What should happen after I pass?
Your Will records who should administer your estate, who should benefit and whether an inheritance should pass directly or continue under trust arrangements.
Start Here
Begin with what you want the plan to achieve.
You do not need to know which documents you need before you begin. A better starting point is to identify the people, decisions and outcomes that matter to you.
GET Solutions helps families in Mandurah and the Peel Region work through those questions in calm, practical and plain English.
The whole picture
A useful plan considers more than the distribution of an estate.
A Will is important, but it does not control every asset or every stage of life. These four questions provide a practical way to begin.
Who could act if I need help during my lifetime?
An Enduring Power of Attorney and an Enduring Power of Guardianship deal with different types of decisions and should be considered separately.
Which assets will actually follow my Will?
Superannuation, jointly owned property and some other assets may follow pathways outside the estate, so ownership and nominations also need attention.
Do the arrangements still suit my circumstances?
Changes in family, relationships, health, assets, appointments or intentions may mean an existing plan needs to be reviewed.
What to expect
The process begins with discussion, not document selection.
Home visits are the preferred meeting method because they provide privacy and the right environment for careful estate-planning discussions.
Begin with your objectives
The first discussion focuses on what you want the plan to achieve, the people involved and the concerns that brought you to estate planning.
Identify the parts that need attention
Existing documents, asset ownership, superannuation arrangements and possible decision-makers are considered together.
Explain the available options
The practical effect and consequences of each option are explained in plain English before you decide.
Confirm the work and fees
Once the required work is clear, the scope, fixed fees or package pricing and the next steps are confirmed.
Prepare and review the documents
Draft documents are prepared for review so questions, corrections and changes can be addressed before signing.
Complete the signing process
The final documents are signed using the appropriate witnessing process and you retain the completed estate-planning records.
Preparing for the discussion
Bring what you have. The first meeting can fill in the gaps.
You do not need a complete asset schedule or final answers before meeting. The following information simply helps the discussion begin efficiently.
- Any current Will, Enduring Power of Attorney, Enduring Power of Guardianship or related estate-planning documents
- The names of the people you may want to appoint as Executor, Attorney, Enduring Guardian or Trustee
- A broad outline of your assets, how significant property is owned and whether you have superannuation
- Details of family members or other people you wish to benefit
- Any concerns about age, capacity, relationships, vulnerability, estrangement or future management of an inheritance
- Questions you want answered before making decisions
Clear scope
Practical estate-planning guidance with boundaries explained openly.
GET Solutions assists with estate-planning discussions, document preparation and coordination of the main parts of a plan.
The purpose is to help you understand what you are deciding, why each arrangement is being considered and how the parts should work together.
GET Solutions may assist with
- Wills and estate-distribution arrangements
- Testamentary Trust provisions where appropriate
- Enduring Powers of Attorney
- Enduring Powers of Guardianship
- Estate-plan reviews
- Superannuation death-benefit coordination within scope
Specialist advice may still be needed
Family law, complex legal disputes, financial planning, investment advice, taxation and accounting may require advice from the appropriate specialist.
Where that need becomes apparent, it is identified rather than hidden within the estate-planning process.
Common practical questions
Before arranging the first discussion.
Do I need to know which documents I want before contacting GET Solutions?
No. It is often better to begin with the outcome or concern rather than selecting documents in advance. The appropriate documents should follow from the decisions that need to be made.
Can couples discuss their planning together?
Yes. Couples typically discuss their estate planning together because their family circumstances, assets and intentions are usually closely connected. The discussion considers the overall family plan and how the arrangements should work together.
Are home visits available?
Yes. Home visits are the preferred meeting method within Mandurah and the Peel Region because they provide privacy and a suitable setting for careful discussion.
What should I bring to the first meeting?
Bring any existing estate-planning documents and whatever information you already have. A broad understanding of your family, assets, ownership and superannuation is usually enough to begin.
Will everything be decided at the first meeting?
Not necessarily. The first meeting is used to understand the circumstances, explain the main options and identify what further thought or information may be needed.
How are fees handled?
GET Solutions uses fixed fees for its standard services. Package pricing and flexible payment arrangements remain available where appropriate. Current prices are published on the Fees page.
What happens if specialist advice is needed?
Where a matter requires specialist legal, financial, taxation or accounting advice, that need is identified openly so it can be addressed by the appropriate adviser.
When should an existing estate plan be reviewed?
A review is useful when family, relationships, assets, ownership, superannuation, health, appointments or intentions change. The question is whether the plan still produces the intended result.
The next step
Begin with the questions that matter to you.
Contact Geoff to discuss your circumstances, arrange a home visit or clarify the process and current fees.