What is Estate Planning?

Involves developing strategies to deal with your needs, finances & assets which will protect you and your loved one. You can do this, at the very least, by completing a Last Will and Testament and an Enduring Power of Attorney.

We strongly suggest that you consider a Smarter Will which includes a discretionary testamentary trust (please refer to "Smarter Wills Guide and Benefits" below), as it provides;

✔ asset protection + tax minimisation.
✔ maximise flexibility
✔ options to create discretionary testamentary trusts, rights of residence, beneficiary support/special disability trusts and guardianship instructions.
✔ minimise income tax, capital gains tax (CGT) and other tax leakage as well as reserve welfare entitlements year after year.

Are Your Affairs in Order

❓ Protect your loved ones and children?

❓ Secure your needs & prevent fraud!

❓ Forward planning – Setting up your Estate

❓ Avoid family disputes

What could happen without a Will in place?

Your assets can be shared with people whom you do not wish to benefit and in certain circumstances the estate could be paid to a state government.

What could happen without having a Power of Attorney (POA) in place?

Your finances will be frozen. The Victorian Civil and Administrative Tribunal (VCAT) can appoint someone to make the decision, such as the Public Advocate or a trustee company

What is the most common mistake made in Estate Planning?

Compiling a ‘do-it-yourself Will Kit’ without following legal guidelines or consulting an experienced lawyer.

Enduring Power of Attorney - VIC - Lawyer Assisted

Under 10 minutes  Victoria 150 AUD

Meeting VIC government requirements, this Enduring Power of Attorney is a quick and easy solution to appoint one or more decision-makers for financial and personal matters.

Advance Care Directive - VIC - Lawyer Assisted

Under 10 minutes  Victoria 150 AUD

Following the approved format of the Department of Health and Human Services of VIC, this Advance Care Directive enables you to provide directions for future medical treatment in the event that you are unable to give medical instructions. Use this version if you will be signing the directive.

Advance Care Directive (Someone Signing On Your Behalf) - VIC - Lawyer Assisted

Under 10 minutes  Victoria 150 AUD

Following the approved format of the Department of Health and Human Services of VIC, use this Advance Care Directive to give directions regarding medical treatment to one or more decision-makers. Use this version if someone else will be signing on behalf of the appointing person.

Appointment of medical treatment decision maker (LongForm) - VIC - Lawyer Assisted

Under 10 minutes  Victoria 150 AUD

Following the approved long-form format of the Department of Health and Human Services of VIC, this Appointment of Medical Treatment Decision Maker enables you to appoint up to four decision makers to make medical treatment decisions on your behalf. Use this version if you will be signing the document.

Appointment of medical treatment decision maker (short form) - VIC - Lawyer Assisted

Under 10 minutes  Victoria 150 AUD

Following the approved short-form format of the Department of Health and Human Services of VIC, this Appointment of Medical Treatment Decision Maker enables you to appoint up to four decision makers to make medical treatment decisions on your behalf. Use this version if you will be signing the document.

Appointment of medical treatment decision maker signing on your behalf (SF) - VIC - Lawyer Assisted

Under 10 minutes  Victoria 150 AUD

Following the approved short-form format of the Department of Health and Human Services of VIC, use this Appointment of Medical Treatment Decision Maker to appoint up to four representatives to make medical treatment decisions. This version is appropriate if someone else will be signing on behalf of the appointing person.

Appointment of Support Person (someone signing on your behalf) - VIC - Lawyer Assisted

Under 10 minutes  Victoria 150 AUD

This document is a quick and easy way to appoint a Support Person to make, communicate and act on medical treatment decisions. Follows the format approved by the Department of Health and Human Services of VIC. Use this version if someone else will be signing on behalf of the appointing person.

Enduring Guardian - NSW - Lawyer Assisted

Under 10 minutes  New South Wales 310 AUD

Complying with NSW government requirements, our Enduring Power of Guardianship document is a simple and fast solution for appointing one or more decision-makers for personal matters.

Enduring Power of Attorney - NSW - Lawyer Assisted

Under 10 minutes  New South Wales 150 AUD

In line with NSW government requirements, our Enduring Power of Attorney solution is the quickest and easiest way to appoint one or more trusted people to make financial decisions on your behalf.

Health Direction - ACT - Lawyer Assisted

Under 10 minutes  Australian Capital Territory 310 AUD

Record your wishes regarding medical treatment with this Health Direction that follows the format required by ACT legislation.

Enduring Power of Attorney - ACT - Lawyer Assisted

Under 10 minutes  Australian Capital Territory 150 AUD

This Enduring Power of Attorney solution enables you to appoint one or more trusted decision-makers for property matters, personal care matters, health care matters and/or medical research matters in the format required by ACT legislation.

Advance Health Directive - QLD - Lawyer Assisted

Under 10 minutes  Queensland 150 AUD

Following the approved format of the QLD government, our Advance Health Directive solution is an efficient and effective way to provide directions regarding future medical treatment.

Enduring Power of Attorney - QLD - Lawyer Assisted

Under 10 minutes  Queensland 150 AUD

Complying with QLD government requirements, our Enduring Power of Attorney is the fastest and simplest way to appoint decision-makers for personal and financial matters. Offers both short and long-from formats for added flexibility.

Revocation of Enduring Power of Attorney - Qld - Lawyer Assisted

Under 10 minutes  Queensland

Complying with QLD government requirements, our Revocation of Enduring Power of Attorney is the fastest and simplest way to revoke the appointment of decision-makers for personal and financial matters.

Advance Care Directive - SA - Lawyer Assisted

Under 10 minutes  South Australia 150 AUD

Use this Advance Care Directive document to appoint one or more substitute decision-makers in respect of personal matters, including health care and residential accommodation. Follows the format approved by the SA government.

Enduring Power of Attorney - WA - Lawyer Assisted

Under 10 minutes  Western Australia 150 AUD

Our Enduring Power of Attorney is the quickest and easiest way to appoint one or more decision-makers for financial and property matters in the format required by WA legislation.

Advance Health Directive - WA - Lawyer Assisted

Under 10 minutes  Western Australia 150AUD

Following the approved format of the WA government, this Advance Health Directive solution is the most efficient and effective way to make advance decisions in respect of medical, surgical, dental or other health care matters.

Enduring Power of Guardianship - WA - Lawyer Assisted

Under 10 minutes  Western Australia 310 AUD

This Enduring Power of Guardianship is an efficient and effective way to appoint a guardian to make decisions in respect of personal matters. Complies with WA government requirements.

Instrument Appointing Enduring Guardian -TAS - Lawyer Assisted

Under 10 minutes  Tasmania 310 AUD

In accordance with the form approved by the Guardianship and Administration Board of TAS, this document enables you to quickly and easily appoint an enduring guardian for personal matters.

Advance Personal Plan - NT
Lawyer Assisted

Under 10 minutes  Northern Territory 150 AUD

In line with Northern Territory legislative requirements, use this Advance Personal Plan to appoint one or more decision-makers for personal and financial matters. Can also be used to make an advance care statement and legally binding advance consent decisions about medical treatment.