Advanced Estate Planning Package for a couple

Includes

  • Up to 60 minutes taking instructions from clients
  • Preparing two Wills with one or more testamentary trusts which may deal with the following:
    • Numerous gifts
    • Residue provision
    • Equal or unequal division of assets
    • Australian property
    • Superannuation
    • Burial preferences
    • Organ donation
    • Pet living arrangements
    • Guardian arrangements for your children
    • Appointment of Australian Executors
    • Creation of trusts for minors until they turn a nominated age
  • Preparing two Enduring Powers of Attorney (EPA)
  • Preparing two Enduring Powers of Guardianship (EPG)
  • Three revisions of the first draft of the Wills, EPAs and EPGs
  • Letter of advice
  • Instructions to the executor
  • Instructions about safekeeping the Will
  • Template memorandum of wishes
  • Meeting with clients at our office to execute Will
  • Clients will receive the original Wills that is valid in any state or territory in Australia and 1 copy of the Wills.

Do I need a will with testamentary trusts?

Excludes

  • Gifts of overseas property
  • Superannuation binding death nominations
  • Succession of control of discretionary trusts
  • Travel to meet with clients
  • Will storage

We can quote for any of the these services excluding Will storage

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