Willwise Estate Planning Packages
Willwise offers four tailored estate planning packages to suit a wide range or personal and financial circumstances. Whether you're starting simple or navigating complex arrangements, our packages are designed to help you plan with confidence.
We understand that not everyone fits neatly into a box - and that's okay. For clients seeking greater flexibility, our Willwise Signature Plan allows you to customise exactly what you need.
Willwise
Start Smart
- One strategy meeting
- Standard Will
- Enduring Power of Attorney
- Binding Death Benefit Nomination (industry or retail fund)
- One signing meeting
- add optional Advance Health Directive
Willwise Future Focus
- One strategy meeting
- Standard or Complex Will
- Enduring Power of Attorney
- Advance Health Directive
- Binding Death Benefit Nomination (industry or retail fund)
- One signing meeting
- add optional Guidelines for Guardians/Letter of Wishes
Willwise Wealth Guard
- One strategy meeting
- One telephone or video conference
- Will incorporating testamentary trust
- Enduring Power of Attorney
- Advance Health Directive
- Binding Death Benefit Nomination (industry or retail fund)
- Guidelines for Guardians (infant children), if required
- Letter of Wishes, if required
- One signing meeting
- add optional Binding Death Benefit Nomination (SMSF)
Willwise Signature Plan
- Fully customised estate plan designed to meet complex and unique needs:
- Comprehensive review of existing structures & documents
- Tailored legal architecture for high-value estates, blended families, business interests, or intergenerational planning
- Strategic integration of trusts, companies & superannuation arrangements
- Option to include letter of wishes, succession guidelines & legacy planning tools