A 25% discount on Estate Planning
Fees applies to holders of a Seniors Card.
Estate Planning
Estate Planning is used by people to protect those
they care about – by documenting, in a Will, how they want their
assets (estate) managed and distributed in the event of their death.
It is crucial not to overlook any aspect of your circumstances in
the Estate Planning process – or to allow any errors or misunderstandings
to slip through. If that happens there may be dire consequences, including
long legal disputes, friction between family members and potential
loss of benefits.
The Estate Planning professionals at Tasmanian Perpetual
Trustees offer you several significant advantages. As well as their
in-depth experience and expertise they also offer a unique Estate
Planning Checklist. It also provides for Estate Planning advice that
is personally tailored to your specific needs.
This comprehensive approach will allow you to feel
secure in the knowledge that every aspect of your estate will be covered.
Our Estate Planning professionals will use their expertise to ensure
clauses such as an 'equalisation provision' are included in your will
to help maximise the value of your beneficiaries' inheritance.
It only takes an hour or so for the consultation.
As with many professional services our fees reflect
the expertise and effort required to fulfill legal and associated responsibilities,
the personalised nature of our service, and the benefits of peace
of mind and security.
For Estate Planning (including preparation of a Will)
the fee is $88.00 for an individual or $132.00 per couple. This includes
the preparation of an Enduring Power of Attorney where required.
If you would like to know more about our Estate Planning
services, or to make an appointment with one of Tasmanian Perpetual
Trustees' Estate Planners, please contact any Tasmanian Perpetual
Trustees branch.
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