Email: stanleywang@willsonwheels.com.au
M: +61 41 01 98 577
Templates Avaliable for Free Download*
Will with Conditions Precedent to Drawing Down Funds
*these templates are provided as general documents, they are not legal advice, they do not consider your circumstances, please contact us for specific advice
Our Services
Estate Administration and Executor Advisory
Our administration and trustee services (performed by former NSW Public Trustee executors) for more than 100+ active estates, includes:
•serving as executors, testimonial trust trustees, estate custodian
•appointment as Estate's legal representative
• instructing agent to estate real agents, estate accountants, financial planners
Our legal services include:
•sale of property from estate
•documenting loans and resolutions
•structuring of tax and investment documentation
A Considered Will $899
A properly prepared will should address:
•superannuation
•non-estate property & rights
•underage children guardianship
•specific vs general gifts
•tax on / bankruptcy of beneficiaries
•vesting conditions vs testimonial trusts
•asset liquidity issues
ENDURING GUARDIAN APPOINTMENT - $199
Provides clarity to your carers on how you are to be treated from a lifestyle and medical management perspective if you lose capacity
ENDURING POWER OF ATTORNEY - $199
Give someone you trust the right to manage your assets if you lose capacity
Binding Death Nomination - $100
Ensure your superannuation is paid to someone directly post death
About to move in ? Spouses and former spouses have significant rights to your estate – happy to meet you for discrete & confidential discussion
Becoming a new parent
Estates without a will pass to spouses first, does this work for your child?
Getting surgery
If you pass away on the operating table or lose capacity due to an accident – we visit all metro hospitals
Elderly
What is your legacy for family and friends? Do you leave a mess for those left behind?
________________________________
(Will, Guardianship & Power of Attorney $999)
Our Contact & Insurance Details
WillsOnWheels.com.au is a website operated by Pronergy Pty Ltd - an incorporated legal practice licenced to practice in in NSW
PI insurance - Law Cover $2 million | M: +614 10 198577 E: stanleywang@willsonwheels.com.au A:PO BOX 239 BEECROFT 2119