YOUR LIFE ORDERED – ONE PAYMENT – ONE PLACE – ONE PORTFOLIO
Undertake an inventory of all your legal affairs and arrange them comprehensively in accessible order in one place with the assistance and advice of a Lawyer.
Includes a home visit (Sydney Metro. only) and the compilation of all documents in a sturdy portfolio / folder for safe storage and easy access.
- Last Will and Testament (Complex Will* costs extra, see below)
- Power of Attorney
- Enduring Guardianship Appointment
- 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 Directive
DOES NOT INCLUDE INVESTMENT, FINANCIAL, TAX OR CENTRELINK/DVA PENSION ADVICE
#Couple includes 2nd “mirror” Will, 2nd Power of Attorney & 2nd Enduring Guardianship Appointment.
As a comparison the NSW Trustee & Guardian charges $440.00 for just one Will and one Power of Attorney.
For an enquiry or appointment please click: Contact
or: firstname.lastname@example.org or 0480141950
*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 provide for a pet after you die