| Build these Estate Planning documents | Price |
|---|---|
| Estate Planning Bundle (Recommended) - 3-Generation Testamentary Trust Wills, Enduring and Medical POAs | (free updates for life) |
| Last Will and Testament – reduces the 4 defacto death duties & 32% tax on your superannuation | $495 - $975 (free updates for life) |
| Enduring Power of Attorney – stop government meddling, every Australian state & territory | $128 (free updates for life) |
| Medical POAs, Guardianships, Directives & Medical Treatment Decision Maker - lifestyle in each state | $128 (free updates for life) |
| Company Power of Attorney – for insane, missing and dead directors | $678 |
Estate Planning and Wills
Couples Estate Planning Bundle
Includes: Mirror Three-Generation Testamentary Trust Wills and 4 POAs.
Protects from death duties, divorcing and bankrupt children and a 32% tax on super. Build online with free lifetime updates.
Complete estate planning package for couples with free lifetime updates.
Singles Estate Planning Bundle
3-Generation Testamentary Trust Will and 2 POAs
Protects from death duties, divorcing and bankrupt children and a 32% tax on super. Build online with free lifetime updates.
Complete estate planning package for individuals with free lifetime updates.
| Free Online Training Courses |
|---|
| Estate Planning Training Course – Free |
| Protecting Vulnerable Children in Wills Training Course – Free |
| Advisers, Licensees and Accounting Practices – Quality Assurance | Price |
|---|---|
| Standards & Accreditation – for building Estate Planning documents on our law firm's website | $1,480 |
| Build additional Estate Planning documents online | Price |
|---|---|
| Contractual Will Agreement – for second marriages | $575 |
| Spouse Loan Agreement | $683 |
| Loans to Children – override Family and Bankruptcy Courts | $683 |
| Loans to Parents | $683 |
| Forgive a Debt Agreement – also gets rid of Family Trust's UPEs | $440 |
| Deed of Gift – survives your death | $345 |
| Who controls the Family Trust at death? – succession planning | $1,100 |
| Who gets your Self-Managed Superannuation at death | $440 |
| Reversionary Kit for an SMSF keeps super going when you die | $440 |
| Vest and get rid of a Family Trust | $444 |
| Vest and wind up Unit Trust | $550 |
| Vest and wind up old Self-Managed Superannuation Fund | $585 |
Protects from death duties, divorcing and bankrupt children and a 32% tax on super. Build online with free lifetime updates:
Couples Bundle
includes 3-Generation Testamentary Trust Wills and 4 POAs
Singles Bundle
includes 3-Generation Testamentary Trust Will and 2 POAs
Death Taxes
- Australia's four death duties
- 32% tax on superannuation to children
- Selling a dead person's home tax-free
- HECs debt at death
- CGT on dead wife’s wedding ring
- Extra tax on Charities
Vulnerable children and spendthrifts
- Your Will includes:
- Divorce Protection Trust if children divorce
- Bankruptcy Trusts
- Special Disability Trust (free vulnerable children in Wills Training Video)
- Guardians for under-18-year-old children
- Considered person clause: stop Will challenges
- right to live in a home for life - life estates and rights to reside
Second Marriages & Challenging Will
- Contractual Will Agreement for second marriages
- Wills for blended families
- Do Marriages and Divorce revoke my Will?
- Can my lover challenge my Will?
- Make my Will fair: hotchpot clauses v Equalisation?
What if I:
- want to update my Will and POA for free?
- have assets or beneficiaries overseas?
- lack mental capacity to sign my Will?
- sign my Will in hospital or isolating?
- lose my Will or my home burns down?
- have addresses changed in my Will?
- have nicknames and alias names?
- want free storage of my Wills and POAs?
- put Specific Gifts in Wills
- build my parent's Wills?
- leave money to my pets?
- want my adviser or accountant to build the Will for me?
Assets not in your Will
- Joint tenancy assets and the family home
- Loans to children, parents or company
- Gifts and forgiving a debt before you die
- Who controls my Company at death?
- Family Trusts:
- Changing control with Backup Appointors
- losing Centrelink and winding up Family Trust
- Does my Family Trust go in my Will?
Power of Attorney
- Money POAs: NSW, VIC, QLD, WA, SA, TAS, ACT & NT
- be used to steal my money?
- act as trustee of my trust?
- change my Superannuation binding nomination?
- be witnessed by my financial planner witness?
- be signed if I lack mental capacity?
- work out of your home state?
- can I add more clauses to my POA?
- do all attorneys need to accept now?
- Medical, Lifestyle, Guardianships, and Care Directives:
- Company POA when directors go missing, insane or die
After death
- Free Wish List to be kept with your Will
- Burial arrangements
- How to amend a Testamentary Trust after you die
- How to use a Testamentary Trust after you die
- What happens to mortgages when I die?
- What happens if a child dies before you?