Our Services
Will, Estate Manual & Letter of Wishes
Tailored advice to navigate your personal and financial circumstances. Appropriate for simple estates where beneficiaries do not require the protection of testamentary trusts.
Individual | $1400 (including GST) | Get started
Couple | $2200 (including GST) | Get started
Will, Testamentary Trusts, Estate Manual & Letter of Wishes
Protect your wealth and your loved ones with an estate plan designed to endure across generations. Testamentary trusts provide powerful asset protection against relationship breakdowns, bankruptcy, creditor claims, and risks affecting vulnerable beneficiaries.
A detailed Letter of Wishes and Estate Manual provides practical guidance and instructions for your executors, trustees, and guardians, helping them understand your intentions and administer your estate and trusts with confidence. This added clarity can help prevent disputes, delays, costly mistakes, and compliance issues, ensuring your legacy is preserved and managed in accordance with your wishes.
Individual | $3300 (including GST) | Get started
Couple | $4400 (including GST) | Get started
* excludes cost of specialist tax and financial advice, if required
Enduring Power of Attorney
Appointment of a trusted legal representative to manage your financial and legal affairs. Tailored to provide for a gradual transition of responsibility. Includes revocation of prior powers.
Individual | $770 (including GST) | Get started
Couple | $1100 (including GST) | Get started
Enduring Guardian / Advance Care Directive
Appointment of a substitute decision-maker to make critical medical, accommodation and personal care decisions on your behalf if you lose the capacity to do so. Includes a bespoke Advance Care Directive to further assist your guardian and health care providers.
Individual | $770 (including GST) | Get started
Couple | $1100 (including GST) | Get started
Estate Administration
Assistance with statutory filings, specialist advice to Executors to reduce the risk of an Executor being financially liable for administration mistakes. Assisting with potential family disputes, acting as a neutral third party, reducing personal stress for the Executor.
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* excludes cost of specialist tax and financial advice, if required
Business Succession
Comprehensive review and restructuring of your SMSF and Family Trust deeds, Buy/Sell Agreements, Shareholder Agreements, and Company Constitutions to safeguard the orderly transfer of control to the next generation.
This integrated approach ensures that ownership, management, and decision-making authority pass in accordance with your wishes, reducing the risk of family conflict, business disruption, and unintended succession outcomes. By coordinating these documents with your broader estate plan, we provide a robust framework to protect your wealth, preserve business continuity, and secure your legacy for future generations.
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Strategic Legal Advisory
In addition to our regulated estate planning services, we provide expert advice and support on family provision claims, business succession matters, legal reviews, estate administration, and probate.
Whether navigating a dispute, administering an estate, reviewing legal arrangements, or planning for the future of a family business, we deliver practical, strategic advice tailored to your circumstances. Our goal is to help minimise risk, avoid costly mistakes, and provide clarity and confidence when dealing with complex legal and succession matters.
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