Standard Estate Planning Package for a single person

Includes

  • 30 minutes taking instructions from client
  • Preparing one Will with standard distribution provisions*
  • Preparing one Enduring Powers of Attorney (EPA)
  • Preparing one Enduring Powers of Guardianship (EPG)
  • Three revisions of the first draft of the Will, EPA and EPG
  • Letter of advice
  • Instructions to the executor
  • Instructions about safekeeping the Will
  • Meeting with client at our office to execute Will
  • Client will receive the original Will that is valid in any state or territory in Australia and 1 copy of the Will

Excludes

  • Gifts of overseas property
  • Gifts to charities
  • Gifts of private company shares
  • Superannuation binding death nominations
  • Testamentary trusts in the Will
  • Succession of control of discretionary trusts
  • Travel to meet with clients
  • Will storage

We can quote for any of these services excluding Will storage

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