YOUR LIFE ORDERED WITH ONE SINGLE PAYMENT [COMING SOON!]
Undertake an inventory of all your legal affairs and arrange them comprehensively in order with the assistance and advice of a Lawyer.
Includes a home visit (Sydney Metro. only) and the provision of a sturdy folder to store all documents.
- Last Will and Testament (Complex will* costs extra, see below),
- Power of Attorney
- Enduring guardianship
- Real Estate records
- Superannuation and life insurance policy records
- Financial, bank and government records (financial advice not included)
- Children’s care arrangements, if under 18
- Advanced care directives for when health deteriorates significantly
COST: $500.00 + GST = $550.00
Seniors’ Discount 10% = $495.00 (incl GST)
DOES NOT INCLUDE INVESTMENT, FINANCIAL, TAX OR PENSION ADVICE
Add $200.00 incl GST for couple (includes 2nd “mirror” will, 2nd Power of Attorney & 2nd Enduring Guardian) – $180.00 with Seniors discount.
As a comparison, the NSW Trustee & Guardian charges $440.00 for just a Will and Power of Attorney.
*Complex will is when:
- There are valuable assets other than the principal place of residence, where estate or other taxes may apply,
- Special Disability Trust or other trust for a disabled child is required,
- You have a previous spouse/partner,
- a beneficiary is likely to receive $500,000 or more (excluding the family home),
- You expect to add significantly to your assets,
- You own a business,
- You require a trust that allows your children to receive a certain amount of money after a certain age, or
- You require a trust to look after a pet after you die.