FIXED FEE BUNDLES FOR COUPLES
COUPLES STARTER - $1,900
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: $1,300 Signing session: $ 250 TOTAL COST $ 1,900 |
COUPLES FLEXIBLE - $2, 900
Your wishes align with each other.
You want a standard Testamentary Trust.
You want asset protection for beneficiaries.
You have at least $500k in assets.
You want a standard Testamentary Trust.
You want 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, 400
You have complex gifting wishes.
You might have a self managed super fund.
You want up to 3 Testamentary Trusts.
You have complex gifting provisions.
You have a blended family.
You have beneficiaries that live overseas.
You might have a self managed super fund.
You want up to 3 Testamentary Trusts.
You have complex gifting provisions.
You have a blended family.
You have beneficiaries that live overseas.
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PACKAGE INCLUSIONS:
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PRICE
Initial strategy consult: $ 700 Draft documents sent out: $ 3,700 TOTAL COST $4, 400 |
*We may require invoicing at different stages than mentioned above. As always, we will communicate with you and agree on any milestones before invoices are issued.