Your Will and Estate Planning Documents - Experience Matters
Have your Will and Estate Planning Documents prepared by an experiencd Wills and Estate Planning Lawyer.
07 4772 5155
Have your Will and Estate Planning Documents prepared by an experiencd Wills and Estate Planning Lawyer.
2 Standard Wills cost $1980 (inc gst).
This price includes a free Enduring Power of Attorney (EPA) with each Will.
When you see the lawyer at the first appointment, they will confirm the price of your Will with you before any work is commenced.
1. Call us to make an appointment with our Wills and Estates Lawyer. In this appointment, you can ask questions and discuss your situation with the lawyer who will advise you. Recommendations will be made by the lawyer. (You may choose to have a Superannuation Binding Death Benefit Nomination form prepared along with your Will and EPA.)
The price to prepare documents will be confirmed. If you wish to proceed, once payment is made to our Trust Account, we will start preparing your documents.
2. A second appointment is arranged for you to come in and sign your Wills and EPAs.
A Standard Will costs $1210 (inc gst).
This price includes an Enduring Power of Attorney (EPA) for FREE.
When you see the lawyer at the first appointment, they will confirm price with you before any work is commenced.
1. Call us to make an appointment with our Wills and Estates Lawyer. In this appointment, you can ask questions and discuss your situation with the lawyer who will advise you. Recommendations will be made by the lawyer. (You may choose to have a Superannuation Binding Death Benefit Nomination form prepared along with your Will and EPA.)
The price to prepare documents will be confirmed. If you wish to proceed, once payment is made to our Trust Account, we will start preparing your documents.
2. A second appointment is arranged for you to come in and sign your Wills and EPAs.
All prices include gst.
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If you are over 18, have property, family/loved ones, you should have:
If you have assets (excluding superannuation) that are more than $1 million dollars, you should consider having a Testamentary Trust Will.
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Standard Wills
When we do your Will we include an Enduring Power of Attorney for free.
Standard Will for a single person – $1,210
Standard Wills for a couple – $1,980
Superannuation Binding Death Benefit Nomination
$220 per Industry Fund.
Customised Nomination: $550 - $880 depending on prep time.
If you have a SMSF, a Customised Nomination will need to be prepared. A Customised Nomination requires the lawyer to examine the company/trust documents that have established your SMSF and prepare a Binding Death Benefit Nomination Form that complies with the relevant laws (unlike an industry fund where a form is provided). If 2 are needed (and if a couple and same SMSF) – a fee of $220 applies for the 2nd Nomination.
Enduring Power of Attorney (EPAs)
$220 for a single
$330 for couples (2 EPAs).
Advance Health Directives – from $330
The lawyer will confirm price at the first Apmt so there are no surprises. There is a lot to consider when estate planning thoroughly. The information and prices below are guidelines only.
A 'Usual' Testmentary Trust Will
Assets over $1m – home, investment property, shares etc and there are no company documents or trust deeds.
- $2,500 for a Single
- $3,500 for a Couple
The price includes a free EPA with each Will.
We also recommend Binding Super nominations - $220 per industry fund.
A 'Complex' Testamentary Trust Will
Assets over $1m – home, multiple investment properties, shares etc. and there is one company, a trust and possibly a SMSF.
- from $3,500 for a Single
- from $4,500 for a Couple
The price includes a free EPA with each Will.
We also recommend Binding Super Nominations.
If you have multiple entities: More than one Company and Trust; a Business which is a Company with a Shareholder Agreement; Multiple Properties/Assets; A Self-Managed Super Fund – SMSF; Detailed gifts to specific family members; Detailed arrangements for gifts in your blended family.
This price includes a free EPA with each Will.
We also recommend Bidning Super Nominations.
There are Estate documents that everyone should have. Everyone should have a Will, an Enduring Power of Attorney and a Superannuation Binding Death Benefit Nomination in place.
Estate planning can be very simple. If you have a lot of property and/or a business or land holding, it will be more complicated. Your Will would be written to reflect this and could be quite lengthy.
Documents used for estate planning include things like Wills, Enduring Powers of Attorney, Powers of Guardianship, Insurance and Superannuation Nominations and Testamentary Trusts. These documents implement the strategies that are developed as part of an estate planning process. It is important to have a lawyer who is experienced to advise you on what is best for your situation.
More often than not, a Will is 'Standard'. Sometimes it can be more complicated, especially when there are particular situations that require specially drafted clauses. We can advise you about this when you come in to discuss your Will with one of our lawyers and we will give you a quote before we start so you can decide whether to go ahead or not.
If you have a Will with a Testamentary Trust included in it, the time spent advising and preparing your Will is significant. The price for a single Testamentary Trust Will ranges between $2500 to $4500 for a single person and between $3500 to $5500 for a couple. The number of entities and property you have, and the complexity of your Trust and the time spent preparing it, determines the price. We can advise you about this when you come in to discuss your Will with one of our lawyers and we will give you a quote before we start, so there are no surprises.
If you have had a major life event since you made your Will (like marriage, divorce, children, deaths, bought a home, etc) you should definitely review your Will. We recommend that you should review your Will, every 3-5 years. Make an appointment to discuss this with one of our lawyers. If you decide that changes are not necessary, there is no charge for this appointment.
We like to look after our past and existing clients particularly well, and so we offer special rates to our clients when preparing or updating their Wills. If you are an existing or past client, please ask us about these special rates.
Townsville is a community we treasure. OShea Dyer Solicitors are always available to help Townsville and North Queensland people with all types of Estate Planning and Estate Administration Matters. Advising people in this area of the law and life, is part of what we do. Drafting documents for your estate planning - like Wills, Testamentary Trusts and EPA's is an important responsibility we take seriously for all of our clients. If you are ready to safeguard your Estate and your family's interests, we would love to help you. Please contact us today. Call our estate planning lawyers on 07 4772 5155 or fill out our online form.
Ivan Baxter