Estate Planning Essentials Package
Included in this offer:
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Intake Interview with an estate planning lawyer
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Unlimited number of questions answered
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Lawyer drafted 2 essential mirror wills for surviving spouse and children including:
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appointment of your executor and back-up executor
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appointment of a testamentary guardian and back-up guardian to look after any minor children
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tailored estate planning advice with respect to your beneficiaries, including your spouse, children, grandchildren and others
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advice on a number of possibilities and traps that may arise and circumstances under which you should change your Will
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advice to assist you to avoid intestacy, on whether your Will may result in a claim on your estate and if so what steps you should now take to deal with the possibility of that claim
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disposal of body wishes (if any)
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Instructions to executors
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Enduring Power of Attorney (EPA) x 2 - attorney for financial and property
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Enduring Power of Guardianship (EPG) x 2 - guardian for healthcare and lifestyle
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Advance Health Directove (AHD) x 2 - decisions about medical treatment
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Advise about binding death benefit nominations
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Meeting to sign documents