Handing on your life’s work

The Estate Plan

At Your Will and Estate, our standard documents cover Wills (including testamentary trust Wills), Enduring Powers of Attorney (AKA your living Will) and Binding Death Benefit Nominations.  These are our iconic trio and they will always form the basis of our services.

In simple terms, this means deciding who would be your Executor to complete required paperwork after you’re gone; nominating who receives the fruits of your life’s work; choosing a Guardian to raise your children, choosing a trustee to look after your children’s inheritance if they’re a minor; electing who gets your superannuation; ensuring your medical decisions are respected if anything were to happen; nominating someone to make health,  financial and legal decisions on your behalf if you’re unable; and establishing testamentary trusts in your Wills for asset protection.

The passing of a loved one is already a difficult and emotional time, the work we do will ensure that your leave a legacy not a mess.

With our standard will estate plan you will walk away with:

  • Comprehensive estate plan making sure that your wishes will be carried out;
  • Your Will;
  • Your Enduring Power of Attorney;
  • Superannuation and Life Insurance Nominations;
  • A roadmap for your Executors and loved ones;
  • Peace of mind.

Below is our 6-step process and it all starts with reaching out for a conversation.

Initial Contact

The first step is getting in touch with us to start the conversation. We offer a no-obligation FREE thirty minute consultation meeting & we promise it won’t be scary. You’ll be met with a friendly face or ear. 

Client Preparation

We’ll ask for your details, schedule your consultation and send you some pre-reading information to have a look through before your meeting with our Lawyers. 

Free Consultation

When we meet for our FREE no-obligation consultation, your Lawyer will get to know you, outline what options are best for your situation & provide a fixed fee. 

Document Drafting

Wanting to proceed? After our free consultation, we’ll come back to the office and draft up all your documents within 3 weeks.

Document Signing

Once drafted, we will meet with you to present your documents, run through everything, and pass you the pen for document signing. It’s that simple!

Ongoing Advice & Review

We’re all about building a long-term relationship with you and we’ll review your documents every 3 years to ensure they’re up to date and still reflect your wishes.

Get started today