Estate Planning

Estate Planning basically involves working out what you have, deciding where you would like it to go if you pass away or can no longer manage it, and then choosing the right people to make that happen.

We know how important it is to have a clear plan, so that no matter what comes over the horizon, you can have peace of mind knowing that you are prepared.

Call us on 1300 654 590 and we will help you to develop a clear Estate Planning strategy.

How we can help you

Our caring and experienced lawyers can assist you by providing fixed price services, including:

  • Telephone Wills – if you want to keep things quick & simple;
  • Estate Situation Review – we take you on a guided tour of your Estate Planning options; and
  • Estate Plan. Action! – now that you have the plan, let’s put it into action!

Telephone Wills

Our Telephone Wills service is best suited to those with relatively simple affairs, that want to get their estate plans in order without having to go through a long, protracted and expensive process.

We can get most of the information that we need from you over the phone, prepare your Wills, then arrange a time to come and see you to ensure that your Wills are properly signed and are therefore legally valid.  We focus on keeping the process quick and simple, and we provide you with a fixed price quote before we get started.

There is no longer any excuse.  Don’t put it off any longer. Pick up the phone, dial 1300 654 590, and get started.

Estate Situation Review

You may be putting off getting your Estate Planning in order because you’re not sure where to start.  That’s ok, we can help you with our Estate Situation Review.  For a fixed fee we complete a comprehensive review of your current Estate Planning status and discuss the key risks and options that you should consider.  This is usually a 2-3 hour process.  We then provide you with a written summary of our recommendations so that you can use this as a basis for stepping forward.

We do this for a fixed price, which is then fully rebated against the fee we charge if you engage us to put your Estate Plan into Action!

Call us on 1300 654 590 to get a quote or book in for an Estate Situation Review. We would love to meet with you and discuss how you can protect the future of your loved ones with well-considered estate planning.

We’ve got a load of information about the practical things to consider when formulating your estate plan and the documents that may need to be prepared to put your plan into action.  Here’s 3 articles to get you started:

Estate Plan. Action!

You have the plan, now let’s put it into action!  We can prepare all the documents you need to get your affairs in order so that you can have peace of mind, knowing that you have a clear plan for your future and your family.

The documents that we prepare are tailored to your individual estate plan and may include:

  • Standard Wills;
  • Testamentary Trust Wills;
  • Powers of Attorney;
  • Appointment of Guardians;
  • Advance Care Directives;
  • Mutual Wills; and
  • Superannuation Nominations.

We look at the whole picture to make sure that your estate plan is balanced and captures all of your assets, even those that would traditionally fall outside of your will.  Most importantly, we provide you with a fixed fee quote before we get started, and at the end we give you a handy, easy-to-follow summary of your estate plan so that you know exactly where you stand.

Call us now on 1300 654 590 to put your Estate Plan into Action!


Estate Planning