OUR wills & estate planning PRICES

“I JUST WANT A SIMPLE WILL”
Basic will with no complicating circumstances

- Use of our online wills and estate planning platform to provide your information in the comfort of your home, prior to our meeting
- Initial meeting, up to 1 ½ hours, because it can take that long to ensure we receive all of the information needed to properly advise you
- PowerPoint presentation to assist in the education process
- A draft “basic” will (per person, second will is a reciprocal will) (up to 1 hour)
- A further telephone/videoconference to discuss / explain your draft will – because we need to make sure you understand what is in the draft will (up to ½ hour)
- A letter enclosing your draft will
- A face-to-face appointment meeting to sign your estate planning documents if within the Cairns region (up to 1 hour) or instructions to enable you to sign your will in our absence
- Emailed copy of your signed will
- Presentation folder enclosing a hardcopy of your signed will
That is, around 5 ½ hours to ensure you receive a quality will that is right for you.
THE ESSENTIALS PACKAGE
Will, attorney documents, advance health directive and superannuation nominations

- Use of our online wills and estate planning platform to provide your information in the comfort of your home, prior to our meeting
- Initial meeting, up to 2 hours, because it can take that long to ensure we receive all of the information needed to properly advise you
- PowerPoint presentation to assist in the education process
- A draft “basic” will (per person, second will is a reciprocal will) (up to 1 ½ hours)
- A draft power of attorney, including specific additional powers required for the protection of you and your attorneys (up to 1 hour)
- An advance health directive for you to complete with your doctor (optional)
- Advice regarding superannuation death benefit nominations for retail funds and, if applicable, draft binding death benefit nomination (excluding SMSFs)
- Letters enclosing your draft estate planning documents
- A further telephone/videoconference to discuss / explain your draft estate planning documents – because we need to make sure you understand what is in the draft estate planning documents (up to 1 hour)
- A face-to-face appointment meeting to sign your estate planning documents if within the Cairns region (up to 1 hour) or instructions to enable you to sign your will in our absence
- Emailed copy of your signed will
- Presentation folder enclosing a hardcopy of your signed will
That is, around 8 hours to ensure you receive quality estate planning documents that are right for you.
“IT’S COMPLICATED”
Add on to “I just want a simple will” and The Essentials Package

Extra advice in meeting. Add this option if:
- You have a former spouse, step-children or estranged children
- You are leaving someone out of your will
- A beneficiary lives overseas
- A beneficiary has a disability or cannot be trusted to manage their inheritance
- You have overseas assets
This information is important and will change the advice provided (and may save your estate $1,000s!)
“I JUST WANT SOME INITIAL ADVICE”
Stand-alone appointment for advice on estate planning without documents (up to 90 minutes)

TESTAMENTARY TRUST / SPECIAL DISABILITY TRUST WILL
Will including one standard testamentary trust or special disability trust

- Use of our online wills and estate planning platform to provide your information in the comfort of your home, prior to our meeting
- Up to 2 hours for our initial meeting - because it can take that long to ensure we receive all of the information needed to properly advise you
- 1 x property title search – because it is important to check ownership of your property (additional property title searches / ASIC searches at cost price)
- A letter confirming the information you have provided and advice we have given – because we need to make sure we have understood your instructions correctly – up to 2 hours
- Will drafting – up to 3 hours
- A draft power of attorney, including specific additional powers required for the protection of you and your attorneys – up to 1 hour
- Optional advance health directive for you to complete with your doctor
- Optional superannuation death benefit nominations (excluding SMSFs) - ½ hour
- An appointment to discuss / explain your draft estate planning documents – up to 1 ½ hours – because we need to make sure you understand what is in the draft estate planning documents
- Follow-up appointments to review and discuss your draft estate planning documents – up to 2 x 1 hour appointments – because we will collaborate with you to ensure your estate planning documents are correct
- A copy of your signed estate planning documents
- A face-to-face appointment to finalise and sign your will – 1 hour
- A letter with any final advice
That is, around 13 hours to ensure you receive quality estate planning documents that are right for you.
OPTIONAL ADD-ONS TO THE WORKS PACKAGE
Peruse family company constitution / family trust deed in relation to your succession plan

Collaboration with your accountant/financial planner in relation to the succession planning of control roles of your family company / family trust
Collaboration with your accountant/financial planner for the best strategy in relation to your SMSF death benefit nomination and succession plan

URGENT WILL INSTRUCTIONS
Urgent will instructions taken at hospital or bedside and, if possible, will prepared immediately

COMPLEX ESTATE PLANNING
Estate planning that requires comprehensive advice, including attorney documents, advance health directive, will drafting involving multiple testamentary trusts, complex gifting provisions and asset restructuring, strategy advice in collaboration with your accountant/financial planner and nominations for your SMSF, review of family trust deed and company documents


TERMS & CONDITIONS
We hate bill surprises as much as you.
We are dedicated to price transparency from the get-go.
That is why most of our services are provided on a fixed fee basis so there is no bill shock.
But there are some terms and conditions.
The advantages of a fixed fee cost agreement
A fixed fee cost agreement enables us to provide you with an agreed price up front so you have certainty about the cost of our service.
Experience in the area of estate administration allows us to provide a fixed-fee price for grants of representation and estate planning packages that are fair for you and our business.
When you engage our services, we will provide a cost disclosure notice that has a detailed description of the work to be performed for the agreed price.
The cost disclosure notice will also provide a description of services that are outside the scope of work and a description of foreseeable contingencies that might affect the scope of work and agreed price. As soon as we become aware that additional work is required or complications have arisen, you will be informed.
Acting for two people
Sometimes, we will be unable to act for a couple in wills and estate planning matters.
If the interests of both parties are not the same, we cannot act for both parties. This is because we cannot maintain the confidences of both parties if their interests are adverse or there is a conflict (or potential conflict) of our duties to act in the best interests of each party.
If it becomes apparent that we cannot act for both parties in our initial discussions, we will refer one of the parties to another solicitor.
If a conflict arises during the course of the matter and we cannot continue to act, both parties may be required to seek alternative representation.
Fixed fees published may be updated periodically
The fixed fees published on our website may be updated periodically, usually at the beginning each financial year.
The cost disclosure notice provided to each client at the commencement of each matter will contain the fixed fee applicable to each matter. Please notify us if there is a discrepancy between the fixed fees published on the website and in your cost disclosure notice.
Payment of anticipated outlays into trust account
The cost for anticipated outlays is required to paid into our trust account before the cost is incurred.
Cairns Mobile Wills & Probate law practice trust account
BSB 084 472
Account number 88385 5415
Ref: Your last name
Payments into our trust account are to be made by internet bank transfer or bank deposit (that is, you cannot use our Square facility or credit card for deposits into our trust account due to law society regulations).
Urgent will instructions taken at hospital or bedside and, if possible, will prepared immediately.