Estate Planning

It is important your estate plan is thorough and tailored to your circumstances to minimise the risk of disputes and other difficulties in the future. Fulljames Law can help you make sure that your wishes for your legacy are clear and outworked when the time comes.

OR

Gather Your Legacy.

Your estate plan is the first legal step to ensuring your legacy is passed to your loved ones effectively. To achieve this, we provide three fixed fee packages for differing circumstances as well as a tailor made service to ensure you have peace of mind.

Estate Planning involves gathering your personal affairs and ensuring your assets are given to your loved ones as you wish. Your assets may include the usual, conventional assets such as your house, car, money and jewellery. They also include your intangible assets such as investments, cryptocurrency and NFT’s.

Further, we believe your business ventures are a vital part of your legacy, so we create a custom estate plan that considers your business and asset structuring. Gathering your legacy also involves considering your personal relationships such as whether you are married, divorced, separated, have young children, are part of a blended family or have a loved one with complex needs. We will also consider whether your estate has an increased risk for disputes or claims.

Estate Planning Packages

Individual
Couple

Essentials

If you have simple wishes and want personal legal advice to ensure your wishes are outworked, this package is the right one for you!
$ 900 Excludes GST, Outlays and Extras.
  • 30 minute Strategy and Instruction meeting
  • Simple Will
  • Simple Enduring Power of Attorney
  • Advance Health Directive
  • Letter of Wishes Workbook

Peace of Mind

If you have complex wishes, asset structuring, entities, run a small business, have a blended family or minor children, this package is for you.
$ 1800 Excludes GST, Outlays and Extras.
  • 1 hour Strategy and Instruction meeting
  • 1 hour Document Review meeting
  • Comprehensive Will
  • Comprehensive Enduring Power of Attorney

    Allows someone appointed by you to make decisions on your behalf after you have lost capacity. *medical decisions are excluded.

  • Advance Health Directive
  • Letter of Wishes Workbook

Legacy Builder

This package helps you build a legacy for your loved ones that considers asset protection, wealth management and tax effectiveness.
$ 2700 Excludes GST, Outlays and Extras.
  • 1 Hour Strategy and Instruction Meeting
  • 1 Hour Document Review Meeting
  • Unlimited Virtual Constructions with Solicitor
  • Testamentary Trust Will

    A Testamentary Trust Will is a type of Will that establishes a Trust or Trusts upon the death of the Testator. This kind of Will is designed to protect the Testators assets for beneficiaries of the trust.

  • Comprehensive Enduring Power of Attorney

    Allows someone appointed by you to make decisions on your behalf after you have lost capacity. *medical decisions are excluded.

  • Advance Health Directive
  • Letter of Wishes Workbook

Essentials

If you have simple wishes and want personal legal advice to ensure your wishes are outworked, this package is the right one for you!
$ 1500 Excludes GST, Outlays and Extras.
  • 30 minute Strategy and Instruction meeting
  • Simple Will
  • Simple Enduring Power of Attorney
  • Advance Health Directive
  • Letter of Wishes Workbook

Peace of Mind

If you have complex wishes, asset structuring, entities, run a small business, have a blended family or minor children, this package is for you.
$ 2500 Excludes GST, Outlays and Extras.
  • 1 hour Strategy and Instruction meeting
  • 1 hour Document Review meeting
  • Comprehensive Will
  • Comprehensive Enduring Power of Attorney

    Allows someone appointed by you to make decisions on your behalf after you have lost capacity. *medical decisions are excluded.

  • Advance Health DIrective
  • Letter of Wishes Workbook

Legacy Builder

This package helps you build a legacy for your loved ones that considers asset protection, wealth management and tax effectiveness.
$ 3500 Excludes GST, Outlays and Extras.
  • 1 Hour Strategy and Instruction Meeting
  • 1 Hour Document Review Meeting
  • Unlimited Virtual Consultations with Solicitor
  • Testamentary Trust Will

    A Testamentary Trust Will is a type of Will that establishes a Trust or Trusts upon the death of the Testator. This kind of Will is designed to protect the Testators assets for beneficiaries of the trust.

  • Comprehensive Enduring Power of Attorney

    Allows someone appointed by you to make decisions on your behalf after you have lost capacity. *medical decisions are excluded.

  • Advanced Health Directive
  • Letter of Wishes Workbook

Our Simple Process

Our process is designed to make your client experience as easy as possible, yet still enable you to have
a complete understanding and full control of what is happening. We take the time to ensure you have peace of mind.

Our 5-step process has been tried, tested and refined to make sure we get it right for you.

1. Engage Us

Choose the package that best suits your needs

2. Inform Us

Complete our questionnaire regarding your estate

3. Meet With Us

Attend strategy and instruction meeting

4. Get Advice

Receive advice regarding estate and wishes

5. Sign

Sign the documents using our Signing Guide or our optional signing meeting!

Speak With The Fulljames Law Team

What our clients say...

Sean & Sandy
Estate Planning
The experience of getting our Wills done was a breeze. They took our complex families needs and tailored our wills to achieve exactly what we wanted for our families future. Could not recommend them enough.
Ian & Sue
Estate Planning
We have been so impressed by your professionalism and gentle way you answered all our questions. We never felt silly or that we were a bother! It is so reassuring knowing that we have now finalised these important documents and that we are in good hands.
Terry
Business
Thank you for making our business sale smooth and stress free. Couldn't ask for a better outcome!

Why choose us

Client Focussed

We are real lawyers for real people. Our aim is to help you gather, grow and give your legacy whether that be personal or business related.

Holistic Approach

We love breaking down stressful situations into easy to comprehend steps whilst being empathetic and helpful to your particular situation.

Fixed Fee Services

We want to give you the certainty and control you deserve from a lawyer. That being said, our services have upfront fixed fees to give you peace of mind.

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