You are thinking about getting started, but you are wondering whether to use me. How am I going to help?
I am not going to give you a whole bunch of long letters and things to read and then abandon you to do it on your own. I am going to make sure that you understand what steps are involved, and where we are in the process. I am going to try to make sure that you understand why your Estate Plan deals with certain problems, rather than ask you to trust me that I am dealing with this incredibly complex thing for you. I am going to leave you with a document, called a Letter of Wishes, that you can update in your own time and space as life changes without having to keep coming back to me.
If you are still wondering, but why won’t I do a simple Will, then you can read more about that by clicking on the “Why” button below.
Estate Plan (online)
Couple - $4,500 plus Disbursements
Single - $3,500 plus Disbursements
This is the price for a complete Estate Plan, including the Power of Attorney, medical decision maker document, Advance Care Directive, BDBN and Letter of Wishes documents. Please note that couple means two people who have the same beneficiaries and same Executors, sometimes called mirror Wills.
Estate Plan (in person)
Couple - $5,100 plus Disbursements
Single - $4,100 plus Disbursements
If you want a complete Estate Plan, but you would also prefer to meet in person, then this is the plan for you. We would meet at 3/120 Mulgoa Road, Jamisontown for an initial consultation, and our following consultations.
Decision making documents
Couple - $1,500 plus Disbursements
Single - $1,100 plus Disbursements
If you have already prepared a Will and you just need the decision making documents then I can help with that as well. We will go through the usual Power of Attorney and Appointment of Enduring Guardian documents, but we will also create a specific Letter of Wishes that only deals with your retirement, aged cared and end of life decisions.
Estate Administration
Are you an Executor or Administrator of an Estate in NSW? Dealing with the death of a loved one is difficult, and being the Executor or Administrator is an added level of difficulty because everybody probably thinks that you can (or should) answer all of their questions.
I understand that this is a stressful time and I can help. In order to give you a price I would have to know more about the Estate, because our fees are prescribed in NSW and so once I know what the assets are I will be able to give you a quote. You could book an initial consultation with me, or you could email me with details about your Estate for a quote.
About me
Still unsure? If you would like to read a little more about me, you can do that here.