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Estate Planning – Fee Schedule

 


 

INDIVIDUAL FORM

COUPLE FORM

BLENDED FAMILIES FORM

 

 

ESTATE PLANNING FEE SCHEDULE

(All amounts quoted include GST)

Essential Service

What many would consider straightforward with direct gifts to family members.
Simple affairs with a few beneficiaries.

SINGLECOUPLE
Will$440$550
Enduring Power of Attorney$130$220
Advance Care Directive$130$220
Estate Planning Package
(WILL & POA & ACD)
$550$660

 

Tailored Service

For those who want simple but have complex lives. Unusual or custom wishes.

SINGLECOUPLE
Intricate Will$660$990
Intricate Estate Planning Package
(WILL & POA & ACD)
$1,100$1,520

 

Intricate Service

Includes testamentary trusts, special disability trusts, complex clauses and is often used when there is a business or farming enterprise involving many assets and unequal distribution to beneficiaries

SINGLECOUPLE
Intricate Will$990$1320
Intricate Estate Planning Package
(WILL & POA & ACD)
$1,100$1,520

 

Family Package

PARENTSper CHILD
Estate Planning Family Package
(WILL & POA & ACD)
$660$440

This package combines a couple “Parents”
with single “Children” as a complete service
at a special family rate.

 

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