Every family is different. And when you pass you want to make sure that those who you love and care for most continue to be cared for long after you have gone. Don't leave it up to chance. There are things you can do now.

 

And if you have a blended family or former spouses, you will want to make sure certain people are properly provided for or those that you don't want provided for aren't. That is where we can help!


Get started now for free with our smart online tools

 

Things to keep in mind

Your Will is not necessarily all about you - it is about ensuring that those that are left behind are provided for in a way that you want.

With Estate Planning it is not just about a Will that you may need - there are other documents to think about like an Enduring power of Attorney or an Advance Health Directive, and you will also need to ensure that you deal with your Superannuation and Insurance policies as they do not automatically fall into your estate when you pass.


Where should you keep the originals of your Estate Planning Documents?

We offer a free safe custody storage service for all of our clients. That way you and your executor/attorney's have peace of mind knowing exactly where to look when any of the documents are needed.

 

 
 

4 steps to preparing your Estate Planning Documents

 
 
  1. Gather & Educate - use our nifty online tool to provide all your details and information, as well as being educated on the processes as well as what all the legal terms relating to the Estate Planning Documents mean. Along the way you will be prompted for information and some of the questions will also get you thinking outside that square!

  2. Clarify - after we look over and consider the information that we have gathered from you, we will arrange to discuss with you your Estate Planning Document needs, including the different options available to you of how you can achieve what you want for your family and loved ones when you pass.

  3. Prepare - we then go about preparing your Estate Planning documents.

  4. Sign - you come back within 3 to 5 business days to sign your Estate Planning Documents.

 
 

Want to get your Estate Planning documents in place now? Use our smart online tool to get started for free today or book in for your Initial Consultation