Organised people plan in advance for death, incapacity and bankruptcy. A good plan might be a short, simple will and an enduring power of attorney. Often a binding arrangement or nomination for superannuation is needed too. Sometimes complex scenarios need a set of stand-alone legal documents and complementary arrangements (for example: will schedules establishing protective trusts, confidential letters of wishes, family trust tweaks, option agreements, property transfers – whatever is needed to elegantly achieve the planned goals).
Our approach to delivering this highly personal service is –
- You commit to an initial one-hour consultation (by making an appointment).
- Prior to the meeting, we will ask you some questions designed to help you prepare for the meeting.
- At the meeting, we ask the right questions so you do most of the talking and we the listening.
- After the meeting, we send you our formal recommendations and advice on your succession plan (often including all proposed documentation).
- You read and respond (usually by e-mail and telephone) with your queries or additional information.
- We send you any tweaks, corrections or explanations of the documentation required to achieve approval of the plan. We meet again if needed.
- We follow-up to see to it that you do actually sign the documentation correctly with due witnessing (and supply or act as qualified witnesses if required).
- We set-up an automated review mechanism and make direct links with key persons (e.g. your attorney/executor and accountant/financial planner).
- We appropriately store and manage any or all of your original succession plan and title documents in our large fire-proof bank safe.
Obtain a legal cost estimate for our help with your updated succession plan using the button below.