My fees and charges vary depending on the services you need. This cannot be otherwise. Fees and charges are based on the work I have to do, the complexity of your situation and the level of expertise required.

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Sometimes fees and charges are calculated based on time, in such a case my hourly rate will apply, generally when more specific research, experience and expertise than the usual are needed. My fees and charges exclude disbursements and third party costs, except where clearly stated otherwise.

 

The fees and charges listed in the prices listed below are for standard and straight forward scenarios of each service. I will of course provide a more detailed estimate of expected fees and charges before you make any decisions to proceed with a service.

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Should the preparation of your will, trust or EPA prove complex or take longer due to additional needs or multiple changes, I will charge additional fees. My hourly rates which will then apply, unless otherwise agreed in writing, are from $150 per hour and will vary depending on the complexity of the work involved. I will let you know the rates before we proceed.

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Wills

Standard Will:  $350.

Generally, for situations where there are no overseas assets, trusts, stepchildren or businesses and all of the will-maker’s assets will generally be evenly divided between the heirs.

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Non Standard Will:  $490.

Where there are overseas assets or businesses involved, a blended family or families or an uneven distribution between beneficiaries and particularly family members.

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For advice on an existing will or on the amendment of an existing will my hourly rate will apply. 

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Family or Inheritance Trusts

The setting up a trust involves a number of legal documents and I of course also offer advice depending on your specific situation. Once you have decided a family trust is right for you, I will require a non-refundable set-up fee of $500 to be paid before the drafting of the trust documents commence. This will be deducted from the total to be paid when the set-up of the trust is complete.

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If you decide to set up a family trust but want to wait before you transfer your assets, the cost will be from $1100 plus disbursements and other costs. A straightforward trust costs approximately $1800 to $2500 to set up, but a more complex trust will cost more. I do not handle the effecting of transfer of any immovable property; this will need to be done by conveyancers and will necessitate further costs and disbursements.

 

EPAs

A Property EPA:  $260

Personal care and welfare EPA:  $260

For providing advice and witnessing of another party prepared EPA document:  $260