Need your Will done? Our streamlined estate planning process is as easy as 1,2,3!
When preparing Wills we have a streamlined process to save you time & money. No matter where you are in Australia we can help you prepare your Will.
We understand the importance of having your Will prepared and our expert Estate Lawyers are here to guide you through the process.
Our “1,2,3 Will Making” process
Whether at our office or by phone or email we allow you to have your Will completed in the following 3 step process:
- We meet with you (in person or by phone) to take your instructions, answer questions, give you some initial advice and provide you with a fixed fee quote (approx 30min);
- If you accept our 1,2,3 quote, you can then go and have a break while we prepare your documents (approx 30mins -1hr); and
- When you come back we will provide you with the documents, explain them to you and have you sign them (30min approx). If you cannot come into our office we will email the documents to you with detailed instructions on how to sign them.
Once you have signed your Will you have the option to either:
- take them with you or
- store them in our Safe Custody for free.
If you choose to have us store them for you, they will still be available to you at any time.
Why you need to have your Will done
Preparing a Last Will and Testament is something that is often put off until you can get around to it. Sadly loved ones are often left with a lack of clarity and complex estate administration, or worse, dispute and litigation, simply because the Will maker had good intentions but did not ensure that an up-to-date Will was in place.
We are often asked to see clients (including the clients of other lawyers) at the Royal Brisbane Hospital or at your home. We are happy to do so. Extra charges will apply but we are happy to provide a fixed fee quote for them.
What if my Will is not “standard”?
If the below factors apply, your Will is not standard.
You can still make an appointment with one of our Business Development Officers for an initial consultation with one of our Estate Planning Lawyers. Your Estate Planning consultation will be with a Senior Lawyer to provide you with full advice. The Estate Planning consultation is not a fixed fee and is different from the 1,2,3 Will-making process.
Factors that mean your Will is not “standard”:
- You or your partner have been in a previous marriage or de facto relationship
- You have a children to different marriages or partnerships
- You require advice on Binding Death Benefit Nominations for Superannuation
- You would like to include life interests or a right to reside clause
- You wish to give multiple specific gifts rather than divide all of the estate in certain shares to certain people
- You wish to provide for a child or children with a disability
- You have an estate of significant value, for example, worth over $1M dollars. As a result, our advice about Testamentary Discretionary Trusts needs to be given
- You have other entities like a self managed super fund, companies or family trusts
- You are wanting to leave someone out of your Will
- You have assets outside Australia
- You have made promises to people to leave certain substantive property or cash to them
- You want your partner/spouse to be bound to leave their estate (part of which they may get from you) in a certain way