GOLD WILL (Testamentary trust Will)

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1 ESTATE PLANNING SERVICES NO HIDDEN EXTRAS OR SURPRISES: Prices include the following: Home visit to gather information: Qualified lawyers reviewing the drafts and finalising the documents with you: Full signing service at our offices: All amendments up to day of signing and 30 days beyond: All telephone calls and s: Annual review: 1 hour consultation for executors. BRONZE WILL The Bronze Will service is designed for the client with a straight forward and uncomplicated estate and distribution needs comprising liquid assets [cash, bank accounts, insurance policies, share portfolio etc] and personal property [jewellery, car, ornaments, photographs etc]. The Bronze Will provides for the appointment of executors and guardians, distributes personal gifts by way of a gift list, cash gifts and residue. Single Will - $ Couple $ SILVER WILL The Silver Will service is designed for clients with more specific wishes. You may include wishes such as alternate executors or guardians, alternate additional beneficiaries, children s or pet trusts or a disabled discretionary trust for a dependent relative. Single $ Couple $ GOLD WILL (Testamentary trust Will) The Gold Will service is designed for clients with more complex estates and distribution needs. You may include wishes such as dealing with multiple investment properties, business interests, protective property trusts, lifetime interests and resolving blended family issues. Single $ Couple $1,497.00

2 ESTATE PLANNING PACKAGES Add an Enduring Power of Attorney (EPA) with your Will for additional financial protection. In the event of your temporary or permanent incapacitation an EPA provides protection to ensure that financial decisions can be made on your behalf. An EPA can be used to deal with property, bank accounts, other finances and the exercise of many other legal rights. The nominated attorney, often the executor(s) will be able to step in and make decisions, or give effect to decisions that have already been made by you as well as manage the day to day finances. BRONZE WILL PLUS PACKAGE Single $ (Save $40) Couple $ (Save $80) SILVER WILL PLUS PACKAGE Single $ (Save $40) Couple $1, (Save $80) GOLD WILL PLUS PACKAGE Single - $1, (Save $40) Couple - $1, (Save $80) Prices exclude any Landgate registration fees, if applicable, for each Enduring Power of Attorney

3 ULTIMATE LEGAL PACKS The Ultimate Legal Packs contain the Will of your choice, Enduring Power of Attorney, plus an Enduring Power of Guardianship (EPG) An EPG ensures your health and welfare needs can be met in the event of incapacitation. This represents great value for money as well as complete and comprehensive protection BRONZE ULTIMATE LEGAL PACK Single - $ (Save $55) Couple - $ (Save $110) SILVER ULTIMATE LEGAL PACK Single - $ (Save $55) Couple - $1, (Save $110) GOLD ULTIMATE LEGAL PACK Single - $1, (Save $55) Couple - $1, (Save $110) Prices exclude any Landgate registration fee, if applicable, for each Enduring Power of Attorney

4 - QUICK GUIDES TO OTHER SERVICES - ENDURING POWER OF ATTORNEY [EPA] $ per person (+ Landgate registration fee, if applicable) Provides protection for the client to ensure that decisions can be made dealing with property, bank accounts, other finances and the exercise of many other legal rights, should the client suffer a temporary or permanent disability or is away on holidays. The nominated attorney, usually the executor(s) will be able to step in and make decisions, or give effect to decisions that have already been made by the client as well as manage the day to day finances. ENDURING POWER OF GUARDIANSHIP [EPG] $ per person The difference between an Advanced Health Directive and an Enduring Power of Guardianship is that the EPG allows the individual to specify the people they wish to empower with the future decisions on their medical and housing care. SAVE $40 BY BUYING EPA and EPG together just $240 ADVANCED HEALTH DIRECTIVE (LIVING WILL) - $195 per person The ability to be in control of medical and health circumstances in the future is important to many people and this service allows clients to give advance direction on what should happen should their future health deteriorate. This service also provides peace of mind to families in that the person's wishes are known and therefore no family member needs to make the extremely difficult decisions about terminal care of a loved one.

5 ADDITIONAL SERVICES AND FEES Probate/Letters of Administration (LOA) - with or without a Will Executors assist and support FIXED FEE FIXED FEE (With both the above services the initial consultation is FREE when fee is determined) (Fees for Probate/LOA will include Court fees, requisitions and other costs). Supervise and arrange home signing of Wills, EPoA, EPoG, AHD - $ Change ownership of property from Joint Tenants to Tenants in Common - $ Survivorship application $375 (Landgate fees for a Title Search or registration may apply and are additional when changing property ownership. For current Landgate fees see the appropriate website: DOCUMENT STORAGE provided by StoreMyDocs Pty Ltd (see attached leaflet A secure document storage service is provided with every product to ensure that documents are kept safely for the client for the eventual use that they are intended. Any number of paper documents can be stored together in the facility, Wills, house deeds, personal letters, EPA s, EPG s, Living Wills, insurance policies, passports, marriage and birth certificates etc. Fixed fee for life - $52.00 per annum IF THERE IS ANY OTHER MATTER YOU NEED ASSISTANCE WITH PLEASE CALL US ON (08) or These descriptions and services are correct at the time of production of this document 01/03/2015 and may be subject to alteration by way of legislation or product changes

6 Things to think about before your meeting Our Estate Planning Consultant will be looking forward to meeting with you to take your instructions. This is a list of things you should think about before your meeting. It may be useful to write your thoughts down, but it is not essential. All of the matters below are discussed in detail at your meeting. 1. THINK who your Executors should be. These people (usually 1 to 4) administer your estate, you can also nominate backup Executors. 2. THINK who should care for your minor children upon your death. 3. THINK about any specific gifts of assets or money (including to charities) that you wish to make. It is not essential to make specific gifts. 4. THINK who the main beneficiaries should be of the remainder of your assets and estate. 5. THINK who your backup beneficiaries should be (e.g. if a beneficiary dies do their children get their share?) 6. THINK at what age your beneficiaries should take control of their entitlement, e.g. you may want minor children to get everything at 21 or 25 instead of THINK who might want to challenge your Will. If a challenge is likely our Consultant may refer you to our lawyer before preparing your draft. 8. THINK who your Attorneys and Guardians should be. These people care for you if you lose mental capacity before your death, For your information: Divorce or marriage may revoke your Will. Family Trust assets do not form part of your estate. Business assets may not form part of your estate. If you have any questions about your personal situation please contact us.

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