How we work - process, costs + terms for estate planning at Nest Legal

Follow these steps to get your estate plan sorted

FIND THE PACKAGE FOR YOU

Browse our packages and find the pricing option that meets your needs.

COMPLETE OUR ONLINE INTAKE FORM

Fill out our intake form so we can spend our meeting discussing the big issues, not spelling names.

DISCUSS YOUR SITUATION AND WISHES

Book a videoconference with one of our lawyers.

REVIEW YOUR DOCUMENTS

We will draft your estate planning documents and send them to you for your review.

SIGN YOUR DOCUMENTS

Book a complimentary signing appointment to sign your estate planning documents in-person within four months of receiving them.

REST EASY

Rest easy knowing your affairs are now in order!

PACKAGES

Essential

$880 individual / $1300 couple

This package includes the below documents, a strategy and recommendation meeting and tailored advice about your superannuation death benefit nomination/s:

  • Standard will
  • Enduring power of attorney
  • Medical treatment decision maker appointment
  • Pro forma letter of wishes

Premium

$1830 individual / $2600 couple

This package includes the below documents, a strategy and recommendation meeting, tailored advice about your superannuation death benefit nomination/s, a meeting to explain how the testamentary trust works and to answer any queries and liaising with your financial planner/account:

  • Testamentary trust will + explanatory document
  • Enduring power of attorney
  • Medical treatment decision maker appointment
  • Pro forma letter of wishes

ADD-ONS (PER PACKAGE)

Blended family/leaving someone out

I or my partner have children to a previous relationship/want to leave someone (spouse, children, step-children, someone that lives or lived with me/us) significantly less than others/no provision

$350

Life tenancy/right to reside

I want to allow someone to live in my property for life or a defined period but want the property to pass to someone else thereafter.

$350

International Will

I have assets in another country and want my will to be easily administered there

*only available in participating jurisdictions

$350

Special Disability Trust or Protective Trust

I have a beneficiary who suffers from a disability/vulnerability and want their share to be able to go to a special disability trust/protected trust.

Standard Will – special disability trust only

$550

Testamentary Trust Will – special disability trust and protected trust

$660

Bespoke work

I need a special clause tailored to my specific wishes, eg. guardian payment, trust for pets, frozen embryos, bespoke conditions for my attorneys

$350

Self Managed Superannuation Fund

I have a controlling interest in a SMSF – we will review the deed and make sure your super ends up with who you want

$550

Company/Trust

I have a controlling interest in one of these assets and will need you to review the seminal documents to provide me with advice (cost per company or trust)

$550 per entity

Interpreter

I come from a non-English speaking background and will need an interpreter (the appointments will be longer and additional documents will need to be drawn for the interpreter to sign) OR I will require an affidavit of due execution by my lawyer attesting to my knowledge and approval of the documents due to illiteracy/inability to sign/health matters

*does not include interpreter's fees

$250

Get Started

1

Make an appointment with one of our estate planning lawyers here.

2

The fee for this meeting is $450 which is included in our package fees (plus an additional $150 if you choose an evening slot). This will be invoiced following the conference, with the remainder of the quote to be paid into our trust account, prior to the documents being prepared. If you cancel or reschedule within 3 days, a $100 fee will be charged.

3

Fill in our online intake form here.

Our First Meeting

What we'll do

Our first meeting is where together, we work out the structure of your estate plan.

In this meeting, we'll talk through your past and present situation, and discuss your wishes, hopes and concerns. To provide you with tailored strategic advice, we'll need accurate information about both your financial and personal circumstances. For these reasons, we ask that you consider the below information and come prepared to make the best of our time together.

How to prepare

Prepare for the meeting by completing this form

Before your complete the form, think about the following questions:

  • Who you wish to give your estate to;
  • Who you trust to take financial control of your affairs (during your life and after your death);
  • Who you trust to make medical treatment decisions for you if you cannot;
  • Who you trust to look after your children (if you have children under 18 years).

Please include full names, addresses and dates of birth, plus details of your assets and liabilities, including any assets held jointly, any controlling interests in family trusts or companies, your superannuation and any life insurance. Please note, the scope of our retainer specifically excludes the provision of taxation or financial advice.

Your Checklist

To make the most of our first meeting, please send the following to your lawyer or nest@nestlegal.com.au beforehand

Your current physical photo ID (e.g. driver's licence or passport or proof of age card)

WHERE RELEVANT TO YOU:

Most recent superannuation statement

Most recent life insurance statement

Company extract + constitution (where company director/secretary)

Trust deed (for trusts you have a controlling interest in)

Most recent financial statement for any company/trust

Self managed super fund trust deed

Loan agreements (for related party loans)

Binding financial agreement (AKA 'a prenup') in force