Estate Planning Packages
Here at Bowerbird Wills & Estate Planning we are big on transparency. So we offer fixed fee prices. Both our packages include:
a will
an advance care directive
an enduring power of attorney
superannuation nominations
letter of wishes.
You don’t need to choose a package before our initial meeting. At our initial meeting I will explain both options to you and you can then decide.
Got questions? book a 15 minute phone consult or email julia@bowerbirdwills.com.au to discuss.
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This package includes:
a will
an enduring power of attorney
an advance care directive
superannuation nominations
Letter of Wishes.
Individual Package: $1200 (incl GST)
Couples Package: $1500 (incl GST)
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This package includes:
a testamentary trust will
an enduring power of attorney
an advance care directive
superannuation nominations
a Letter of Wishes.
Individual: $1800 (incl GST)
Couple: $2200 (incl GST)
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Depending on your situation, we may need to review additional documentation and your estate plan may need some extra legal advice. We call these “add-ons” and they can be included with either the Essentials Package or the Testamentary Trust Package at an additional cost listed below.
If you control a:
Family trust - add $450 (incl GST)
Company - add $450 (incl GST)
Business - add $450 (incl GST)
SMSF -add $650 (incl GST)
If you have a:
Blended family - add $650 (incl GST)
Beneficiary who requires a special disability trust or cannot be trusted to manage their inheritance - add $650 (incl GST)
If a life interest in required - add $650
We will confirm price at the end of our initial estate planning meeting.
What is in an Estate Plan? We’re glad you asked.
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A Will
A will sets out what you want to happen to your assets and possessions after you die.
It appoints a person/s to be your executor, as well as a guardian if you have children under 18.
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Enduring Power of Attorney
An Enduring Power of Attorney allows you to appoint someone you trust to manage your finances, assets and legal affairs on your behalf if you become lose capacity to do so either permanently or temporarily.
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Advance Care Directive
An Advance Care Directive appoints a person/s you trust to make healthcare decisions for you if you lose capacity.
It also allows you to record your wishes in relation to future health care.
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Superannuation
Superannuation does not automatically form part of your estate when you die. This makes it an important part of the estate planning conversation, as most super funds allow you to nominate who will receive your superannuation after your death. We will discuss this with you.
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Letter of Wishes
This is a personal letter you write to your executors outlining your more personal wishes.
It allows you to record instructions for guardians as well as your funeral and burial wishes.
