YOUR LIFE ORDERED – EVERYTHING IN PLACE
Undertake an inventory of all your legal affairs and arrange everything comprehensively in accessible order in one place with the assistance and advice of an experienced Lawyer.
Includes a home visit (Sydney Metro. only) and the compilation of all documents in one sturdy portfolio / folder for safe storage and easy access.
- Last Will and Testament (extra cost for Complex Will^, see below)
- Power of Attorney
- Appointment of Enduring Guardian
- Real Estate records e.g. Certificate of Title
- 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
- Aged Care provider contract (Refundable Accommodation Deposit)
- Anything else an executor should have
COST: FROM $595.00* per person
*LESS with Senior, Veteran, clergy/churchworker or couple# DISCOUNTs. terms & Conditions apply
As a comparison, the NSW Trustee & Guardian charges $440.00 for just one Will and one Power of Attorney.
DOES NOT INCLUDE INVESTMENT, FINANCIAL, TAX OR CENTRELINK/DVA PENSION ADVICE
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 or special needs 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 after the will is made
- 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
#Couple includes 2nd “mirror” Will, 2nd Power of Attorney & 2nd Appointment of Enduring Guardian.