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Wills & Estate Planning

An estate plan will provide instructions for what you want done with your assets after death. It can include documents such as:

  • Will

  • Testamentary Trust

 

It can also cover how you would like to be cared for both medically and financially if you lose the capacity to make your own decisions. This part of your estate plan can include:

  • Enduring Power of Attorney

  • Advance Healthcare Directive

  • Enduring Power of Guardian

What’s the process?

Hunter FP have teamed up with Abbott and Mourly Lawyers to help deliver these important documents to you with full legal signoff, in a compliant and cost-effective way.

We want to make this process as easy as possible for you, because once it is set, it will only need to be changed if your situation or intentions change.

 

The pricing for a will for both an individual and couple is from:

 

Will – Individual - from $770 including GST

Will – Couple - from $880 including GST

 

In the case of a more complex scenario, we would be happy to look at it for you and provide a quote.

 

We look forward to being able to work with you and your families to ensure that the burden on your beneficiaries is lifted at an emotional time.

 

Contact Pat or Tony or fill in the form below to find out more, or to lock in the construction of your will!

Contact Hunter FP

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Hunter FP

E: team@hunterfp.com.au

Pat Dodds - 02 4014 1999

Suites 1-3 Lake Macquarie Square, 46 Wilsons Road, Mount Hutton NSW 2290

HFP Financial Services Pty Ltd ABN 33 665 873 487, t/a Hunter FP is a Corporate Authorised Representative (No. 1008018) of Infocus Securities Australia Pty Ltd ABN 47 097 797 049 AFSL and Australian Credit Licence No. 236523

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This information is of a general nature only and neither represents nor is intended to be specific advice on any particular matter. We strongly suggest that no person should act specifically on the basis of the information contained herein but should seek appropriate professional advice based upon their own personal circumstances. Although we consider the sources for this material reliable, no warranty is given and no liability is accepted for any statement or opinion or for any error or omission. Past performance is not a reliable indicator of future performance. Please refer to the Product Disclosure Statement (PDS) before investing in any products mentioned in this communication. This information is current as at the date of publish.

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