Estate Planning Strategy
Create a Document (ALL)
Given the laws change from State to State, ensure the State noted above is where you need the document prepared for. You can choose the type of field of law you need help with on the left or if you know what you want, just use the search bar.
Advance Health Directive
An Advance Health Directive is a document that states your wishes or directions regarding your future health care for various medical conditions, including dental treatment and end of life decisions. It comes into effect only if you are unable to ma...
Will with Testamentary Trust
Whether or not you have a partner or spouse at this point in your life, if you have any assets, even just a bank account and superannuation, you should have a Will in place so that someone can manage what you do have in the event that you pass away....
Simple SMSF Binding Death Benefit Nomination
A Binding Death Benefit Nomination Form (BDBN Form) is the document you use to direct your Self-Managed Superannuation Fund (SMSF) to pay any funds to your estate to be dispersed in accordance with your Will, or pay to a specific person or pay the fu...
Simple Will for Person without Spouse or Partner (Does not include a Testamentary Discretionary Trust)
Whether or not you have a partner or spouse at this point in your life, if you have any assets, even just a bank account and superannuation, you should have a Will in place so that someone can manage what you do have in the event that you pass away....
Simple Will for Couples – All to Spouse, then to Children (Does not include a Testamentary Discretionary Trust)
Whether or not you have many assets, if you have a bank account and perhaps a small amount of superannuation, you are better off having a Will in place so that someone can manage what you do have in the event that you pass away. You must be over 18...
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