This meeting – well it's pretty important.
We're going to be asking some tough, but necessary questions to understand your current situation, your wishes, and to help make sure we're getting the most secure and beneficial outcome for you, and your VIPs.
So yes, we'll be tackling the big stuff. The hard stuff. The stuff that makes you uncomfortable. But we're in the business of making this stuff sweeter and easier to deal with – and we're pretty good at it [if you don't mind us saying so].
Completing our pre-meeting 'things to think about' checklist can really help you understand some of the areas we are going to be working through in our Heart to Heart – plus having some of these initial discussions before the meeting can help us to maximise the use of our time together - we're big fans of efficiency.
Ready to give certainty and stability to your VIPs?
No one likes to think about picking guardians for their children. It's uncomfortable, we know. But nothing will compare to the discomfort felt by your kids and family members if you don't document this clearly now. We've had countless conversations with couples who have been “waiting until they finish having babies" to get their wills sorted. What if we told you that you can have the best of both worlds? Protection for your children now and for those who are yet to make an appearance in the world. Our advice? Stop procrastinating. Prepare to leave a legacy, not a mess.
You think it’s possible that your chosen guardians may be contested by a surviving family member
You have specific wishes around how you want your children to be cared for
You’re having trouble selecting guardians
You have young children [under 18]
Ready to get this sorted so everyone is happy and cared for?
When it comes to your blended family, there are often some extra components we need to consider e.g. your new spouse, your children from a previous marriage, children from your current marriage. The list goes on. We can help you work through the options available to you [because there are plenty] to make sure everyone is looked after, as you wish them to be.
You want to know what your options are to achieve your goals
You’re looking for certainty in how your estate and assets will be shared between your family members
You’re not sure how to make arrangements to provide for your children and your spouse
You have a blended family
Ready to get your house in order for this new chapter?
Separation and divorce is a complicated time, you need to get this part sorted, so you can securely move on to the next exciting chapter of your life. Unlike divorce, mere separation does not affect your will. Yes, you read that correctly. Don't wait until you're divorced to get this sorted. Now is the time.
You just want to know your options
You are at any stage of the separation / divorce process (trust us, you really shouldn’t wait until you are divorced)
You hold assets jointly with your ex spouse
You want your wealth to go to someone other than your ex spouse (maybe your children?)
You have recently separated or divorced
Ready for certainty when it comes to your business baby?
If you are seriously injured, diagnosed with a critical illness or unexpectedly leave this world, what will happen to your business baby? You’ve worked tirelessly day and night to build your business. What have you put in place to look after your employees, customers, clients or investors if you can’t? What impact could this have on your family? We can help to get this sorted for you.
You haven’t thought about what would happen to your business if you weren’t around
You’re a solo-preneur / entrepreneur
You’re ready to start getting your dream business team working for you
You’re a savvy investor with a trust or a company
You own a business (with or without a partner)
Ready to demystify the process of succession planning?
'Succession planning' is often viewed as dirty word. Not here. We're about scrubbing it clean. Because when succession planning is done right, it can be incredibly EMPOWERING and FREEING for all parties involved. With a little planning and foresight, everyone at the table can leave feeling sure of their future, that their family is protected, and that the legacy created can live on – and that means less animosity and uncertainty, and more family Christmas lunches spent together.
You’re in business on the land
You’re already part of a family business and it’s not going that well… or there is no plan
You’ve joined a family business
You are being gifted family business assets and want to know what the deal means for you
You are buying a share of a business
We want you to be comfortable with your choices. We know it can be tough making these decisions and sometimes you change
That’s why we offer a 6 month peace of mind guarantee. If you decide that you want to make changes to your nominated executors, attorneys or guardians, we can make the necessary changes for you with no additional charge.
Nic has been collecting will skillz since 2007. She worked her way up the ladder of a large Brisbane firm in their wills, estates and trusts team. When she moved back out west, she joined a law firm in Goondiwindi before starting G.Law.
Nic is obsessed with all things business, podcasts and regional Australia. When she's not at G.Law HQ, she runs another business [G.Fence] with her husband Ed. So she not only knows wills, but she can read a balance sheet – and understands tax and super law. HANDY FOR WILLS!
What makes Nic smile the most "days spent meeting people, hearing their stories and helping them make tough decisions. That, or in my garden, with the sun on my face and three monkeys playing together, their laughter tinkling in my ears."
"We loved working with Nicky. Her clear process and communication made what was a rather complicated matter an absolute breeze."
"I ALWAYS recommend Nicky when someone asks me about getting their will done. Her advice is straight forward and clear, and you feel supported the whole way through the process."