Estate Planning Lawyers Brisbane

Estate planning is more than drafting a Will; it's a comprehensive approach to managing your assets, legal affairs, and future care.

Direct Lawyers drafts Wills and Estate Plans, sets up Testamentary Trusts, and provides asset protection advice. With expert advice tailored to your unique circumstances and needs, we make future planning simple and affordable.

Embrace the convenience of our Wills and Estate Planning Lawyers in Brisbane. Our mobile lawyers bring our expertise right to your doorstep, making it easier to manage your affairs with confidence.

The value of Estate Planning

Estate planning involves making thoughtful decisions about how your assets will be managed and distributed in the future.

It’s about protecting what matters most to you: your family, your business, and your legacy. The Estate Planning process can include everything from drafting a Will to setting up trusts and appointing legal guardians. Understanding the differences between a Will and an Estate Plan is important when deciding what’s best for your circumstances.

Having a solid plan in place brings peace of mind. You’ll know that your loved ones will be looked after and your affairs handled how you want.

Top benefits of Estate Planning: protect your family and legacy

Protect your family’s financial future

A well-structured Estate Plan shields your loved ones from excessive probate fees and taxes, like capital gains tax on inherited assets.

It allows you to allocate assets efficiently, set up trusts for minors, and ensure that guardianship is established, protecting your family from legal and financial stress.

Ensure your wishes are legally binding

Without a valid Will or Estate Plan, your assets may be distributed under Queensland's intestacy laws, which may not reflect your wishes.

Estate Planning lets you legally document how your assets, superannuation, and medical decisions will be managed, ensuring your intentions are carried out by law.

Smooth business succession

For business owners, a comprehensive Estate Plan ensures a seamless transition of leadership and ownership.

It protects your business from disruptions, safeguards employees' jobs, and ensures your vision for the company's future is preserved.

You can keep your business running smoothly for years to come.

What risks can be minimised with effective Estate Planning?

Family disputes and conflict

Without a clear Estate Plan, family members may argue or disagree about how assets should be divided, which can lead to lasting conflict.

A well-structured Estate Plan reduces confusion, ensuring your wishes are followed and helping to maintain family harmony.

Loss of control over your care

If you become incapacitated, an Estate Plan with powers of attorney ensures that trusted individuals are appointed to make critical decisions about your healthcare and finances.

This reduces uncertainty, ensuring your care is managed according to your wishes and values.

High taxes and unnecessary fees

A well-crafted Estate Plan helps minimise the impact of taxes and administrative fees on your estate, ensuring that more of your hard-earned wealth is passed directly to your beneficiaries.

This approach prevents unnecessary financial loss and maximises the inheritance left to your loved ones.

Do you need a lawyer for Estate Planning?

Estate laws can be complicated. Consulting a lawyer for Estate Planning ensures that your wishes are fully protected and nothing important is overlooked.

A lawyer will tailor your plan to fit your unique situation, from safeguarding your family’s future to ensuring your assets are distributed as intended. Without expert legal guidance, you might miss crucial elements like tax planning, healthcare directives, or guardianship arrangements, which could leave your loved ones vulnerable.

Gain the peace of mind that your Estate Plan is legally sound, comprehensive, and ready to stand up to any challenges.

Brisbane Estate Planning Packages

To provide you with an idea of the potential cost of your estate plan, we’ve curated four comprehensive estate planning packages that align with common scenarios. 

We ensure every individual's unique needs are met while offering clarity and transparency in our pricing. Whether you are looking to create a simple Will or require a comprehensive estate plan, our experienced estate lawyers will guide you through the process.

Estate Planning Solo Starter Package

Estate Planning Solo Starter Package $1,200

You’re single and don’t have many assets but you’re told you need a will and you’re not sure why. You’re probably young, without kids or recently separated, this will be a great package for you!

  • Includes:

    • Initial consultation (1 hour)

    • Basic Will

    • Enduring Power of Attorney

    • Advance Health Directive (‘living will’)

    • Superannuation Advice

    • Sign-up appointment (1 hour)

Estate Planning Solo Premium Package

Estate Planning Solo Premium Package $3200

You know you need a will as you have reasonably significant assets. You might be divorced or widowed with adult children. You want to make sure the inheritance you pass to them is protected from family court and bankruptcy whilst also being as tax effective as possible. This package should cover everything you need.

  • Includes:

    • Initial consultation and sign-up appointment (1.5 hours each)

    • Testamentary Trust Will

    • Provision for entities and complex assets including any complex gifting wishes

    • Enduring Power of Attorney

    • Advance Health Directive (‘living will’)

    • Superannuation Advice including a Superannuation Binding Death Benefit Nomination

    • Guidelines for Guardians (if you have kids)

Estate Planning Couple Starter Package

Estate Planning Couple Starter Package $2,000

Congratulations on your relationship! Maybe you’re getting married or having your first, or second child. Either way, you’re thinking about ‘adulting’ and it’s now time to put your own family first and make sure everything is clear and easy for your partner if the worst should happen.

This package should be everything you need until later in life (when you have some more assets to deal with).

  • This package includes:

    • Initial consultation (1.5 hours)

    • 2 x Basic Wills

    • 2x Enduring Powers of Attorney

    • 2x Advance Health Directive (‘living will’)

    • Superannuation Advice

    • Life Insurance check

    • Guidelines for Guardians (if you have kids)

    • Sign-up appointment (1.5 hours)

Estate Planning Couple Premium Package

Estate Planning Couple Premium Package $5,400

Amazing! You’ve reached a pinnacle together. You have a partner of many years, or perhaps you’re a blended family now. You’ll own your own house and you probably have some other investment of reasonable significance, such as a large superannuation balance, or an investment property, or a stock portfolio.

Whatever it may be, you want to protect your inheritance and make sure it passes to the next generation, and the generation after that, whilst providing the best tax benefits for your kin that money can buy. This is the package for you.

  • This package includes:

    • Initial consultation (1.5 hours)

    • 2x Testamentary Trust Will, including:

      • memorandum of wishes

      • explanatory memoranda to beneficiaries

    • Provision for entities and complex assets including any complex gifting wishes

    • 2x Enduring Powers of Attorney

    • 2x Advance Health Directives (‘living will’)

    • Superannuation Advice including 2x Superannuation Binding Death Benefit Nomination

    • Guidelines for Guardians (if you have kids)

    • Sign-up appointment (1.5 hours)

Our Estate Planning Process

( Step 1 )
Book an initial meeting (online or in-person)

Book your FREE 15-minute chat here.

Alternatively, if you’d like to get started before we meet, our online module will guide you step-by-step.

( Step 2 )
Drafting

We will then send you draft estate planning documents to review. 

You can let us know if you’d like any changes or if you have questions.

( Step 3 )
Sign up

We will sit down with you to review and execute your documents, then securely store them for your convenience.

Our estate planning lawyers in Brisbane provide expert guidance and a caring approach to securing your family's future

Contact our expert Brisbane estate planning lawyers for a consultation at your convenience, whether online or in-person at our Milton office (with free parking).

Book a free 15-minute consultation or call us today on (07) 3703 1888.

Unsure where to start? Let us help you navigate this process - Book a free chat with one of our friendly experts

Our estate planning lawyers in Brisbane provide expert guidance and a caring approach to securing your family's future

Begin your estate planning with us today

Our highly recommended Estate Planning Lawyers provide personalised and professional assistance. Our services are tailored to your unique needs, delivered from the comfort of your home or office. 

From drafting a simple Will to comprehensive estate planning, our mobile service ensures a seamless and stress-free experience.

Plan for the future with confidence

At Direct Lawyers, we understand the importance of estate planning and take pride in offering personalised services tailored to your unique needs. 

During our initial consultation, we will sit down with you, either at your office or home, and work with you to determine the exact composition of your estate.

After gaining insight into your individual circumstances, we will collaborate with you to create a comprehensive plan for your assets, loved ones and even your pets. Our goal is to provide you complete peace of mind and the best options for safeguarding your estate.

What does Estate Planning include?

Our estate planning services cover a wide range of crucial elements, such as:

To learn more about our services or to book a FREE 15-minute consultation, contact us online or call (07) 3703 1888.

Estate Planning Lawyers Brisbane
Estate Planning Lawyers Brisbane Consult

Our Estate Planning Fees

Direct Lawyers’ transparent pricing for your peace of mind

Determining the exact cost of your estate planning is dependent on various factors, including:

  • The complexity of your personal relationships (such as a blended family or specific inheritance wishes)

  • The structure of your assets (e.g. companies, family trusts, self-managed super)

  • The level of inheritance control or risk minimisation you desire

Based on these factors, the complexity of drafting your will and other testamentary documents will be assessed. Leading to a tailored fixed fee for your initial consultation, to assess your unique needs and provide you with cost-effective solutions on a fixed-fee basis.

 

Initial Consultation for Wills and Estate Planning in Brisbane

Direct Lawyers charge a flat fixed fee of $290 (including GST) for the initial consultation, ensuring you receive a comprehensive service and legal advice without any hidden costs or surprises.

Payment will be requested at the conclusion of the consultation, making the process convenient and straightforward for you. Our commitment to transparent pricing allows you to focus on getting the guidance you need for your legal matters with confidence and peace of mind.