Professional employees YOU need estate planning advice!
It doesn’t matter whether you are a financial adviser, valuer, strata manager, engineer, architect, building surveyor, accountant, lawyer or any other professional - Getting a will doesn’t need to be time consuming, costly or hard!
BUT what blows me away as a legal practice owner is just how many professionsals we come across who do NOT have a will at all.
Many have NOT submitted a Binding Death Benefit Nomination to ensure their assets transfer to their loved ones as hoped.
As to the consequences, I was struck by a recent story where a family lost a loved one unexpectedly AND there was no will at all and worse substantial superannuation and no Binding Death Benefit Nomination.
But I get it too. We are all busy. Especially employed professionals. Before I had my own business and I was an employed insurance broker and solicitor I was so busy busy busy. Literally working all the hours in a day. Travelling to Melbourne CBD left me exhausted and leaving little time just for the basics like the gym and LIFE.
The irony our team @ Torquay Lawyers find is that most employed professionals only need a simple will and BDBN and it takes:
Just TWO two short meetings:
(1) One to discuss needs; and (2) One to sign documents.
Literally that EASY.
AND the costs, it actually is less than you probably think.
To make it even easier, we are making our Torquay Lawyers new rates available for Melbourne based professionals:
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Individual simple will and POA which is just $750.00 + GST!
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With testamentary trusts starting at just $2,500.00 + GST.
We even give basic advice on Binding Death Benefit Nominations as part of the process. In many cases employed professionals have more assets in super than outside it!
I know for professional advice from a specialist lawyer these are insane prices but we want to help busy professionals who struggle to find that time.
We PROMISE we will keep it simple and these prices are NOT for complex situations like ownership through complex trust structures, ownership in businesses and various overseas assets.
Our Torquay Lawyers team including the amazing Bree Shapter can meet at our Brockhill & Usherwood Lawyers office at:
Level 8, 530 Little Collins St Melbourne to witness your will and powers of attorney.
We can meet by Microsoft Teams and respect YOUR precious time.
IF you haven’t done this, please guys get it sorted today whether with us or any solicitor experienced in estate planning. YOU need to get it done.
To book a meeting, feel free to get in touch with our team Bree Shapter and Paula McNamara
- Book online www.torquaylawyers.au
- By calling 1300 294 042
- Emailing hello@torquaylawyers.au
https://torquaylawyers.au/wills-estate/
This article is a general guide to the subject matter. Specialist advice should be sought about your specific circumstances.
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