Fees

    Certainty in your affairs. Certainty about fees.

    Thoughtful estate planning starts with understanding what matters to you and what you want to protect. Our fees are fixed and agreed upfront, so you know where you stand before work begins.

    How to start

    1. Free 20-minute call

      By phone or video. No cost, no obligation, nothing to prepare. We work out what you need and whether we are the right fit. It is not legal advice.

    2. Strategy meeting, $880 including GST

      About an hour with Rachael on your circumstances. The $880 fee is credited towards your plan if you proceed.

    3. Fixed-fee plan

      A fixed quote follows. Once you accept it, we draft your documents and book the signing meeting.

    Your strategy meeting

    Your strategy meeting is with Rachael Rofe, Principal.

    Many clients we meet already have a will. Few have a plan. Some have neither, which is more common than people admit and easily fixed.

    The gaps are usually in what the will does not control. Who takes over the family trust. Where the super goes, and how much tax comes out of it on the way. Whether an inheritance survives a child's divorce. What happens in a blended family when the first partner dies.

    The strategy meeting finds those gaps. We look at what you have built, who you want to provide for and the arrangements already in place, and test them against what you want to happen. You leave knowing what your estate plan needs, why, and what the work will cost. A fixed-fee quote follows.

    The strategy meeting is $880 including GST. It is a working session with an experienced estate planning lawyer, not a sales conversation. The $880 fee is credited towards your plan if you proceed. It is not charged on top of your quote. If you do not proceed, it covers the meeting and the advice provided. There is no obligation to go ahead.

    Rachael Rofe in a strategy meeting with a client

    Estate planning, tailored to you

    We work with you to develop an estate plan that reflects your assets, family relationships and wishes for the future, with fixed fees agreed before work begins.

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    Core Estate Plan

    Individual from $3,300 · Couple from $4,900

    Including GST

    Designed for

    Individuals and couples planning for their family, property, superannuation and the next generation.

    Includes:

    • Strategy meeting, $880 including GST. The $880 fee is credited towards your plan if you proceed.
    • Wills with testamentary trusts
    • Powers of attorney and guardianship documents for your state
    • Succession of control of your family trust (appointor and trustee)
    • SMSF deed check and binding death benefit nomination
    • Drafts review and signing meeting
    Book a strategy meeting
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    Extended Estate Plan

    Individual from $4,400 · Couple from $5,500

    Including GST

    Designed for

    Business owners, blended families and people whose beneficiaries need additional protection.

    Extended adds business and company succession, blended-family arrangements and protective trust provisions for vulnerable beneficiaries to the Core plan.

    Includes everything in the Core Estate Plan, plus:

    • Business succession
    • Succession of control for company director and shareholder positions
    • Planning for blended families, including protection for each partner's children and mutual Will arrangements where needed
    • Protective trust provisions for vulnerable beneficiaries, including special disability trusts where they fit
    Book a strategy meeting
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    Family Wealth Plan

    Fixed quote following your strategy meeting

    Designed for

    Families with multiple entities, business interests, lifetime giving or philanthropic plans.

    Includes everything in the Extended Estate Plan, plus:

    • Succession planning across multiple entities and businesses
    • Integration of lifetime gifts and philanthropic structures, including a private ancillary fund or sub-fund where appropriate
    • A family meeting to explain the plan to the next generation
    • Coordination with the family's financial adviser and accountant
    Book a strategy meeting

    Not sure where to start?

    Estate planning begins with understanding your family, your assets and what you want to achieve. The free introductory call is an opportunity to tell me a little about your circumstances, understand how I work and decide whether I am the right person to help. If we are a good fit, I will explain the next steps and the relevant fees.

    Book a free introductory call

    All fees include GST. Fees are a guide only and your fixed quote, provided after your strategy meeting, sets out the exact cost. This website contains general information only and does not constitute legal advice.