SUPERCentral legal services are provided by TOWNSENDS BUSINESS & CORPORATE LAWYERS

Estate Planning Solutions

Advisor Fee for Service

Our leading edge online technology allows us to provide estate planning services at a fixed price solutions that allows the Advisor to add a fee for service component. There are a number of methods you may wish to consider – for example:

  • charging the client an upfront fee for assisting with the formulation of their estate plan
  •  include the fee in the client implementing their financial / taxation / risk plan
  •  include into the ongoing regular monthly service fee; or
  • add the fee for service for the estate plan into the clients annual fee.

 

Fixed Priced Estate planning solutions

Estate planning is so much more than a 'Will'.  For example, the most significant asset apart from a home may well be in super.  A will cannot deal with super and an estate may be anything but simple.  Company structures, blended families, family trusts, and business interests may all need special attention.  Using a testamentary discretionary trust for example, can seriously enhance and protect the value of gifts to loved ones.

Our estate planning documents are information rich and carefully detailed to provide all the information needed to fully understand the client’s estate plan.  Our estate planning lawyers are also available to answer your queries throughout the process and we can arrange to meet with you and your client either in our Sydney offices, or via a web-based meeting service from the Advisors office.     

 

Estate Planning Guide & Testamentary Manual System

The Testamentary Manual constitutes an important record of the process and the client’s current financial status and provides the basis for the client’s overall estate plan.  If signed, the Testamentary Manual may evidence testamentary intent and constitute an informal Will until such time as a new Will can be prepared.       

Price: Electronic    $165

 

Fixed Price Estate Plans

Pricing is fixed for the following estate plans.  Please note that for a client couple whose estate planning documents are not "mirror" documents of each other (ie substantitally similar but with names interchanged), then the single person price will apply to both.

 

Standard Estate Plan 

Our Standard Estate Plan package includes per person (as required):

  • A simple Will;
  • Enduring Power of Attorney;
  • Appointment of an Enduring Guardian;
  • Living Will; and
  • Advice on all these documents.    
  • Single:  $660  Couple (with "mirror" documents) $990 (incl GST)

 

Specific Estate Plan

Our Specific Will Package includes per person (as required):

  • Will incorporating complex specific gifts;
  • Enduring Power of Attorney;
  • Appointment of Enduring Guardian;
  • Binding Death Benefit Nomination (for dealing with SMSF death benefits)
    (for those with a self managed superannuation fund);
  • Memorandum of Wishes (to provide non-binding special instructions to executors);
  • Living Will; and
  • Advice on all these documents.    
  • Single: $1,540 Couple (with "mirror" documents) $2,310 (incl GST)

 

Testamentary Trust Estate Plan 

Our Testamentary Trust Estate Plan package includes:

  • Will including Testamentary Discretionary Trust(s);
  • Enduring Power of Attorney;
  • Appointment of Enduring Guardian;
  • Binding Death Benefit Nomination (for dealing with SMSF death benefits);
  • Memorandum of Wishes (to provide non-binding special instructions to executors);
  • Living Will; and
  • Advice on all these documents.     
  • Single:  $2,420  Couple (with "mirror" documents) $3,630 (incl GST)

 

Tailored Estate Plan

Our Tailored Estate Plan package includes:

  • Tailored estate planning for high value estates and/or complex issues;
  • Will including complex gifts and Testamentary Discretionary Trust(s);
  • Enduring Power of Attorney;
  • Appointment of Enduring Guardian;
  • Binding Death Benefit Nomination (for dealing with SMSF death benefits);
  • Memorandum of Wishes (to provide non-binding special instructions to executors);
  • Living Will; and
  • Advice on all these documents.  
  • Price on Application  (Estimated range $5,000 to $6,600 with complex estates up to $11,000 (incl GST)