Done with You for couples

 

Two meetings included:

  1. First Meeting- we educate you about the documents, discuss an appropriate strategy in your circumstances, and take instructions from you about your wishes;

  2. Document Review Meeting- we read through the draft documents that we have sent to you to ensure that you understand them, record your agreement to them and capacity, and make changes if required.

Note on signing yourself:

If you select this package the documents will be emailed to you to sign locally, using witnesses that you have organised yourself. Enduring Power of Attorney documents require one witness to be qualified, and this is different from State to State. The list of qualified witnesses in Victoria and QLD is wider than in NSW. In NSW a lawyer is required to witness Enduring Guardianship or Enduring Power of Attorney documents, and so we recommend NSW clients purchase the next package: “Done with You + Signing”.

Process Done with You.png

Documents for you each include:

  1. Will;

  2. Enduring Power of Attorney- Financial;

  3. Appointment of Medical Treatment Decision Maker (known as Enduring Guardianship in NSW);

  4. Letter of Wishes (template with guidance).

We work with clients in Victoria, NSW, and Queensland. However this package may not suit all of our NSW clients, we can discuss this with you in our free 15 minute call.

$3,950 (incl. GST)

Invoiced at different stages, refer to the Cost Agreement sent to you for more information.

Testamentary Trusts + $800 (incl. GST)

An additional fee of $800 (in total, not each) will be charged where you instruct us to include a Testamentary Trust in each of your Wills.

Refer to our Cost Agreement for package exclusions and other additional charges.

Next Steps:

If you would like to work together the next step is:

  1. Download the Cost Agreement below, complete it* and return it to us;

  2. We will then send you a welcome email including a link to book our First Meeting together. You should allow 90 minutes for this meeting, and we frequently offer Saturday and evening appointment times.

* If you have any questions about our Cost Agreement that you would like to discuss prior to accepting those terms please email me at lucy@hhep.com.au

Optional purchase of online course:

It is not a condition of this package that you have purchased and watched our online course. If you would like to however the cost of the course will be deducted from your final invoice, making it fully redeemable.