The Simples Package

I need… a simple Will and an Enduring Power of Attorney”

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;
  • 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.

Professional Fees: $880.00


The Not-So-Simples Package

I need… a Testamentary Trust/Complex Will and an Enduring Power of Attorney”

The Not-So-Simples package includes:

  • Will (which may include a standard, flexible testamentary trust or complex gifting provisions) tailored to you with two plans (a primary plan and a backup plan);
  • 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.

Professional Fees: $1,650.00


The I-Wish-It-Was-Simples Package

I need… some comprehensive advice and an estate plan that will deal with a few complicating features or complex wishes”

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

  • Comprehensive advice regarding additional features of your estate planning, including things like multiple testamentary trusts, children or beneficiaries with special needs, blended families, estranged children etc.
  • Will (which may include a standard, flexible testamentary trust, multiple or special trusts and complex gifting provisions) with two plans (a primary plan and a backup plan) if you pass away;
  • 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.

Professional Fees: $2,750.00

If you have a business interest, you should check out our Business Owners estate planning packages.