Succession Planning Cost Estimator
After completing this secure form you will receive a formal estimate of legal costs by Email from Robert Garvey.
Email address *
Individual or couple? *
Sometimes couples will jointly instruct a lawyer to prepare a succession plan for each which closely mirrors the other and this results in cost savings. Even if you are a married or partnered, answer 'an individual' here to get a baseline estimate for you alone.
Your age group *
Are there significant assets in a discretionary family trust? *
Do you own or control significant assets located outside Australia? *
Are you self-employed or a business owner? *
Is any child, spouse or primary beneficiary bankrupt, at risk of bankruptcy, or involved in serious litigation? *
Are there substantial savings in a self-managed superannuation fund? *
Is there a child, spouse or dependent to be excluded from or likely to challenge your will? *
Do you have step-children and/or in a second marriage 'blended family' scenario *
Approximate net wealth *
Estimated value of net assets (including superannuation savings but excluding life insurances). Assume all assets sold, interests/claims paid out, and all taxes, debts and mortgages paid in full.
Your name(s) *
By typing your name (or names for a couple) below, you request in good faith, based upon the answers given above, a legal costs estimate from Robert Garvey to prepare and advise you on your succession plan.
Your answer
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