Deciding who takes control of your business baby is hard.
Picking guardians for your children is hard.
You don’t need to do this alone.
I help you work through these tough decisions as part of your will making journey.
You’ll walk away knowing you have all of this sorted:
Your enduring power of attorney
Your superannuation nomination (optional)
Your advanced health directive (optional)
WHY this is important.
Did you know that without a will, the first $150,000 + your household belongings go to your spouse; then the rest of your wealth goes to your children equally?
😯 I bet this isn’t what you want!
So DO your will. It’s peace of mind. It’s looking after your family.
Without a will you are going to be making an already difficult time more difficult for your loved ones. ❤❤❤❤
If you have a business, it’s worse. What will happen to your employees? Your customers or clients?
It’s time to think about your legacy.
Sure, wills can be complex.
I make the process straight-forward for you.
• STEP ONE •
In our first meeting, you’ll share information and your wishes so we are all on the same page.
• STEP TWO •
I’ll use the information from our initial meeting to create your estate plan for you to sign off.
• STEP THREE •
I’ll use the estate plan to draft your will/s and any other relevant documents relating to your estate.
• STEP FOUR •
We’ll get your documents signed and sorted before you store them in a safe place.
I’m passionate about transparency.
That is why I offer upfront, fixed fee will packages.
Let’s find the right will package for you.
You’ll feel empowered knowing you have your will and power of attorney sorted so you can get on with other things.
I’ll work with you to make sure that your affairs are in order, and your loved ones are looked after so you can sleep easy.
So you know you need to get this sorted, but you don’t know what to expect?
Why not take advantage of my FREE15?
This is an obligation free (and when I say “obligation free”, I mean it) appointment for you to get your bearings, find out what is involved and understand your costs - no mystery.
WHY YOU WILL LOVE WORKING WITH ME
Need another reason?
I want you to be comfortable with your choices. I know it can be tough making these decisions and it’s not uncommon to change your mind.