Our Services
Will, Estate Manual & Letter of Wishes
Tailored advice to navigate personal and financial circumstances, reduced risk of family disputes and costly legal challenges. Tax and estate efficiency ensuring your assets are distributed and efficiently.
Peace of mind knowing your wishes have been legally secured.
Individual | $2000 (including GST) | Get started
Couple | $3500 (including GST) | Get started
Will with Testamentary Trust(s)
Enduring Power of Attorney
Appointment of Enduring Guardian
Business Succession
Tailored advice on discretionary testamentary trusts to protect inheritances over multiple generations from relationship breakdowns, bankruptcy of beneficiaries, and protection for vulnerable beneficiaries.
Significant tax savings for beneficiaries, and flexibility for changing family circumstances over time. Avoid costly errors that can lead to disputes and compliance issues later on. Includes superannuation and life insurance death benefit nomination review.
Peace of mind knowing your lasting legacy is assured.
Individual | $4000 (including GST) | Get started
Couple | $6500 (including GST) | Get started
* excludes cost of specialist tax and financial advice, if required
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 | $1000 (including GST) | Get started
Couple | $1500 (including GST) | Get started
Appointment of a substitute decision-maker who is authorised to make critical medical, healthcare, 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 | $1000 (including GST) | Get started
Couple | $1500 (including GST) | Get started
Review and amendment of your SMSF and Family Trust deeds (including Unit and Discretionary Trusts), Buy/Sell agreements, shareholder agreements and company constitutions to ensure smooth transfer of control to the next generation.
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Estate Administration
Legal Services
Assistance with statutory filings to ensure statutory filings are prepared correctly the first time. Providing specialist advice to Executors on the order of payment of debts, taxes, and entitlements to reduce the risk of an Executor being financially liable for administration mistakes.
Providing guidance on navigating tax and CGT obligations, complex assets such as business structures, foreign assets, family trusts and digital assets
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
Advice on family provision claims, legal review, estate administration and probate services (in addition to regulated services)
60 mins | $650 | Get started