The challenge is that estate planning isn't the same for everyone.
Your family circumstances, assets, superannuation, business interests and future wishes all influence the documents you need and the complexity involved. For many people, a simple Will is sufficient. For others, more comprehensive planning is appropriate, particularly where there are blended families, businesses, trusts or vulnerable beneficiaries.
That’s why we’ve developed our new Estate Planning Fact Sheet.
It explains the key estate planning documents, provides examples of simple, moderate and high-complexity circumstances, and outlines when options such as Testamentary Trusts may be appropriate.
Fee Transparency Instead of Headline Prices
At Penmans, we believe clients should understand not only what estate planning is likely to cost, but why.
That’s why we’ve published all of our estate planning fixed fees on our website, together with practical examples of the types of personal circumstances that are likely to fall within each pricing category.
Rather than asking you to book an appointment before discussing fees, we want you to have a realistic understanding of both the process and the likely cost from the outset. When we meet with you, we’ll discuss your circumstances, explain the level of complexity that applies, and confirm the applicable fixed fee before we begin preparing your documents.
If you’re considering updating your Will or preparing estate planning documents, download our free Estate Planning Fact Sheet. It’s a practical starting point that will help you better understand your options before meeting with one of our specialist estate planning lawyers.
Peace of Mind Starts with a Plan
Good estate planning isn’t about preparing for the end of life. It’s about putting your affairs in order today so you can get on with enjoying your life, knowing you’ve taken care of the people who matter most.