You have clear but more detailed wishes. Your Assets are straight forward, e.g. home, car, bank accounts. Superannuation and/or life insurance comprise a significant part of your wealth and it is important to get your nominations right. You do not have a business or entities
THE PRICE:
Initial Consult: $480
Package Payment $540
TOTAL: $1,020 (including GST)
PACKAGE INCLUSIONS:
Will
Enduring Power of Attorney
Advance Health Directive
You want to provide a more secure, structured and tax effective gift to your children or beneficiaries of your will. You may have children under 18 who you want to provide some guidance OR want to separate your gift from funds available in the circumstances of a relationship breakdown, litigation, or business debts OR have assets (including super and life insurance) of more than $400,000 OR want your beneficiaries have the greatest flexibility on your death.
THE PRICE:
Initial Consult: $480
Package Payment $1,450
TOTAL: $1,930 (including GST)
PACKAGE INCLUSIONS:
Will
Enduring Power of Attorney
Life insurance policy and superannuation assistance
Advance Health Directive
You may have: high income and/or assets AND/OR more than 2 entities AND/OR significant investment and business dealings; or complex gifting wishes
Included: Will with multiple or detailed testamentary trusts, provision for entities and complex assets and gifting in the will, Memorandum of wishes, Enduring Power of Attorney (one State), Superannuation and Life insurance assistance to align your nominations with your will including SMSF Binding Death Benefit Nomination and Advance Health Directive
THE PRICE:
Initial Consult: $480
Package Payment: $2,050
TOTAL: $2,530 (including GST)
PACKAGE INCLUSIONS:
Will with straight-forward testamentary trusts
Memorandum of wishes
Enduring Power of Attorney
(one State)
Superannuation and Life insurance
assistance (including SMSF)
Binding Death Benefit Nomination
Advance Health Directive
$480 is payable at or before your initial consultation.
The additional Package Payment is payable on project milestones as agreed with you.
Any additional consultations charged at $480 (incl GST)