Wills + powers of attorney + estate planning
What does the Estate Plan Package include?
An Estate Plan Package includes:
an Enduring Financial Power of Attorney (so someone can make financial and personal decisions on your behalf if you can't)
an Appointment of Medical Treatment Decision Maker (so someone can make medical decisions on your behalf if you can't)
an Advance Care Directive (giving instructions about future medical treatment you consent to or refuse, and documenting your preferences for medical treatment)
a Digital Assets Register
a Memorandum of Directions for your Executor
a Binding Death Benefit Nomination (to make sure your superannuation goes to who you want).
Estate Plan Packages are only available for Victorian clients. Wills are available for clients in all States/Territories. Wills come with the Digital Assets Register and the Memorandum of Directions.
Why do you need a Will and Powers of Attorney?
Don't let the government decide who gets your things
Do all you can to make sure your kids will be raised as you intended, should the worst happen to you and your partner
Choose your preferred people to raise your children and look after their inheritance, should you die whilst they are still minors
Organise your affairs to provide for your kids throughout their childhoods and prevent unnecessary tax bills
Reduce paperwork for those left behind
Direct who gets your superannuation (yes, you need a separate document for this)
Prevent your Will being challenged by jilted lovers or family members
Ensure your medical wishes are respected and someone has your back if you become unable to make decisions
Let your family know any funeral or burial wishes
Deal with the effect of marriage on any previous Wills
Make sure that your de facto or same sex partner is treated the way you want
Second marriage? Blended family? No problem. Modern families are our thing
Ensure your digital assets end up where and how you want them