Willwise Estate Planning Packages
At Willwise, estate planning is approached as a structured advisory process
- not simply the preparation of documents.
Each plan is designed to ensure your intentions are clearly understood, appropriately structured, and capable of operating as intended over time.
We offer four levels of engagement to reflect different levels of complexity and involvement. While these provide a framework, your plan is always shaped around your circumstances. The appropriate level of planning will depend on your circumstances and the level of structure required.
For clients requiring greater flexibility or more complex structuring, the Willwise Signature Plan allows for a fully tailored approach.
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 more detailed 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
- Follow-up 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