Family Legacy Packages
For families who want a little more than the standard service, because you have young children who need guardians, or you have more complex wealth structures that need to pass onto the next generation correctly, we have two higher levels of premium service than our standard Basic Plan.
As a standard package, our Basic Plan is $990. It includes Wills and two Powers of Attorney for a couple (Enduring Medical and Enduring Financial) as well as an Advanced Healthcare Directive.
Family Legacy Plan
Our most popular package is our Family Legacy Plan. It starts from $1,300 and, as well as the items in the Basic Plan, it includes a Testamentary Discretionary Trust in the Will, and includes Instructions to Guardians, and a guidance for your Digital Estate.
Family Wealth Plan
Our top package is our Family Wealth Plan, and is more suitable for those who have a family trust that needs to be amended, as well as self-managed superannuation, and it includes a consultation with your financial planner or other professional. It starts at $2,600.