Standard Will
A new or replacement Will dealing with standard estate-distribution arrangements.
$300
Fees
GET Solutions uses fixed fees for standard estate-planning services so clients can understand the likely cost before documents are prepared.
Package pricing and flexible payment arrangements remain available where appropriate.
Current fixed fees
All fees shown are GST exclusive.
A new or replacement Will dealing with standard estate-distribution arrangements.
$300
The concession fee applies to a Standard Will.
$270
A Will containing provisions allowing one person to use or benefit from an asset before it passes to another beneficiary.
$350
The final fee depends on the trust structure and the complexity of the provisions required.
From $350
Appointment of a person to make authorised financial and property decisions during your lifetime.
$100
Appointment of a person to make authorised personal, lifestyle and treatment decisions if required.
$100
Available where an amendment remains appropriate. In some circumstances, preparing a replacement Will may be the better course.
$100
What the service includes
Estate-planning documents need to follow from the client’s objectives and circumstances. The process therefore includes discussion, explanation and review as well as preparation.
The first discussion identifies the client’s objectives, family circumstances and the parts of the plan requiring attention.
The available options and their practical consequences are explained before documents are prepared.
The agreed estate-planning documents are prepared to reflect the confirmed instructions.
Draft documents are provided for review so questions, corrections and changes can be addressed before signing.
The final process and witnessing requirements are explained when the documents are ready to be completed.
Home visits are the preferred meeting method throughout Mandurah and the Peel Region.
Packages and other arrangements
Several estate-planning documents are often considered together because they operate at different stages of the same plan. Package pricing may therefore be available where multiple documents are prepared at the same time.
The relevant scope and fee are confirmed before work proceeds, allowing the client to understand both the documents being prepared and the cost involved.
Package pricing remains available where several estate-planning documents are prepared together.
Flexible payment arrangements may be discussed where appropriate.
Where unusual complexity or additional work is identified, the scope and any different fee will be explained before the client proceeds.
Legal, financial, taxation or accounting advice provided by another professional is separate from the GET Solutions fee.
Questions about fees
Where you are unsure which documents may be required, begin with the circumstances rather than trying to select a package in advance.
Geoff can explain whether the matter falls within a standard fixed fee, whether package pricing may apply and whether any specialist advice is likely to be needed.