Fact Finders
Estate Planning
Testamentary and Protective Trusts - Beneficiary and Executor Controlled
Document (within a Will) |
Document Fact Finder(FF)
|
Minimum Cost#
|
| Beneficiary controlled testamentary trusts (BCTTs) |
FF: Estate planning PS: Beneficiary Controlled Testamentary Trusts |
$1,100 single Will & $1,320 pair of Wills |
| BCTTs + CGT & land tax clauses for family home |
FF: Estate Planning PS: Life interests & rights of occupation |
$1,320 single Will & $1,540 pair of Wills |
| BCTTs with staggered time release of control of funds |
FF: Estate planning PS: Beneficiary Controlled Testamentary Trusts |
$1,320 single Will & $1,540 pair of Wills |
|
BCTTs + executor controlled fixed, |
FF: Estate planning PS: Life interests & rights of occupation |
$1,760 single Will & $1,980 pair of Wills |
| BCTTs + executor controlled capital protected testamentary trust |
FF: Estate planning PS: Types of testamentary trusts |
$1,760 single Will & $1,980 pair of Wills |
| BCTTs + executor controlled special disability and/or all needs protective trust |
FF: Estate planning PS: Vulnerable beneficiaries |
$1,320 single Will & $1,540 pair of Wills |
| Special disability + all needs protective trust (but no BCTTs) |
FF: Estate planning PS: Vulnerable beneficiaries |
$660 single Will & $825 pair of Wills |
| Additional clauses referring to a self managed superannuation fund (SMSF) |
FF: Estate planning PS: Binding death benefit nominations |
Hourly rates |
| Additional clauses referring to a family trust |
FF: Estate planning PS: Family trust - Second generation |
Hourly rates |
| Additional clauses creating a fixed life interest |
$660 single Will & $825 pair of Wills |
|
| Addtional idiosyncratic clauses | Hourly rates | |
| Charitable testamentary trust | Hourly rates |
# Note: For all estate planning involving the preparation of testamentary trusts, the total price will consist of the document price + fees for the initial and final consultation, any additional or tailored drafting required and any searches or couriering of documents.
Document |
Document Fact Finder(FF)
|
Minimum Cost#
|
| Review of the death benefit clauses in an SMSF |
PS: Superannuation Death Benefits-payment choices |
$220 |
| Binding death benefit nomination (including immediate & reserve nominations) |
FF: Binding death benefit nomination PS: Binding death benefit nominations |
$330 single & $385 pair |
| Binding death benefit nomination- with special conditions |
FF: Binding death benefit nomination PS: Binding death benefit nominations |
Hourly rates for
|
| Special disability trust Deed and ancillary documents |
FF: Special disability Deed trust PS: Vulnerable beneficiaries |
$495 + consultation |
| All needs protective trust Deed & ancillary documents |
FF: All needs protective |
$990 + |
|
Wills without executor/beneficiary |
See Elder Law and Wills page | $440 single Wills & $550 pair of Wills |
| Immediate & reserve enduring financial powers of attorney |
FF: Powers of attorney PS: Attorneys, executors & administrators |
$220 single set, $275 pair |
| Medical treatment & guardianship powers of attorney, plus instructions as to their release |
FF: Powers of attorney PS: Attorneys, executors & administrators |
$220 single set, $275 pair of sets |
| Set of all Victoria forms of enduring powers of attorney |
FF: Powers of attorney PS: Attorneys, executors & administrators |
$330 single full set, |
|
Review of enduring and other |
FF: Powers of attorney PS: Attorneys, executors & administrators |
Hourly rates |
| Review of existing or draft Wills | Hourly rates | |
| Hybrid trust Deed with voting units only & ancillary documents |
FF: Hybrid unit trust PS: Unit trusts-fixed & hybrid |
$770 |
|
Hybrid trust Deed with income & |
$990 | |
| Hybrid trust Deed with capital & voting rights & ancillary documents |
FF: Hybrid unit trust PS: Unit trusts-fixed & hybrid |
$990 |
| Land transfers between partners, family members or related entities |
Hourly rates | |
| Advice regarding binding financial agreements for spouses or domestic partners |
PS: Binding financial agreements |
|
| Advice regrding eligibility for small business CGT concessions |
FF: Small business CGT concessions PS: Small business CGT concessions |
Hourly rates |
| Advice regarding intra-business agreements |
PS: Intra-business agreements | Hourly rates |
# Note: For all estate planning involving the preparation of documents, the total price is the document price (including an accompanying summary letter) + the initial consultation, any additional drafting required and any searches or couriering of documents.