Estate Planning

 

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.

 

Instruct Us Forms:

Estate Planning - Individual

Estate Planning - Couples

Estate Planning - Blended Families

Estate Planning - Updating Will, Power of Attorney, Advanced Care Directive