All of our estate planning services are offered on a fixed-fee basis, so you know upfront exactly what will be delivered and for what price.
Reviewing your Estate Plan
Estate planning is an ongoing process, not a one-time event. Your plan should be regularly reviewed and updated with your solicitor, as your family, your financial situation, and legislation changes over your lifetime.
We recommend reviewing your estate plan on a 5-yearly basis as a minimum, especially in the following circumstances:
Purchase or sale of property
Purchase or sale of business/shares
Entering a marriage or de facto relationship
Divorce or separation
Death of your spouse (married or de facto)
Death, illness or relocation of your executors
We offer a free 40-minute consultation to discuss your estate planning requirements, review your current documents and make recommendations that are tailored to your personal situation.
Contact Jim Wilson now to take advantage of our cost-free consultation.
Can’t make it into the office? We are flexible and can make other arrangements that suit you.
Jim can be contacted on:
Direct line: 07 5536 3055 ext 4
Office line: 07 5536 3055 ext 1
Cost Free Initial Consultation
If you are interested in knowing more about how we might be able to assist you, please call 07 5536 3055 to make a cost free initial, 40 minute consultation with our Principal, Mr Jim Wilson.