The Simples Package

I need… a Will and Enduring Power of Attorney that will deal effectively with my one company or trust”

The Simples package includes:

  • Will (not including testamentary trusts) tailored to you with two plans (a primary plan and a backup plan) if you pass away that takes into account your one company or trust;
  • Enduring Power of Attorney (Qld) tailored to you with two plans (a primary plan and a backup plan) for making decisions when you’re still alive;
  • General Power of Attorney for your company;
  • Advance Health Directive (Qld);
  • Review of your life insurance and superannuation arrangements;
  • Guidance and advice to align your superannuation and life insurance with your estate plan.

For Individuals: $1,650.00
For Couples: $2.420.00


The Not-So-Simples Package

I need… a Testamentary Trust/Complex Will and Enduring Power of Attorney that deals effectively with my various business interests or specific gifting wishes (including up to 3 companies or trusts)”

The Not-So-Simples package includes:

  • Will (which may include a standard, flexible or multiple testamentary trusts or complex gifting provisions) with two plans (a primary plan and a backup plan) if you pass away that takes into account your various business interests or specific gifting wishes, including up to 3 companies or trusts;
  • Enduring Power of Attorney (Qld) tailored to you with two plans (a primary plan and a backup plan) for making decisions when you’re still alive;
  • Advance Health Directive (Qld);
  • Review of your life insurance and superannuation arrangements;
  • Guidance and advice to align your superannuation and life insurance with your estate plan.

This package is great for people who want to provide for minor children or grandchildren or need some asset protection set up for their beneficiaries.

For Invididuals: $2,750.00
For Couples: $3,850.00


The I-Wish-It-Was-Simples Package

I need… some comprehensive advice and an estate plan that will deal with a few complications or complex asset holdings”

The I-Wish-It-Was-Simples package includes:

  • Will (which may include standard, flexible or multiple testamentary trusts, complex gifting provisions) with two plans (a primary plan and a backup plan) if you pass away that takes into account your various complications or complex asset holdings;
  • Enduring Power of Attorney (Qld) with two plans (a primary plan and a backup plan) for making decisions when you’re still alive.
  • Advance Health Directive (Qld);
  • Review of your life insurance and superannuation arrangements;
  • Guidance and advice to align your superannuation and life insurance with your estate plan.

This package is great for people who have one or more additional features and really need to nut-out the challenges and knit together a really solid estate plan.

For Individuals: $3,850.00
For Couples: $4,950.00