FIXED FEE BUNDLES FOR COUPLES
COUPLES STARTER - $2,500
You have clear wishes.
Your wishes align with each other.
Your assets are straight forward - home, car, bank accounts.
Superannuation and/or life insurance make up a significant part of your wealth.
You do not have a self managed super fund.
Your wishes align with each other.
Your assets are straight forward - home, car, bank accounts.
Superannuation and/or life insurance make up a significant part of your wealth.
You do not have a self managed super fund.
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PACKAGE INCLUSIONS:
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PRICE
Initial strategy consult: $ 350 Draft documents sent out: $1,720 Signing final documents: $ 430 TOTAL COST $ 2,500 |
COUPLES FLEXIBLE - $3,900
Your wishes align with each other.
You might want a standard Testamentary Trust.
You want an extra layer of asset protection for beneficiaries.
You have at least $500k in assets.
You might want a standard Testamentary Trust.
You want an extra layer of asset protection for beneficiaries.
You have at least $500k in assets.
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PACKAGE INCLUSIONS:
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PRICE
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COUPLES PREMIUM - $4,900
Your beneficiaries will receive at least $500k each.
You might want up to 3 Testamentary Trusts.
You might have complex gifting provisions.
You might have a blended family.
You might have beneficiaries who live overseas.
You might want up to 3 Testamentary Trusts.
You might have complex gifting provisions.
You might have a blended family.
You might have beneficiaries who live overseas.
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PACKAGE INCLUSIONS:
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PRICE
Initial strategy consult: $ 350 Draft documents sent out: $ 3,640 Signing final documents: $ 910 TOTAL COST $ 4,900 |
Our estate planning services do not include advice or assistance in relation to self‑managed superannuation funds (SMSFs), companies, or other structures that require identification or compliance under anti‑money‑laundering laws.