$660.00 AUD

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Start your estate planning journey

Start your estate planning journey by getting access to your Estate Planning Client Hub, where you can:

  1. Book your Discovery Meeting - at which time you will meet with an estates lawyer (in person or via Zoom) for between 1-1.5 hours to review your questionnaire, discuss your family and financial circumstances, consider the various options to suit your particular circumstances, review the fees for those options and confirm your estate planning instructions.
  2. Download the Estate Planning Questionnaire - in preparation for your discovery meeting.
  3. Review the Estate Planning Modules - to learn and understand the various issues that may impact your estate planning.

Note - the discovery meeting is the first part of our estate planning process.  Once we have confirmed your instructions, we will issue you with a fee agreement setting out the work to be done and the fees involved in drafting and finalising your estate planning documents.  These fees will depend on a number of factors such as the complexity of your circumstances, the need for us to consult with your advisers, and any additional advice and drafting that may be required.

After completing the checkout process, you will receive a link to our client hub and access for 90 days, during which time you can attend to the above steps.

The information contained within the estate planning client hub is for general information purposes only, and is not intended to constitute legal advice. Our advice to you will be limited to the discussions during the discovery meeting, at which time we will be able to understand your particular circumstances and discuss the options available to you.