Wills and Estate Planning
For caring, expert legal support in Brisbane, Logan, Ipswich and surrounds.
Planning for your family's future
We can help you and your family plan for the future, whether that be with a basic will or a comprehensive estate plan, so you can have peace of mind that the suitable arrangements are in place at the right time. Select from a range of wills and estate planning packages to suit your needs.
- You want to make sure your will provides asset protection to beneficiaries and a tax-effective structure
- You want to make sure your inheritance is protected if your child is having relationship or financial problems by creating a testamentary trust
- You want to leave your estate to a loved one who is a person with a disability and need support setting up a special disability trust and / or protective trust
- You need help appointing an enduring power of attorney (someone you trust to handle your affairs if you are unable to when you’re alive)
- You need help with providing directions to your healthcare providers in the event you are unable to make decisions for yourself
- You want a professional review of your superannuation nominations to ensure they align with your estate plan
- You want to define how your company or family trust is passed when you’re gone
Here are some blogs we’ve written to help:
Do you have an up to date will?
Stuck deciding who you executor should be?
Strategy and recommendation meeting
Once you have decided which package is right for you, we will book in a strategy and recommendation meeting with you. We require payment of $295 in advance for the initial meeting (which will be deducted from the price of your package) and the balance of your package will be payable at various stages. See our FAQs about exclusions that may apply to our estate planning packages.
So there are no surprises, we have a range of fixed-fee packages. See our FAQ’s about exclusions that may apply to our packages.
Find out more with an obligation-free 15 minutes chat.
I love you will
Suitable if you need a basic Will and Enduring Power of Attorney. Most popular with singles and couples who have a small number of assets and beneficiaries are not at risk of family breakdown or bankruptcy. Basic wills don’t include complex gifting clauses and usually leave the person’s entire estate to their spouse with a substitute gift to their children.
Single $1,100 Couple $1,300
inc GST
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Strategy and recommendation meeting with lawyer (up to 1.5 hours)
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Will (not including any Testamentary Trust or complex gifting clauses)
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Enduring Power of Attorney (financial and personal / health matters)
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Meeting with you to sign your estate planning documents
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Electronic copies of your documents for you to keep or give to your executor/s and attorney/s
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Storage of your estate planning documents in our safe storage
I love you more will
Appropriate if you need a basic Will and Enduring Power of Attorney but also have more substantial assets including superannuation and life insurance.
Single $1,400 Couple $1,700
inc GST
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Strategy and recommendation meeting with lawyer (up to 1.5 hours)
-
Will (not including any Testamentary Trust or complex gifting clauses)
-
Enduring Power of Attorney (financial and personal / health matters)
-
Meeting with you to sign your estate planning documents
-
Electronic copies of your documents for you to keep or give to your executor/s and attorney/s
-
Storage of your estate planning documents in our safe storage
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Advance Health Directive
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Making recommendations about superannuation death benefit nominations and preparing superannuation death benefit nominations
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Letter of Wishes
TESTAMENTARY TRUST WILL
Perfect estate plan if you need a Testamentary Trust Will or are concerned about your inheritance being at risk due to your child or beneficiary having relationship or financial problems or being unable to manage finances..
Single $3,300 Couple $4,400
inc GST
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Strategy and recommendation meeting with lawyer (up to 1.5 hours)
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Testamentary Trust Will and / or complex gifting clauses in will
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Enduring Power of Attorney (financial and personal / health matters)
-
Advance Health Directive
-
Making recommendations about superannuation death benefit nominations and preparing superannuation death benefit nominations
-
Letter of Wishes
-
Pre-signing meeting with lawyer to review and revise draft documents
-
Meeting with you to sign your estate planning documents
-
Electronic copies of your documents for you to keep or give to your executor/s and attorney/s
-
Storage of your estate planning documents in our safe storage
ULTIMATE ESTATE PLANNING
Suitable if you have high net wealth, a number of business structures, family trusts and / or self-managed superannuation funds.
Single $5,000 Couple $6,000
inc GST
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Strategy and recommendation meeting with lawyer (up to 1.5 hours)
-
Testamentary Trust Will and / or complex gifting clauses in will (If applicable, special disability trust and / or protective trust will)
-
Enduring Power of Attorney (financial and personal / health matters)
-
Meeting with you to sign your estate planning documents
-
Electronic copies of your documents for you to keep or give to your executor/s and attorney/s
-
Storage of your estate planning documents in our safe storage
-
Advance Health Directive
-
Making recommendations about superannuation death benefit nominations and preparing superannuation death benefit nominations
-
Letter of Wishes
-
Pre-signing meeting with lawyer to review and revise draft documents
-
Review of documents associated with any entities (i.e. company, SMSF or family trust ) and recommendations for succession planning (limited to 3 entities)
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Communicating with your accountant and / or financial advisor
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Preparing death benefit nomination for SMSF (if relevant)
How it works:
Get clarity on what you need by booking a free chat.
Get a plan by attending your initial strategy and recommendation meeting with us.
Get support. We’ll walk with you through the whole process ahead.
FAQ
- Our wills and estate planning packages are designed to meet most circumstances. However, if we identify that your circumstances require more than what is included in our estate planning packages (e.g. you require an interpreter, there are concerns about your capacity to make a will or enduring document, or you need to change the way you own a property with someone) we will provide you with a tailored fixed fee.
- Our estate planning packages are for Queensland clients only.
It’s always best to have your will and other estate planning documents in place before unexpected circumstances happen. We understand that this isn’t always the case and you might require your will or other estate planning documents on an urgent basis. Because we will prioritise your work, we charge an additional fixed fee of $295 if there is any urgency to your estate planning.