Our Fees

*Standard Will

A standard Will is one that provides for standard estate distribution, that is;

1. Initial: 100% to spouse if alive.
2. If spouse not alive then.
   
   • Specific gifts to nominated beneficiaries, then
   • 100% of residue shared equally between the children.
3. If a child predeceases parents, then that child's share of residue goes to their children (i.e.; grandchildren), if any.
4. If no children or grandchildren then for example to siblings and siblings-in-law equally (or their children if beneficiary predecease will makers). If there is no surviving spouse/partner then second, third and fourth distributions apply.
   • Estate: everything that you own at the date of your death;
   • Beneficiary: to whom you have left a share of your estate;
   • Residue: everything left over after payment of your debts and expenses.

**Complex Will

A Standard Will Plus:

• Non-standard distributions; and/or
• Clauses drafted to address particular circumstances;
• Blended families;
• Life estates/Right to reside;
• Ownership of business interests;
• Dealing with interfamily loans.

***Testamentary Trust Wills

A testamentary trust is a trust that is contained in a Will and is only operative on the client's death.

There are different types of testamentary trusts depending on the client's requirements and risk profile.

A flexible testamentary trust can give to the beneficiaries of your estate significant tax savings by streaming income in a way to lower tax.

Without losing the tax advantages of the flexible form a testamentary trust can be adapted for asset protection to ensure that to the greatest extent possible the property you leave to your family will be kept safe for their lifetime.

Includes a no charge copy of the ‘End of Life Planner’ book if you proceed with getting your Will done.

What is a Power of Attorney?

A power of attorney (POA) is a legal document that allows you to nominate someone to act as your decision-maker and manage certain decisions on your behalf. Your decision-maker is known as the 'attorney' and you are known as the principal.

In Queensland, a power of attorney can cover:

• financial decisions – for example, administering your bank accounts, paying your bills, buying or selling shares, managing your superannuation funds, buying or selling property.
• personal or health decisions – for example, where you live, who you live with, your day-to-day life in the community, who you see, what activities you do, which healthcare services you receive.

The power of attorney can authorise your attorney to act in all financial, personal and health matters, or you can choose to appoint an attorney to act only for financial or personal matters.

You can also appoint different attorneys for each role, and you can set limits on the decisions they are able to make – for example, only decisions about buying and selling real estate.

To appoint a power of attorney, you must:

• be 18 years of age or older
• understand the effect of making a power of attorney

What is an Advance Health Directive?

An Advance Health Directive (AHD) is a legal document that allows you to:

• Specify medical treatments you consent to or refuse
• Appoint a health attorney to make healthcare decisions on your behalf
• Include instructions for critical scenarios, such as life-sustaining treatments or palliative care

AHDs are legally recognised in Queensland and are distinct from Wills or EPOAs, focusing solely on end-of-life decisions.

How our service works

1. Complete our new client ONLINE induction questionnaire (15 - 20 minutes).

2. Initial obligation free call WITH SOLICITOR to give estate planning advice by phone or video call (allow 30 minutes). IN PERSON AVAILABLE AT OUR OFFICE.

3. Select the package that suits you best.

4. Documents drafted by our office.

5. Review of documents and signing appointment at our hervey bay office. Includes no charge 'end of life planner' book.

6. No cost safe custody storage of your original documents.

Estate Administration

So you've got your grant of probate - now what?

• Once the Queensland Supreme Court has issued a grant of probate, the executor/administrator - should proceed to administer the deceased's estate. Estate administration involves winding up the deceased's affairs, paying their debts, and distributing any remaining assets.
• Depending on the size and complexity of the deceased's estate, administration can be time and resource intensive. It's common for the executor/administrator to seek the assistance of a lawyer to administer the estate. We offers quality, reasonably priced assistance with your estate administration needs.