| Testamentary Trust Wills – includes Divorce & Bankruptcy protection, 3-Generation Testamentary Trusts, Superannuation Trusts | |
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| Recommended Estate Planning Package – includes 3G Testamentary Trust Wills, Enduring and Medical POAs | |
| Mirror Wills – $975 Tax Effective 3-Generation Testamentary Trust | |
| Single Will – $795 Tax Effective 3-Generation Testamentary Trust |
| Non-tax effective Wills (no protection for: divorcing or bankrupt children; Capital Gains Tax or 32% payable by adult children on your Superannuation) |
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| Non-Tax effective Mirror Wills – $528 |
| Non-Tax effective Single Will – $495 |
| Training Course |
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| Estate Planning Training Course – includes 3-Generation Testamentary Trust Mutual Wills |
Estate Planning Toolkit
Escape the 4 death duties, 32% tax on super & divorce protection trust
Tax Effective Estate Planning Bundles
- Couples 3G Testamentary Trust Bundle – 3-Generation Testamentary Trust Mirror Wills, Enduring and Medical POAs (includes Divorce Protection Trusts)
- Single 3G Testamentary Trust Bundle – 3-Generation Testamentary Trust Single Will, Enduring and Medical POA
Last Will and Testamentary Trust – reduces the 4 defacto death duties & 32% tax on your superannuation
- Mirror Wills – Tax Effective 3-Generation Testamentary Trust
- Single Will – Tax Effective 3-Generation Testamentary Trust
Enduring Power of Attorney – stop government meddling (for every state)
- NSW Enduring Power of Attorney
- VIC Enduring Power of Attorney
- QLD Enduring Power of Attorney
- WA Enduring Power of Attorney
- SA Enduring Power of Attorney
- TAS Enduring Power of Attorney
- NT Enduring Power of Attorney
- ACT Enduring Power of Attorney
Medical/Lifestyle Power of Attorney – for every state
- NSW Power of Guardianship
- VIC Appointing Medical Treatment Decision Maker
- QLD Medical Power of Attorney
- WA Enduring Power of Guardianship
- SA Advanced Care Directive
- TAS Tax Enduring Guardianship
- NT Advance Personal Plan
- ACT Enduring Power of Attorney
Protective Estate Planning documents
- Contractual Will Agreement – for second marriages
- Company Power of Attorney – for insane, missing and dead directors
- Loans to Children – override Family and Bankruptcy Courts
- Forgive a Debt Agreement – get rid of Family Trust’s UPEs
- Deed of Gift – survives your death
- Who controls the Family Trust at death? – succession planning