WILLS & ESTATE PLANNING
What happens to your children, your assets, your debts when you die?
It’s a question most people don’t want to contemplate but planning for the future is critical to ensure your wishes are clear, in the event of your death or loss of mental capacity.
The Allwright Bourke team can help you develop:
- A will to address the distribution of your assets and the guardianship of your children when you pass away
- Enduring Power of Attorney documents to appoint someone to handle your finance and health decisions if you are alive, but incapacitated.
- Enduring Guardian documents to appoint someone to handle your health and lifestyle decisions if you are alive, but incapacitated
Our solicitors are highly trained in working with clients to draft valid, accurate documents that reflect your wishes and reduce the risk of claims against your estate after you die.
CLIENT FOCUSED
Allwright Bourke is renowned for its “client-first” approach. Our goal is to solve your legal issue as quickly and as cost-effectively as possible. We’re with you. Every step of the way.
Expert legal service
Our highly professional, knowledgeable legal team provide honest, easy-to-understand legal advice, tailored to every client and their matter.
TYPES OF WILLS & COSTS
Standard or “Traditional” Packages
These packages suit most people who do not require complex Wills or Testamentary Trusts, or for those who do not have asset protection concerns.
Standard Will
$440
$660
Enduring Power of Attorney (EPOA)
$440
$660
Enduring Guardian
$440
$660
Will & EPOA Package
Will & EG Package
EPOA & EG Package
Will, EPOA & EG Package
Standard Package Inclusions:
- Two (2) consultations with a Solicitor (In person or via video)
- Assessment of your circumstances
- Bespoke legal advice
- Traditional Wills might include specific gifts, Rest & Residue clauses, simple trusts to hold money for minor beneficiaries, standard right or residence or life estate clauses, simple defensive clauses & standard executor/Trustee power clauses.
1.
We look at assets ownership and structure & recommend changes that may be required to affect your testamentary wishes or for asset protection – and work with you accountant or financial advisor.
2.
We look at your family tree and dynamics to assess the “eligible people” under the Succession Act, assess potential disputes and discuss mitigation
Testamentary Wills or Complex Estate Planning
These packages are suitable for anyone who has complex assets, in addition to those included in the standard package.
Complex estate planning may include deeds of family arrangement, changing or establishing Trusts during your lifetime, working with family and accountants to do intergenerational transfers, setting up multiple testamentary trusts in a Will.
Testamentary Trust Will
Will including a Special Disability
Complex Estate & Succession Planning
Hourly rates apply*
* Disbursement costs (such as title searches, ASIC searches) are in addition.
Budget Friendly “Wills No Frills” Package
Wills No Frills is suitable for clients who have simple wishes and who do not require legal advice.
You will answer a questionnaire online, a solicitor will review the questionnaire and will then draft and email you with your documents to sign.
Wills No Frills wills are simple wills that help client create a valid Will, with all the correct words to appoint an Executor(s), give specific gits and leave the rest & Residue of their estate. The Wills have standard Executor/Trustee clauses.
Wills No Frills wills are not suitable for anyone who has complex assets, anyone who anticipates a dispute over their estate or who requires testamentary trusts.
Will (All States of Australia)
NSW Enduring Power of Attorney (EPOA)
NSW Enduring Guardian (EG)