Pricing questions
Please complete these questions to find out how much an Estate Planning package would cost. You do not have to give us your email or name to get a price.
Who is preparing an Estate Plan?
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Just me, no one else
I am doing this jointly with a spouse or partner
Do you want Mirror Wills?
Mirror Wills mean that all of the appointments, for instance Executor or Beneficiaries, are the same. Do you want the same gifts to the same people, so a common example is both of you wanting everything to my spouse, and then everything to my children?
Do you want Mirror Wills?
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No, we want different things
Maybe, we want slightly different things
Yes, we want exactly the same thing
Separate Wills
The couples package is only for couples who want the same thing in their documents. If you want different things you will each do a single person package, with separate appointments and separate correspondence.
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Your employment or work
These questions are to establish the nature of your income or earnings.
Do you both work, as in either earning a salary, or running a business?
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We both work
One of us has paid work, one of us does not work
Neither of us works
Do you or your spouse run a business, or are you employed by someone else and earning a salary?
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We are both salaried, we both work for someone else
One of us works for themselves and/or runs a business
Both of us work for ourselves and/or run a business
Regarding the spouse who works, are they employed by someone else and earning a salary, or do they run a business?
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They earn a salary, they work for someone else
They work for themselves and/or run a business
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Do you have a family trust?
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Yes - we have a family trust, or one of us is a beneficiary or trustee of a family trust
No - we do not have a family trust, we are not receiving any funds from a family trust
Do you have a family trust?
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Yes - we have a family trust, or one of us is a beneficiary or trustee of a family trust
No - we do not have a family trust, we are not receiving any funds from a family trust
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Do you have an SMSF?
In Australia people can set up Self Managed Superannuation Funds, called SMSFs. You would know if you had one, you would have to deliberately set one up. The alternative is that most people have a "retail" superannuation fund, with someone like Aware Super or AustralianSuper. If you don't know which one you have then you do not have an SMSF, you have retail superannuation.
Do you have an SMSF?
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Yes - we have an SMSF
No - we have a retail super fund
No - we have no superannuation
Do you have an SMSF?
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Yes - we have an SMSF
No - we have a retail super fund
No - we have no superannuation
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Are you excluding anyone from your Will, like a spouse, child or step-child?
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No - I am not excluding anyone
Yes - I am excluding my spouse or de facto partner
Yes - I am excluding a child or step child
Partially - I am giving a very small amount to a spouse, child or step-child
Are you excluding anyone from your Will, like a spouse, child or step-child?
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No - I am not excluding anyone
Yes - I am excluding my spouse or de facto partner
Yes - I am excluding a child or step child
Partially - I am giving a very small amount to a spouse, child or step-child
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Degenerative or neurological diseases
These questions relate to any types of neurological or degenerative diseases, anything that has the potential to impact your decision making capacity including Dementia, Alzheimer's or Parkinson's disease.
Do either of you have a degenerative disease or neurological disease, anything that has the potential to impact your decision making capacity?
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No - neither of us have anything like that
Yes - one of us has a degenerative or neurological disease
Yes - both of us have a degenerative or neurological disease
Do either of you have a degenerative disease or neurological disease, anything that has the potential to impact your decision making capacity?
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No - neither of us have anything like that
Yes - one of us has a degenerative or neurological disease
Yes - both of us have a degenerative or neurological disease
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Do you own any investment properties or real estate, other than the home where you live? Do you own that property jointly with someone outside of your marriage?
Yes - just in our name (or one of our names)
Yes - some or all are owned jointly with other people
No - we do not own any real estate investment properties
Do you own any investment properties or real estate, other than the home where you live? Do you own that property jointly with someone outside of your marriage?
Yes - just in our name (or one of our names)
Yes - some or all are owned jointly with other people
No - we do not own any real estate investment properties
Do you have an interest in a corporation or a company that is not listed on the ASX? Are you either a director or a shareholder for a private company, not a publicly listed company?
Yes - I am a director for a private company
Yes - I am a shareholder for a private company
No - I have no interest in any private company
Do you have an interest in a corporation or a company that is not listed on the ASX? Are you either a director or a shareholder for a private company, not a publicly listed company?
Yes - I am a director for a private company
Yes - I am a shareholder for a private company
No - I have no interest in any private company
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Complete Couples Package
You would need the Complete Couples Package which is $3,300 plus GST plus disbursements. A disbursement for an Estate Plan would be something like a title search, or a company records search.
Would you like us to email this estimate to you? If you say "No" then you will just go to the Thank You page, you don't have to give us your details.
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Yes
No
Your Name
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First Name
Last Name
Your Spouse's Name
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First Name
Last Name
Email
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example@example.com
Do you want us to send it to a second email? If not then just leave this box blank.
example@example.com
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Moderate Couples Package
You would need the Moderate Couples Package which is $2,600 plus GST plus disbursements. A disbursement for an Estate Plan would be something like a title search, or a company records search.
Would you like us to email this estimate to you? If you say "No" then you will just go to the Thank You page, you don't have to give us your details.
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Yes
No
Your name
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First Name
Last Name
Your spouse's name
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First Name
Last Name
Your email address
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example@example.com
Your spouse's email address (this is optional).
example@example.com
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Fundamental Couples Package
You would need the Fundamental Couples Package which is $2,000 plus GST plus disbursements. A disbursement for an Estate Plan would be something like a title search, or a company records search.
Would you like us to email this estimate to you? If you say "No" then you will just go to the Thank You page, you don't have to give us your details.
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Yes
No
Your name
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First Name
Last Name
Your spouse's name
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First Name
Last Name
Your email address
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example@example.com
Your spouse's email address (this is optional).
example@example.com
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Submit
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