SUPERCentral legal services are provided by TOWNSENDS BUSINESS & CORPORATE LAWYERS
Estate Planning Guide and Testamentary Manual
The key to estate planning is good facts and information - the efficient gathering of all the relevant details and advice needed to make informed decisions about the best estate planning choices. Our Estate Planning Guide and Testamentary Manual system provides you with an online, structured process for guiding your client through the key issues that need to be considered in the development of an effective estate plan.
When you use our leading Estate Planning system you work in close consultation with our associated law firm, Townsends Lawyers, who bring deep experience in tax law, trust law, super and wills to your client's estate planning requirements.
You liaise directly with your client and Townsend’s estate planning lawyer in a streamlined legal service that includes complimentary general technical assistance, professional estate planning documentation, fixed legal fees and realistic and reliable turnaround times.
If you prefer, you can choose to use our Direct Referral Service and Townsends Lawyers will liaise directly with your client while at all times keeping you informed. The choice is yours.
Nationally supported service
Our estate planning services are provided to advisers nationally, so you can choose to meet in our offices in Sydney, or make an appointment for an online meeting with your advising lawyer from the convenience of the your office or the client’s home using web-based meeting technology.
It's a simple 4 step process:
Step 1 - Estate Planning Guide and Testamentary Manual System
It takes a little time and requires a little focus to develop a Testamentary Manual for a client, but good information gathering is vital to the development of an estate plan that rewards many times over in tax saving, asset protection and the peace of mind that comes from knowing that the clients family and loved ones will be well looked after.
Step 2 - Lawyer review and quote
The acting lawyer reviews the Clients Testamentary Manual and contacts the adviser for further information if required before providing a recommendation as to the type of estate plan that is best suited to the client’s personal situation with a fixed price quote.
Step 3 - Finalisation of estate planning documentation
Our estate planning lawyers take into consideration the client’s company and asset structures as well as personal circumstances provided in their Testamentary Manual and integrate these into the testamentary documentation to effectively transfer wealth. The final documents are then uploaded into your firm's account page for download and if requested, sent as a hard copy file.
Step 4 – Signing the documents
The adviser assists their clients to sign the testamentary documentation. A web-based conference call or a meeting in our Sydney offices can also be organised if help is required in the signing of the documents. A scanned copy of the signed documents is then returned to Townsends to check that the testamentary documents have been signed correctly and then also uploaded to the client page for your future reference.
For a full list of package inclusions and pricing for our estate planning services including: Simple Estate Plan, Specific Estate Plan, Testamentary Trust Estate Plan and Tailored Estate Plan please click here