.
Can I appoint more than one Executor?
Yes you can appoint more than one person to be your executor in the first instance, and they can jointly carry out their duties in administering your estate. You can also appointment someone in substitution in the case your first executor/s is unable to act for any reason.
Can I avoid my Estate being challenged?
It is impossible to avoid your estate being challenged as there is specific legislation which entitles certain people to challenge your estate if they meet the criteria. If you have a concern about your Will being challenged, we can assist in minimising the risk of your Will being challenged in conforming with all requirements and formalities and providing you with specific advice to avoid a challenge. It is important to have your Will prepared by a competent and experienced Will Lawyer as they have experience in preparing effective Wills. If you would like advice about the risk of your estate being challenged and how we can minimise this risk, contact us today to book a consultation with an experienced Wills Lawyer.
Is Superannuaiton covered in my Will?
Superannuation death benefits do not automatically form part of the estate. Although a provision in a will can be of assistance in indicating a person’s wishes, it is usually not binding on the trustee of a superannuation fund.
How can I change my will?
New changes should mean a new Will. Once executed, a Will should not be added to, be pinned or stapled or have a paper clip attached to it, as this may cause your Will to be contested later on. If a Will is to be changed or revoked, it must be correctly done, or there may have disastrous implications. To ensure no complications arise from any changes you wish to make, you should create a whole new Will and destroy the old one. Be sure to keep your Will in a safe place and that your Executor knows where to find it.
Do I need an Estate Plan or a Will?
This decision is up to the individual. We highly recommend an estate plan that includes an Enduring Power of Attorney, Medical Decision maker, and Advanced care directive. This will give your loved one’s peace of mind, direction and authority to make decisions on your behalf even if you become incapacitated. Taking steps to prepare these documents before they are needed is highly advisable.
