Build these Estate Planning documents online | Price |
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Estate Planning Bundle (Recommended) – 3G Testamentary Trust Wills, Enduring and Medical POAs | (free updates for life) |
Last Will and Testament – reduces the 4 defacto death duties & 32% tax on your superannuation |
$495 – $975 (free updates for life) |
Enduring Power of Attorney – stop government meddling, every Australian state & territory |
$128 (free updates for life) |
Medical POAs, Guardianships, Directives & Medical Treatment Decision Maker – lifestyle in each state |
$128 (free updates for life) |
Company Power of Attorney – for insane, missing and dead directors |
Free Online Training Courses |
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Estate Planning Training Course – Free |
Protecting Vulnerable Children in Wills Training Course – Free |
Advisers, Licensees and Accounting Practices – Quality Assurance | Price |
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Standards & Accreditation – for building Estate Planning documents on our law firm’s website | $1,480 |
Build additional Estate Planning documents online | Price |
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Contractual Will Agreement – for second marriages | $575 |
Spouse Loan Agreement | $683 |
Loans to Children – override Family and Bankruptcy Courts | $683 |
Loans to Parents | $683 |
Forgive a Debt Agreement – also gets rid of Family Trust’s UPEs | $440 |
Deed of Gift – survives your death |
$345 |
Who controls the Family Trust at death? – succession planning |
$1,100 |
Who gets your Self-Managed Superannuation at death | $440 |
Reversionary Kit for an SMSF keeps super going when you die | $440 |
Vest and get rid of a Family Trust | $444 |
Vest and wind up Unit Trust | $550 |
Vest and wind up old Self-Managed Superannuation Fund | $585 |
Protects from death duties, divorcing and bankrupt children and a 32% tax on super.
Build online with free lifetime updates:
Couples Bundle
includes 3-Generation Testamentary Trust Wills and 4 POAs
Singles Bundle
includes 3-Generation Testamentary Trust Will and 2 POAs
Death Taxes
- Australia’s four death duties
- 32% tax on superannuation to children
- Selling a dead person’s home tax-free
- HECs debt at death
- CGT on dead wife’s wedding ring
- Extra tax on Charities
Vulnerable children and spend-thrifts
- Your Will includes:
- Divorce Protection Trust if children divorce
- Bankruptcy Trusts
- Special Disability Trust (free vulnerable children in Wills Training Video)
- Guardians for under 18-year-old children
- Considered person clause to stop Will challenges
Second Marriages & Challenging Will
- Contractual Will Agreement for second marriages
- Wills for blended families
- Do Marriages and Divorce revoke my Will?
- Can my lover challenge my Will?
- Make my Will fair: hotchpot clauses v Equalisation?
What if I:
- have assets or beneficiaries overseas?
- lack mental capacity to sign my Will?
- sign my Will in hospital or isolating?
- lose my Will or my home burns down?
- have addresses changed in my Will?
- have nicknames and alias names?
- want free storage of my Wills and POAs?
- put Specific Gifts in Wills
- build my parent’s Wills?
- leave money to my pets?
- want my adviser or accountant to build the Will for me?
Assets not in your Will
- Joint tenancy assets and the family home
- Loans to children, parents or company
- Gifts and forgiving a debt before you die
- Who controls my Company at death?
- Family Trusts:
- Changing control with Backup Appointors
- losing Centrelink and winding up Family Trust
- Does my Family Trust go in my Will?
Power of Attorney
- Money POAs: NSW, VIC, QLD, WA, SA, TAS, ACT & NT
- be used to steal my money?
- act as trustee of my trust?
- change my Superannuation binding nomination?
- be witnessed by my financial planner witness?
- be signed if I lack mental capacity?
- Medical, Lifestyle, Guardianships, and Care Directives:
- Company POA when directors go missing, insane or die
After death
- Free Wish List to be kept with your Will
- Burial arrangements
- How to amend a Testamentary Trust after you die
- What happens to mortgages when I die?
- Family Court looks at dead Dad’s Will